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- Odido (T-Mobile NL) (Equal Weight) Q4 24: Good cost control and operational gearing; IPO still possible in 2025 by New Street Research
- Global EM Telcos & Towers Still rising – NSR GEM Top-10 May ‘25 Update by New Street Research
- Totalplay (HY) Q1 25: Slower trends but relatively decent by New Street Research
- CCI 1Q25 Quick Take: Strong results; upgrade to Buy by New Street Research
- VMO2 (Underweight) Q1 25: Higher broadband losses is an elevated concern by New Street Research
- LUMN 1Q25 Quick Take: Revenue & EBITDA beat by New Street Research
- CCI: Great asset at a great price; Buy ($125; +17%) by New Street Research
- Global EM Telcos Capex in steep decline; underpins EFCF growth by New Street Research
- Eutelsat New CEO points to French fix by New Street Research
- Autumn for Broadband 1Q25 by New Street Research
- MTN (Buy, TP: ZAR190, +60%) MTN Rwanda – Q1 25: Still mixed but MT guidance maintained by New Street Research
- NOS (Neutral, TP: €3.7, +1%) Q1 25: Digi starting to have an impact by New Street Research
- LY Corp (Buy, ¥585, +7%) Q4 FY24 Quick Take: Bullish EBITDA guidance; ¥150bn buyback and preparations for PayPay IPO underway by New Street Research
- Telecom Italia (Neutral, €0.36, +0%) Downgrade to Neutral – and Q1 review by New Street Research
- LG Uplus (Buy, KRW 19,000, +53%) Q1 25 Quick Take: Decent bottom-line beat by New Street Research
- Swisscom (Neutral, TP: CHF578, +8%) Q1 25: In-line results, but conditions reman tricky domestically and in Italy by New Street Research
- Softbank Corp (Buy, TP: ¥270, +22%) Q4 24 Quick Take: Mobile up-trading remains encouraging; FY25 guidance raised but below expectations by New Street Research
- ATUS 1Q25 Quick Take: EBITDA missed but EBITDA guidance increased by New Street Research
- ATUS: quick thoughts following the call 1Q25 by New Street Research
- CMCSA: Thoughts following two days with the Comcast team by New Street Research
- ATUS Post-1Q25 Model Update by New Street Research
- Proximus (Neutral, TP: €12.5, +92%) Q1 25: Good results (trends ahead of guidance); Digi impact minimal; long-term value play by New Street Research
- The Trade Desk (TTD, Neutral, $55 target) Pushing back on the AMZN = GOOGL narrative by New Street Research
- NTT (Buy, TP: ¥215, +38%) Q4 FY24 Quick Take: Topline ahead but profitability weaker by New Street Research
- SATS 1Q25 Quick Take: Wireless making progress (but not enough) by New Street Research
- TeleColumbus Q4 results and 2025 outlook – Bullish thesis intact by New Street Research
- America Movil (Buy, TP: $22, +30%) Q1 25 – Slower but decent; FY25 capex expected at $6.7bn by New Street Research
- LatAm Telcos Quick Hit: AMX cuts capex guidance by 10% - implications across the LatAm telco space. Brief thoughts by New Street Research
- New DoD proposal on spectrum for carriers by New Street Research
- CCI Model Update & Starting Valuation by New Street Research
- The Cost of the Deal: What Does the Skydance/Paramount Situation Tell Us About the Trump Transaction Tax? by New Street Research
- Liberty Global (Neutral) VMO2, VodafoneZiggo, Telenet (Underweight) Q1 25: VMO2 and VodafoneZiggo weakness by New Street Research
- Telenor (Buy, TP: NOK 183, +17%) Q1 25: Strong results support continued stock price performance by New Street Research
- TIM Brasil (Buy, TP: R$22, +18%) Q1 25: Solid start to the year by New Street Research
- TalkTalk (Neutral) Weaker revenue outlook makes the turnaround more challenging by New Street Research
- MTN (Buy, TP: ZAR190, +58%) MTN Uganda – Q1 25 Quick Take: Slower top line but solid margins and MT guidance reiterated by New Street Research
- Vodafone (Buy, 135p, +87%) Vodafone CFO departing: Quick thoughts by New Street Research
- CHTR Quick Hit: Charter Buys Back $0.6BN of Shares in April by New Street Research
- Alphabet (GOOGL, Buy, $210 target) AAPL AI Search competitor comments not a surprise, but Safari April query declines spook by New Street Research
- Liberty Latin America (Buy, TP: $14.5, +164%) Q1 25: Mixed; weak PR (again), solid elsewhere; MT guidance withdrawn by New Street Research
- NTT (Buy, TP: ¥215, +44%) NTT offers to buy out NTT Data – Quick thoughts and implications by New Street Research
- Airtel Africa (Buy, TP: 300p, +90%) Q4 25: Solid finish; underlying trends accelerating again; Mo-Mo IPO delayed by New Street Research
- Winter for wireless 1Q25 by New Street Research
- Millicom (Buy, TP: $36, +6%) Q1 25 – Slightly slower but still decent, very strong EFCF by New Street Research
- The Match Group (MTCH, Neutral, $31 target) A battle between short-term and long-term outlooks by New Street Research
- Pinterest (PINS, Buy, $40 target) Reiterate Top SMID Pick after a no-nonsense quarter by New Street Research
- KT Corp (Buy, KRW 85,000, +64%) Q1 25 Quick Take: Benefiting from cost cutting by New Street Research
- Helios Towers (Buy, TP: 140p, +27%) Q1 25: Solid start to the year; guidance maintained by New Street Research
- Cellnex (Reduce, €28.5, -15%) Q1 25: Revenue volatility raises new questions by New Street Research
- SATS quick thoughts following the 1Q25 call by New Street Research