Research


BIDU: 1Q19 Earnings Preview – Taking Our S&M Expenses Higher
Jin Yoon
04/18/2019
CLIENT CALL: TMUS/SPRINT DEAL UPDATE THURSDAY, APRIL 18th, 9AM ET / 2PM GMT
Jonathan Chaplin
04/18/2019
European Quarterly Review
Russell Waller
04/18/2019
ASML 1Q19 earnings take-aways
Pierre Ferragu
04/18/2019
Ericsson 1Q19 earnings take-aways
Pierre Ferragu
04/18/2019
China Tower: Q1 19; IFRS-16 boost to EBITDA
Chris Hoare
04/18/2019
Global Interactive Multiples and SOP Model
Team
04/18/2019
NSR Policy: T-Mobile / Sprint Deal Troubles – Four Scenarios for Investors to Consider
Blair Levin
04/17/2019
The Future of 3D Graphics Conference 2019
Pierre Ferragu
04/17/2019
German 5G auction: Day 22
Russell Waller
04/17/2019
Finally, The Final Inning on T-Mobile / Sprint: Preparing For The End Game
Blair Levin
04/17/2019
CCI 1Q19 Quick Take: Quarter In-Line; No Change To Guidance
Spencer Kurn
04/17/2019
Bharti Airtel, Inflection Point
Chris Hoare
04/17/2019
Japanese mobile: upgrade SB KK to Buy (pt to ¥1,580); 5G plans hint at capex cuts
Chris Hoare
04/16/2019
Japanese mobile: More detail on DOCOMO price cuts
Chris Hoare
04/16/2019
German 5G auction: Day 21
Russell Waller
04/16/2019
US Towers: T-Mobile / Sprint Opposition By DOJ Staff Is Positive For Towers
Spencer Kurn
04/16/2019
Intel exits baseband – Rejoice and enter the era of rationality!
Pierre Ferragu
04/16/2019
Japanese mobile: DOCOMO price cuts less bad than feared
Chris Hoare
04/15/2019
NSR Policy: The President on 5G, Taxpayer Groups on CBA Plan, T-Mobile on Spectrum Divestitures and Lots of Data About the Way DC Operates These Days
Blair Levin
04/15/2019
Apple at $200? 3FQ and 2020 iPhone expectations are too high. Downgrade to Sell, TP $170. (Conference Call Slides)
Pierre Ferragu
04/15/2019
German 5G auction: Day 20
Russell Waller
04/15/2019
Quick Thoughts On The Administration’s Big 5G Announcement
Jonathan Chaplin
04/12/2019
Apple at $200? 3FQ and 2020 iPhone expectations are too high. Downgrade to Sell, TP $170
Pierre Ferragu
04/12/2019
Apple at $200? 3FQ and 2020 iPhone expectations are too high. Downgrade to Sell, TP $170 (Replay)
Pierre Ferragu
04/12/2019
Tesla: price update, leasing, and ride-hailing. Our take-aways
Pierre Ferragu
04/12/2019
Global Interactive Multiples and SOP Model
Team
04/12/2019
Global Weekly Review 12.04.19
Team
04/12/2019
German 5G auction: Day 19
Russell Waller
04/12/2019
JD: 1Q19 Earnings Preview – Lowering Estimates on Tougher Comps in 1H19
Jin Yoon
04/11/2019
Tesla and Panasonic freezing battery expansion? Our quick thoughts
Pierre Ferragu
04/11/2019
German 5G auction: Day 18
Russell Waller
04/11/2019
Silicon carbide in autos: a simple framework to understand what happens next
Pierre Ferragu
04/11/2019
ASML pre-1Q model updates
Pierre Ferragu
04/11/2019
CCI: What Are The Implications Of A Zayo Deal?
Spencer Kurn
04/10/2019
Japan 5G spectrum allocation
Chris Hoare
04/10/2019
Naspers (Buy): Adevinta listing. Another benchmark, another positive
Alastair Jones
04/10/2019
German 5G auction: Day 17
James Ratzer
04/10/2019
Chinese telecoms – 4Q18 review: Trends improving but watch out post-2019 capex
Chris Hoare
04/09/2019
German 5G auction: Day 16
James Ratzer
04/09/2019
W. Europe Mobile Tariff Tracker March 2018: Tef De warning shot; price rises in Italy
James Ratzer
04/08/2019
NSR Policy: TMUS/Sprint Ending Act II While DOJ Sends Signals (or Not) on Other Matters; C-Band Still Missing Details of Plans; Meanwhile Another 5G Summit and Lockheed and Raytheon Offer Up Their Own Spectrum Play
Blair Levin
04/08/2019
German 5G auction: Day 15
James Ratzer
04/08/2019
Brazil trip – Rising possibility of Oi wireless sale; TIM could lead
Soomit Datta
04/08/2019
W. Europe Fixed Tariff Tracker Mar 2018: Pricing environment improving
Ben Rickett
04/08/2019
Global Interactive Multiples and SOP Model
Team
04/05/2019
German 5G auction: Day 14
James Ratzer
04/05/2019
Weekly 05 04 19
Team
04/05/2019
Infineon: Different this time?
Pierre Ferragu
04/04/2019
CTIA 5G Summit Key Takeaways
Vivek Stalam
04/04/2019