A report from investment bank Morgan Stanley looks at the impact Covid has had on the film industry and with movie-going restarting assesses future industry prospects. But there’s one powerful message from the bank; the streamers are winning. “The movie business is dead, long live the movie business,” says Morgan Stanley. “Since the onset of […]
Investment bank analysts at Morgan Stanley believe that the news that Elon Musk has asked the FCC for permission to expand its Starlink broadband-by-satellite system to moving vehicles (trucks/RVs, aircraft and ships) has not only major implications for the auto industry, but the “topic appears to be moving even faster than we had anticipated”. Last […]
The rumours that some sort of consolidation could take place between SES and Eutelsat refuse to die. At the November 5th results conference, analyst Patrick Wellington from Morgan Stanley almost seemed to appeal to SES CEO Steve Collar to come clean and explain the position. Collar politely declined the invitation to deliver any information – […]