Research

NSR & BCG 5G Conference: November 14th & 15th, 2022
11/14/2022
Autumn for Broadband (Part V)
Jonathan Chaplin
05/23/2022
Memory: What is next? Demand, Supply and Technology. Notes from our meeting with Yole.
Pierre Ferragu
05/23/2022
Cisco supply disruptions, China impacting 2Q earnings? Grab profitability recovering, China smartphone weakness. Tech Weekly Wrap-Up
Pierre Ferragu
05/23/2022
Asia Internet in the News (May 23, 2022)
Jin Yoon
05/23/2022
Broadcom acquiring VMWare? Our quick take.
Pierre Ferragu
05/23/2022
NTES: NetEase Connect 2022 – Our Take
Jin Yoon
05/22/2022
Asia Internet in the News (May 22, 2022)
Jin Yoon
05/22/2022
VIPS: 1Q22 Results – Discretionary Spending to Remain Weak on Covid Concerns
Jin Yoon
05/20/2022
Iliad and French market wrap: Q1 22 – Good mobile performance for Iliad, stable underlying total market – Quick Take
Russell Waller
05/20/2022
AMAT 2FQ22 – Strong visibility on demand until 2023, but supply chain issues result in near-term miss.
Pierre Ferragu
05/20/2022
Grab 1Q22: Competitive pressure easing already; very positive setup. Buy $8
Pierre Ferragu
05/20/2022
Arista CEO Unplugged. Our main takeaways & transcript.
Pierre Ferragu
05/20/2022
Asia Internet in the News (May 20, 2022)
Jin Yoon
05/20/2022
Palo Alto 3FQ22: Continued strength in next-gen and share gains in Network Security. Buy, $600 TP.
Pierre Ferragu
05/20/2022
More M&A optionality: Etisalat’s first move won’t be its last – Global Weekly Review
James Ratzer
05/20/2022
Tech Policy Call: Samm Sacks and US-China Tech
Matt Perault
05/20/2022
EM Telcos: Double digit revenue growth…again
Chris Hoare
05/20/2022
Memory: What is next? Demand, Supply and Technology update with Yole (Replay)
Pierre Ferragu
05/19/2022
Tencent: 1Q22 Results – Recovery Dependent on Covid; Near Term Visibility Remains Uncertain
Jin Yoon
05/19/2022
VIPS: 1Q22 Flash – Guidance Reflects Covid Impact
Jin Yoon
05/19/2022
Asia Internet in the News (May 19, 2022)
Jin Yoon
05/19/2022
Cisco 3FQ22: Ukraine & China lockdowns impacting near-term, but the underlying momentum remains strong
Pierre Ferragu
05/19/2022
Altice France: Q1 22 – Better B2C SR trends, underlying EBITDA growth – Quick Take
Russell Waller
05/19/2022
Grab 1Q22 QT: Competitive pressure easing already; very positive setup.
Pierre Ferragu
05/19/2022
Verizon Quick Hit: Implications of the Price Hike & Change to Promotions
Jonathan Chaplin
05/19/2022
JD: 1Q22 Results – Margins to Remain Stable Despite Visibility
Jin Yoon
05/18/2022
Arista CEO Unplugged Conference Call (Replay)
Pierre Ferragu
05/18/2022
SE: 1Q22 Results – Gaming Looks to Stabilize; Ecommerce Guidance Revised Lower
Jin Yoon
05/18/2022
Tencent: 1Q22 Flash – Revs Miss Expectations
Jin Yoon
05/18/2022
Chinese smartphone vendors cutting orders. Our quick take.
Pierre Ferragu
05/18/2022
Asia Internet in the News (May 18, 2022)
Jin Yoon
05/18/2022
Inter Q1s: Softer Revenues, NPLs in line and US listing close to finish
Soomit Datta
05/17/2022
e& (Etisalat)/Vodafone – Implications in EM, especially India/Africa
Chris Hoare
05/17/2022
dLocal Q1s Quick Take – Strong start to 2022
Soomit Datta
05/17/2022
Chinese Telecoms – Q1 22 review: Strong start to the year, stay bullish on stabilized mobile ARPU and Enterprise despite CBN’s entry
Chris Hoare
05/17/2022
Vodafone (Buy): FY results – Our take post-earnings call
James Ratzer
05/17/2022
SE: 1Q22 Flash – Guide Down on E-commerce
Jin Yoon
05/17/2022
PCIM 2022: SiC, SmartSiC, GaN, energy storage… Our take on latest trends in power semiconductors.
Pierre Ferragu
05/17/2022
JD: 1Q22 Flash – Results Above Expectations
Jin Yoon
05/17/2022
DADA: 1Q22 Results – Business Remains Resilient Despite Covid Concerns
Jin Yoon
05/17/2022
Asia Internet in the News (May 17, 2022)
Jin Yoon
05/17/2022
Bharti – 4Q22: Another strong quarter
Chris Hoare
05/17/2022
TRUE (Buy) – Q1 22 Quick Take: Slow start; Buy thesis remains predicated on merger going through
Chris Hoare
05/17/2022
TME: 1Q22 Results – Near Term Visibility Remains Limited Across the Board
Jin Yoon
05/17/2022
Altice International Q1 22: Good results, IRUs rising in Israel, inc call feedback – Quick Take
Russell Waller
05/17/2022
IHS Towers (Buy) – 1Q22 Quick Take: Strong start to the year but cautious guidance
Chris Hoare
05/17/2022
Impacts of China lockdowns, Softbank VF performance deteriorates, Infineon momentum strong, Optical networking revenues accelerate. Tech Weekly Wrap-Up
Pierre Ferragu
05/16/2022
Bible 1Q22: Smartphones – Demand plummets in China with lockdowns, remains strong elsewhere.
Pierre Ferragu
05/16/2022
Asia Internet in the News (May 16, 2022)
Jin Yoon
05/16/2022