Research

META: New Ad Recommendation Systems Rolling Out. Our Take.

New USF Contribution Factor Record, but DC to Play Same Game of USF Hot Potato

European Quarterly Review Q3 24 - Rising ROCE is a key sector support

AT&T: quick thoughts following the analyst day

AT&T quick take: strong guidance; $20BN share repurchases; fiber going to 50MM+; upgrade to buy

Would you spell Intel 2.0 starting with an “N”? Thoughts on the back of Gelsinger’s resignation

Worldline - M&A interest from PE; upside scenarios explored

Bible 3Q24 – PCs: Optimism about growth in 2025, despite no sign of Windows 10 & AI PC refresh cycles.

IHS Towers (Buy) – Sale of its 70% stake in IHS Kuwait

Gen AI Big Idea Series - AMAT: Advanced Packaging on Steroids

Altice France - updated model

Altice France - Post Q3 24 call slides

Bible 3Q24 – Semicap: 2025 expectations are too high

The Carr Agenda: What’s an FCC Majority Got to Do with It?

Delayed PC Recovery; Blackwell supply constraints; Autos/Industrials recovery and more. The Tech Weekly Wrap-up

Meituan: 3Q24 Results - Investments in Keeta to Partly Drag Margins in 4Q

Ukraine unfreezes VEON’s corporate rights in Kyivstar – Our take

Global Telecoms Multiples 2024-11-29

TalkTalk H1 results: Guidance looks at risk

Odido (T-Mobile NL) Q3 24: Positioned nicely for a possible IPO in 2025