
Philip Burnett
Communications Services
Phil Burnett is a member of the US telecoms team, having joined in 2019 from a macro research shop focused on predicting recessions and cycles in inflation. Before that he was at Columbia getting his bachelors in English Literature. When not working, he can be found at either Barry’s Bootcamp or eating Tex-Mex or making the world’s very best spicy margarita (and preferably all three at the same time).
Research
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USM Quick Take: Special Dividend Confirms Our Prior Value (TP: $76; +5%)August 5, 2025 — Philip Burnett
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SBAC 2Q25 Results Review & Model UpdateAugust 4, 2025 — Philip Burnett
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SATS: Quick thoughts following the 2Q25 CallAugust 1, 2025 — Philip Burnett
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SATS 2Q25 Quick Take: Slightly soft results; no spectrum updates, but big LEO newsAugust 1, 2025 — Philip Burnett
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SATS: The Only Thing That Matters TomorrowJuly 31, 2025 — Philip Burnett