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Tower Bersama Small Group Call
April 14, 2021
Hosted by Chris Hoare
9am ET, 2pm London-Call with Ahna Dewan (Head of IR) to understand the latest developments in the market (pricing, competition, regulation etc).
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Uber: Understanding the quality of fundamentals
April 14, 2021
Hosted by Pierre Ferragu
Join us at 11:00am EST as we discuss why we think the stock can triple in 3 years.
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Yandex (Buy) initiation
April 15, 2021
Hosted by Alastair Jones
New Street Research analyst, Alastair Jones, will be hosting a call at 11h30AM EST(16h30 UK), to run through the key points from the initiation.
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Who Will Win the Race to Real 5G?
April 15, 2021
Hosted by Jonathan Chaplin
11:00am EST- The purpose of the call will be to unpack the three carrier's plans for their 5G rollouts as articulated at their analyst days, and to analyze the impact those plans will have on the carriers long-term prospects.
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China Telco Virtual Tour China Unicom and China Telecom Part 2
April 15, 2021
Hosted by Chris Hoare
Small Group call with Grace Wong (IR), with the focus on Q&A. Spaces are limited, so please contact your New Street Research representative if you wish to join. Call at 9:00am BST (1am PT, 3am CT, 4am ET, 4pm HK/SIN, 7pm SYD).
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Mapping US-EU Digital Conflict & Cooperation
TBA-Spring
Hosted by Blair Levin
We are at a critical moment in shaping technology policies for both the European Union and the United States, both as separate entities and working together. New Street will soon convene a series of calls to help analysts, investors, and policymakers identify the principal policy concerns and the probability of various scenarios.
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Millicom CFO, Tim Pennington Fireside Chat
May 11, 2021
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA will host an Investor Call with Millicom CFO, TIM PENNINGTON, and VP Investor Relations, MICHEL MORIN, on TUESDAY MAY 11th at 11:00 AM ET / 4 PM UK.
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Liberty Latin America CFO, Chris Noyes Fireside Chat
May 18, 2021
Hosted by Soomit Datta
Investor Call with Liberty Latin America CFO, CHRIS NOYES, and Head of Investor Relations, KUNAL PATEL, on Tuesday 18 May at 11:00 AM ET / 4 PM UK.
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5G Conference-“BRINGING 5G TO LIFE: REAL WORLD APPLICATIONS AND SERVICES”
June 10, 2021 — London (Virtually!)
Hosted by New Street Research/BCG
Building on the success and demand for our past 5G conferences with BCG in 2019 and 2020, we are delighted to announce the date for our virtual London event to be held in the afternoon of 10th June London time (morning New York time). Announced speakers so far: BT, DT, Swisscom, Orange, Airspan, Altiostar, AWS, Qualcomm. More to come.
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5th Annual NSR & BCG 5G Conference
November 15, 2021 – November 16, 2021
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iQIYI AND TRIP.COM 1Q21 UPDATE CALL TAKEAWAYS
April 13, 2021
Hosted by Jin Yoon
9AM EST (9PM HKT)-Jin Yoon discusses his feedback, and key takeaways post his iQIYI (BUY) and Trip.com (NEUTRAL) update calls with IR.
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CLIENT CALL: BABA and JD CALLBACK
April 12, 2021
Hosted by Jin Yoon
9am EST: Jin Yoon discusses his feedback, and key takeaways post his JD.com (BUY) update call with IR and Alibaba (BUY) response to SAMR penalty decision.
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CLIENT CALL: DADA CALLBACK W/ JIN YOON
April 9, 2021
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL TODAY, APR 9TH, AT 9AM EST (9PM HKT) to discuss his feedback, and key takeaways post his Dada Nexus Ltd (BUY) update call with IR.
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CLIENT CALL: BABA CALLBACK W/ JIN YOON
April 8, 2021
Hosted by Jin Yoon
ALIBABA (BUY) FY4Q21 PRE-BLACKOUT CALL TAKEAWAYS-9:00AM EST (9:00PM HKT)
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Wolfspeed Initiation & Deep Dive into Power Semiconductors
April 1, 2021
Hosted by Pierre Ferragu
We will be hosting a conference call tomorrow at 10am ET / 3pm UK to go over our recent Wolfspeed initiation and power semiconductor deep dive.
