Research

• Tariffs – How would a recession affect our coverage?

  April 15, 2025  —  Pierre Ferragu
• Getting over Tariffs – Step back. Rethink. Move on.

  April 11, 2025  —  Pierre Ferragu
• Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.

  April 3, 2025  —  Chris Hoare
• Japanese Telcos – Q3 FY24 review: Diverging expectations; NTT still preferred

  February 19, 2025  —  Chris Hoare
• SoftBank Corp – Q3 24 Quick Take: Widening mobile gap

  February 10, 2025  —  Chris Hoare

Events