Research
-
Comcast Model UpdateApril 25, 2024 — Jonathan Chaplin
-
T-Mobile 1Q24 Results Review, Thesis & Model Update: A strong set-up for 2024April 25, 2024 — Jonathan Chaplin
-
SNAP First Take: Everything working for the ad businessApril 25, 2024 — Dan Salmon
-
GOOGL First Take: Thesis Playing Out, Alphabet is a Gen AI WinnerApril 25, 2024 — Dan Salmon
-
Adyen - Buying opportunity on the pullback / Q1 model updateApril 25, 2024 — Soomit Datta
-
Cellnex: Q1 24 – Steady quarter with M&A news to comeApril 25, 2024 — James Ratzer
-
CMCSA: quick thoughts following the callApril 25, 2024 — Jonathan Chaplin
-
T-Mobile Quick Hit: Fiber JV AnnouncedApril 25, 2024 — Jonathan Chaplin
-
STM 1Q24: Auto & industrial cycles hitApril 25, 2024 — Pierre Ferragu
-
LAM 3FQ24: Recovery on track, but limited near-term upside. Neutral, $960.April 25, 2024 — Pierre Ferragu
-
CMCSA 1Q24 Quick Take: Results mostly in-lineApril 25, 2024 — Jonathan Chaplin
-
Meta 2024 capex guide raised further, improving visibility on 2025.April 25, 2024 — Pierre Ferragu
-
SK Hynix 1Q24 – strong demand; limited supply growth. Cycle thesis playing out.April 25, 2024 — Pierre Ferragu
-
Telia (Buy) Q1 24: Weak headline numbers, but due to phasing/one offsApril 25, 2024 — Russell Waller
-
SK Telecom - New shareholder return policy, somewhat underwhelmingApril 25, 2024 — Chris Hoare
-
Adyen – Q1 trading statement: Revenues slow (as per outlook)April 25, 2024 — Soomit Datta
-
Besi 1Q24: Extended downturn; hybrid bonding in HBM still on; thesis intact.April 25, 2024 — Pierre Ferragu
-
EDU: 3QFY24 Results - Margins could be Under Pressure due to East BuyApril 24, 2024 — Jin Yoon
-
META First Take: Investment cycle commentary spooksApril 24, 2024 — Dan Salmon
-
AT&T Model UpdateApril 24, 2024 — Jonathan Chaplin