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Cellnex Rights Issue Call
April 1, 2021
Hosted by James Ratzer
As the Cellnex €7bn rights issue has just launched, New Street Research European Towers analyst, James Ratzer will be hosting a call to discuss his views on Cellnex, its valuation and how it fits into the whole European towers space this THURSDAY, APRIL 1ST, 11AM ET / 4PM UK TIME - just before the start of the European long weekend!
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Biden Announces Infrastructure Plan with $100 Billion to Broadband
April 1, 2021
Hosted by Blair Levin
New Street Analyst Blair Levin expands on his recent note on Biden's Proposed Infrastructure Plan. Call at 2pm EST.
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Cloud, Datacenter, & Data Networking Expert Virtual Event
March 31, 2021
Hosted by Alan Weckel, co-founder of Group 650
Alan Weckel is founder of Group 650, and is focused on Cloud, IoT, Networking and the Datacenter. We have known Alan for over a decade and he is one of the most "plugged-in” persons in the data networking industry.
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China Telco Virtual Tour China Unicom and China Telecom Part 1
March 31, 2021
Hosted by Chris Hoare
Small group calls, with the focus on Q&A. Ivan Wong (China Unicom, IR) at 9am BST. Spaces are limited, so please contact your New Street Research representative if you wish to join.
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Call with Head of IR at Z Holdings
March 30, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting a virtual meeting for NSR clients with the Head of IR at Z Holdings on Tuesday 30th March. Format will be a small group, with the focus on Q&A.
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Deep dive into CPU market share dynamics
March 26, 2021
Hosted by Pierre Ferragu
A deep analysis of how AMD has taken significant share across the x86 market. We share our research on how this played out segment by segment, look at upcoming product roadmaps and laying out what we expect to happen next, both in PCs and in servers.
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Client Call: 4Q20 Callback with Meituan Management
March 26, 2021
Hosted by Jin Yoon
Jin Yoon discusses his feedback, and key takeaways post his Meituan (BUY) management call back off the 4Q20 print.
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TENCENT 4Q20 CALLBACK W/ TENCENT MANAGEMENT POST-PRINT TAKEAWAYS
March 24, 2021
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Investor Meeting: Virtual Thai Telco Tour, with calls with DTAC CFO, and Heads of IR at AIS and TRUE
March 23, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting virtual meetings for NSR clients with DTAC CFO and Heads of IR at both AIS and TRUE on Tuesday 23rd March. Format will be a small group, with the focus on Q&A. Spaces are limited, so please contact your New Street Research representative if you wish to join.
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CLIENT CALL W/ BRUCE MEHLMAN LEADING DC CONSULTANT FOR TECH AND TELECOM
March 18, 2021
Hosted by Jonathan Chaplin and Blair Levin
This call, two months into the Biden Presidency, will explore how the new Administration is addressing issues related to telecommunications and technology. Our speaker will be Bruce Mehlman, Founder of Mehlman, Castagnetti, Rosen & Thomas and Assistant Secretary of Commerce under President George W. Bush.
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Investor Meeting: Wallet Wars FY2021 perspective w/ Head of Mercadolibre IR Federico Sandler
March 15, 2021 — Virtual
Hosted by Soomit Datta
New Street Research analyst Soomit Datta will host an Investor Call with MercadoLibre Head of IR, Federico Sandler, on Monday March 15th at 10:00 AM EST (11 AM Buenos Aires, 2PM UK) We will be able to talk through anything coming out of the 2020 results as well as providing perspective on how Q1 and 2021 is shaping up. We will also focus on Fintech and the Credit opportunity, discussing themes coming out of New Street's work on "Wallet Wars".
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Investor Meeting: Chris DePuy, 5G, ORAN, Wireless Networks and Service Provider Expert
March 12, 2021
Hosted by Pierre Ferragu
Chris DePuy is the co-founder of Group 650, a market intelligence research firm focused on Cloud, IoT, Networking and the Communication market. Topics of discussion will include: 5G roll-out, ORAN/VRAN, C-Band, Use Cases, mmWave debate, Competitive Dynamics, and Merchant Semiconductor Offerings.
