Research

Regulating AI: A Framework for Investors

NSR Policy Quick Take: Impact of Debt Ceiling Bill on Telecommunications Providers

NSR Policy: Mapping the Government's Impact on Artificial Intelligence

Bible 1Q23 - Semicap: Risk of negative surprises remain

Salt Q1 23: Good service revenue outperformance vs Swisscom and Sunrise

The rubber of generative AI hits the road; Autos and industrials entering a downcycle? Other segments bottoming out? Tech Weekly Wrap-Up May 26th

Altice France - inorganic options assessed - the 2025/2026 bonds can be redeemed if necessary

PDD: 1Q23 Results - Demand Continues to Recover

A tumultuous fortnight for Rakuten – what does it mean for the company, for Japanese incumbents and vRAN generally?

The Top 5 Things in U.S. Internet This Week

Global Telecoms Multiples 2023-05-26

Bible 1Q23: Ride-sharing & Delivery – Lyft down, Uber and Grab up: Market dynamics playing out

NSR Policy: T Launches New Front Against TMUS in Spectrum Wars

PDD: 1Q23 Flash - Revs Above Expectations; Margins Declined Sequentially

Meituan: 1Q23 Results - Continued Recovery in Demand

Japanese e-Commerce – A slower quarter; CY 1Q23 review

WB 1Q23 Results: Ad Recovery Slower Than Anticipated

NTES: 1Q23 Results - Gaming to Remain Resilient in FY23

PagSeguro Q1 23 – Quick Take: Slowing Revenue but better Costs – the new direction of travel

Vodafone IDEA Ltd - Q4 23: Slower quarter, sequential growth back into negative territory