Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), NETGEAR, Inc. (NASDAQ:NTGR), Aerohive Networks, Inc. (NYSE:HIVE), Extreme Networks, Inc. (NASDAQ:EXTR), Cisco Systems, Inc. (NASDAQ:CSCO), Hewlett Packard Enterprise Co (NYSE:HPE), Ubiquiti Networks, Inc. (NASDAQ:UBNT), ViaSat, Inc. (NASDAQ:VSAT), ARRIS International plc (NASDAQ:ARRS), Comcast Corporation (NASDAQ:CMCSA), Airgain (NASDAQ:AIRG), Alphabet Inc (NASDAQ:GOOG), EchoStar Corporation (NASDAQ:SATS), Equinix, Inc. (NASDAQ:EQIX), Digital Realty Trust, Inc. (NYSE:DLR), Dupont Fabros Technology, Inc. (NYSE:DFT), SoftBank Group Corp (TYO:9984), Intelsat S.A. (NYSE:I), Verizon Communications Inc. (NYSE:VZ), Eutelsat Communications SA (OTCMKTS:ETCMY), Microsoft Corporation (NASDAQ:MSFT), CoreSite Realty Corporation (NYSE:COR), CyrusOne Inc (NASDAQ:CONE), InterXion Holding N.V. (NYSE:INXN), QTS Realty Trust, Inc. (NYSE:QTS), American Tower Corporation (REIT) (NYSE:AMT), Crown Castle International (NYSE:CCI), SBA Communications Corporation (NASDAQ:SBAC), Global Eagle Entertainment Inc. (NASDAQ:ENT), Gogo Inc. (NASDAQ:GOGO), Akamai Technologies, Inc. (NASDAQ:AKAM), AT&T Inc. (NYSE:T), Airbus Group SE (EPA:AIR), Sprint Corporation (NYSE:S), T-Mobile US, Inc. (NASDAQ:TMUS), Time Warner Inc. (NYSE:TWX), Sirius XM Holdings Inc. (NASDAQ:SIRI), Pandora Media, Inc. (NYSE:P), Charter Communications, Inc. (NASDAQ:CHTR), WideOpenWest (NYSE:WOW), Liberty Media Corporation - Series A Liberty Formula One (NASDAQ:FWONA), DSP Group, Inc. (NASDAQ:DSPG), Lumos Networks Corp. (NASDAQ:LMOS)