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EVENT REPLAY

Can a Telco report <10% capex/sales on a sustainable basis?" Discussion with ex TMNL CTO Dr Kim Larsen

November 30, 2023 — 10am EST / 3pm UK / 4pm CET

Hosted by Russell Waller

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Communications Events

May
13
Communications

NEW STREET RESEARCH Japan & South Korea Telco Investor Tour 13th–16th May 2025

May 13, 2025 – May 16, 2025 — Japan & South Korea
Hosted by Chris Hoare

Event Details
Jun
10
Communications

Fireside chat with Swisscom CEO, Christoph Aeschlimann

June 10, 2025 — Virtual
Hosted by Russell Waller

Event Details

Communications Research

May 9, 2025

Proximus Q1 25: Good results (trends ahead of guidance); Digi impact minimal; long-term value play

By Russell Waller
May 9, 2025

Helios Towers (Buy) – Q1 25: Solid start to the year; guidance reiterated

By Chris Hoare
May 9, 2025

KT (Buy) – Q1 25 Quick Take: Benefiting from cost cutting

By Chris Hoare
May 8, 2025

ATUS Post-1Q25 Model Update

By Jonathan Chaplin
May 8, 2025

CMCSA: Thoughts following two days with the Comcast team

By Jonathan Chaplin

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