Research
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Regulating AI: A Framework for InvestorsMay 30, 2023 —  Dan Salmon
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NSR Policy Quick Take: Impact of Debt Ceiling Bill on Telecommunications ProvidersMay 30, 2023 —  Blair Levin
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NSR Policy: Mapping the Government's Impact on Artificial IntelligenceMay 30, 2023 —  Blair Levin
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Bible 1Q23 - Semicap: Risk of negative surprises remainMay 30, 2023 —  Pierre Ferragu
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Salt Q1 23: Good service revenue outperformance vs Swisscom and SunriseMay 30, 2023 —  Russell Waller
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The rubber of generative AI hits the road; Autos and industrials entering a downcycle? Other segments bottoming out? Tech Weekly Wrap-Up May 26thMay 30, 2023 —  Pierre Ferragu
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Altice France - inorganic options assessed - the 2025/2026 bonds can be redeemed if necessaryMay 30, 2023 —  Russell Waller
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PDD: 1Q23 Results - Demand Continues to RecoverMay 28, 2023 —  Jin Yoon
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A tumultuous fortnight for Rakuten – what does it mean for the company, for Japanese incumbents and vRAN generally?May 27, 2023 —  Chris Hoare
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The Top 5 Things in U.S. Internet This WeekMay 26, 2023 —  Dan Salmon
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Global Telecoms Multiples 2023-05-26May 26, 2023 —  NSR Team
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Bible 1Q23: Ride-sharing & Delivery – Lyft down, Uber and Grab up: Market dynamics playing outMay 26, 2023 —  Pierre Ferragu
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NSR Policy: T Launches New Front Against TMUS in Spectrum WarsMay 26, 2023 —  Blair Levin
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PDD: 1Q23 Flash - Revs Above Expectations; Margins Declined SequentiallyMay 26, 2023 —  Jin Yoon
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Meituan: 1Q23 Results - Continued Recovery in DemandMay 26, 2023 —  Jin Yoon
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Japanese e-Commerce – A slower quarter; CY 1Q23 reviewMay 26, 2023 —  Chris Hoare
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WB 1Q23 Results: Ad Recovery Slower Than AnticipatedMay 26, 2023 —  Jin Yoon
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NTES: 1Q23 Results - Gaming to Remain Resilient in FY23May 26, 2023 —  Jin Yoon
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PagSeguro Q1 23 – Quick Take: Slowing Revenue but better Costs – the new direction of travelMay 25, 2023 —  Soomit Datta
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Vodafone IDEA Ltd - Q4 23: Slower quarter, sequential growth back into negative territoryMay 25, 2023 —  Chris Hoare