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EVENT

Lumos Fibre Client Call

April 12, 2023 — 1:00PM ET / 6:00PM BST

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Client call with CEO Brian Stading to discuss US Broadband and Fibre market outlook.

Additional Events

Apr
10
Internet

Client Call: Tencent 1Q26 Update Call Takeaways

April 10, 2026
Hosted by Jin Yoon

Event Details
Apr
15
Internet

Client Call: Updated AI ROICs for GOOGL, AMZN & META

April 15, 2026 — Virtual
Hosted by Dan Salmon

Event Details

US Internet Research

April 10, 2026

AMZN: Updated AWS AI vs non-AI revenue mix on new $15B+ AI run-rate

By Dan Salmon
April 9, 2026

AWS/GCP: Updated Anthropic P&L and Compute Spend Analysis

By Dan Salmon
April 6, 2026

AWS & GCP: Updated OpenAI P&L and Compute Spend Analysis

By Dan Salmon
April 2, 2026

US Internet: Social Media Teen Use Risk Across Our Coverage (META, GOOGL, SNAP, PINS, etc.)

By Dan Salmon
March 30, 2026

AWS & GCP AI Revenues: Lower near-term, higher long-term for both

By Dan Salmon

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