Research

GOOGL/AMZN: Whose Cloud will be the first to $10B in AI revenues?

Will Lutnick’s Testimony Address BEAD’s Future?

DBS also misses interest payment

SATS Chapter 11 Slides

TTD/AMZN: New insights into Amazon DSP positioning. Reiterate Neutral on TTD

Of SATS, the FCC and NextWave

Vodafone Idea – Q4 FY25 Quick Take: Still behind expectations

Global EM Telcos & Towers: Bull market continues – NSR GEM Top-10 June ‘25 Update

Sarana Menara Nusantara – Q1 25 Quick Take: Slower trends but margin seeing signs of stabilisation

Vodafone target/ model update: The UK ups and the German downs

Altice France: Key questions from the Q1 25 results and model update

Altice France updated Post Q1 25 model

EchoStar Certified More Licenses

Global Telecoms Multiples 2025-05-30

Liberty Latin America: Feedback from call with CFO

EchoStar Defaulting on Interest Payment

Bible 1Q25 – Foundries: Upside at TSMC, others at risk.

Soitec: Inventory correction deepening; secular growth profile unchanged. Buy, €55.

Bible 1Q25 – Semicap: Not everyone can gain market share.

AT&T: what exactly are they buying from Lumen