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The TMT earnings storm is heating up this week. A couple of quick perspectives/snippets are below relative to Wall Street consensus expectations (per FactSet estimates) but we’ll be diving into Verizon, Spotify, Comcast, AT&T, Alphabet Inc., Universal Music Group, and Charter Communications Q2 earnings results, among other key updates, in our LT Weekly Top TMT Themes report this Friday. 🎵 Spotify’s margins were much better than expectations, along with better Premium subscriber adds. This was viewed by investors as a big deal and more than offset the continued MAU variability 🎢 Comcast theme parks and studio disappointed investors, but mgmt. believes that new attractions and the H2 film slate provide clear paths to improvements looking ahead; Broadband and video losses were not as negative as consensus forecasts, and wireless adds trended ahead of expectations 📱 Verizon’s overall results were a little mixed relative to Street expectations with revs a bit light but margins a bit better. On the plus side, Consumer postpaid handset losses were lower than expected and should be positive for the full year, but the impact of ACP was worse than expected in their prepaid business If you are a company executive or financial investor, you can contact me to request access to our Weekly Top TMT Themes reports via liontree.com/ltweekly/ #TMTEarnings #Media #Connectivity #LTWeekly