Paolo’s TMT Picks
Paolo PescatoreCurated picks covering telcos, media & technology markets, and key earnings from selected companies, as well as major events including CES, MWC, NAB, IFA, IBC and more. Contact me directly for pricing and bundles!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 269 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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Analysis: Amazon 3Q 2026 Earnings
Another strong quarter, powered by accelerating growth in AWS.
Analysis: Microsoft Fiscal 1Q 2027 Earnings
Enterprise cloud and AI power another stellar quarter, but soaring investment and consumer weakness raise concerns.
Analysis: Alphabet 3Q 2026 Earnings
Contrasting AI fortunes as Cloud surges, Search monetisation lags and soaring investment raises pressure to deliver returns.
Analysis: T-Mobile 3Q 2026 Earnings
T-Mobile delivers strong financial growth, but rising churn tests customer loyalty and its differentiation.
Analysis: Orange 3Q 2026 Earnings
Growth across all markets supports another outlook upgrade, while Orange Business remains under pressure
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| Subscribers | Engagement | 66 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Industry analyst with 25 years of experience covering telecoms, media and technology. Passionate about sports tech, F1 fanatic and all things Italian! Based in London, can be reached at [email protected]
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