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- Updates on VZ in CA and Upcoming SCOTUS Decision on USF by New Street Research
- The most important announcements from Cannes by New Street Research
- Rethinking BEAD 2.0 as States Rethink Their Options by New Street Research
- Thai Telcos Q1 25 review: Steady Q1, incoming auction risk likely modest by New Street Research
- South Korean Telcos Q1 25 review: Peers expected to benefit near-term from SKT’s data breach by New Street Research
- Update on TMUS/USM Transaction Review by New Street Research
- CMCSA quick hit: Comcast continues to make the right pricing moves by New Street Research
- SATS, Carr, and the Art of the No Deal…Yet by New Street Research
- Global EM Telcos & Towers Another decent month: NSR GEM Top-10 July ‘25 Update by New Street Research
- Malaysian Telcos Q1 25 review: Weaker service revenue impacted by prepaid and one-offs; EBITDA better by New Street Research
- Altice France (Overweight) Iliad (Equal Weight) Bouygues (Buy, TP: €55, +40%) Orange (Buy, TP: €14.9, +13%) More smoke about French M&A (must be some fire): Bid-Ask gap closing? by New Street Research
- Updating Price Targets for One Big Beautiful Bill Act by New Street Research
- CHTR Quick Hit: 2Q25 Buybacks Hit $1.7BN by New Street Research
- Mexican Broadband Update; Upgrade MEGA to Buy, pt MXN75 by New Street Research
- DOJ Approves TMUS But with a Big But (That Affects SATS) by New Street Research
- What Does FCC TMUS Approval Tell Us About SATS, Media Consolidation, and Other Issues? by New Street Research
- Televisa (Neutral, TP: $2.3, +7%) Debt downgrade / TelevisaUnivision: Preliminary Q2s and $1bn proposed refinancing by New Street Research
- Summer Policy Wall of Worry (Part I) by New Street Research
- Altice International (Equal Weight) Sale process Hot-ting up in Israel by New Street Research
- Tele2 (Neutral, TP: SEK 126, -7%) Q2 25: A strong beat and raise by New Street Research
- Telenor (Buy, TP: NOK 182, +11%) Q2 25: Strong results and EBITDA guidance raise by New Street Research
- TalkTalk (Overweight 1st lien) Deeper dive on customer trends and estimate changes by New Street Research
- Verizon 2Q25 Quick Take: Subscriber trends weak; EBITDA and FCF guidance increased by New Street Research
- VZ quick thoughts following the call 2Q25 by New Street Research
- EU Telecoms: Half-time 2025 Review Sector has outperformed: More selective stock picking needed by New Street Research
- Mobile and broadband pair trades to consider this summer by New Street Research
- Eutelsat Model update – increase target price to €1.2/ share by New Street Research
- Singtel (Buy, S$5.5 from S$4.6, +41%) What will it look like when the transformation is over? Pt to S$ 5.5 from S$ 4.6, Buy by New Street Research
- Bouygues (Buy, TP: €55, +47%) Bouygues Telecom CFO meeting: Pricing, share gains, M&A, hidden value in Fibre JVs - TP lifted to €55 by New Street Research
- As SATS Chapter 11 Clock Clicks Down, Does FCC Need to Act? by New Street Research
- Translating Carr on SATS by New Street Research
- SATS quick hit: EchoStar making interest payments by New Street Research
- Thai Telcos Auction concludes, no major surprises by New Street Research
- Vodafone (Buy, £1.20, +50%) Tele Columbus (Overweight) German TV refresh: Ongoing pressures, but each business has upside levers by New Street Research
- EM Towers Q1 CY25 review: Steady as she goes by New Street Research
- SK Telecom (Neutral, KRW 78,000, +43%) Overall impact of data breach (much) bigger than originally indicated by New Street Research
- Telenor (Buy, TP: NOK182, +17%) How much is a mature fibre asset worth? Lessons from Telenor’s acquisition of GlobalConnect in Norway by New Street Research
- Sky launches services on CityFibre network – our take by New Street Research
- Global EM Towers - A Consistent Approach to EFCF and Shareholder Remuneration by New Street Research
- DOJ on spectrum and fourth carrier by New Street Research
- SATS: when do the restrictions on spectrum sales expire? by New Street Research
- Elisa (Neutral, TP: €46, -1%) Q2 25: SR and EBITDA growth converge; headline growth now at mid-term targets by New Street Research
- There is more Cable and Fiber M&A coming by New Street Research
- TalkTalk (1st lien Overweight) Q1: Rising customer churn an additional headwind by New Street Research
- Zegona (Buy, £8.15, +10%) Bonds: Overweight FY and Q1 results: Operating momentum improving by New Street Research
- Telia (Buy from Neutral, TP: SEK 40, +15%) OpEx execution (& M&A) lifts target – possible extraordinary cash returns to come by New Street Research
- Reliance Industries (Buy, TP: INR 1,700, +18%) Q1 FY26 Quick Take: Strong underlying earnings; FWA momentum continues to accelerate by New Street Research
- Media Consolidation: Will FOX (Like CMSCA and DIS) Be in a Trump Transaction Penalty Box? (Just Asking Questions) by New Street Research
- Verizon Model Update by New Street Research
- New Cable MVNO – implications for Cable and Mobile operators by New Street Research