Research
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Rakuten - Not on track to hit breakeven targetsApril 23, 2024 — Chris Hoare
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Reliance Industries Ltd – Q4 24 Quick Take: Topline accelerated again led by inflection in O2C; balance sheet further strengthened as capex moderatesApril 23, 2024 — Chris Hoare
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Verizon Model UpdateApril 22, 2024 — Jonathan Chaplin
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GOOGL: Quick Thoughts Ahead of Thursday’s PrintApril 22, 2024 — Dan Salmon
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Altice France - The bonds are discounting too bearish an outcomeApril 22, 2024 — Russell Waller
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VZ: Quick thoughts following the callApril 22, 2024 — Jonathan Chaplin
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Feedback from meeting with VEON managementApril 22, 2024 — Chris Hoare
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NSR Policy: Key Policy Controversies Heading into Earnings: ACP, NN7/States/USF, Spectrum, and DISHApril 22, 2024 — Blair Levin
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What does TPUv5 tell us about competitive dynamics between ASICs and GPUs?April 22, 2024 — Pierre Ferragu
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Supermicro scare, Auto semi correction, ASML’s order slump, 5G cycle, and more. The Tech Weekly Wrap-up.April 22, 2024 — Pierre Ferragu
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META: Quick Thoughts Ahead of Wednesday’s PrintApril 22, 2024 — Dan Salmon
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Chinese Telcos - Q4 23 review: Outperformance by China Telecom; bullish capex and dividend guidanceApril 22, 2024 — Chris Hoare
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German FTTH/ altnet deep-diveApril 22, 2024 — James Ratzer
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China Unicom – Q1 24 Quick Take: Bottom line tracked guidance on falling depreciation and alleviated margin pressureApril 22, 2024 — Chris Hoare
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NTES: Street Estimates for Online Game Revenue in FY24 Look Overly OptimisticApril 21, 2024 — Jin Yoon
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VZ 1Q24 Quick Take: Solid Wireless results; industry slowdown in Broadband evidentApril 21, 2024 — Jonathan Chaplin
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Chinese WFE imports down 17% in 1Q24. Our quick take.April 20, 2024 — Pierre Ferragu
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NFLX 1Q24 Model UpdateApril 20, 2024 — Dan Salmon
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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