Research
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Global Telecoms Multiples 2024-05-03May 3, 2024 — NSR Team
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FYBR quick thought following the callMay 3, 2024 — Jonathan Chaplin
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TRUE – Q1 24 Quick Take: Headlines strong, turned a profitMay 3, 2024 — Chris Hoare
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Apple 2FQ24: buyback & iPhone in China surprises, but growth has peaked on most fronts. Neutral, $180 TP.May 3, 2024 — Pierre Ferragu
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FYBR 1Q24 Quick Take: Strong financial results powered by ARPU growthMay 3, 2024 — Jonathan Chaplin
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RDDT: Quick Thoughts Ahead of Tuesday’s PrintMay 3, 2024 — Dan Salmon
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MercadoLibre Q1 24 - Argentina really is in the price now, Brazil and Mexico profitability well aheadMay 2, 2024 — Soomit Datta
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Altice Model UpdateMay 2, 2024 — Jonathan Chaplin
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ATUS: quick thoughts following the callMay 2, 2024 — Jonathan Chaplin
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AMZN 1Q24 Model UpdateMay 2, 2024 — Dan Salmon
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Wolfspeed 3FQ24: Downcycle in industrials overshadows progress in Mohawk. Buy, $44May 2, 2024 — Pierre Ferragu
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ATUS 1Q24 Quick Take: EBITDA and broadband trends a little worseMay 2, 2024 — Jonathan Chaplin
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Arm: limited room for near-term surprises; waiting for better entry point.May 2, 2024 — Pierre Ferragu
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MTCH: Quick Thoughts Ahead of the PrintMay 2, 2024 — Dan Salmon
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Swisscom Q1 24: Mixed numbers, weaker SR trends in SwitzerlandMay 2, 2024 — Russell Waller
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VMO2: Q1 24 with deeper dive on nexfibre accountsMay 2, 2024 — James Ratzer
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MTN Ghana – Q1 24: Good start to the yearMay 2, 2024 — Chris Hoare
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Why a seemingly (quite) healthy Telco just filed for Chapter 11. Twice.May 2, 2024 — Soomit Datta
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Liberty Global: Q1 24 - The challenge for subscriber momentumMay 1, 2024 — James Ratzer
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PINS 1Q24 Model Update (Target remains $52)May 1, 2024 — Dan Salmon