Events – New Street Research

Upcoming

2020

TBD – Investor Conference call: Call with A.I./M.L. expert Jem Davies, ARM VP and Fellow and GM & Machine Learning Group
Q3/Q4 TBD – Silicon Valley: Emerging Tech Field Trip. Last year’s visited companies included ARM, Vision Fund, Nvidia, Applied Materials, Cisco, and Palo Alto Networks
Q3/Q4 TBD– Albany, NY: AMAT META R&D Center visit
August TBD – Beijing, Hong Kong, Shanghai: China/Asian Internet Tour
Septemer 15th – Veldhoven, Netherlands: ASML HQ visit, CFO meeting and EUV update
November 17th – 19th – Atlanta: Nareit REIT Week Meetings
November 17th – New York: 5G & The Next Wave of Telecom Infrastructure w/ BCG. Last year’s agenda can be found Here
TBD – Shanghai: Tour of Tesla’s China Gigafactory. All access tour.

Please get in touch with one of your NSR representatives if you wish to attend any of these events.

Past

2020

January 16th – New York City: TMUS/S Closing arguments takeaways – Post Trial – Group Breakfast
January 28th – New York: Wireless Networks and Service Provider Expert Lunch with Chris DePuy, co-founder of Group 650.
February 11th: Virtual meeting with the CEO of a leading TAOBAO (TB) partner in China on the impact of Covid-19, hosted by Jin Yoon
February 12th: Virtual meeting with SF Express on the Covid-19 impact on delivery business in China, hosted by Jin Yoon
March 2nd – London: Dinner with Oi’s CEO, Rodrigo Abreu, hosted by Soomit Datta
March 4th – London: Roadshow with Masmovil Chief IR & CFO, hosted by Soomit Datta
March 12th: Virtual meeting with Liberty Global CFO, Charlie Bracken and Virgin Media CEO, Lutz Schuler, hosted by James Ratzer
March 13th : Group meeting with Virgin Media CEO Lutz Schuler & Liberty Media CFO, Charlie Bracken
March 17th-19th: TIM Brasil Virtual Non-Deal Roadshow w/ CEO Pietro Labriola & CFO Adrian Calaza
March 24th: Telefonica CTIO, Enrique Blanco on Copper Shutdown Overview, Driver of FCF, hosted by James Ratzer and Soomit Datta
March 30th: Spectrum Series: The Year of Spectrum Unbound, a conversation with AT&T’s Hank Hultquist, hosted by Blair Levin and Jonathan Chaplin
March 31st: Virtual meetings with OBEL CEO, Telenet CFO on the day of the Proximus CMD, hosted by Russell Waller
March 31st-April 2nd – Virtual: Asian Telco Investor Tour including Softbank, KDDI, NTT, NTT DoCoMo, Rakuten, China Unicom, China Mobile, China Telecom and China Tower, hosted by Chris Hoare and Alastair Jones
April 2nd: Asian Internet Expert Speaker Series: Head of APAC Ecommerce of a Leading Global Sports Apparel Brand on Covid-19 Recovery, hosted by Jin Yoon
April 7th: Spectrum Series: The Year of Spectrum Unbound, a conversation with Google’s Preston Marshall, hosted by Blair Levin and Jonathan Chaplin
April 15th: Asian Internet Expert Speaker Series with VP of Games at a leading gaming operator in China, hosted by Jin Yoon
April 16th: Spectrum Series: The Year of Spectrum Unbound, a conversation with Bruce Mehlman, one of D.C.’s leading government affairs consultants for TMT companies, hosted by Blair Levin and Jonathan Chaplin
April 17th– Virtual: Datacenter and Cloud Networking Expert Lunch with Alan Weckel, co-founder of Group 650
April 22nd-23rd – Virtual: Roadshow with Tele2 CEO and CFO, hosted by Russell Waller
April 23rd: Spectrum Series: The Year of Spectrum Unbound, a conversation with Ambassador Grace Koh, Head of US Delegation to Global 5G Spectrum Policy Conference, hosted by Blair Levin and Jonathan Chaplin
May 1st: Spectrum Series: The Year of Spectrum Unbound, a conversation about the future of L-Band with the management team of Ligado, hosted by Blair Levin and Jonathan Chaplin
May 7th: Spectrum Series: The Year of Spectrum Unbound, a conversation about CBRS with Iyad Tarazi, CEO of Federated Wireless, hosted by Blair Levin and Jonathan Chaplin
May 14th: Spectrum Series: The Year of Spectrum Unbound, a conversation about new uses of Broadcast with John Hane, President of Spectrum Co, hosted by Blair Levin and Jonathan Chaplin
May 14th – virtual: Meeting with Investment Bankers to Discuss M&A and Strategy Themes in TMT, hosted by Pierre Ferragu and Jonathan Chaplin
May 18th-22nd – virtual: ThaiTelco tour, hosted by Chris Hoare
May 18th – May 21st – Orlando, FL: Connectivity Expo – Meetings w/ management teams of Public and Private Tower Companies
May 20th-21st – virtual: Indonesia Telco tour, hosted by Chris Hoare
May 20th – virtual: Fireside Chat with Navneet Govil – SoftBank Vision Fund CFO LINK
