Research
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NOS Q3 25: B2C revenue growth slower, EBITDA tooOctober 27, 2025 — Russell Waller
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Anthropic-GCP deal: The numbers and our readOctober 27, 2025 — Pierre Ferragu
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VZ Quick Take: The Dan plan takes a step forward with Eaton fiber dealOctober 27, 2025 — David Barden
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Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.October 27, 2025 — Pierre Ferragu
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Apple: improving iPhone cycle, already priced-inOctober 27, 2025 — Pierre Ferragu and Antoine Chkaiban
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Gen AI Big Idea Series – Ayar Labs CEO, Mark Wade Co-packaged optics under the lid in 2028?October 27, 2025 — Pierre Ferragu
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Trump Administration Confirms Media Antitrust Policy (and It’s Not About HHIs)October 27, 2025 — Blair Levin
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VEON – 3Q25 Earnings PreviewOctober 27, 2025 — Chris Hoare
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European Tariff Tracker Oct 25October 27, 2025 — Russell Waller
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GOOGL/GCP: How much revenue could Anthropic’s 1M TPUs generate?October 24, 2025 — Dan Salmon
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Global Telecoms Multiples 2025-10-24October 24, 2025 — NSR Team
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Intel 3Q25: beat despite tight supply;18A yields poor, but 14A momentum buildsOctober 24, 2025 — Pierre Ferragu
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Mobileye 3Q25: new surround ADAS win encouraging, but overall momentum remains slow. Buy, $20 TP.October 24, 2025 — Pierre Ferragu and Antoine Chkaiban
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Megacable (Buy) - Q325: Another good quarterOctober 24, 2025 — Chris Hoare
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GOOGL: AI Search vs ChatGPT dominates, but Cloud beginning to push throughOctober 24, 2025 — Dan Salmon
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Hope for More Spectrum EmergesOctober 24, 2025 — Blair Levin
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SE: 3Q25 Preview - Lowering Estimates for 2HOctober 24, 2025 — Jin Yoon
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Televisa Q3s (Neutral, TP: $2.3) – Quick TakeOctober 24, 2025 — Chris Hoare
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Besi 3Q25: Mainstream recovery sets up a strong 2026. Buy, €170.October 24, 2025 — Rolf Bulk and Pierre Ferragu
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TMUS: A great house, but the neighborhood? We need convincing...October 23, 2025 — David Barden