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Investor Meetings: Indonesian Telco & Tower Tour, Heads of IR @ Telkom Indonesia, Protelindo, XL Axiata, Indosat & Tower Bersama
March 11, 2021 – March 31, 2021 — Virtual
Hosted by Chris Hoare
Please reach out to your New Street Research sales representative to register for this event.
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Conference Call: Tesla Upgrade
March 11, 2021 — Virtual
Hosted by Pierre Ferragu
We are hosting a conference call on Thursday, March 11th at 11am ET / 4pm UK to go over our research and findings.
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Conference Call: Unraveling the DIRECTV / TPG Structure; Prospects for a Dish / DIRECTV Merger
March 10, 2021
Hosted by Jonathan Chaplin and Blair Levin
The call will discuss the implications of the recently announced divestiture of video assets by AT&T and the prospects of a Dish / DIRECTV merger.
Topics will include 1) ownership structure of DIRECTV and the motivation behind it, 2) cash flow distribution waterfall to the partners, 3) synergies associated with a Dish / DIRECTV merger, and 4) prospects of antitrust and regulatory approval of a merger between Dish and DIRECTV.
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Non Deal Roadshow: TIM Brasil CEO/CFO
March 10, 2021 – March 11, 2021 — Virtual
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA is hosting a Virtual Non-Deal Roadshow for TIM BRASIL 2020 FY results and Strategic Plan outlook, with CEO Pietro Labriola and CFO Adrian Calaza WEDS-THURS MARCH 10-11th from 12-4pm London time
Key focus will be on the outlook for 2021 and recent mid-term guidance for pro-forma TIM-Oi, as well as the upcoming 5G auction given concerns in the market on potential spectrum and coverage costs.
Please contact your New Street Research Sales representative to register.
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Investor Meetings: Proximus CEO and CFO small group meetings
March 9, 2021 – March 10, 2021
Hosted by Russell Waller
Please note the registration link is for the Tuesday, March 9th meeting. Please email your salesperson for the Wednesday meeting registration link.
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Investor Meeting: Fireside Chat with OTE Group CFO Babis Mazarakis
March 8, 2021
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Investor Meeting: Colony Capital CEO & CFO Fireside Chat
March 5, 2021 — Virtual
Hosted by Spencer Kurn
Colony Capital Post 4Q20 Results Investor Meeting
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Proximus CEO/CFO roadshow post Q4 results
March 4, 2021 – March 10, 2021 — Virtual
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Investor Meeting: Japan Telco & Internet Virtual Tour, with calls with Deputy CFO at SoftBank KK & Heads of IR at Rakuten, NTT, KDDI and Z Holdings
March 2, 2021 – March 3, 2021 — Virtual
Hosted by Chris Hoare
We will be hosting virtual meetings for NSR clients with the deputy CFO of SoftBank KK, and Heads of IR at Z Holdings, Rakuten, KDDI, SoftBank KK and NTT. Format will be a small group, with the focus on Q&A.
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Investor Meeting: Telecom Italia CEO, Luigi Gubitosi, Roadshow
March 2, 2021 — Virtual
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INVESTOR CALL w/ AMX HEAD OF IR, DANIELA LECUONA – THURS 25TH FEB
February 25, 2021 — Virtual
Hosted by Soomit Datta
NEW STREET RESEARCH analyst SOOMIT DATTA will host an Investor Call with America Movil Head of IR, Daniela Lecuona, on THURSDAY FEB 25th at 11:00 AM EST (10 AM Mexico City, 4PM UK).
Key discussion points include:
- The Prospective Tower Spin
- Tracfone sale update
- Brazilian wireless consolidation update
- Balance sheet, use of cash and timing of potential shareholder remuneration
- Underlying fundamentals, including new entrant risk in Colombia
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Investor Meeting: TMT Advisory Meeting with PJT Partners Jim Murray and Chris Harland
February 25, 2021 — Virtual
Hosted by Jonathan Chaplin
PJT Partners is a boutique advisory firm with extensive experience in the Tech/Communications sector. The meeting will provide an opportunity to review:
• The advisory perspective on the current state of the TMT Industry.
• Overview of the financing environment/deal structuring perspectives, including the role of SPACs.
• How the changing regulatory environment could impact corporate strategy/deals going forward.