May 21st: Spectrum Series: The Year of Spectrum Unbound, a conversation about Intelsat Bankruptcy with Jeff Carlisle, Expert on Telecom Bankruptcy, counsel to Lerman Senter Law Firm, hosted by Blair Levin and Jonathan Chaplin
May 28th – virtual: Virtual roadshow with Ludovic Larzul – founder and CEO of Mipsology
June 1st: EQIX Investor meeting with Director of Investor Relations, Chip Newcom
June 2nd – 4th – New York: Nareit REIT Week Meetings
June 2nd- 4th – virtual: Dutch Telco Virtual Tour
June 2nd-4th – virtual: Japan Telco Tour with virtual meetings with Heads of IR at Rakuten, SoftBank KK, DOCOMO and KDDI
June 2nd: Huawei: Fog of War? Virtual meeting with the former head of BCG?s shanghai office & global telecom practice
June 3rd: Vodafone corporate access event hosted by James Ratzer
June 4th – London: 2^nd Annual NSR/BCG 5G Conference featuring ARM, Altiostar, Qualcomm, and others
June 9th-12th – London: CogX A.I. Conference
June 9th: New Street Speaker Series: 5G Infrastructure Transformation with CEO of Digital Colony, Marc Ganzi
June 11th -New York: 3^rd Annual Future of Computing Conference
June 11th: Year of Spectrum Unbound: L-Band; S-Band; CBRS; C-Band & more with John Dooley
June 12th: New Street Research Conference Call: A New Paradigm for Cable hosted by Jonathan Chaplin
June 12th: Understanding Cloud compute growth dynamics… and why Intel is a screaming buy hosted by Pierre Ferragu
June 15th: American Tower call with Igor Khislavsky, Head of Investor Relations
June 15th: Conference Call: What would happen if Dish walked away from the Boost deal? With Bennet Ross
June 18th: Year of Spectrum Unbound: Call with Verizon’s SVP of Federal Regulatory, Will Johnson
June 23rd: T-Mobile / DT / Softbank: What The Secondary Means for the Stocks; What Questions to Ask
June 23rd: New Street Research Digital Infrastructure Series: What 5G Means for Data Centers at the Edge with Matt Trifiro, CMO of Vapor IO
June 23rd: Call with iQIYI and Vipshop Management hosted by Jin Yoon
June 23rd: Management call with China e-commerce manager for a major global apparel brand hosted by Jin Yoon
June 24th: Discussion on Shared Spectrum with Philip Marnick, Spectrum Group Director at Ofcom
June 25th: Call with Starry CEO Chet Kanojia, hosted by New Street Research
June 26th- virtual: Malaysia Telco Tour, with virtual meetings with CFOs at Digi and Maxis and Head of IR at Axiata hosted by Chris Hoare
June 29th-30th – virtual: Brazilian Telcos Tour with Vivo CFO, Oi CFO & CEO
June 29th: Call with Baidu management hosted by Jin Yoon
June 30th: Call with Vodacom CEO Shameel Josoob to get the latest update on developments for the group and in particular how the operator is navigating Covid-19 and how this will impact performance in coming quarters.
June 30th: 5G Infrastructure Transformation Series: Steve Loxton, Head of Investor Relations at Megaport
July 1st: Conference Call: Should Biden’s Rise Worry Carriers?
July 8th-9th: Call with LG Uplus Head of Investor Relations Meagan Noh to discuss 5G take-up and outlook
July 8th: Shareholder return series: Intel – Why the disconnect between fundamentals & stock performance?
July 9th: Call with Alibaba management hosted by Jin Yoon
July 15th: Call with Heads of IR at Telekom Indonesia & Telkomsel hosted by Chris Hoare
July 16th: ARM Conference Call: Many good reasons to IPO in 2021
July 17th: Conference Call with Opensignal analysts Iain Fogg and Hardik Khatri to explain their analysis of Rakuten’s user experience
July 27th: Conference Call -Apple: Looking at valuation on a per-user basis. Is the stock pricing in the next revolution already?
July 27th: Call with CFO at Maxis in Malaysia hosted by Chris Hoare
July 28-30th: Call with Head of Investor Relations Martin Viecha at Tesla
July 29th: Conference Call on C-Band & CBRS Valuations
August 3rd: Call with Inger Gløersen Folkeson – CFO of Digi.com
August 7th: Colony Capital Post 2Q20 Results Investor Meeting with Marc Ganzi- CEO and Jacky Wu- CFO
August 14th: Conference Call with Vision Fund CFO Navneet Govil
August 26th: Call with Drillisch CEO Markus Huhn
August 27th: Fireside chat with ARM Head of International Relations Ian Thornton
August 28th: Conference Call: Insight into US Government Policy on Huawei with Wiley Law Partners
August 31st/September 1st: Conference Call – TSMC: Coverage initiation a great 10-year run behind…and another great 10-year run coming
September 8th: Japan Virtual Tour with IR teams at Rakuten, KDDI and NTT DOCOMO

