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
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
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
Global Weekly Reviews Indian inflection? When EM can become very relevant for DM In the past, EM growth has been a major driver for some of the developed…James Ratzer29 November 2019
Global Weekly Reviews If the Deal Fails, What Comes Next for T-Mobile and Sprint We got a fright when we saw T-Mobile announce a conference call for Monday morning…Jonathan Chaplin19 November 2019
Global Weekly Reviews Trying to turbocharge Vodafone’s inflection – Global Weekly Review Trying to turbocharge Vodafone’s inflection Is opening your network to wholesale partners a value-accretive move?…James Ratzer11 November 2019