MIC Ride Home: Google, SpaceX in Talks for Orbital Data Centers - Rpt; Paramount Defends WBD Deal in Letter to California AG; Netflix CEO Discusses Streamers Pursuing Sports

研报英文原文证据摘录

MIC Ride Home: Google, SpaceX in Talks for Orbital Data Centers - Rpt; Paramount Defends WBD Deal in Letter to California AG; Netflix CEO Discusses Streamers Pursuing Sports

Media, Internet & Communications Daily May 12, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Google, SpaceX in Talks for Orbital

Michael Morris, CFA Data Centers - Rpt; Paramount Defends WBD Deal michael.morris@guggenheimpartners.com

804 253 8025 in Letter to California AG; Netflix CEO Discusses

Curry Baker Streamers Pursuing Sports 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 GOOG/L: Manley provides Waymo 1Q ride data update. 804 253 1336

Grayson Glenn Key News Flow: GOOG/L, PSKY, WBD, NFLX, DIS, AMZN, FOXA, UMG.AS, TME,

grayson.glenn@guggenheimpartners.com AAPL, CMCSA, SPOT, KLAR, AFRM, META, MSFT, TikTok

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

GOOG 386.77 Buy Hanai, Investor Relations.

GOOGL 388.64 Buy

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

GOOG/L: Manley - The California King? Our Waymo 1Q26 Data Update (link) - We

provide an update on Waymo usage trends each quarter following California DMV release

with analysis over a multi-year period.