KEY CONTROVERSIES IN US COMMUNICATIONS (Part 2)

NEW STREET RESEARCH's US Communications Analyst, Jonathan Chaplin and US Policy Analyst, Blair Levin, will be hosting a series of three calls to address controversies impacting the US Communications landscape.

Part 2: WIRELESS CONTROVERSIES
TUESDAY, JANUARY 14TH at 11AM ET
PLEASE REGISTER HERE.

Topics addressed on the second call will include:

1. Was promotional activity unusually high in 4Q24, and if so, who was most aggressive?
2. Can all carriers meet their net add targets in 2025?
3. How will fixed assets shape competitive positioning in mobile?
4. Who will buy the AWS-3 licenses in the upcoming auction, and what will they cost?
5. What other spectrum licenses could change hands in 2025?
6. Who benefits most from changes in tax policy (and is this priced in)?
7. Who is most at risk from mass deportations (and is this priced in)?

Part 3: M&A IN 2025 AND OUR TOP PICKS FOR 2025
FRIDAY, JANUARY 17TH at 11AM
PLEASE REGISTER HERE.

Topics addressed on the final call will include:

1. What is the right transaction multiple for broadband assets?
2. What will Lumen get for its Mass Markets fiber assets?
3. Is Altice US a target?
4. Can T-Mobile acquire Charter?
5. What other broadband deals are likely in 2025?
6. What comes next for the DBS merger?
7. Top picks for 2025

REGISTRATION: PART II, PART III