Upcoming Events
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Investor Meeting: fireside chat with DIGI CEO Albern Murty & CFO Ingrid Gloerson FolkesonFebruary 5, 2021 — VirtualHosted by Chris HoareChris 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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5th Annual NSR & BCG 5G ConferenceNovember 15, 2021 – November 16, 2021
Past Events
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Conference Call: What Will Be Done About Section 230January 15, 2021 — VirtualHosted by Blair LevinBlair 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 callbackJanuary 13, 2021 — VirtualHosted by Jin YoonNew 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 & MTSJanuary 13, 2021 – January 14, 2021 — VirtualHosted by Alastair JonesAlastair 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 takeawaysJanuary 12, 2021 — VirtualHosted by Jin YoonNew 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 IdeasJanuary 11, 2021 — VirtualHosted by NSR Team
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Industry Expert: Insight into US policy on Chinese telcos with Wiley Rein & Rick SofieldJanuary 11, 2021 — VirtualHosted by Chris HoareNew 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 PolicyJanuary 8, 2021 — VirtualHosted by Blair Levin
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Conference Call: BABA & JD Post Mgmt. CallbackJanuary 7, 2021 — VirtualHosted by Jin Yoon
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Conference Call: EDU & TAL Callback Takeaways and 2021 Top Chinese Internet IdeasJanuary 4, 2021 — VirtualHosted by Jin YoonJin 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 NoyesDecember 17, 2020Hosted by Soomit Datta
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Fireside Chat: Iliad CFO, Nicolas JaegerDecember 15, 2020 — VirtualHosted by Russell WallerIliad 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 SpectrumDecember 11, 2020Hosted by Jonathan Chaplin
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with PT Telkom Finance & IR and Protelindo, President Director, Adam GifariDecember 10, 2020Hosted by Chris Hoare
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Investor Meeting: Millicom CFO Tim PenningtonDecember 10, 2020 — VirtualHosted by Soomit DattaFocus will be on a business update as we approach YE.
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Investor Meetings: Japan Telco Virtual Tour with NTTDecember 9, 2020Hosted by Chris Hoare
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Investor Meetings: Malaysian Telco Tour with Axiata Head of IR, Clare ChinDecember 9, 2020Hosted by Chris Hoare
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Investor Meeting: NTT Senior Manager, Investor Relations, Yusuke NakayamaDecember 9, 2020Hosted by Chris Hoare
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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 DewanDecember 9, 2020Hosted by Chris Hoare
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Investor Meetings: Indonesian Telco & Towers Virtual Tour with Indosat Head of IR, Christy KusumaatmajaDecember 8, 2020Hosted by Chris Hoare
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Fireside Chat: MercadoLibre CFO, Pedro ArntDecember 3, 2020Hosted by Soomit DattaFocus 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 OfficersDecember 2, 2020Hosted by Chris Hoare
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Investor Meetings: Malaysian Telco Tour with Digi CFO, Inger Gloersen FolkesonDecember 2, 2020Hosted by Chris Hoare
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Investor Meetings: Japan Telco Virtual Tour with KDDI Head of IR, Ikuko Hongou and Rakuten Head of IR, Jeremy TonkinDecember 1, 2020Hosted by Chris Hoare
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Investor Meetings: Telecom Italia CEO, Luigi GubitosiNovember 24, 2020Hosted by James Ratzer
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Investor Meetings: Virgin Media CEO, Lutz SchuleNovember 24, 2020Hosted by James Ratzer
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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 WongNovember 24, 2020Hosted by Chris Hoare
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Investor Meetings: Telefonica Deutschland CFO, Markus RolleNovember 23, 2020Hosted by James Ratzer
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Investor Meetings: Deutsche Telekom Germany, CEO – Srini GopalanNovember 23, 2020Hosted by James Ratzer
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Investor Meetings: China Telco Virtual Tour with China Telecom Head of IR, Nick FungNovember 23, 2020Hosted by Chris Hoare
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Investor Meeting: TIM Brasil, Head of Financial Services, Renato CiuchiniNovember 23, 2020 — VirtualHosted by Soomit DattaWe 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 MisraNovember 12, 2020Hosted by Pierre Ferragu
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Conference Call: Biden Transition, A Conversation with Tom Wheeler, the former FCC ChairmanNovember 11, 2020Hosted by Blair Levin and Jonathan ChaplinWhat to Expect From the Biden Telecom/Tech Policy.
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky WuNovember 6, 2020Hosted by Spencer KurnPlease join us for an investor call with Colony Capital management following their earnings release call.
