Research

Vodafone (Buy): Thoughts following earnings call
James Ratzer
02/01/2023
AMD 4Q22: Read-across for Intel.
Pierre Ferragu
02/01/2023
AMD 4Q22: Cloud digestion hits again. Neutral, $75 TP.
Pierre Ferragu
02/01/2023
African Telcos and Towers – What if the Naira devalues to 600?
Chris Hoare
02/01/2023
MTN Nigeria – Q4 22: Strong end to the year; mid-term guidance remains
Chris Hoare
02/01/2023
Vodafone (Buy): Guidance reiteration is a step in the right direction
James Ratzer
02/01/2023
TMUS 4Q22 Quick Take: EBITDA disappointing; guidance as we expected
Jonathan Chaplin
02/01/2023
KPN (Buy) Q4 22: Slightly weaker 2023 EBITDA guidance, but bigger buyback
Russell Waller
01/31/2023
China Internet Earnings: What We Learned from the 4Q22 Previews?
Jin Yoon
01/31/2023
BIDU: Baidu to Launch ChatGPT-Style Bot in March – Our Take
Jin Yoon
01/31/2023
Vodacom – Q3 23: Slower quarter
Chris Hoare
01/31/2023
Tele2 Q4 22: Solid SR and EBITDA, but weak 2023 guidance – Quick Take inc call feedback
Russell Waller
01/31/2023
DTAC – Q4 22: Better margin control but price competition continues
Chris Hoare
01/31/2023
Samsung: Capex guide and comments widely misinterpreted – Bit capacity to come down
Pierre Ferragu
01/31/2023
ZOZO (Buy) – Q3 22: Solid quarter, upgraded guidance for profits and DPS, but Q4 profit growth likely to be slower
Chris Hoare
01/31/2023
US Broadband and Mobile Half-Time Report – Global Weekly Review
Jonathan Chaplin
01/31/2023
SNAP 4Q22 earnings flash
Dan Salmon
01/31/2023
SNAP: Quick thoughts following the call
Dan Salmon
01/31/2023
4Q22 MTCH Flash: 1Q23 guidance misses, Tinder still making the turn, Hinge ahead of plan
Dan Salmon
01/31/2023
Japanese Telcos – Mobile ARPU: Set for a V-shaped recovery
Chris Hoare
01/31/2023
Vantage Towers Q3: Guidance upgrade, but all eyes on tender result
James Ratzer
01/31/2023
NSR Policy: Tegna: What to Make of Chair Rosenworcel’s Letters to Congress?
Blair Levin
01/30/2023
Replay: ChatGPT – Implications of large language models for tech infrastructure (NVDA, TSMC, …).
Pierre Ferragu
01/30/2023
NSR Policy Weekend Update: Sohn Saga Slogs On
Blair Levin
01/30/2023
Intel shocker, Cloud inventory correction, latest on the semi cycle, Tesla into a recession. Tech Weekly Wrap-Up
Pierre Ferragu
01/30/2023
GM switching to 4680? Tesla’s integrated-dominant strategy in batteries playing out.
Pierre Ferragu
01/30/2023
Conf Call Slides: ChatGPT – Implications of large language models for tech infrastructure (NVDA, TSMC, …).
Pierre Ferragu
Dan Salmon
01/30/2023
FYBR Quick Hit: Frontier Launches 5Gbps Speeds
Jonathan Chaplin
01/30/2023
GM switching to 4680? Tesla’s integrated-dominant strategy in batteries playing out.
Pierre Ferragu
01/30/2023
United Internet: IONOS IPO – Selling high to buy low?
Ben Rickett
01/30/2023
AMD preview: high-risk and high-impact print on Tuesday
Pierre Ferragu
Antoine Chkaiban
01/29/2023
Hey Google…you down with ChatGPT? Yeah, you know me!
Dan Salmon
01/29/2023
European Tariff Tracker – January 2023
Russell Waller
01/27/2023
CHTR quick hit: Texas lawsuit settled for no cost to company
Jonathan Chaplin
01/27/2023
CHTR Model Update
Jonathan Chaplin
01/27/2023
Soitec 3FQ23: Strong & broad-based growth. Risk of correction in mobile remains. LT thesis intact; Buy €175
Pierre Ferragu
01/27/2023
Nokia 4Q22: Weakness in mobile, just offset by fixed. Neutral, €4.6 TP.
Pierre Ferragu
01/27/2023
Elisa Q4 22: Lower growth, but in-line results – Quick Take
Russell Waller
01/27/2023
CHTR 4Q22 Quick Take: Game Changing Results
Jonathan Chaplin
01/27/2023
Intel 4Q22: Canary in the coal mine or falling knife?
Pierre Ferragu
01/27/2023
Mobileye 4Q22: Strong demand across the portfolio. (incl. model update)
Pierre Ferragu
01/27/2023
EVENT REPLAY: GOOGLE DOJ LAWSUIT OVERVIEW DIGITAL AD MARKET DOMINANCE
Blair Levin
Matt Perault
Dan Salmon
01/27/2023
CHTR: Quick thoughts following the call
Jonathan Chaplin
01/27/2023
CMCSA 4Q22 Quick Take: Broadband adds beat; EBITDA strong (excl. severance)
Jonathan Chaplin
01/26/2023
Tesla 4Q22: through a recession with >20% margins?
Pierre Ferragu
01/26/2023
CMCSA: quick thoughts following the call
Jonathan Chaplin
01/26/2023
Could Liberty Global counter for Millicom?
Soomit Datta
01/26/2023
Wolfspeed 2FQ23: Execution challenges pile up; long-term thesis intact. Buy $110
Pierre Ferragu
01/26/2023
Mobileye 4Q22: Strong demand across the portfolio. Buy, $42 Target Price.
Pierre Ferragu
01/26/2023
Comcast Model Update
Jonathan Chaplin
01/26/2023