Research

Huawei: Fog of War? (Conf Call Details)
Pierre Ferragu
06/02/2020
Indian Telecoms – Thoughts on potential Google/VIL deal
Chris Hoare
05/29/2020
Global valuation and multiples (Interactive model)
David Lopes
05/29/2020
EU Court annuls the 2016 decision to block the Hutchison-O2 merger
Andrew Entwistle
05/29/2020
China Internet in the News (May 29, 2020)
Jin Yoon
05/29/2020
TCOM: 1Q20 Earnings – Heavy Discounting Eating into Growth; Improving Domestic Bookings
Jin Yoon
05/29/2020
TalkTalk Model May 2020
James Ratzer
05/28/2020
CLIENT CALL: TCOM 1Q20 CALLBACK W/ JIN YOON, FRIDAY, MAY 29TH, 9AM EST
Jin Yoon
05/28/2020
Tele Columbus Model May 2020
James Ratzer
05/28/2020
FPGA and Accelerated Computing Virtual meeting with Mipsology’s CEO (Replay)
Pierre Ferragu
05/28/2020
VIPS: 1Q20 Results – Guide May Be Conservative on Normalizing Business Trends
Jin Yoon
05/28/2020
O2D Model May 2020
James Ratzer
05/28/2020
China Internet in the News (May 28, 2020)
Jin Yoon
05/28/2020
Telenet Model May 2020
James Ratzer
05/28/2020
New T-Mobile: A Detailed Look at The Non-Disruptive Business Case
Jonathan Chaplin
05/28/2020
BT Model May 2020
James Ratzer
05/28/2020
Vodafone Model May 2020
James Ratzer
05/28/2020
Cellnex Model May 2020
James Ratzer
05/28/2020
Singtel Q420: Challenging outlook brings forward dividend cut
Alastair Jones
05/28/2020
DT Model May 2020
James Ratzer
05/28/2020
The New T-Mobile: Bracing for Opportunity – Global Weekly Review
Jonathan Chaplin
05/28/2020
Drillisch Model May 2020
James Ratzer
05/28/2020
United Internet Model May 2020
James Ratzer
05/28/2020
Inwit Model May 2020
James Ratzer
05/28/2020
Liberty Global Model May 2020
James Ratzer
05/28/2020
VIPS: 1Q20 Flash – Results Beat; Guidance Tops Consensus
Jin Yoon
05/27/2020
China Internet in the News (May 27, 2020)
Jin Yoon
05/27/2020
Telkom Indonesia (Buy) – Q4 19: Mixed, mobile decelerating, fixed improving
Chris Hoare
05/27/2020
Tesla price cuts: Understanding the scope, context and implications of the move
Pierre Ferragu
05/27/2020
CLIENT CALL: VIPS 1Q20 CALLBACK W/ JIN YOON, WEDNESDAY, MAY 27TH, 930AM EST
Jin Yoon
05/27/2020
DISH Quick Hit: Spectrum Leases – More Detail
Jonathan Chaplin
05/26/2020
T-Mobile & DT: Setting The Stage for the Next Leg of Upside Conference Call Slides
James Ratzer
Jonathan Chaplin
05/26/2020
Tech Weekly Wrap-Up May 22nd: Consumer demand snapping back up? Enterprise IT supply chain stumbling? What happened to growth in gaming?
Pierre Ferragu
05/26/2020
New T-Mobile: New Guidance – Setting The Baseline Call Slides
Jonathan Chaplin
05/26/2020
MTS Q120: Very strong performance
Alastair Jones
05/26/2020
New T-Mobile: New Guidance – Setting The Baseline – Slidecast
Jonathan Chaplin
05/26/2020
Korea: 5G continues to drive improving trends
Alastair Jones
05/26/2020
Huawei: Fog of war?
Pierre Ferragu
05/26/2020
Meituan Dianping: 1Q20 Earnings – Food Delivery Back on Track
Jin Yoon
05/26/2020
CLIENT CALL: T-Mobile & DT: Setting The Stage for the Next Leg of Upside; TUESDAY, MAY 26TH AT 10 AM ET
05/26/2020
China Internet in the News (May 26, 2020)
Jin Yoon
05/26/2020
Meituan Dianping: 1Q20 Flash – Revs Inline; Margin Beat
Jin Yoon
05/25/2020
China Internet in the News (May 25, 2020)
Jin Yoon
05/25/2020
PDD:1Q20 Results – Business Continues to Normalize; S&M Investments Accelerates
Jin Yoon
05/25/2020
Vodafone (Buy): Strong cost-cutting track record drives EBITDA upgrades
James Ratzer
05/25/2020
NSR Policy: Memorial Day Edition: What You Can’t Ignore This Summer on C-Band, COVID Consequences, DISH Developments, Spectrum, Antitrust and Others
Blair Levin
05/25/2020
BABA: FY4Q20 Results – Strong Visibility in Guidance
Jin Yoon
05/25/2020
New TMUS: New Guidance – Setting the Baseline
Jonathan Chaplin
05/23/2020
CLIENT CALL: MEITUAN 1Q20 CALLBACK W/ JIN YOON, MONDAY, MAY 25TH, 12PM EST
Jin Yoon
05/22/2020
Altice (Buy): Potential football rebate (5% EFCF support) and other thoughts post results
Russell Waller
05/22/2020