• How US/China trade, IP dispute/resolution, 5G race, & Huawei ban, all impact the future of M&A.
• Recent Transactions include:
o SKY/CMCSA
o Softbank/OneWeb
o TMUS/Sprint
o LGF/STARZ
o Altice/Cablevision
o VZ/YHOO
o CMCSA/Dreamworks
o VZ/Fleetmatics
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Conference Call: Vantage Towers
February 25, 2021 — Virtual
Hosted by James Ratzer
: With the Vantage Towers IPO seemingly very imminent, New Street Research European Towers analyst, James Ratzer will be hosting a call to discuss his views on Vantage Towers, its valuation and how it fits into the whole European towers space.
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Conference Call: DISH- Lessons from Rakuten
February 23, 2021 — Virtual
Hosted by Jonathan Chaplin
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Conference Call: Can Intel break up into a foundry and a fabless
February 19, 2021 — Virtual
Hosted by Pierre Ferragu
We have done unique work in recent weeks, dissecting the financials of TSMC and Intel to help investors understand 1) how the latter could outsource to the former, with what implications on its competitiveness and cost structure, and 2) Why we see TSMC in such a strong and defensible position.
We leveraged this work to answer the above key question: Could Intel split in two, with a fabless design entity on one side, and a foundry on the other side. The idea is appealing, and is part of the routes the incoming activist investor would want to consider.
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Investor Meeting: Fireside Chat with VisionFund CFO Navneet Govil
February 12, 2021 — Virtual
Hosted by Pierre Ferragu
Pierre Ferragu will host Navneet Govil, CFO of the Vision Fund for a Fireside Chat on Friday, 2/2 @ 10am EST. Key topics to be discussed are 1) update on key investments, IPO pipeline, The Vision Fund Platform, Vision Fund 2 and Role of Vision Fund with SoftBank Group.
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Conference Call: TSMC- Does the ’21 capex hike imply $100bn in revs & $30bn in FCF in ’26?
February 11, 2021 — Virtual
Hosted by Pierre Ferragu
Last week, we published a deep dive into TSMC’s unique operating model. We looked at TSMC’s historic return profile, how economics of leading vs. lagging edge nodes strengthen TSMC’s competitive position, and what the 2021 capex guide of $25-28bn can tell us about expected long-term revenue and FCF targets.
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Conference Call: Cisco in 2021 – best play on IT spend recovery
February 8, 2021 — Virtual
Hosted by Pierre Ferragu
We have an edge on IT spending, accurately following spending trends with a rigorous bottom up approach every quarter. Based on that and looking back at how the pandemic affected patterns, we come to a counter consensual view: amongst legacy payers, those most exposed to discretionary and on-prem-related spending are likely to do well. In that group, we have a particular conviction on Cisco, most exposed to a recovery, likely to beat expectations and with a very attractive valuation.
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Conference Call: Intel outsourcing to TSMC – Is intel improving or deteriorating its competitiveness in the process?
February 5, 2021 — Virtual
Hosted by Pierre Ferragu
As a follow up to the piece we published two weeks ago looking into the economics of Intel outsourcing leading edge laptop CPUs to TSMC, we published on Friday a piece last week looking at how the move would position Intel from a competitive standpoint.
We debunk first some widely-held beliefs about node comparison between Intel and TSMC, and the timing of their introduction for x86 chips. Second, we go over how node leadership vs. manufacturing differentiation matters for different chips, and how timing matters, by product segment.
Based on these observations, we conclude with a timeline of what we expect to happen, in which we clearly see Intel strengthening its competitive position, from the low point of 2020, and beyond the initial improvement we expect to materialize in 2021.
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Investor Meeting: Fireside Chat with Pagseguro, CEO, Ricardo Dutra – Winning Wallet Share
February 4, 2021 — Virtual
Hosted by Soomit Datta
Soomit Datta is hosting Pagseguro CEO, Ricardo Durata for a fireside chat ahead of FY results and will provide perspectives on 2021. Ricardo will be able talk through the expansion of Pagbank, focusing on Credit and the pace of expansion of the loan book, in addition to touching on the possibilities for insurance, asset management and the marketplace. Focus will also be on the E-Commerce push on the underlying Acquirer business following the acquisition of Wirecard Brasil (Moip).
