COMPANY
NTT
9432:JP
Primary coverage by Chris Hoare
Research
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Japanese Telcos – Q2 FY25 review: Better trends as price hikes start to flowNovember 27, 2025 — Chris Hoare
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NTT Corp – Q2 FY25 Quick Take: Better as Mobile ARPU finally inflectsNovember 4, 2025 — Chris Hoare
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Global EM Telcos – When does Digital drive a re-rating? Upgrade VEON, Vivo, AAF, MTN, Kyivstar and VodacomOctober 30, 2025 — Chris Hoare
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Asian Telcos – Q2 25 Quarterly DatabankOctober 7, 2025 — Chris Hoare
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Takeaways from virtual meetings with Japanese telcos. SoftBank Corp new preferred pick, stay Buyers of all 3 incumbents.September 24, 2025 — Chris Hoare
Events
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Nov
19CommunicationsNovember 19, 2025 — VirtualHosted by Chris HoareWatch Replay -
Sep
9CommunicationsSeptember 9, 2025 – September 11, 2025 — VirtualHosted by Chris HoareWatch Replay