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 Insights and SpectrumHub. 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 Insights Trial and SpectrumHub Trial.
To request full access to our platform, please email Jose Anguis.
-
Data AnalyticsA broadband infrastructure database including detailed footprint, competitive dynamics and BEAD details for US providers.Launch Dashboard
-
Data AnalyticsA global database including mobile spectrum holdings, pricing, license renewals and valuations by band, carrier and market.Launch Dashboard
NewStreet Analytics in Action
-
Silicon carbide: Growth, Chinese competition, prices, etc. Takeaways from Our Call with Yole ResearchJanuary 24, 2025 — Pierre Ferragu
-
Apple: iPhone demand is disappointing. Our thesis is playing outJanuary 24, 2025 — Pierre Ferragu
-
Ericsson 4Q24: record gross margin but higher opex weighs on EBIT. Maintain Neutral ratingJanuary 24, 2025 — Pierre Ferragu
-
Hynix 4Q24 – temporary NAND weakness doesn’t derail DRAM thesis.January 23, 2025 — Pierre Ferragu
-
Memory in 2025: Can Chinese DRAM derail our thesis?January 17, 2025 — Pierre Ferragu
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
TSMC 4Q24: buoyant outlook with room for upside. Top pick for 2025. Buy, NT$ 1,450 TPJanuary 16, 2025 — Pierre Ferragu
-
Broadband quick hit: Nevada and Delaware BEAD winners announcedDecember 19, 2024 — Jonathan Chaplin
-
Waymo expanding without Uber in Miami? The stock misread the development!December 6, 2024 — Pierre Ferragu
-
Verizon’s New Fiber Strategy: What to expect from the analyst dayOctober 20, 2024 — Jonathan Chaplin