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Conference Call: Power Semi’s & Electrification
February 3, 2021 — Virtual
Hosted by Pierre Ferragu
As EVs are now gathering steam across the globe, renewables are set to re-accelerate in 2021, after a short pause, and become a material growth driver for power semis. Resulting demand is gigantic, and for (in our knowledge) the first ever power-semiconductor market forecast to 2030, taking into account demand from a boom in renewable energy generation and storage.
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Investor Meeting: fireside chat with DIGI CEO Albern Murty & CFO Ingrid Gloerson Folkeson
February 2, 2021 — Virtual
Hosted by Chris Hoare
Chris Hoare is hosting the Malaysian wireless operator, DIGI CEO, Albern Murty & CFO, Ingrid Gloerson Folkeson for a fireside chat to discuss the return to revenue growth through investments in fiber and an increased focus on enterprise customers and more.
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Conference Call: How INTC will outsource to TSMC
January 25, 2021 — Virtual
Hosted by Pierre Ferragu
Pierre Ferragu will host a conference call to discuss his latest research piece on how he believes INTC will outsource to TSMC and what it will mean for leading edge manufacturing, how it would affect the economics of each company and much more.
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Conference Call: Will the Supreme Court Drive Another Round of Broadcast Consolidation?
January 21, 2021 — Virtual
Hosted by Blair Levin
Blair Levin will host Harold Feld and Jack Goodman to discuss if the Supreme Court will Drive another Round of Broadcast Consolidation.
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Conference Call: TME management takeaways
January 20, 2021 — Virtual
Hosted by Jin Yoon
Jin Yoon will host a Conf. Call post his management callback with Tencent Music, today, 1/20 @ 10am EST
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Conference Call: What Will Be Done About Section 230
January 15, 2021 — Virtual
Hosted by Blair Levin
Blair will host a call this Friday, January 15th @ 10am to address the changes likely coming to Section 230 under the new Congress and the Biden Administration, and the implications of potential changes for various companies in the TMT space. Our Policy Advisor Blair Levin will discuss the rapidly changing factual and political landscape on these issues with Matt Perault, a highly regarded expert on the interplay of law and technology
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Conference Call: DADA IR team callback
January 13, 2021 — Virtual
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL TODAY, JAN 13TH, AT 10AM EST (11PM HKT) to discuss his feedback, and key takeaways post his Dada Nexus (BUY) update call with IR.
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Russian Telco Tour: meeting with IR teams from VEON & MTS
January 13, 2021 – January 14, 2021 — Virtual
Hosted by Alastair Jones
Alastair is hosting IR from each VEON & MTS on Wednesday, January 13th @ 10am and Thursday, January 14th @ 10am respectively for small group calls to discuss the state of the Russian Telco market post Covid, retail optimization and relative strategies between the companies and more
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Conference Call: IQ, Tcom, Tencent callback 4Q20 pre-blackout takeaways
January 12, 2021 — Virtual
Hosted by Jin Yoon
New Street Research Asian Internet analyst Jin Yoon, will be hosting a CLIENT CALL on TUESDAY, JAN 12TH, AT 10AM EST (11PM HKT) to discuss his feedback, and key takeaways post his iQIYI (BUY), Trip.com (NEUTRAL) and Tencent (BUY) pre-blackout calls with IR.
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Conference Call: 2021 New Street’s Best Ideas
January 11, 2021 — Virtual
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Industry Expert: Insight into US policy on Chinese telcos with Wiley Rein & Rick Sofield
January 11, 2021 — Virtual
Hosted by Chris Hoare
New Street Asian Telco analyst Chris Hoare will be hosting Rick Sofield and Nova Daly, partners at Wiley Law, next MONDAY, JANUARY 11TH, AT 12PM ET, to discuss the further restrictions imposed by the U.S. government on Chinese Telcos, including recent stock delistings, and the next steps in the U.S./China relationship, as well as how this may change under a Biden Presidential Administration.
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Conference Call: Democrats Gain Control – Implications for TMT Policy
January 8, 2021 — Virtual
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Conference Call: BABA & JD Post Mgmt. Callback
January 7, 2021 — Virtual
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Conference Call: EDU & TAL Callback Takeaways and 2021 Top Chinese Internet Ideas
January 4, 2021 — Virtual
Hosted by Jin Yoon
Jin Yoon discusses his takeaways from his management callbacks with TAL & EDU as well as discuss his top ideas in Chinese Internet for 2021.
