Research
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NSR Policy Quick Take: FCC Adopts NN7, Largely in Line with ExpectationApril 26, 2024 — Blair Levin
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Microsoft & Google 1Q24: cloud capex to accelerate in 2024April 26, 2024 — Pierre Ferragu
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Microsoft & Google 1Q24: Public cloud growth is sustainably re-acceleratingApril 26, 2024 — Pierre Ferragu
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Mobileye 1Q24: inventory correction >70% complete,3 additional OEMs in the SuperVision pipeline. Buy, $50.April 26, 2024 — Pierre Ferragu
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Proximus Q1 24: Good domestic revenue and EBITDA performanceApril 26, 2024 — Russell Waller
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Infineon: Near-term downside priced in. Attractivelyvalued for the long-term. Buy €45April 26, 2024 — Pierre Ferragu
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Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact. Buy €165 TP.April 26, 2024 — Pierre Ferragu
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TI bond election process: NetCo vs. ServCo?April 26, 2024 — James Ratzer
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SE: 1Q24 Preview - Estimates Remain IntactApril 26, 2024 — Jin Yoon
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Comcast Model UpdateApril 25, 2024 — Jonathan Chaplin
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T-Mobile 1Q24 Results Review, Thesis & Model Update: A strong set-up for 2024April 25, 2024 — Jonathan Chaplin
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SNAP First Take: Everything working for the ad businessApril 25, 2024 — Dan Salmon
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GOOGL First Take: Thesis Playing Out, Alphabet is a Gen AI WinnerApril 25, 2024 — Dan Salmon
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Adyen - Buying opportunity on the pullback / Q1 model updateApril 25, 2024 — Soomit Datta
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Cellnex: Q1 24 – Steady quarter with M&A news to comeApril 25, 2024 — James Ratzer
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CMCSA: quick thoughts following the callApril 25, 2024 — Jonathan Chaplin
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T-Mobile Quick Hit: Fiber JV AnnouncedApril 25, 2024 — Jonathan Chaplin
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STM 1Q24: Auto & industrial cycles hitApril 25, 2024 — Pierre Ferragu
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LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.April 25, 2024 — Pierre Ferragu
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CMCSA 1Q24 Quick Take: Results mostly in-lineApril 25, 2024 — Jonathan Chaplin