Research
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AMZN: New Gen AI Tools in Focus at Day 3 of AccelerateSeptember 19, 2024 — Dan Salmon
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EU Towers: Rates down, towers up….but is that right?September 19, 2024 — James Ratzer
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NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech PolicySeptember 19, 2024 — Blair Levin
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NSR Policy Quick Take: DISH Seeks FCC Adjustments to Build OutSeptember 19, 2024 — Blair Levin
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AMZN: The Everything for Every Seller Store continues to emergeSeptember 19, 2024 — Dan Salmon
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LatAm Telcos - EM wireless concentration: LatAm points to Millicom and LiLACSeptember 19, 2024 — Soomit Datta
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Quarterly KPI database for the LatAm wireless and fixed marketsSeptember 19, 2024 — Soomit Datta
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Takeaways from Meetings with the Japanese Telcos + Rakuten in Tokyo. Switch from SB to NTT (and KDDI). NTT new top pick.September 19, 2024 — Chris Hoare
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DT: After T-Mobile, what's coming at its own CMD?September 18, 2024 — James Ratzer
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T-Mobile: further quick thoughts from the analyst daySeptember 18, 2024 — Jonathan Chaplin
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TMUS Analyst Day: Guidance so farSeptember 18, 2024 — Jonathan Chaplin
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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T-Mobile: one more thing to expect from the analyst daySeptember 18, 2024 — Jonathan Chaplin
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Lumos modelSeptember 18, 2024 — Jonathan Chaplin
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SNAP: Takeaways from the Partner Summit and CEO/CFO MeetingSeptember 18, 2024 — Dan Salmon
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DISH DTV Merger Call SlidesSeptember 17, 2024 — Jonathan Chaplin and Blair Levin
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Eutelsat INITIATION: Bonds on solid ground, despite OneWeb risksSeptember 17, 2024 — Ben Rickett
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CHTR Quick Hit: New pricing a step in the right directionSeptember 16, 2024 — Vikash Harlalka
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Bible 2Q24 – Enterprise IT: Legacy recovering, SaaS slowing, & Cloud healthy, boosted by AI.September 16, 2024 — Pierre Ferragu
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OpenAI o1 to accelerate materially growth in AI infrastructure for inferenceSeptember 16, 2024 — Pierre Ferragu