Telecom & media
26 large-cap companies along a 5-stage value chain, researched and connected to their suppliers and customers. rejo measures this industry in: subscribers, ARPU, churn, capex, box office / streaming adds, ad revenue.
The value chain
1
Networks & towers
- American Tower
- Crown Castle
- SBA Communications
2
Carriers
- SoftBank
- Verizon
- T-Mobile US
- AT&T
- Deutsche Telekom
- EchoStar
3
Cable & broadband
- Comcast
- Charter Communications
4
Content
- Netflix
- Walt Disney
- Spotify
- NetEase
- Sea Limited
- Live Nation Entertainment
5
Distribution & ads
- AppLovin
- Fox
- Fox
- Omnicom
Largest covered companies
| Netflix | NFLX | Content |
| SoftBank | 9984.T | Carriers |
| Walt Disney | DIS | Content |
| Verizon | VZ | Carriers |
| T-Mobile US | TMUS | Carriers |
| AT&T | T | Carriers |
| Deutsche Telekom | DTEGY | Carriers |
| Spotify | SPOT | Content |
| AppLovin | APP | Distribution & ads |
| American Tower | AMT | Networks & towers |
| NetEase | NTES | Content |
| Comcast | CMCSA | Cable & broadband |
What rejo does for telecom & media investors
- A desk, brief and idea engine scoped to telecom & media and organised by its value chain.
- The Transmission Desk: every print and supplier event in the industry, followed to the companies it reaches.
- Supply webs for each company, including private suppliers, and the suppliers the industry shares.
- Channel checks against consensus and prep sheets before each print.
- A KPI board in the industry's own measures: subscribers, ARPU, churn, capex.