MIC Ride Home: Meta Lays Out Plans for May 20 Restructuring - Rpt; Digital First Streamers Increase TV Promotional Ad Spend - iSpot; Uber Boosts Investment in Delivery Hero

Research evidence excerpt

MIC Ride Home: Meta Lays Out Plans for May 20 Restructuring - Rpt; Digital First Streamers Increase TV Promotional Ad Spend - iSpot; Uber Boosts Investment in Delivery Hero

Media, Internet & Communications Daily May 18, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Meta Lays Out Plans for May 20

Michael Morris, CFA Restructuring - Rpt; Digital First Streamers Increase michael.morris@guggenheimpartners.com

804 253 8025 TV Promotional Ad Spend - iSpot; Uber Boosts

Curry Baker Investment in Delivery Hero 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 MSGS: Baker highlights proposed spin-off of the Rangers from the Knicks progressing. 804 253 1336

Grayson Glenn Key News Flow: META, AMZN, NFLX, DIS, CMCSA, PSKY, DELHY, UBER, DASH,

grayson.glenn@guggenheimpartners.com FOXA, WBD, GOOG/L, SONY, SNAP

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

MSGS 351.54 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

MSGS: Baker - Proposed Spin-Off of the Rangers from the Knicks Progressing, Initial

Form 10 Filed; Expect Value Unlock to Continue (link) - The Madison Square Garden