David Barden
Communications Services: US
David Barden is Head of U.S. Communication Services at New Street Research. He has more than 30 years of global sell-side research experience and most recently served as Head of U.S. and Canada Communications Research at Bank of America Merrill Lynch. He has been consistently recognized among the industry’s top analysts, including a double Institutional Investor All-America ranking in 2024.
Lead Analyst
Research
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The future of broadband - Cable is losing shareDecember 5, 2025 — David Barden
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The future of broadband 3Q25 - Our updated broadband industry forecast frameworkDecember 2, 2025 — David Barden and Vikash Harlalka
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SATS 3Q25 Quick Take: Key topics for the call will be taxes, towers, and SpaceX saleNovember 6, 2025 — David Barden
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TMUS: Notes from our post 3Q investor callbackNovember 5, 2025 — David Barden
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Autumn for Broadband 3Q25 – FWA ascendant, Cable strugglingNovember 5, 2025 — David Barden
Upcoming Events
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Dec
12CommunicationsDecember 12, 2025 — VirtualHosted by David Barden and Vikash HarlalkaEvent Details -
Dec
17CommunicationsDecember 17, 2025 — VirtualHosted by Dan Salmon, Pierre Ferragu, David Barden and Blair LevinEvent Details -
Mar
24CommunicationsMarch 24, 2026 – March 26, 2026 — London (March 24th), New York City (March 26th)Hosted by James Ratzer, David Barden, Chris Hoare and Russell WallerEvent Details
