Research
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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
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AMX (Buy) Investor Day - Upbeat outlook, cash returns look set to rise quite materiallyMay 7, 2024 — Soomit Datta
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Global Telecom High Yield Quarterly Q4 23: Leverage stable at 5.2x, EBITDA growth +3.5% y/y, WACD 5.8%May 7, 2024 — Russell Waller
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Inwit 1Q24: Steady growth amidst a turbulent marketMay 7, 2024 — Ben Rickett
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TTD: Quick thoughts ahead of Wednesday’s PrintMay 7, 2024 — Dan Salmon
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What do HBM manufacturers have to say about AI growth in 2025?May 7, 2024 — Pierre Ferragu
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TIM Brasil (Buy) - Solid Q1s, trending ahead of FY guideTIM Brasil (Buy) -May 7, 2024 — Soomit Datta
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Bouygues Telecom Q1 24: Better SR growth - possbily supported by a consumer looking for dealsMay 7, 2024 — Russell Waller
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Infineon 2FQ24: Last major cut behind us. Our thesis is playing out. Buy, €45 TPMay 7, 2024 — Pierre Ferragu
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Kaspi - Initiation (Buy): If you like MercadoLibre, you’ll probably love this!May 7, 2024 — Soomit Datta
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CHTR Quick Hit: Charter Buys Back $140MM of Shares in AprilMay 6, 2024 — Jonathan Chaplin
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2025 outlook for datacenter AI, BEVs slow, Hybrids accelerate, AMD GPUs, and much more. The Weekly Wrap-UpMay 6, 2024 — Pierre Ferragu
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NSR Policy: ACP’s Perils of PaulineMay 6, 2024 — Blair Levin
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Autumn for Broadband 1Q24May 5, 2024 — Jonathan Chaplin
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Frontier Model UpdateMay 3, 2024 — Jonathan Chaplin
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FYBR: quick thoughts following the call Part 2May 3, 2024 — Jonathan Chaplin
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Bible 1Q24 – Memory: cycle thesis playing out, and it is only the beginning.May 3, 2024 — Pierre Ferragu
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Global Telecoms Multiples 2024-05-03May 3, 2024 — NSR Team