Research

China Internet in the News (December 14, 2019)
Jin Yoon
12/14/2019
Japanese Telcos: What to expect in 2020: Rakuten and 5G both launch, more of the same, incumbents grind higher
Chris Hoare
12/13/2019
Accelerating Chinese 5G demand: Bearish telcos, bullish China Tower
Chris Hoare
12/13/2019
Altice (Buy): Portugal sale done. Re-fi next.
Russell Waller
12/13/2019
Trial of the Century Day 4: Shapiro Holds Up Well on Cross, Comcast Demonstrates Difficulty of MVNO, Legere Does His Uncarrier Routine with Cross Focused on Competition, Not DNA, and Call Today with Bob Quinn
Blair Levin
12/13/2019
Global Interactive Multiples and SOP Model
Team
12/13/2019
Weekly 13.12.19
Team
12/13/2019
LatAm_2020deals
Soomit Datta
12/13/2019
Liberty Global: UK KPI headwinds still a drag on near-term sentiment
James Ratzer
12/13/2019
CLIENT CALL: TMUS/SPRINT MERGER & TRIAL UPDATE W/ NEW STREET’S BLAIR LEVIN & GUEST BOB QUINN FRIDAY, DECEMBER 13TH, 10AM ET
Blair Levin
12/13/2019
W. Europe Fixed Tariff Tracker Nov 2019: Continued pressure in Switzerland
Russell Waller
12/13/2019
China Internet in the News (December 13, 2019)
Jin Yoon
12/13/2019
Indian Mobile: Despite the rally Bharti could still double
Chris Hoare
12/12/2019
China Internet in the News (December 12, 2019)
Jin Yoon
12/12/2019
Cisco: define the future of the internet or catch the train late?
Pierre Ferragu
12/12/2019
Trial of the Century Day 3: Shapiro Quantifies Harms, Judge Again Notes MVNO Conflict, Sprint Executive Questions Viability but Today is the Likely the Biggest Day Yet
Blair Levin
12/12/2019
Thune-Wicker Bill Passes Committee but What are Prospects Ahead?
Blair Levin
12/12/2019
W. Europe Mobile Tariff Tracker Nov 2019: Widespread discounting in UK
Russell Waller
12/12/2019
Softbank Group Model Updates
Pierre Ferragu
12/12/2019
Day 4 of the Trial of the Century: Missives from the courthouse steps
Vivek Stalam
12/12/2019
CLIENT CALL: TOP IDEAS FOR 2020 W/ JIN YOON THURSDAY, DECEMBER 12TH, 10AM ET
Jin Yoon
12/12/2019
Indonesian mobile – Stabilisation continues, upgrade Indosat, Q3 review
Chris Hoare
12/11/2019
Telefonica Deutschland strategy day: Quick Take – Higher investment to maintain share
James Ratzer
12/11/2019
China Internet in the News (December 11, 2019)
Jin Yoon
12/11/2019
Trial of the Century Day 2: States Continue Advance. No Killer Documents But Increasing Focus On Fix. (Is It Another “Stupid Bluff?”)
Blair Levin
12/11/2019
Tesla – What potential for Recurring revenues?
Pierre Ferragu
12/10/2019
Asian Tower Trends, Indonesia Strong, China & India disappoint: Q3 19 Review
Chris Hoare
12/10/2019
China Internet in the News (December 10, 2019)
Jin Yoon
12/10/2019
Trial Of The Century Day 1: Tough Day For The Companies
Blair Levin
12/10/2019
C-Band: Legislation Gains Momentum with Golden Carrot, While Ex Partes Suggest Buyers’ Concern and CBA Acquiescence to FCC Auction
Blair Levin
12/09/2019
China Internet in the News (December 9, 2019)
Jin Yoon
12/09/2019
TMUS/S/DISH: Final Notes for How to Watch Before Game Time
Blair Levin
12/08/2019
Rakuten stumbles (again); vRAN isn’t the problem, but it’s not a magic bullet if the basics aren’t right; implications for Dish & other new entrants
Chris Hoare
12/08/2019
China Internet in the News (December 7, 2019)
Jin Yoon
12/07/2019
Japanese Mobile: Rakuten vRAN entry update: Less disruptive (again), upgrade KDDI pt
Chris Hoare
12/06/2019
China Internet in the News (December 6, 2019)
Jin Yoon
12/06/2019
Global Interactive Multiples and SOP Model
Team
12/06/2019
Global Weekly Review 6.12.19
Team
12/06/2019
Indian telcos: Price hikes, fines, spectrum holiday, large Airtel profit upgrade, pt to INR 650, Q2 review
Chris Hoare
12/05/2019
China Internet in the News (December 5, 2019)
Jin Yoon
12/05/2019
Cloud capex tripled in 3 years. Where did the money go? Part II: Networking
Pierre Ferragu
12/05/2019
CLIENT CALL: PREVIEW OF THE TMUS/SPRINT TRIAL W/ GUEST SPEAKERS PHIL VERVEER & JEFF BLATTNER THURSDAY, DECEMBER 5TH, 10AM ET
Team
12/05/2019
5G and the Next Wave of Telecom Infrastructure: Small Cell Economics May Be Improving
Spencer Kurn
12/05/2019
China Internet in the News (December 4, 2019)
Jin Yoon
12/04/2019
480mi range Model S in 3 years?
Pierre Ferragu
12/04/2019
SA telcos: Impact of CompCom recommendations on Vodacom and MTN
Alastair Jones
12/04/2019
Vodafone (BUY): Recent Vodacom weakness looks like a buying opportunity
James Ratzer
12/04/2019
Orange (Neutral from Buy) CMD 2019: The future’s bright (in 2023)
Russell Waller
12/04/2019
China Internet in the News (December 3, 2019)
Jin Yoon
12/03/2019
Cloud capex tripled in 3 years. Where did the money go? Part I: Compute
Pierre Ferragu
12/03/2019