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Fireside Chat: Liberty Latin America CFO, Chris Noyes
December 17, 2020
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Fireside Chat: Iliad CFO, Nicolas Jaeger
December 15, 2020 — Virtual
Hosted by Russell Waller
Iliad is currently in three markets, and we see upside triggers in all three markets. There is a lot for us to discuss with Nicolas!
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Conference Call: Reshaping Wireless Competition, The Role of New 3GHz Spectrum
December 11, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with PT Telkom Finance & IR and Protelindo, President Director, Adam Gifari
December 10, 2020
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Investor Meeting: Millicom CFO Tim Pennington
December 10, 2020 — Virtual
Hosted by Soomit Datta
Focus will be on a business update as we approach YE.
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Investor Meetings: Japan Telco Virtual Tour with NTT
December 9, 2020
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Investor Meetings: Malaysian Telco Tour with Axiata Head of IR, Clare Chin
December 9, 2020
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Investor Meeting: NTT Senior Manager, Investor Relations, Yusuke Nakayama
December 9, 2020
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with XL Axiata Head of IR, Indar Singh Dhaliwa and Tower Bersama Head of IR, Ahna Dewan
December 9, 2020
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with Indosat Head of IR, Christy Kusumaatmaja
December 8, 2020
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Fireside Chat: MercadoLibre CFO, Pedro Arnt
December 3, 2020
Hosted by Soomit Datta
Focus will be on fintech and the credit opportunity, discussing themes coming out of New Street's recent initiation "Wallet Wars", as well as feedback from Pedro on last week's Black Friday in Brazil.
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Investor Meetings: Japan Telco Virtual Tour with Softbank KK CFO, Kazuhiko Fujihara and NTT DOCOMO Senior IR Officers
December 2, 2020
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Investor Meetings: Malaysian Telco Tour with Digi CFO, Inger Gloersen Folkeson
December 2, 2020
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Investor Meetings: Japan Telco Virtual Tour with KDDI Head of IR, Ikuko Hongou and Rakuten Head of IR, Jeremy Tonkin
December 1, 2020
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Investor Meetings: Telecom Italia CEO, Luigi Gubitosi
November 24, 2020
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Investor Meetings: Virgin Media CEO, Lutz Schule
November 24, 2020
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Investor Meetings: China Telco Virtual Tour with China Mobile General Manager of IR, Grace Wong and China Unicom Head of IR, Ivan Wong
November 24, 2020
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Investor Meetings: Telefonica Deutschland CFO, Markus Rolle
November 23, 2020
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Investor Meetings: Deutsche Telekom Germany, CEO – Srini Gopalan
November 23, 2020
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Investor Meetings: China Telco Virtual Tour with China Telecom Head of IR, Nick Fung
November 23, 2020
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Investor Meeting: TIM Brasil, Head of Financial Services, Renato Ciuchini
November 23, 2020 — Virtual
Hosted by Soomit Datta
We look forward to discussing the extent of the Fintech opportunity with Renato who is driving this initiative at TIM
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Fireside Chat with Vision Fund CEO Rajeev Misra
November 12, 2020
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Conference Call: Biden Transition, A Conversation with Tom Wheeler, the former FCC Chairman
November 11, 2020
Hosted by Blair Levin and Jonathan Chaplin
What to Expect From the Biden Telecom/Tech Policy.
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky Wu
November 6, 2020
Hosted by Spencer Kurn
Please join us for an investor call with Colony Capital management following their earnings release call.
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Conference Call: Post-Election Policy Pivots
October 23, 2020
Hosted by Blair Levin and Jonathan Chaplin
Jonathan Chaplin & Blair Levin will host a conference call to wrap up our miniseries on the future of telecom policy in the wake of the November election. We'll focus on the risk and opportunities in terms of policy affecting cable (including the return to Title II), wireless (including potential changes in spectrum policy) and the sector generally (including potential changes for USF). We will also discuss how the debate around regulating Big Tech, including privacy, antitrust, and regulation could impact such things as merger activity in our sector under either election result. Finally, we'll look to the policy initiatives most likely to be championed, depending on the election outcomes, and address how those initiatives could impact our sector.
