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equity_technology_infrastructure
- New Draft of BIF Broadband Language Reduces Threat to Telcos on “Digital Redlining” by New Street Research
- T-Mobile Extending its 5G Coverage Lead by New Street Research
- More Fiber Coming: A Closer Look At Lumen / Apollo by New Street Research
- 3.45GHz Auction, Day 2 Update: Demand still strong, but all the tough decisions lie ahead by New Street Research
- 3.45GHz Auction, Day 6 Update: Demand held steady, but price growth eased by New Street Research
- 3.45GHz Auction, Day 9 Update: Decline in Demand Slowed, Price Growth Held Up; Auction May Clear Reserve Tomorrow (or Wednesday) by New Street Research
- 2Q21 Wireless Trends: WTF Is Going On With Net Adds? by New Street Research
- 3.45GHz, Day 13 Update: Auction Continued Slowing; ~$20BN Outcome Seems Increasingly Likely by New Street Research
- LUMN: Questions following the call by New Street Research
- Biden Issues Order for Competition in Telecom and Tech: A Deep Dive by New Street Research
- Biden's Choice: Infrastructure Investment Or Lower Prices; Pick One by New Street Research
- Quick Hit: LUMN Results - Implications for FYBR and others by New Street Research
- EU Adopts Digital Markets Act by New Street Research
- Tech Policy: What Musk's reversal of Twitter's Trump ban means for the tech sector? by New Street Research
- NSR Tech Policy Quick Hit: Meta’s “Pivot to Discovery” by New Street Research
- The Last 5G Auction (a quick primer on 2.5GHz) by New Street Research
- US Policy Wireless Gets Its Tax Fix by New Street Research
- Auction 108, Week 5 update: Frankenstein auction on last breath by New Street Research
- US Policy Back to School, Part Deux Litigation: The Most Underappreciated Element by New Street Research
- UNC Center on Technology Policy Report on Programmatic Political Advertising by New Street Research
- NSR Tech Policy Quick Hit Will the government challenge the Adobe-Figma deal? by New Street Research
- NSR Tech Policy Quick Hit SCOTUS Takes Section 230 Case, Increasing Risk for Platforms by New Street Research
- US Policy: 5th Circuit Sends Another Warning Sign for USF (With Red Flares Flashing Elsewhere in DC) by New Street Research
- Challenge to Universal Service Meets Skeptical Court by New Street Research
- US Policy: Antitrust Litigation Season Begins with Meta, Microsoft, and More in the On-Deck Circle by New Street Research
- Airspan (NBA): 5 good reasons to consider the name. by New Street Research
- Further thoughts on enterprise wireless by New Street Research
- 3.45GHz Auction, Evening Update: Demand Remains Strongest in Big Cities (As Expected) by New Street Research
- 3.45GHz Auction, Day 3 Update: Lower demand in markets with sharing may be masking underlying story by New Street Research
- 3.45GHz Auction, Day 7 Update: Another bidder (probably) dropped out (and now, we're really worried) by New Street Research
- 3.45GHz Auction, Day 10 Update: Price Growth Slowed Considerably, But Reserve Still Likely To Be Met Tomorrow by New Street Research
- 3.45GHz Auction, Day 11 Update: With Reserve Cleared, Auction Appears to Be Slowing by New Street Research
- Quick Hit: Lumen Announces Fiber Deployment Plan by New Street Research
- Airspan 3Q21: supply constraints hit; revenue ramp push-out by one year. by New Street Research
- Biden Executive Order Includes Broadband Provisions, But None That Undercut Existing Models by New Street Research
- US Policy: Infrastructure Bill Moving Forward by New Street Research
- TikTok Deal with US Government: Good for TikTok Short-Term, Problematic for Tech Long-Term by New Street Research
- Tech Policy What the FTC's review of Sony-Bungie means for Microsoft-Activision by New Street Research
- NSR Tech Policy: Meta: Here Come the Suits. And the Judges. by New Street Research
- SR Tech Policy Quick Hit: Initial thoughts on the Amazon-One Medical deal by New Street Research
- NSR Tech Policy Quick Hit: FTC sues to block Meta's acquisition of Within by New Street Research
- NSR Tech Policy Quick Hit: Will the FTC impose rules on data privacy and security? by New Street Research
- Auction 108 Update: It's over by New Street Research
- US Policy Back to School, Part III Mergers: Current and Speculated by New Street Research
- US Policy Sohn Confirmation Prospects by New Street Research
- NSR Tech Policy: Khan and Kanter lay out their vision for antitrust, but will Courts and Congress agree? by New Street Research
- Courts Set Up Major Restructurings; Congress Takes Some (Incremental) Steps on Antitrust, Spectrum and Taxes by New Street Research
- US Policy META and SNAP Rise on FCC Commissioner Comments on TikTok: But Should They? by New Street Research
- NSR Tech Policy Quick Hit FTC challenges Microsoft-Activision deal by New Street Research
- NSR Policy Impact of FTC Non-Competes Ruling by New Street Research