Research
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Mitratel – Q1 24: Solid quarterApril 19, 2024 — Chris Hoare
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Global Telecoms Multiples 2024-04-19April 19, 2024 — NSR Team
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Elisa Q1 24: EBITDA growth better than SR growth, but B2B EBITDA still negative y/yApril 19, 2024 — Russell Waller
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Telkom Indonesia – Q1 24 Quick Take: A better quarterApril 19, 2024 — Chris Hoare
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NSR 1Q24 Controversies Call SlidesApril 19, 2024 — Jonathan Chaplin
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Mobileye pre 1Q24 model updateApril 19, 2024 — Pierre Ferragu
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Besi: Revisiting our thesis following the HBM shock.April 19, 2024 — Pierre Ferragu
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong. Buy, NT$920 Target Price.April 19, 2024 — Pierre Ferragu
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Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board. Neutral, €3.5April 19, 2024 — Pierre Ferragu
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Rise of the Merchants: Shifts in Interchange and what it means for Adyen (Buy) & peersApril 19, 2024 — Soomit Datta
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NFLX First Take: Disclosure Change Underscores Maturing BusinessApril 18, 2024 — Dan Salmon
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Tele2 Q1 24: A good start to the European Telco Q1 24 earnings seasonApril 18, 2024 — Russell Waller
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TSMC 1Q24: Auto cycle hits; leading-edge demand remains strongApril 18, 2024 — Pierre Ferragu
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Nokia 1Q24: Sharp slowdown in mobile. Full year guide implies strong sequential recovery across the board.April 18, 2024 — Pierre Ferragu
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WISE - FY 24 update: Where did the volume growth go?April 18, 2024 — Soomit Datta
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Adyen (Buy) - Winning in Unified Commerce: Panel discussion call notesApril 18, 2024 — Soomit Datta
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ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890.April 18, 2024 — Pierre Ferragu
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NSR Policy: Dish Scenarios and Government ResponseApril 17, 2024 — Blair Levin
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AMX - Q1 24 - Accelerating revenue and EBITDA trendsApril 17, 2024 — Soomit Datta
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Tesla ahead of the print – Updated thoughts on all topics, but the quarterApril 17, 2024 — Pierre Ferragu