Research

Starlink: Price cut – a warning signal of what is to come?

Zegona: Payday – but is it payday for Vodafone shareholders as well?

Axiata – Q3 25 Quick Take: Underlying still steady

Japanese Telcos – Q2 FY25 review: Better trends as price hikes start to flow

FiberCop: Q3 25 - Line losses continue to be a drag

Altice France Q3 25: OpFCF guidance reiterated, non-core asset sales continue

Kokusai Electric (6525 JP) Global #1 for Batch ALD Conf Call Notes

Eolo: Q2 26: A clearer deleveraging path, despite KPI pressures

NFLX: WBD bid anxiety building + updating for stock split

Trump Administration Attacks on State Laws Clouds BEAD Outlook

TPW AGM Update: Meaningful Deceleration in Rev Growth

BABA: FY2Q26 Results - Cloud Rev Growth Could Remain Resilient in the Near Term

Tele Columbus: Q3 2025: MSIP implicitly showing their support

AMD Suppliers: Who Does What and What We'll Learn

Google planning to offer TPUs on premise? Our quick take.

Alchip (3661 TT) AI/HPC ASIC Design leveraged to AMZN Conf Call Notes

Did Trump Just Kill Broadcast Consolidation?

BABA: FY2Q26 Flash - Cloud Revs Further Accelerates

Zegona: Q2 26 – It’s been a great run - Move to Neutral

NVDA Suppliers: Who Does What and What We’ll Learn