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Conference Call: Post-Election Policy PivotsOctober 23, 2020Hosted by Blair Levin and Jonathan ChaplinJonathan 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, 2020Hosted by Soomit Datta
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Investor Meetings: Telia’s new CEO, Allison Kirkby and new CFO, Per ChristianOctober 22, 2020Hosted by James RatzerThis 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 FariaOctober 19, 2020Hosted by Soomit Datta
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Conference Call: Post-Election Policy Pivots with Grace Koh & Harold Feld, veterans of creating tech/telecom policyOctober 16, 2020Hosted by Blair Levin and Jonathan ChaplinThe 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 $400October 13, 2020Hosted by Pierre Ferragu
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Conference Call: Tesla: Hyper-growth decade ahead – Upgrading to buy, price target $590October 9, 2020Hosted by Pierre Ferragu
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Conference Call: The Outlook for Telecom Regulation with Rick Chessen, Anna Gomez & Bryant Tramont, FCC veteransOctober 9, 2020Hosted by Blair Levin and Jonathan ChaplinBetween 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 CostaOctober 9, 2020Hosted by Russell Waller
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Conference Call: NTT Buyout of DOCOMO Minorities Regulatory Impact & Derivative ImplicationsOctober 6, 2020Hosted by Chris Hoare
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Conference Call: Datacenter & Data Networking Virtual Catch-up with Group 650 founder, Alan WeckelOctober 2, 2020Hosted by Pierre Ferragu
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Conference Call: The Future of Antitrust in Post-Election Policy Pivots with Industry Leading Antitrust ExpertsSeptember 25, 2020Hosted by Blair Levin and Jonathan ChaplinWe'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 ChantadisaiSeptember 24, 2020Hosted by Chris Hoare
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Investor Meetings: Thai Telco Virtual Tour with AIS Head of IR Nattiya PoapongsakornSeptember 21, 2020Hosted by Chris Hoare
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Conference Call: AB5, Prop 22, and implications for Uber/Lyft with Rachelle Chong, former FCC/CPUC CommissionerSeptember 18, 2020Hosted by Pierre Ferragu
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Conference Call: Reshaping Wireless Competition – The Role of the L-BandSeptember 17, 2020Hosted 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 KempSeptember 15, 2020Hosted by Pierre Ferragu
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Conference Call: TSMC initiation, Buy, $640 targetSeptember 1, 2020Hosted by Pierre Ferragu
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Conference Call: Insight into U.S. government policy on Huawei with Wiley Law partnersAugust 28, 2020Hosted by Pierre Ferragu
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Fireside Chat: Ian Thornton, Head of IR, ARMAugust 27, 2020Hosted by Pierre Ferragu
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Investor Meeting: 1&1 Drillisch CFO, Markus HuhnAugust 26, 2020Hosted by James Ratzer
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Investor Meeting: HKBN CEO, NiQ LaiAugust 26, 2020Hosted by Alastair Jones
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Fireside Chat: Softbank’s Vision Fund CFO, Navneet GovilAugust 14, 2020Hosted by Pierre Ferragu
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Investor Meeting: Colony Capital CEO, Marc Ganzi, and CFO, Jacky WuAugust 7, 2020Hosted by Spencer Kurn
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Investor Meeting: Digi CFO, Inger Gloersen FolkesonAugust 3, 2020Hosted by Chris Hoare
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Conference Call: C-Band & CBRS Valuations – Reshaping Wireless; Winners & LosersJuly 29, 2020Hosted by Jonathan Chaplin
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Investor Meetings: Tesla Head of IR, Martin ViechaJuly 28, 2020Hosted by Pierre Ferragu
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Fireside Chat: Maxis (Malaysia) CFO, Wayne TreebyJuly 27, 2020Hosted by Chris Hoare
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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, 2020Hosted by Pierre Ferragu
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Conference Call: Opensignal analysts Iain Fogg and Hardik Khatri to explain their analysis of Rakuten’s user experienceJuly 17, 2020Hosted by Chris Hoare
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Conference Call: ARM, Many Good Reasons to IPO in 2021July 16, 2020Hosted by Pierre Ferragu
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Investor Meetings: Telekom Indonesia and Telkomsel, Heads of IRJuly 15, 2020Hosted by Chris Hoare
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Conference Call: Shareholder return series: Intel – Why the disconnect between fundamentals & stock performance?July 8, 2020Hosted by Pierre Ferragu
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Investor Meeting: LG Uplus Head of IR, Meagan NohJuly 8, 2020Hosted by Alastair Jones
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Conference Call: Should Cable Investors Fear A Biden Administration?July 1, 2020Hosted by Blair Levin
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Conference Call: LBTYA / TELEFONICA Deal ImplicationsMay 11, 2020 — VirtualHosted by James Ratzer, Soomit Datta
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Investor Meeting: with wireless industry expert Babak JafarianMay 8, 2020 — VirtualHosted by Pierre Ferragu
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Investor Meeting: Spectrum Series with Federated Wireless CEO Iyad TaraziMay 7, 2020 — VirtualHosted by Jonathan Chaplin, Blair Levin, Spencer KurnThis is part of New Street Research's Spectrum Series calls
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Investor Meeting: with co-founder of WalkTheChat Thomas GrazianiMay 7, 2020 — VirtualHosted by Jin Yoon
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Investor Meeting: with Charter CFO Chris WinfreyMay 4, 2020 — VirtualHosted by Jonathan Chaplin
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Investor Meeting: with Altice CEO Dexter GoeiMay 1, 2020 — VirtualHosted by Jonathan Chaplin
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Investor Meeting: Spectrum Series with Ligado Networks ManagementMay 1, 2020 — VirtualHosted by Jonathan Chaplin, Blair Levin
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Investor Meeting: Virtual Roadshow with Tele2’s CEO, CFO, CCO and IR teamApril 23, 2020 — VirtualHosted by Russell Waller
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Investor Meeting: with Group650 founder Alan WeckelApril 17, 2020Hosted by Pierre Ferragu
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Investor Meeting: with TMT’s leading government affairs consultant Bruce MehlmanApril 16, 2020Hosted by Jonathan Chaplin, Blair Levin
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Investor Meeting: with Google’s Preston MarshallApril 2, 2020 — VirtualHosted by Jonathan Chaplin, Blair Levin
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Conference Call: Where is Softbank going to find $41B?April 1, 2020Hosted by Jonathan Chaplin, Pierre Ferragu, James Ratzer, Jin Yoon
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Investor Meeting: Spectrum Series with Hank Hultquist, Vice President of Federal Regulatory for AT&TMarch 26, 2020 — VirtualHosted by Jonathan Chaplin, Blair Levin