David Barden
Communications Services: US
David Barden is Head of U.S. Communication Services at New Street Research. He has more than 30 years of global sell-side research experience and most recently served as Head of U.S. and Canada Communications Research at Bank of America Merrill Lynch. He has been consistently recognized among the industry’s top analysts, including a double Institutional Investor All-America ranking in 2024.
Lead Analyst
Research
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Brightspeed – Updating our model for 4Q25 and baking in new ABS assumptionsApril 15, 2026 — David Barden
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SATS: What publicly traded SATS is telling us SpaceX is worth…and vice versaApril 13, 2026 — David Barden
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Brightspeed – ABS is on the table…how much? And is this a good thing?April 10, 2026 — David Barden
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ABS DatabaseApril 10, 2026 — David Barden
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SBA Communications – What an SBA take-private could mean for the tower stocksApril 9, 2026 — David Barden
Upcoming Events
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Apr
20CommunicationsApril 20, 2026 — VirtualHosted by David Barden, Pierre Ferragu, Blair Levin, James Ratzer and Dan SalmonEvent Details
