MIC Ride Home: Spotify Adopting Apple Podcast Tech to Ease Cross-Platform Publishing; Auto TV Ad Spend Declined 18% in April - iSpot; YouTube Shorts Viewing on TVs >2B Hours/Month

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MIC Ride Home: Spotify Adopting Apple Podcast Tech to Ease Cross-Platform Publishing; Auto TV Ad Spend Declined 18% in April - iSpot; YouTube Shorts Viewing on TVs >2B Hours/Month

Media, Internet & Communications Daily May 14, 2026

TMT Research Guggenheim

GSTMTResearch@guggenheimpartners.com MIC Ride Home: Spotify Adopting Apple Podcast

Michael Morris, CFA Tech to Ease Cross-Platform Publishing; Auto TV Ad michael.morris@guggenheimpartners.com

804 253 8025 Spend Declined 18% in April - iSpot; YouTube Shorts

Curry Baker Viewing on TVs >2B Hours/Month 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 STUB: Baker highlights achievable guide with accelerating growth in 2Q. 804 253 1336

Grayson Glenn MSGS: Baker notes Knicks playoff run key to 4Q results with opportunities to further

grayson.glenn@guggenheimpartners.com unlock SOTP discount.

804 253 8053

SSP: Baker updates model highlighting focus on leverage reduction, optimizing local

station footprint, and executing transformation plan.

Ticker Price Rating Key News Flow: SPOT, AAPL, FOXA, PSKY, CMCSA, DIS, WBD, NFLX, GOOG/L,

MSGS 348.20 Buy AMZN, ROKU, AMCX, CHTR, UBER, CART, MSFT

NFLX 87.56 Buy

Upcoming Events: SSP 3.48 Neutral

STUB 7.52 Neutral May 19: Serve Robotics (New York, NY) - Guggenheim Analyst Taylor Manley will be

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

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.