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Paolo’s TMT Picks

Paolo Pescatore

Curated 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
Substack
PricingFreemiumPublishesTwice weekly
Issues217Founded2 years agoLast Issue2 days ago
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Latest Issues

Analysis: European Telco Earnings 1Q 2026

This piece examines the latest earnings for the quarter ended March 31, 2026, and covers Deutsche Telekom, Orange, Telefónica and Vodafone.

9 days ago
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Analysis: U.S. Media and Social Platforms Earnings 1Q 2026

This piece examines the latest earnings for the quarter ended March 31, 2026 and covers Paramount Skydance, Pinterest, Reddit, Roku, Snap, The Walt Disney Company and Warner Bros. Discovery.

16 days ago
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Analysis: Chipset Earnings 1Q 2026

This piece examines the latest quarterly earnings for the period ended March 31, 2026, and includes AMD, ARM Holdings, Intel, and Qualcomm.

17 days ago
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Analysis: Liberty Global and Virgin Media O2 Earnings 1Q 2026

This piece examines Liberty Global's latest earnings for the quarter ended March 31, 2026.

19 days ago
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  • Paolo Pescatore

    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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