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- Altice France (SFR) Q1 25: Positive new OpFCF guidance despite weak SR and EBITDA result by New Street Research
- Odido (T-Mobile NL) (Overweight) Q1 25: Nice acceleration in fixed service revenue growth, guidance reiterated by New Street Research
- EchoStar had a strong April (and so did everyone else) by New Street Research
- NTT (Buy, TP: ¥215, +38%) NTT to acquire SBI Sumishin Bank and a minority stake in SBI Holdings by New Street Research
- AT&T: what exactly are they buying from Lumen by New Street Research
- Liberty Latin America (Buy, TP:$13.9, +179%) Feedback from call with CFO by New Street Research
- Vodafone (Buy, 120p, +56%) Was 135p Target price/ model update: The UK ups and the German downs by New Street Research
- The company started seeing signs of recovery as subscriber losses begun to narrow and margins continue to improve. However, revenue and EBITDA still trailed expectations by 2% and 1% respectively. by New Street Research
- Of SATS, the FCC and NextWave by New Street Research
- Japanese Telcos Q4 FY24 review: Inflationary telco market by New Street Research
- SES (Neutral, €5.8, +15%) INITIATION: C-band upside offsets operational pressures by New Street Research
- TalkTalk (1st lien to Overweight) CEO meeting feedback: M&A optionality not being priced in by New Street Research
- FiberCop (Underweight) Higher capex puts leverage under pressure by New Street Research
- Global EM Telcos M&A Cycle in-bound; buy the targets by New Street Research
- Australian Telecoms TPG to reset its RoIC base for a new mobile focus by New Street Research
- SATS: Trump intervenes; Ergen files for extensions by New Street Research
- BT (Buy, 265p, +47%) Was 240p Upside beyond the mythical £3bn FCF target by New Street Research
- Sub-Saharan African Telecoms Good quarter, Vodacom price target to ZAR185; Q1 25 review by New Street Research
- Trump Mobile: Just Another MVNO or Game Changer? by New Street Research
- XLSmart (Buy, IDR 5,000, +128%) Mind the gap – Are synergies worth more than the stock? by New Street Research
- VZ/FYBR Faces California Trump Transaction Trap by New Street Research
- Vodafone to Virgin spectrum sale: More details revealed by New Street Research
- Chinese Telcos Q1 25 review: Better profitability despite slower topline by New Street Research
- Eutelsat (Sell, €1.0, -60%) French army provides some reinforcement by New Street Research
- Orange (Buy, TP: €14.9, +16%) Bouygues (Buy, TP: €53, +39%) Altice France (Overweight) Iliad (Equal Weight) French ARPU: New pre-pay plans and thoughts following call with ex SFR B2C Chief sales office by New Street Research
- TeleColumbus (Overweight) Q1 25: Pricing power leads to KPI wobble by New Street Research
- TeleColumbus (Overweight) Updated model and outlook post Q1 results by New Street Research
- EchoStar: initial comments in FCC inquiries are out by New Street Research
- SATS Proceedings: First FCC Filings by New Street Research
- EchoStar Defaulting on Interest Payment by New Street Research
- EchoStar Certified More Licenses by New Street Research
- Altice France (Overweight) Key questions from the Q1 25 results and model update by New Street Research
- Global EM Telcos & Towers Bull market continues – NSR GEM Top-10 June ‘25 Update by New Street Research
- DBS also misses interest payment by New Street Research
- Chapter 11 and Spectrum Values – Questions We Didn’t Get To by New Street Research
- SATS Public Notice Final Filings: What Have We Learned by New Street Research
- CHTR Quick Hit: Charter Buys Back $0.6BN of Shares in May; Increasing 2Q25 Buyback Estimate by New Street Research
- Swisscom (Neutral, TP: CHF575, +3%) Swisscom CEO call feedback – Swiss mobile competition improving and Italian B2C mobile operating trends expected to improve by New Street Research
- Nigerian Telcos Strong start to the year, full price increase boost yet to flow; Q1 25 review by New Street Research
- Updating EchoStar Value for Loss of Licenses and AWS-4 Sharing by New Street Research
- SATS Update: POTUS, Ergen and Carr and More by New Street Research
- SATS v. Carr State of (the) Play: Curtain Raises on Act II by New Street Research
- VEON (Buy, TP: $65/ADR, +70%) Share Buyback restarted, good buying opportunity – Quick take by New Street Research
- Indonesian Telcos Despite signs of market repair, we downgrade PT Telkom to Neutral. by New Street Research
- Indian Telcos Q4 FY25 review: Stay constructive by New Street Research
- NOS (Sell, TP: €3.11, -18%) Digi (Underweight) Altice International (Equal Weight) Proximus (Neutral, TP: €12.5, +55%) How successful will Digi be as a new entrant– top-down assessment. Downgrade NOS to Reduce, stay Equal weight ATCI and P by New Street Research
- CHTR Quick Hit: Insights from preliminary proxy by New Street Research
- OTE (Neutral, TP: €17, +4%) OTE: Downgrade to Neutral following PPC entering the fixed retail market with aggressive pricing by New Street Research
- Liquid Intelligent Technologies (High Yield) – Q4 25: Decent quarter, still making progress on the second equity tranche and asset sale; call feedback included by New Street Research
- Eutelsat French bail out agreed, but guidance falls short by New Street Research