2019

January 18th – Boca Raton, FL- Field Trip to SBA Communications (SBAC) & Digital Bridge for Management Meetings
January 18th – Long Island City, NY- Field Trip to Altice USA HQ for Management Meeting and Altice One Tech Demo
January 23th – New York – ‘Meet the banker’ dinner. Dinner in NY with investment bankers active in the technology/communications space. Opportunity to discuss latest industry developments, regulation, and investment opportunities into 2019
January 25th – New York- Lunch on Datacenter and data networking with expert Alan Weckel, co-founder of Group 650.
February 19th – London- InstaDeep CEO meetings & group lunch. Karim Beguir is the CEO of InstaDeep, a company engaged in cutting-edge A.I. research and development. He is also a privileged beta-user of the TPU and has unique insights on latest developments in A.I. and adoption of the technology
February 24th-26th – Barcelona: CxO BCG / New Street dinner
Join us at MWC 2020 in Barcelona for one of the most exclusive and sought after event at MWC: Dinner with over 100 industry executives, organized jointly with the Boston Consulting Group
March 7th – New York- Lunch on 5G- Wireless Networks & Service Providers with expert Chris Depuy, co-founder of Group 650
March 7th – London- Breakfast with Liberty Global CFO
March 8th – New York- Lunch – Bull/Bear Rakuten with Pierre Ferragu & Chris Hoare – Rakuten was the topic of many conversations following their presentation at the 2019 Mobile World Congress. The lunch will be centered around the opportunity/constraints of mobile-virtualization.
March 14th – New York – Blair Levin TMT Policy Analyst will host a Group Breakfast on topics surrounding 5G, TMUS/S, C-Band, FCC, & More.
March 15th – Wilton, Connecticut- ASML Wilton facility visit. Meeting with product managers, visit of the clean-room, and industry update.
March 18th – New York – James Ratzer & Jonathan Chaplin US/Euro Telco/Cable Group Breakfast
March 18th-20nd –San Jose- Nvidia GTC Conference. Nvidia’s annual conference in San Jose. Meet management, companies making A.I. a reality, tour the floor of the expo. Dinner with industry experts.
March 18th-22nd – Beijing, Hong Kong, Shanghai- China Internet Tour. The Tour will provide a significant opportunity for both global and regional investors to meet with leading Internet, Media and Gaming companies, as well industry experts within one of the most dynamic regions in the world.
March 25th – Stockholm – Scandinavian TMT Tour – Tele2 / TNOR / Regulatory PTS – Tele2 Meetings with CEO/CFO; TNOR Meetings with Sweden CEO
March 28th – New York – Softbank Investor Relations Group Lunch & 1×1’s with Glen Hayashi and Jin Nakamura
April 2nd – April 4th – Brazil – TMT Tour- Oi/TIM/TEF/Nextel/Anatel/MoComm – Brazilian TMT investor tour which includes Oi (CFO), TIM (CEO), TEF Brasil (CEO), Nextel (TBC), Anatel and the Ministry of Communications. The format is expected to be a small group of investors with a focus on Q&A.
April 4th – New York – 3D Conference: The Future of 3D Graphics, From Gaming to Animation and A.I.- Half day conference with Industry executives and experts, covering Gaming, 3D animation, A.I., and emerging applications (AR/VR, streaming). Combination of short presentations, panel discussions and select one-on-one and small group meetings
May 21st – May 22nd- Stamford, CT – CHTR Management Lunch- with CHTR’s Chris Winfrey, CFO
May 7th – May 8th: Silicon Carbide PCIM Conference. Industry Meetings: IFX, STM, Cree, etc.
May 15th – New York – Softbank Investor Relations Group Lunch with Glen Hayashi and Jin Nakamura
May 16th – May 17th: MASMOVIL: Roadshow London w/ CFO Javier Marin and IR Luis Prota
May 21st – May 22nd: TOWERS- Orlando, FL – Meetings w/ management teams of Public and Private Tower Companies at the Connectivity Expo
