Research

AI Demand Strong, Supply Constraints the Bottleneck

Tencent: Key Takeaways from Business Sharing Session

NBS: Continued Deceleration in Nov

NSR FWA Capacity Model

Global Telecoms Multiples 2025-12-12

NSR Future of Fixed Wireless vs Cable Slides

Broadcom 4FQ25: AI momentum confirmed; 2027 visibility gets into expectations. $420 TP

AI Summit NYC Recap: Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted?

First Hi- tec (5439 TT) Under The Radar Snapshot

Trump Helps/Hurts/Muddles PSKY Effort, Illustrating Ellison Antitrust Paradox

South Korean Telcos – Q3 25 review: Stable; expect new KT CEO to be announced by early 2026

Oracle 2FQ26: our quick take.

Trump Administration Attacks on State AI Laws Clouds BEAD Outlook

Waymo’s latest datapoints: 10x growth in 2 years? Implications.

Liberty Latin America - Puerto Rico Broadband threat deep dive

AI Rack Installations Drive Taiwan Nov ’25 Monthly Sales +28%; AI +41%; Ex AI + 10%

Gen AI Big Idea Series – Taalas CEO, Ljubisa Bajic – Embedding AI Models in Silicon for real-time intelligence

The future of broadband - Optimum Fiber has higher cNPS than Optimum Cable

EM Towers – Q3 25 Quarterly Databank

SATS: SpaceX, the final frontier