Research
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EchoStar: Quick thoughts following the callMay 8, 2024 — Jonathan Chaplin
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Millicom (Buy) - 10% EBITDA beat as Xavier Niel carves out more cost; revenue holding for nowMay 8, 2024 — Soomit Datta
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CPUs in 1Q24: Node parity in notebooks leads to stable market shares. Intel not there yet in desktop & servers.May 8, 2024 — Pierre Ferragu
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Uber 1Q24: We see only strengths in the quarter & guideMay 8, 2024 — Pierre Ferragu
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SATS 1Q24 Quick Take: Operating trends fine; focus will be on capital raiseMay 8, 2024 — Jonathan Chaplin
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Arista 1Q24: 2024 outlook raised. Strength on all fronts, in line with our thesis. Buy, $315 TP.May 8, 2024 — Pierre Ferragu
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United Internet/ 1&1 1Q24: Spectrum decision imminent; increasing forward visibilityMay 8, 2024 — Ben Rickett
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SoftBank Corp looking to take a majority stake in LY Corp? Our thoughts.May 8, 2024 — Chris Hoare
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MTN Rwanda – Q1 24 Quick take: Slow start to the yearMay 8, 2024 — Chris Hoare
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Vivo (Buy, TP: BRL 61, +23%) – Solid underlying Q1s – headline EBITDA hit by one-offsMay 8, 2024 — Soomit Datta
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NSR Policy: ACP Extension/Reform Gains TractionMay 8, 2024 — Blair Levin
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LY Corp (Buy) – Q4 FY23 Quick Take: Better than expected EBITDA guide and a bullish medium term EPS target; Line & PayPay linkage delayedMay 8, 2024 — Chris Hoare
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Infineon 2FQ24: Autos slowing, in line with our thesis. Buy, €50 TPMay 8, 2024 — Pierre Ferragu
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SK Telecom- Q1 24 Quick Take: Decent topline, but some margin pressure as AI investments start to impactMay 8, 2024 — Chris Hoare
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CPNG: 1Q24 Results - Strong Momentum in EatsMay 8, 2024 — Jin Yoon
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MTCH First Take: Tinder Trough Deepens as Buybacks ExpandMay 7, 2024 — Dan Salmon
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RDDT First Take: DAUq Growth & Margins Highlight Stellar First QuarterMay 7, 2024 — Dan Salmon
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Liberty LA (Buy) Q1 24 - Tough optics, but PR EBITDA reiterated and turbo-charged buy backMay 7, 2024 — Soomit Datta
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What happened to the US broadband market?May 7, 2024 — Jonathan Chaplin
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Altice France: Sotheby's Q4 23 - Solid numbers, no big dividend to DrahiMay 7, 2024 — Russell Waller