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Macro

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communication · sector mood
2015
year mood +0.20 · +0.00 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 Jun Jul Aug Sep Oct Nov Dec
month values ▾
JanFebMarAprMayJunJulAugSepOctNovDec
+0.30+0.00+0.30+0.30+0.11+0.30+0.20+0.10+0.20+0.20+0.20+0.20

Media consolidation (AT&T-DirecTV, Charter-TWC) and the opening streaming wars kept owners upbeat, dipping only on the August China selloff. Steady 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 2015
Feb
FCC reclassifies broadband under Title II to enforce net neutrality npr.org →

The FCC voted 3-2 to reclassify broadband as a public utility under Title II, enforcing net neutrality rules that ban blocking, throttling, and paid prioritization. Major ISPs oppose the move, warning of reduced investment, while advocates hail it as a win for free expression and open internet access. The decision introduces significant regulatory oversight with potential long-term impacts on telecom investment and innovation.

May
Charter to acquire Time Warner Cable for $55 billion cnbc.com →

Charter Communications is acquiring Time Warner Cable for $55 billion and Bright House Networks for $10.4 billion, creating a major Comcast competitor with 23 million customers. The deal, following the collapse of Comcast’s $45 billion bid, faces regulatory scrutiny but may be viewed more favorably as pro-competitive, potentially reshaping U.S. broadband market dynamics.