May 30^th – New York: ‘Meet the banker’ dinner – Dinner with investment bankers active in the tech/communications space. Opportunity to discuss latest industry developments, regulation, IPO sentiment, and investment opportunities for the remainder of the year.
June 3^rd – London: Investor Relations Roadshow with SoftBank Group – 1-on-1 and group meetings with Yoko Dochi, Managing Director and Global Head of Investor Relations of SoftBank Group (9984)
June 4^th – New York: “Future of Computing” half-day conference – CEO’s and executives of ARM, Applied Materials, Syntiant, Netronome, SWIMAI, CrossBar, and Spin Memory will present their perspectives on the latest developments in computing and memory architecture during a half-day conference. Individual presentations, panel sessions, and a networking lunch.
June 10-12 – London: CogX A.I. Conference – Meetings with thought leaders in the A.I. ecosystem at the annual CogX conference in London. Informal dinner with industry experts to discuss the latest developments in A.I. technologies, adoption in the Enterprise, and computing architecture.
June 17th – London: CFO Roadshow & Group Lunch with Alpha & Omega Semiconductor – Investor meetings and a group lunch with Yifan Liang, CFO of Alpha & Omega Semiconductor (AOSL).
June 28th – Santa Fe: Opening of the Opera season in Santa Fe – Unforgettable networking evening at the world’s most stunning open-air opera site
July 9-11 – San Francisco: Semicon West Conference – Annual leading semiconductor conference organized in San Francisco. Meetings with semiconductor and semi cap equipment executives, presentations and booth tours of leading semiconductor companies.
July 15-17 – Detroit: DARPA’s ERI Summit – ERI is an annually recurring DARPA conference. This year’s focus is on the future direction of the electronics industry in the U.S., with a heavy focus on A.I. and automation. Industry meetings and an informal dinner with industry experts to discuss the latest trends in A.I. and automation.
August 13th – New York City- Expert Lunch – Industry Expert Peter Adderton, Founder of Boost Mobile
August 16th – London – ADAS Expert lunch – Former executive of GoogleX (self-driving cars), Continental (CEO of Intelligent Transportations Systems division). Gain insights in the latest developments in ADAS systems, state of the industry, pace of adoption, implications for ride-hailing companies such as Uber and Lyft. Date TBA.
September 2nd – 6th – Beijing, Shanghai and HK: China/HK Internet Tour
September 4th – New York: Wireless Networking Expert Breakfast with Chris DePuy, co-founder of Group 650
September 12th – New York: Cisco Roadshow w/ Cisco SVP & GM
September 13th – New York: Alpha & Omega roadshow with Yifan Liang, CFO
September 17th – 20th – Shenzhen: Asian 5G Telco Tour, including Huawei
September 19th – Cambridge, U.K: Bus Tour visiting ARM and the Cambridge tech start-up ecosystem
October 3rd – New York: Data Centers at The Edge Lunch w/ Packet CEO, Zac Smith
October 7th – October 8th – Silicon Valley: Emerging Tech Field Trip w/ ARM, Vision Fund, Nvidia, Applied Materials, Cisco, and Palo Alto Networks
October 18th – New York: Group Lunch w/ Allnet Insights & Analytics w/ CEO & Founder Brian Goemmer\
October 24th – October 25th -New York: Millicom CFO Roadshow
October 31st – Redwood City, CA: EQIX Headquarters Meeting w/ CEO, Charles Meyers & CFO, Keith Taylor
November 15th-21st- London: Vodafone CEO & CFO roadshow
November 21st – New York: 5G & The Next Wave of Telecom Infrastructure w/ BCG. Featuring Verizon, American Tower, Charter, Intel, Qualcomm, Digital Bridge, Starry, and more. Last year’s agenda Here
December 4th – London: Intel Corp. IR Group Lunch
December 5th – London: Kulicke and Soffa Industries Inc. (KLIC) Roadshow
December 12th – New York: Ericsson Roadshow
December 18th- New York: TMT Banker Advisory Breakfast

