Research
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Tesla 2Q24 Deliveries: Good sequential recovery; storage taking off.July 2, 2024 — Pierre Ferragu
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Didi’s resurgence in Latin America. What next?July 2, 2024 — Pierre Ferragu
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NSR Tech Policy: Supreme Court Sends Social Media Cases Back to Lower CourtsJuly 1, 2024 — Blair Levin
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NSR Policy: Chevron’s Demise: What May Be True for Some Sectors May Not Be True for TelecomJuly 1, 2024 — Blair Levin
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BT (Buy): Price target increase - Revisiting the Openreach storyJuly 1, 2024 — James Ratzer
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Sub-Saharan African Telecoms: Solid top line, decent overall performance given the macro environment; Q1 24 reviewJuly 1, 2024 — Chris Hoare
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Charter Model UpdateJune 29, 2024 — Vikash Harlalka
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Orange/SFR/Iliad/Bouygues: More French mobile pricing changes - Our takeJune 28, 2024 — Russell Waller
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Nokia acquiring Infinera. Our takeJune 28, 2024 — Pierre Ferragu
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Frontier Model UpdateJune 28, 2024 — Jonathan Chaplin
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1Q24 Wireless Industry TrendsJune 28, 2024 — Jonathan Chaplin
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Wireless Industry Trends DataJune 28, 2024 — Jonathan Chaplin
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Global Telecoms Multiples 2024-06-28June 28, 2024 — NSR Team
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Indian Mobile – Bharti follows Jio with price hikes, but perhaps not as much as expected? Further thoughts.June 28, 2024 — Chris Hoare
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Indian Mobile: Price hikes priced in?June 28, 2024 — Chris Hoare
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Online Dating: GRND Investor Day Recap & Read Throughs to MTCHJune 27, 2024 — Dan Salmon
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FWA Capacity Call SlidesJune 27, 2024 — Jonathan Chaplin
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Micron 3FQ24: HBM ramping, capex increase won’tderail margin recovery – Buy $150 TPJune 27, 2024 — Pierre Ferragu
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The AI PC, Part I: Arm in PCs – different this time?June 27, 2024 — Pierre Ferragu
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Frontier Structural Separation ModelJune 27, 2024 — Jonathan Chaplin