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Macro

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communication · sector mood
2014
year mood +0.27 · +0.12 to +0.30 across 12 mo
Monthly mood
bearish −1 +1 bullish
-0.5 -0.25 0 +0.25 +0.5 Jan +0.30 Feb Mar Apr May +0.12 Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.14+0.30+0.30+0.12+0.30+0.30+0.30+0.30+0.30+0.30+0.30

A strong tech/comm year: Facebook's $19B WhatsApp buy, Alibaba's record IPO, Netflix scaling and a robust ad market. Consistently positive.

How this mood is scored ▾
Each day the model reads that day's news for the sector and asks, as someone who owns assets or makes their living in it: how am I feeling this month, and why? The month's mood is that running answer, tied to the specific events driving it (the story shown above). It leans on trusted, higher-impact reporting, and on the prior month when a month is quiet, so one loud headline can't swing it. The read updates daily through the month; once a month ends, its mood is locked. This year is read live from the news the pipeline actually collected (hover a bar for its story count). · last computed Jul 11, 2026
Top communication stories of 2014
Feb
Comcast to acquire Time Warner Cable in $45.2B all-stock deal thewrap.com →

Comcast is acquiring Time Warner Cable in a $45.2 billion all-stock transaction, creating a dominant cable entity with nearly 30% of U.S. video subscribers. The merger, pending regulatory approval, will expand Comcast's footprint in key markets and boost broadband and video offerings, while raising antitrust concerns. Time Warner Cable shareholders will own about 23% of the combined company, and Comcast plans a $10 billion share buyback upon closing.

May
AT&T to Acquire DirecTV for $48.5 Billion hollywoodreporter.com →

AT&T has agreed to buy satellite TV provider DirecTV for $48.5 billion, creating a combined entity with 26 million video customers. The deal, pending regulatory approval, aims to enhance bundled offerings across TV, broadband, and mobile services amid industry consolidation. The move positions AT&T to better compete with Comcast and other major players, leveraging synergies and expanding its quad-play potential in the evolving media landscape.