2018

BT Openreach Lunch– London- with CEO
Vodafone 5G Lunch-London -with Group CTO Johan Wibergh
Liberty Global Breakfast- London-with CFO
Broadband Forum Asia– Bangkok- New Street are sponsors of this conference, with presentations from Axiata, Vodafone India, Google, Indosat, HKBN, Telenor, Chunghwa, MyRepublic, Optus and TRUE.
TowerXchange Conference– London.-Meetings arranged with Cellnex (CEO), EI Towers (IR), Eaton Towers (CEO) and Helios Towers (CFO) at the conference.
Asian Investor Tour- Japan, Taiwan, Hong Kong and Malaysia– Meetings with key IR & Management execs from the following companies: NTT, Docomo, Rakuten, KDDI, Chunghwa, Taiwan Mobile, Far Eastone, China Mobile, China Tower, China Unicom, China Telecom, Digi, Maxis and Telekom Malaysia
Brazil Investor Tour-Brazil –Meetings with Telefonica (Head of Customer Experience), Anatel (Superintendent of Comp.), the Ministry of Communication (Minister), TIM (CFO) and Oi (CFO).
German Investor Tour- Germany –Meetings with Deutsche Telekom (Director of Finance), Unitymedia (CFO and COO), 1&1 Drillisch (Head of IR), TeleColumbus (CFO), Prosieben (Head of IR) and Telefonica Deutschland (Head of IR).
Japan Investor Tour-Tokyo- 5G International Symposium and a day of meetings with KDDI, Softbank, DoCoMo, Rakuten
DiGi Roadshow- London- with CFO
Elisa Roadshow- London-with CEO
KPN Roadshow- Switzerland- Meetings with IR
Oi Roadshow- London- Meetings with CFO
Orange Roadshow– Copenhagen and Stockholm- Meetings with IR
Telecom Italia Roadshow- London-Meetings with CEO
Taiwan Mobile Roadshow- London
Turk Telekom Roadshow- London- Meetingswith IR
Vodafone Roadshow- Edinburgh- Meetings with CEO

