Research

VZ: Model Update

VZ: (slow) thoughts following the call

META: 2025 Capex guidance pre-announced -- Our Take

Stargate: The cornelian dilemma of frontier AI economics in a single slide.

In-Payments - a bi-weekly: Trump (and Musk..) bring regulatory spotlight for 2025

Verizon 4Q24 Quick Take: Consumer sub growth returns, but at a cost

Silicon carbide: Growth, Chinese competition, prices, etc. Takeaways from Our Call with Yole Research

Apple: iPhone demand is disappointing. Our thesis is playing out

Ericsson 4Q24: record gross margin but higher opex weighs on EBIT. Maintain Neutral rating

Indus Towers – Q3 FY25 Quick Take: Slight slowdown in rental revenue trends, but strong net profit driven by bad debt reversal

Where to make money in broadband and wireless in 2025

META's #1 Question this Q: 2025 Expense & Capex Guidance

Carr (Predictably) Overturns Rosenworcel’s Media Orders, With One (Predictable) Exception

Stargate: Big thinking on the future of AI Infrastructure.

NSR Policy: Cruz v. Carr on USF: Who Wins?

VMO2 NetCo: What might it be worth – what are the implications?

Hynix 4Q24 – temporary NAND weakness doesn’t derail DRAM thesis.

TalkTalk: Feedback from CEO/ CFO meeting

Global EM & Japan High Yield Top picks for 2025: Liquid Intelligent, VEON, IHS Towers

NFLX 4Q24 Model Update