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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Does the semicap rally have legs? Downgrading ASML to NeutralOctober 6, 2025 — Pierre Ferragu
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BEAD: Impact of Price caps on fundingSeptember 26, 2025 — Vikash Harlalka
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BEAD: Another Major UpdateSeptember 25, 2025 — Vikash Harlalka
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Oracle: What will life after giant RPOs look like?September 23, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle & OpenAI: All the economics of the $300bn deal, on a single slide.September 22, 2025 — Pierre Ferragu and Antoine Chkaiban
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BEAD: Update for 7 more proposalsSeptember 12, 2025 — Vikash Harlalka
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BEAD: Half-time reportSeptember 2, 2025 — Vikash Harlalka
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BEAD: More state proposals; Fiber share nearly stableAugust 29, 2025 — Vikash Harlalka
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BEAD: Fiber slips further; FWA gains some groundAugust 27, 2025 — Vikash Harlalka
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BEAD: More state proposals; Fiber still dominant but Satellite gaining shareAugust 26, 2025 — Vikash Harlalka