Research

Client Call: VIPS Callback with Jin Yoon, Sep 27th, 9AM EST
Jin Yoon
09/27/2022
Sitios Latinoamerica: AMX Towers – Deep dive and thoughts ahead of Spin
Soomit Datta
09/27/2022
XL Axiata (Buy) – Feedback from small group call
Chris Hoare
09/27/2022
Tesla 3Q22: in line deliveries, but still >$1bn FCF beat.
Pierre Ferragu
09/26/2022
Client call w/ XL Axiata IR’s Christy Kusumaatmaja (Replay)
Chris Hoare
09/26/2022
Verizon Model Update
Philip Burnett
09/26/2022
European Tariff Tracker – September 2022
Russell Waller
09/25/2022
Malaysian Telcos – Q2 22 review: Recovery continues
Chris Hoare
09/23/2022
TCOM: Additional Easing Travel Policy – HK Ends Hotel Quarantine – Our Take
Jin Yoon
09/23/2022
NSR Tech Policy Quick Hit: Does TikTok win with the latest White House Executive Order?
Matt Perault
09/23/2022
Semiconductor Big Idea Conference 2022: Our 9 key take-aways, slides, and replays.
Pierre Ferragu
09/23/2022
Event Replay:Charter’s Texas Sized Damages: Will It Stand? What Happens Next?
Blair Levin
Philip Burnett
09/23/2022
Client call w/ Indosat’s Indar Singh Dhaliwal, VP – Investor Relations (Replay)
Chris Hoare
09/22/2022
Indosat (Buy, pt IDR 11,000, + 53%) – INVESTOR CALL – 22nd September 2022
Chris Hoare
09/22/2022
Vodafone (Buy): German fibre JV – how it can create value
James Ratzer
09/22/2022
Micron: expect a significant miss and guide-down next week
Pierre Ferragu
09/22/2022
Sub-Saharan African Telecoms – Q2 22 review: Decent growth; some pressure on margins
Chris Hoare
09/22/2022
America Movil – Investor Call meeting notes: Buy-back, Euro towers, Chile
Soomit Datta
09/22/2022
TCOM: 2Q22 Results – 3Q Outlook Better Than Expected
Jin Yoon
09/22/2022
Client Call: TCOM Callback with Jin Yoon, Sep 22nd, 9AM EST
Jin Yoon
09/21/2022
Mobile Money – Expert Speaker Series meeting notes: Millicom CEO, Mauricio Ramos
Soomit Datta
09/21/2022
Vodafone (Buy): Xavier Niel takes 2.5% stake. Our take.
James Ratzer
09/21/2022
Japan e-Commerce – A sequentially stable quarter; CY 2Q22 review
Chris Hoare
09/21/2022
NSR Tech Policy Quick Hit: Meta’s tough straights, revisited
Matt Perault
09/21/2022
CLIENT CALL WITH AMERICA MOVIL HEAD OF INVESTOR RELATIONS
Soomit Datta
09/21/2022
NSR Broadband Market Share Drivers – Chapter 1
Jonathan Chaplin
09/20/2022
The current semiconductor cycle: Where do we stand? How much more pain?
Pierre Ferragu
09/20/2022
Telenor CMD: Upgrade to Buy, top pick in Nordic region, Tele2 to Neutral
Russell Waller
09/20/2022
Semiconductor Big Idea Conference 2022: Intro & Session 1 – Synopsys – The Future of Chip Design
Pierre Ferragu
09/20/2022
NSR Tech Policy Quick Hit: Will the government challenge the Adobe-Figma deal?
Matt Perault
09/20/2022
Semiconductor Big Idea Conference 2022: Session 2 – Ampere – Cloud-Native Processors For Today’s Era of Computing
Pierre Ferragu
09/20/2022
NSR Tech Policy Quick Hit: Khan and Kanter lay out their vision for antitrust, but will Courts and Congress agree?
Matt Perault
09/20/2022
Semiconductor Big Idea Conference 2022: Session 3 – Information Technology and Innovation Foundation – Chip Manufacturing and Geopolitics
Pierre Ferragu
09/20/2022
CHTR Quick Hit: Damages Award Not Final
Jonathan Chaplin
09/20/2022
Semiconductor Big Idea Conference 2022: Session 4 – Soitec – Manufacturing Anything on Anything
Pierre Ferragu
09/20/2022
Semiconductor Big Idea Conference 2022: Session 5 – Applied Materials – Artificial Intelligence & Chip Manufacturing
Pierre Ferragu
09/20/2022
Semiconductor Big Idea Conference 2022: Session 6 – UCLA – Advanced Packaging: Economics & Use Cases
Pierre Ferragu
09/20/2022
Semiconductor Big Idea Conference 2022: Session 7 – Ayar Labs – The Next Revolution in Interconnects
Pierre Ferragu
09/20/2022
Semiconductor Big Idea Conference 2022: Session 8 – Google Fellow – The Carbon Footprint of A.I. & Closing Remarks
Pierre Ferragu
09/20/2022
Industry Insights: China Travel Update
Jin Yoon
09/20/2022
NSR Policy: Sohn Confirmation Prospects
Blair Levin
09/18/2022
NBS: Recovery Trend Continues in Aug
Jin Yoon
09/16/2022
Tesla’s dropping delivery wait times. Is demand broken?
Pierre Ferragu
09/16/2022
Expert Speaker Series: Telcos Mobile Money with Millicom CEO Mauricio Ramos
Soomit Datta
09/16/2022
Client Call with call with Jon Schleuss, President of the News Guild of the Communications Workers of America
Blair Levin
09/16/2022
European High Yield Q2 22: Energy and inflationary cost update
Russell Waller
09/15/2022
DT Digital-X event: Making sense of DT B2B exceptionalism
Ben Rickett
09/15/2022
Telenor: Tower deal(s) could mean the Group dividend is not cut
Russell Waller
09/15/2022
Big Tech and Government Face Off: Policy, Politics and Litigation All Around the World
Matt Perault
09/15/2022
Event Replay: Government v. Big Tech 3Q22 Tech Policy Call
Matt Perault
09/15/2022