Research

New Draft of BIF Broadband Language Reduces Threat to Telcos on “Digital Redlining”
Blair Levin
07/29/2021
Liberty Global (Buy): Assessing the new “FTTP build” for Virgin Media-O2
James Ratzer
07/29/2021
Indian Mobile: Positive signal from Airtel’s price revision and potential easing of rules?
Chris Hoare
07/29/2021
Millicom Q2s: Capex hiked; modest buy-back partly softens the blow
Soomit Datta
07/29/2021
CMCSA: Thoughts Following the Call
Jonathan Chaplin
07/29/2021
Telenet: Q2 21 Quick Take – All on track…but still waiting for Fluvius/ VOO overhang to clear
James Ratzer
07/29/2021
Liberty Global (Buy): Q2 21 – more supportive M&A and (a bit) more buyback
James Ratzer
07/29/2021
Telefonica Q2s – Quick Take: Guidance uplift, UK FTTH overlay in focus
Soomit Datta
07/29/2021
Airtel Africa: Very strong Q122 results, even without Covid tailwinds
Alastair Jones
07/29/2021
Airspan (NBA): 5 good reasons to consider the name.
Pierre Ferragu
07/29/2021
Samsung 2Q21 – Implications for the value chain
Pierre Ferragu
07/29/2021
Understanding the lidar tech landscape (II): How to reduce costs by 100x?
Pierre Ferragu
07/29/2021
Orange Q2 21: In-line results; new positive 2023 EBITDA guide – Quick Take
Russell Waller
07/29/2021
ZOZO (Buy) – Q1 21: Good start to the year
Chris Hoare
07/29/2021
Indosat Q2 21 – Trends slowing down
Chris Hoare
07/29/2021
Asia Internet in the News (July 29, 2021)
Jin Yoon
07/29/2021
CMCSA 2Q21 Quick Take: Still Killing It!
Jonathan Chaplin
07/29/2021
Yandex (Buy) – Q221: Feedback from earnings call and initial conclusions
Alastair Jones
07/28/2021
3.45GHz Auction Quick Hit: Dish Loses Bid to Limit TMUS/VZ Spectrum Holdings
Jonathan Chaplin
07/28/2021
NSR Policy: Broadband Infrastructure Fund Moves Forward with Digital Redlining Provision Included and Wireless Win on Spectrum
Blair Levin
07/28/2021
EQIX Model Update
Jonathan Chaplin
07/28/2021
ATUS 2Q21 Quick Take: Results As Promised (Though Perhaps Not What Some Expected)
Jonathan Chaplin
07/28/2021
O2D (Reduce): Strong retail performance, but awaiting 1&1 network plans
James Ratzer
07/28/2021
Vivo (Buy) Q2s – EBITDA 2% ahead; Wireless lags peers; (another) CADE update
Soomit Datta
07/28/2021
Apple 3FQ21: iPhone 12 super-cycle continues to drive monster demand… drying down demand for 2022.
Pierre Ferragu
07/28/2021
Asia Internet in the News (July 28, 2021)
Jin Yoon
07/28/2021
Mercari (Buy) – Launch of Mercari Shops, potential growth engine
Chris Hoare
07/28/2021
Yandex Q221: Guidance upgrades once again. Strong performance.
Alastair Jones
07/28/2021
AMD 2Q21: Strong momentum, but we remain wary of a pullback in PCs in 2022
Pierre Ferragu
07/28/2021
Altice France Q2 21: MSR bounce back, sustained FSR – positive read across
Russell Waller
07/28/2021
KPN (Buy) Q2 21 – Good beat and new buyback – Quick Take
Russell Waller
07/27/2021
Thoughts on Jio’s Q1 results; Q1 likely to be similar to Q4 for Bharti
Chris Hoare
07/27/2021
Tesla: Record-high demand, but mounting supply difficulties. 30% GM target is in sight.
Pierre Ferragu
07/27/2021
Asia Internet in the News (July 27, 2021)
Jin Yoon
07/27/2021
TIM Brasil Q2s – Solid numbers / Fintech coming through / CADE rumours continue
Soomit Datta
07/27/2021
Intel manufacturing and packaging roadmap. Our quick take.
Pierre Ferragu
07/27/2021
Telecom Italia (Buy): Q2 21 – Challenging in the near-term, but genuine grounds for future optimism
James Ratzer
07/27/2021
T-Mobile Extending its 5G Coverage Lead
Jonathan Chaplin
07/27/2021
Telstra (Hold): 850/900MHz spectrum auction may complicate regional market challenges
Ian Martin
07/27/2021
Chinese Education: This Time was Different
Jin Yoon
07/26/2021
NSR Policy: Broadband Portions of Infrastructure Bill Have New Ups and Downs for Industry/Investors
Blair Levin
07/26/2021
Tech Weekly Wrap-up July 23rd: Shift in semi secular growth, iPhone super cycle, supply constraints, IT spending. What we learned in our first week of earnings.
Pierre Ferragu
07/26/2021
NSR Policy: Congress Considering Giving Broad Powers to FCC on “Digital Redlining”
Blair Levin
07/26/2021
Asia Internet in the News (July 26, 2021)
Jin Yoon
07/26/2021
Asia Internet in the News (July 25, 2021)
Jin Yoon
07/25/2021
Mercedes Benz strategy update: In the footsteps of Tesla?
Pierre Ferragu
07/24/2021
Vodafone (BUY): Q1 results – Strong start to the year
James Ratzer
07/23/2021
Vodacom – a solid start to the FY22 year
Alastair Jones
07/23/2021
Intel 2Q21 – Gross margin recovery taking longer than we thought, but fundamentals remain intact.
Pierre Ferragu
07/23/2021
Potential Rules on Private Tutoring: Our Take
Jin Yoon
07/23/2021