EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

DirecTV (DTV)

Communications

Inferential Focus

During each of the first two weeks of the NFL season, DirecTV’s NFL Sunday Ticket streaming service went dark at numerous times. On top of this, some customers were unable to log in and numerous users complained that the Sunday Ticket app blacked out certain games even though they were available locally. After this football season, NFL Sunday Ticket will likely have a new home because DirecTV’s rights are set to expire this year. Google (GOOG) and Apple (AAPL) are reportedly in the running to secure the rights.

Edition: 145

- 30 September, 2022