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Client Call: 5G Capex has peaked in Asian Mobile Leaders

April 20, 2023

Hosted by Chris Hoare

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Additional Events

Dec
17
Communications

How will US power & electricity policy impact AI data center buildouts? Part II

December 17, 2025 — Virtual
Hosted by Dan Salmon, Pierre Ferragu, David Barden and Blair Levin

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Dec
19
Communications

FWA VS CABLE/FTTH – EUROPE VS US – COMPARING BROADBAND MARKETS

December 19, 2025 — Virtual
Hosted by David Barden and James Ratzer

Event Details

Communications Research

December 16, 2025

An Investor Framework for analyzing the WBD Battle: Phases and Scenarios

By Blair Levin
December 12, 2025

NSR FWA Capacity Model

By David Barden and Vikash Harlalka
December 12, 2025

Global Telecoms Multiples 2025-12-12

By NSR Team
December 12, 2025

NSR Future of Fixed Wireless vs Cable Slides

By David Barden and Vikash Harlalka
December 12, 2025

Trump Helps/Hurts/Muddles PSKY Effort, Illustrating Ellison Antitrust Paradox

By Blair Levin

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