MIC Ride Home: NFL Pushes Back on Streaming Criticism; Disney's "The Mandalorian and Grogu" Eyes $80M Domestic Opening; OpenAI Reorganizes Product Teams Around Unified App Strategy

Research evidence excerpt

MIC Ride Home: NFL Pushes Back on Streaming Criticism; Disney's "The Mandalorian and Grogu" Eyes $80M Domestic Opening; OpenAI Reorganizes Product Teams Around Unified App Strategy

Media, Internet & Communications Daily May 15, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: NFL Pushes Back on Streaming

Michael Morris, CFA Criticism; Disney's "The Mandalorian and Grogu" michael.morris@guggenheimpartners.com

804 253 8025 Eyes $80M Domestic Opening; OpenAI Reorganizes

Curry Baker Product Teams Around Unified App Strategy curry.baker@guggenheimpartners.com

804 253 8029

Charles Wilber RELEVANT, TIMELY OPINION, ANALYSIS AND NEWS FLOW FOR TMT

charles.wilber@guggenheimpartners.com INVESTING

804 335 3977

Latest Research: Taylor Manley

taylor.manley@guggenheimpartners.com SPOT: Morris highlights buyside expectations ahead of next week's investor day. 804 253 1336

Grayson Glenn Key News Flow: PSKY, FOXA, CMCSA, DIS, AMZN, NFLX, MSFT, GOOG/L, META,

grayson.glenn@guggenheimpartners.com TikTok, SNAP, SPOT, UBER, AAPL

804 253 8053

Upcoming Events:

May 19: Serve Robotics (New York, NY) - Guggenheim Analyst Taylor Manley will be

Ticker Price Rating hosting a product demo/meeting with Brian Read, Chief Financial Officer and Sheldon

SPOT 432.54 Buy Hanai, Investor Relations.

May 26-27: Media Bus Tour (Los Angeles, CA) - Guggenheim Analysts Michael Morris

and Curry Baker will be hosting a series of meetings with company management and

thought leaders.

Please contact your Guggenheim Sales Representative for additional details.

LATEST RESEARCH - SNAPSHOT

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Ambitions (link) - Spotify's May 21 Investor Day comes four years after the June 2022 event