2017

Post Auction DC day- Washington D.C.- Regulatory meetings with government officials and industry players
T-Mobile HQ Meeting – Washington– Meetings at HQ with CFO, COO, CTO and other key members of the T-Mobile management team
TMT Regulatory Meetings – Washington D.C- Meetings. with Government Officials and Industry Players including the FCC
American Tower Meeting– New York- Meetings with IR
Asian Telco Tour- Tokyo, Seoul, HK, KL & Sing
European Telco Tour- Belgium and London- Meetings with ETNO (Director of Communications), Orange (IR), Telenet (IR), FTTH (Director General), Proximus (IR), Cable Europe (MD), the EC (Head of DG Connect) then in London with BT (IR), CityFibre (CEO and CFO) and VMED (CFO)
Italian Telcos Tour- Milan & Rome- Meetings with Wind (CEO), FastWeb (Bus Dev), Enel (IR), TI (CFO), Inwit (CEO)
Mexican Telcos Tour- Mexico City- Meetings with AMX (Investor Day), Televisa (CFO) and IFT
Mexican Telcos Tour- Mexico City- Meetings with AMX (IR), Televisa (CFO) and Telesites (CFO)
TowerXchange Tour/Conference- London- Meetings with AMT (President, Latin America and EMEA), Cellnex (CEO), Inwit (CEO), EI Towers (COO), Digital Bridge (MD-EMEA), Helios Towers Africa (Exec. Chairman) and Global Tower (CEO)
Paris Telcos Tour- Paris- Meetings with Orange (IR), Vivendi (Head of IR), ARCEP (Exec Board Member) and Illiad (CFO)
Russian Telcos Tour- Moscow- Meetings with the four main operators: Vimpelcom (CCO), Megafon (Head of IR), Rostelecom (IR) and MTS (CCO)
Wireless Infrastructure Tour– Orlando- Meetings with AMT, CCI, SBAC, TowerCo, Digital Bridge and others in Orlando
TowerXchange Conference- Johannesburg
TowerXchange Conference – Singapore
Chorus NZ Roadshow- London, Edinburgh, Frankfurt and Netherlands- Meeings with CEO
HKBN Roadshow- London, New York, Toronto and San Francisco- Meetings with COO
HKBN Roadshow- New York, Montreal, Chicago and San Fran- Meetings with CEO and CFO
KPN Roadshow- Edinburgh- Meetings with IR
Liberty Global Lunch- London- Meetings with CFO
LILAC Roadshow- San Francisco- Meetings with CFO
Inwit Roadshow- Boston- Meetings with CFO
M1 Roadshow- London and Edinburgh- Meetings with CEO and CFO
Millicom Roadshow- Edinburgh- Meetings with IR
Millicom Roadshow- New York and Boston- Meetings with CEO (NY) and CFO (Boston)
MTS Roadshow- London and Netherlands- Meetings with CEO and CFO
Telekom Austria Roadshow- London- Meetings with CFO
Televisa Roadshow- London- Meetings with CFO
Vodafone Roadshow- Edinburgh- Meetings with Deputy Group CFO
Vodafone Roadshow- Boston- Meetings with CEO
5G Lunch- New York- Meetings with the National Science Foundation
BT Lunch- London- Meetings with CEO Gavin Patterson
BT Openreach Lunch- London- Meetings with the CEO
Wiley Rein Law Breakfast- New York City- Meetings with Regulatory Industry Experts
Liberty Global Breakfast- London- Meetings with CFO
TMUS Lunch- New York City- Meetings with IR
Starry Tech Demo- Boston