NewStreet Analytics is an interactive platform providing insights into the critical questions faced by the Broadband and Mobile industries. It initially includes two products, Broadband InsightsSM and SpectrumHubSM. Our focus is on assembling unique datasets, analyzing them, and continuously improving while adding new data to the platform.
You may demo both products via the Broadband InsightsSM Trial and SpectrumHubSM Trial.
To request full access to our platform, please email Jose Anguis.
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Data AnalyticsA broadband infrastructure database including detailed footprint, competitive dynamics and BEAD details for US providers.Launch Dashboard
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Data AnalyticsA global database including mobile spectrum holdings, pricing, license renewals and valuations by band, carrier and market.Launch Dashboard
NewStreet Analytics in Action
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Altafiber Expansion Analysis ModelFebruary 18, 2025 — Jonathan Chaplin
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Altafiber's Subscriber Prediction - Preliminary ResultsFebruary 18, 2025 — Jonathan Chaplin
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Thoughts on AltafiberFebruary 18, 2025 — Jonathan Chaplin
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DeepSeek: Is this the name of a wind in Chinese?January 27, 2025 — Pierre Ferragu
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Technology Infrastructure Earnings Wrap-up – Week ending January 24thJanuary 27, 2025 — Pierre Ferragu
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Silicon carbide: Growth, Chinese competition, prices, etc. Takeaways from Our Call with Yole ResearchJanuary 24, 2025 — Pierre Ferragu
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Apple: iPhone demand is disappointing. Our thesis is playing outJanuary 24, 2025 — Pierre Ferragu
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Ericsson 4Q24: record gross margin but higher opex weighs on EBIT. Maintain Neutral ratingJanuary 24, 2025 — Pierre Ferragu
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Hynix 4Q24 – temporary NAND weakness doesn’t derail DRAM thesis.January 23, 2025 — Pierre Ferragu
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Memory in 2025: Can Chinese DRAM derail our thesis?January 17, 2025 — Pierre Ferragu