Research

Blue Origin explosion. Implications for our coverage

Bible 1Q26 - Smartphones: unit forecast cut sharply; iPhone cycle strong; Semis at risk.

Odido Q1 26: Strong results, but a tough rest of year if guidance is believed

Global Telecoms Multiples 2026-05-29

European Tariff Tracker May 2026: Sector front book pricing continues to improve

Soitec 4FQ26: Looking past near-term headwinds toward a compelling secular growth story. Buy, €215

WB: 1Q26 Results - Ad Demand Environment Remains Challenging

Viasat Q4 results – Solid outlook, but waiting for more on Equatys

RDDT/SHOP: DPA and Pixel integration should support RDDT Retail & SMB penetration

SpaceX: Broadband call-slides

TeleColumbus: Q1 26 – Still awaiting the refinancing outcome

Proximus buys in Unifiber JV stake – a possible precursor to regulatory approval of the other fibre deals?

SpaceX: Launch deep dive: The gateway to a trillion-dollar opportunity

Space Economy and Infrastructure Quick Take: D2C controversies following a week of investor meetings post-launch

Latest US Fiber M&A Moves; We Have the Data

Where did Starlink subscribers come from in 1Q26?

WB: 1Q26 Flash - Ad Revs Above Expectations

Salt Q1 26: Another quarter of excellent execution

AMX (Buy) - 2026 Investor Day: Positive outlook for capex and FCF generation

PDD: 1Q26 Results - More Uncertainties in Profitability Trend