Global Weekly Reviews Dan Salmon Joins New Street Research to lead US Internet Research Coverage Dan Salmon Joins New Street Research to lead US Internet Research Coverage New Street is…Jonathan Chaplin24 October 2022
Global Weekly Reviews Should Cable Investors Fear A Biden Administration (In Three Minutes) Jonathan Chaplin29 June 2020
Quick Hits Slidecast: New T-Mobile: A Detailed Look at the Non-disruptive Business Case Jonathan Chaplin12 March 2020
Global Weekly Reviews India: Price inflation creates one of the best opportunities for EM telco investors in recent years – Global Weekly Review India: Price inflation creates one of the best opportunities for EM telco investors in recent…Chris Hoare27 January 2020
Global Weekly Reviews The case for telecoms operators going private – Global Weekly Review Over the past two decades, the number of companies listed on the US stock market…James Ratzer12 January 2020
Global Weekly Reviews Our wishlist for European telecoms CEOs for the next decade – Global Weekly Review The last decade has really been a decade of two halves for the European telecoms…James Ratzer20 December 2019
Global Weekly Reviews New 5G data points in Asia supporting a pair trade – Global Weekly Review 5G has been a hot topic this year, which peaked in November when we hosted…Alastair Jones16 December 2019
NSR Policy by Blair Trial Of The Century Day 1: Tough Day For The Companies Throughout the course of the trial, we will endeavor to update clients on particularly important…Blair Levin10 December 2019
NSR Policy by Blair C-Band: Legislation Gains Momentum with Golden Carrot, While Ex Partes Suggest Buyers’ Concern and CBA Acquiescence to FCC Auction In this note we discuss why we think the odds of legislation dictating critical terms…Blair Levin9 December 2019
Global Weekly Reviews Rakuten stumbles (again); vRAN isn’t the problem, but it’s not a magic bullet if the basics aren’t right; implications for Dish & other new entrants Rakuten is the highest profile virtualised Radio Access Network project in the world, and CEO…Chris Hoare8 December 2019