Research
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AMZN: AWS Gen AI revenues, Prime ads, and other Thoughts Ahead of the PrintApril 26, 2024 — Dan Salmon
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Global Telecoms Multiples 2024-04-26April 26, 2024 — NSR Team
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CHTR: quick thoughts following the callApril 26, 2024 — Jonathan Chaplin
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NSR Policy Quick Take: 2nd Circuit Upholds New York Law Requiring Low-Income Broadband OfferingApril 26, 2024 — Blair Levin
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France: ARCEP 2023 Customer survey resultsApril 26, 2024 — Russell Waller
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EU NPS survey - 2018April 26, 2024 — Russell Waller
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PINS: Quick Thoughts Ahead of Tuesday’s PrintApril 26, 2024 — Dan Salmon
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KLA 3FQ24: Gradual recovery on track, positive 2025outlook. Maintain Buy, $820.April 26, 2024 — Pierre Ferragu
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Intel 1Q24: server recovery delayed to 2H. Turnaround thesis still holds. Buy, $46 TP.April 26, 2024 — Pierre Ferragu
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CHTR 1Q24 Quick Take: Financial results in-line; subscribers softApril 26, 2024 — Jonathan Chaplin
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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