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- CMCSA: 3Q21 Quick Take: Subscribers In-Line; EBITDA Very Strong by New Street Research
- VZ Quick Hit: Verizon and Kuiper Deal May Add A Dime to EPS While Destroying the Dreams of Others by New Street Research
- Comcast: Quick thoughts following the call by New Street Research
- Charter: 3Q21 Quick Take: Soft Adds; Strong EBITDA by New Street Research
- Arista monster guide & CMD, our 5 take-aways. Raising target price to $545. by New Street Research
- FYBR (Buy, TP: $110, +258%) 3Q21 Quick Take: Strong Results; Strong Progress on Execution Milestones by New Street Research
- FYBR: 3Q21 Quick Take: Strong Results; Strong Progress on Execution Milestones by New Street Research
- TMUS: Quick thoughts following the call by New Street Research
- Dish 3Q21 Quick Take: Results Okay; All Depends on Execution in Wireless by New Street Research
- Uber 3Q21: The first of many profitable quarters, as rides returns to pre-Covid levels by New Street Research
- Autumn for Broadband (Part III)? by New Street Research
- Financing Deal Climbs to $5BN by New Street Research
- Bible 3Q21: Smartphones: Semi content expectations continue to climb; demand is uncertain by New Street Research
- Cisco 1FQ22: Supply and logistical challenge pressure near-term margins and revenues; demand remains high by New Street Research
- Bible 3Q21: Ride sharing in full recovery mode; food delivery holding and with further growth ahead by New Street Research
- Thoughts Following The 5G Conference by New Street Research
- Apple increasing iPhone production? Our quick take by New Street Research
- Cloud switches & servers remains a good place to be for everybody by New Street Research
- Bible 1Q21: Service Providers – 5G momentum accelerating, but 2022 still difficult to call. by New Street Research
- Micron 3FQ21 Earnings Take-Aways by New Street Research
- Broadcom 3FQ21 – Strong, balanced growth as the Enterprise recovery takes shape. Buy, $560 by New Street Research
- EQIX: Quick Thoughts On The Analyst Day by New Street Research
- Bible 1Q21: Autos - EVs continue to accelerate amid supply constraints by New Street Research
- TMUS Quick Hit: Debt Raise Underway, Likely for 3.45GHz by New Street Research
- Broadcom 4FQ21: Enterprise recovery accelerating, Cloud spending robust. Buy, $710. by New Street Research