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Conference Call: MercadoLibre Initiation, “Wallet Wars”
October 23, 2020
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Investor Meetings: Telia’s new CEO, Allison Kirkby and new CFO, Per Christian
October 22, 2020
Hosted by James Ratzer
This will be the CEO, Allison Kirkby's first roadshow since her appointment.
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Investor Meeting: Oi CEO, Rodrigo Abreu, and CFO, Camille Faria
October 19, 2020
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Conference Call: Post-Election Policy Pivots with Grace Koh & Harold Feld, veterans of creating tech/telecom policy
October 16, 2020
Hosted by Blair Levin and Jonathan Chaplin
The Role of the White House, the Congress and the Courts in setting Tech and Telecom Policy. We'll look at potential initiatives by either a Trump or Biden Administration, the likelihood of legislation (from infrastructure, to antitrust, to a telecommunications rewrite), and key cases affecting the ability of state, local, and federal authorities to regulate various private enterprise in the sectors. We'll be joined on the call by GRACE KOH & HAROLD FELD, veterans of creating tech and telecom policy from both sides of the aisle.
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Conference Call: Nvidia, Downgrade to Sell, 1-year target $400
October 13, 2020
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Conference Call: Tesla: Hyper-growth decade ahead – Upgrading to buy, price target $590
October 9, 2020
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Conference Call: The Outlook for Telecom Regulation with Rick Chessen, Anna Gomez & Bryant Tramont, FCC veterans
October 9, 2020
Hosted by Blair Levin and Jonathan Chaplin
Between Covid-19 and the election, little appears certain about what the next year holds in US telecommunications policy. On some issues, such as Title I or II, or a nationalized 5G network, there appear to be stark differences. On others, such as spectrum, the differences are more nuanced. There appears to be a consensus that the digital divide must be bridged but no consensus on how to do so. On a host of consumer protection issues there is a wide variation and telecom regulation will inevitably be affected by the wave of legal and policy attacks now underway against Big Tech.
We'll have three guests with extensive experience with the FCC (working for both Democrats and Republicans) and the general environment in DC. They will help us understand what is and isn't worth worrying about for the next year of telecoms regulation, depending on who wins, and what issues we may be overlooking as the interplay of technology, markets and politics transforms the policy makers' agenda.
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Investor Meeting: NOS CFO, José Pedro Costa
October 9, 2020
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Conference Call: NTT Buyout of DOCOMO Minorities Regulatory Impact & Derivative Implications
October 6, 2020
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Conference Call: Datacenter & Data Networking Virtual Catch-up with Group 650 founder, Alan Weckel
October 2, 2020
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Conference Call: The Future of Antitrust in Post-Election Policy Pivots with Industry Leading Antitrust Experts
September 25, 2020
Hosted by Blair Levin and Jonathan Chaplin
We'll be joined on the call by GENE KIMMELMAN and PHILIP VERVEER, two of today's most important thinkers on matters of antitrust.
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Investor Meetings: Thai Telco Virtual Tour with DTAC CFO, Dilip Pal and TRUE Head of IR, Nan Chantadisai
September 24, 2020
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Investor Meetings: Thai Telco Virtual Tour with AIS Head of IR Nattiya Poapongsakorn
September 21, 2020
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Conference Call: AB5, Prop 22, and implications for Uber/Lyft with Rachelle Chong, former FCC/CPUC Commissioner
September 18, 2020
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Conference Call: Reshaping Wireless Competition – The Role of the L-Band
September 17, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: ASML CFO discussion with Roger Dassen, EUV presentation by Marco Pieters, and an IR discussion with Marcel Kemp
September 15, 2020
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Conference Call: TSMC initiation, Buy, $640 target
September 1, 2020
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Conference Call: Insight into U.S. government policy on Huawei with Wiley Law partners
August 28, 2020
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Fireside Chat: Ian Thornton, Head of IR, ARM
August 27, 2020
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Investor Meeting: 1&1 Drillisch CFO, Markus Huhn
August 26, 2020
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Investor Meeting: HKBN CEO, NiQ Lai
August 26, 2020
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Fireside Chat: Softbank’s Vision Fund CFO, Navneet Govil
August 14, 2020
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky Wu
August 7, 2020
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Investor Meeting: Digi CFO, Inger Gloersen Folkeson
August 3, 2020
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Conference Call: C-Band & CBRS Valuations – Reshaping Wireless; Winners & Losers
July 29, 2020
Hosted by Jonathan Chaplin
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Investor Meetings: Tesla Head of IR, Martin Viecha
July 28, 2020
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Fireside Chat: Maxis (Malaysia) CFO, Wayne Treeby
July 27, 2020
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Conference Call: Apple: Looking at valuation on a per-user basis. Is the stock pricing in the next revolution already?
