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- KPN (Neutral, TP: €4.0, -3%) Q2 25: Good results and guidance raise (but some lingering issues remain) by New Street Research
- AT&T 2Q25 Quick Take: Results strong; FCF guide increased, but less than some expected by New Street Research
- T-Mobile: quick thoughts following the 2Q25 call by New Street Research
- Media Consolidation: What 8th Circuit and the Skydance Letters Tell (and Don’t Tell) Us About the Upcoming Media Consolidation by New Street Research
- Airtel Africa (Buy, TP: £3, +52%) Q1 26: Strong print; second tranche of buyback under progress by New Street Research
- BT Group (Buy, £2.65, +26%) Q1 26: The line loss debate continues (in a better way) by New Street Research
- America Movil (Buy, TP: $22, +23%) Q2 25: Good quarter; Better Mexico and Colombia, solid Brazil by New Street Research
- Totalplay (High Yield) Q2 25: Small inflection in trends but slower net adds by New Street Research
- Megacable (Buy, TP: MXN75, +36%) Q2 25: Good quarter, lower capex drives strong OpFCF by New Street Research
- Zegona (Buy, £13.20, +63%) Was £8.20 Significant price target upgrade by New Street Research
- CCI Results Review & Model Update by New Street Research
- Orange (Buy, TP: €14.9, +14%) Q2 25: EBITDA guidance lifted thanks to AME by New Street Research
- MasOrange (Equal Weight) Q2 25: Good numbers, fibre JV stake sale seems to be on track by New Street Research
- AMT: Quick thoughts following the 2Q25 call by New Street Research
- Mitratel (Buy, IDR 740, +30%) Q2 25 Quick Take: Momentum expected to continue into 2H by New Street Research
- VirginMedia-O2 (Underweight) Q2 25 – Customer losses and ARPU growth slipping by New Street Research
- DBS Makes Interest Payments by New Street Research
- Bouygues (Buy, TP: €52, +34%) Q2 25: Mixed result; revenue weakness but profitability ahead by New Street Research
- SES (Neutral, €5.5, -5%) 2Q25: Results ahead, but FY25 guidance pending by New Street Research
- TIM Brasil (Buy, TP: BRL24, +20%) Q2 25: Decent quarter, on-track vs. FY25 guidance by New Street Research
- SATS: The Only Thing That Matters Tomorrow by New Street Research
- Orange (Buy, TP: €15.8, +19%) MasOrange (Equal Weight) It’s not all about French M&A (although that should help) by New Street Research
- MTN (Buy, TP: ZAR190, +24%) MTN Ghana – Q2 25: Another strong quarter, MT guidance lifted (again) by New Street Research
- SATS 2Q25 Quick Take: Slightly soft results; no spectrum updates, but big LEO news by New Street Research
- Zegona (Buy, £13.0, +41%) Orange (Buy, €14.9, +8%) Fibre JV: A big step forwards with proceeds announced by New Street Research
- Televisa (Neutral, TP: $2.3, -3%) Better broadband KPIs and nice EPS beat but weak MSO and Sky still a drag by New Street Research
- AT&T quick thoughts following the call 2Q25 by New Street Research
- AT&T Model Update by New Street Research
- T-Mobile 2Q25 Results Review & Model Update by New Street Research
- Vodafone (Buy, £1.20, +40%) Q1 26: Clearer evidence of value over volume by New Street Research
- Orange Belgium (Neutral, TP: €19.2, +11%) H1 25 results: EBITDAaL guidance upgrade despite presence of Digi by New Street Research
- Proximus (Neutral, TP: €12.5, +52%) Q2 25: Mixed results, guidance lifted at domestic, but cut at Group; long-term value play by New Street Research
- Liquid Intelligent Technologies (High Yield) Q1 26: Slower quarter by New Street Research
- VZ/FYBR Faces Pushback from California on DEI by New Street Research
- TalkTalk (1st Lien - Overweight) New capital injection a mixed blessing– Our Take by New Street Research
- FCC Chair Flags Ongoing Discussions with EchoStar About Spectrum by New Street Research
- Vivo/TEF Brasil (Buy, TP: BRL33, +10%) Q2 25: Solid quarter, robust FCF by New Street Research
- AMT 2Q25 Quick Take: Site rental revenue in-line; services strong by New Street Research
- Inwit (Neutral, €11, +7%) 2Q25: Solid quarter, supported by DAS demand by New Street Research
- Telefonica (Neutral, €4.4, -2%) Q2 25 – Solid quarter ahead of strategic review by New Street Research
- AMT Model Update by New Street Research
- FCC Chairman Allegedly Forcing EchoStar to Sell AWS-4 by New Street Research
- SATS and Carr: Is there really a best and final offer on the table? by New Street Research
- MTN (Buy, TP: ZAR190, +23%) MTN Nigeria – Q2 25: Very strong, guidance upgraded, approaching positive equity by New Street Research
- Helios Towers (Buy, TP: £1.40, +18%) Q2 25: Solid quarter; guidance reiterated, CMD in November by New Street Research
- Cellnex (Reduce, €28.5, -8%) Q2 25 – Growth levers still appear limited by New Street Research
- Global EM Telcos & Towers Another monster month: NSR GEM Top-10 August ‘25 Update by New Street Research
- KDDI (Buy, ¥3,150, +24%) Q1 FY25 Quick Take: Modest start but management expects H2 improvements by New Street Research
- SATS: Quick thoughts following the 2Q25 Call by New Street Research
- LY Corp (Buy, ¥585, +6%) Q1 FY25 Quick Take: Slight miss, momentum in PayPay and Account Advertising expected to offset ongoing weakness in Search Advertising by New Street Research