Research
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NAB Preview: Policy to Drive Media ReshuffleApril 4, 2025 — Blair Levin
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Charter Pre-1Q25 Model UpdateApril 4, 2025 — Jonathan Chaplin
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US Internet: Downside Valuation & Stock ScenariosApril 4, 2025 — NSR Team
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Tariff impacts to US Communications ServicesApril 4, 2025 — Jonathan Chaplin
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4Q24 Wireless Trends: Expectations for net adds are too highApril 4, 2025 — Jonathan Chaplin
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4Q24 Wireless Trends ExcelApril 4, 2025 — Jonathan Chaplin
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ARCEP customer survey 2024 - SFR improves mobile customer serviceApril 4, 2025 — Russell Waller
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Bouygues Initiation - French Telco M&A playApril 4, 2025 — Russell Waller
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Comcast Pre-1Q25 Model UpdateApril 3, 2025 — Jonathan Chaplin
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ATUS Pre-1Q25 Model UpdateApril 3, 2025 — Jonathan Chaplin
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Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitorsApril 3, 2025 — Dan Salmon
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Asia Tech Tour & COMPUTEXApril 3, 2025 — Peter Vogel, Pierre Ferragu and Antoine Chkaiban
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Tariffs: Our (very) early and quick thoughts on implications.April 3, 2025 — Pierre Ferragu
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If Musk Leaves, Will His Influence on Telecom Policy Follow?April 3, 2025 — Blair Levin
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Tariffs – Impact on Global EM & Japanese telcos. Brief thoughts below.April 3, 2025 — Chris Hoare
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Global EM & Japan High Yield Top picks: Q1 Update - Add Liberty Puerto Rico to HY Top PicksApril 3, 2025 — Chris Hoare
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Tesla 1Q25 Deliveries: First quarter likely a trough; multiple drivers of sequential growth beyondApril 2, 2025 — Pierre Ferragu
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AMZN: AGI Strategy Coming into FocusApril 2, 2025 — Dan Salmon
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TCOM: 1Q25 Preview - Domestic Hotel ADR Coud Continue to Face PressureApril 1, 2025 — Jin Yoon
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SUMCO (3436 JP) Meeting Notes. Silicon Wafers: AI Strong, Legacy Tech Weak.April 1, 2025 — Peter Vogel