July 27, 2020
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Conference Call: Opensignal analysts Iain Fogg and Hardik Khatri to explain their analysis of Rakuten’s user experience
July 17, 2020
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Conference Call: ARM, Many Good Reasons to IPO in 2021
July 16, 2020
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Investor Meetings: Telekom Indonesia and Telkomsel, Heads of IR
July 15, 2020
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Conference Call: Shareholder return series: Intel – Why the disconnect between fundamentals & stock performance?
July 8, 2020
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Investor Meeting: LG Uplus Head of IR, Meagan Noh
July 8, 2020
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Conference Call: Should Cable Investors Fear A Biden Administration?
July 1, 2020
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Conference Call: LBTYA / TELEFONICA Deal Implications
May 11, 2020 — Virtual
Hosted by James Ratzer, Soomit Datta
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Investor Meeting: with wireless industry expert Babak Jafarian
May 8, 2020 — Virtual
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Investor Meeting: Spectrum Series with Federated Wireless CEO Iyad Tarazi
May 7, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin, Spencer Kurn
This is part of New Street Research's Spectrum Series calls
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Investor Meeting: with co-founder of WalkTheChat Thomas Graziani
May 7, 2020 — Virtual
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Investor Meeting: with Charter CFO Chris Winfrey
May 4, 2020 — Virtual
Hosted by Jonathan Chaplin
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Investor Meeting: with Altice CEO Dexter Goei
May 1, 2020 — Virtual
Hosted by Jonathan Chaplin
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Investor Meeting: Spectrum Series with Ligado Networks Management
May 1, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin
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Investor Meeting: Virtual Roadshow with Tele2’s CEO, CFO, CCO and IR team
April 23, 2020 — Virtual
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Investor Meeting: with Group650 founder Alan Weckel
April 17, 2020
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Investor Meeting: The Year of Spectrum call with Bruce Mehlman, a Leading Government Affairs Consultant for TMT
April 16, 2020 — Virtual
Hosted by Blair Levin, Jonathan Chaplin
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Investor Meeting: ‘The Year of Spectrum’ client call with Google’s Principal Wireless Architecht, Preston Marshall
April 2, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin
This will be the second call in our "THE YEAR OF SPECTRUM' Speaker Series, the purpose of which is to explore the threats and opportunities that new spectrum brings to the established Mobile and Broadband players. Our second speaker will be Preston Marshall, Principal Wireless Architect for Google, and a key player in the spectrum policy debates throughout the government. We will focus on CBRS, including what we already see in how enterprises are using that band, and the upcoming auction.
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Conference Call: Where is Softbank going to find $41B? Hosted by New Street Research’s Jonathan Chaplin, Pierre Ferragu, James Ratzer, Chris Hoare and Jin Yoon
April 1, 2020 — Virtual
Hosted by Jonathan Chaplin, Pierre Ferragu, James Ratzer, Chris Hoare, Jin Yoon
In light of recent news flow, the call will provide an opportunity to address our latest thoughts on SoftBank Group, and derivative implications for BABA, SPRINT/TMUS, SOFTBANK KK, AND DT. We will have the full coverage team on the call for key takeaways for their respective coverage names on the call, including: Pierre Ferragu (Tech Infrastructure), Jonathan Chaplin (US Communications), James Ratzer (European Communications), Chris Hoare (Asian Communications), and Jin Yoon (Asian Internet).
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Investor Meeting: New Street Research Speaker Series w/ Hank Hultquist, Vice President of Federal Regulatory for AT&T
March 26, 2020 — Virtual
Hosted by Jonathan Chaplin, Blair Levin