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- Global EM Telcos & Towers Continuing strong: NSR GEM Top-10 September ‘25 Update by New Street Research
- BEAD: State Plans Head to NTIA by New Street Research
- Chinese Telcos Q2 25 review: Improving margin, lower capex by New Street Research
- EchoStar Spectrum Sales: Implications for Industry FWA Capacity by New Street Research
- Liberty LA (Buy, $14.9 from $13.9) / LCPR HY How viable is Puerto Rico? by New Street Research
- SpaceX Buys AWS-4 and PCS H-Block from EchoStar by New Street Research
- Carr Dismisses FCC Investigations of SATS by New Street Research
- Indonesian Telcos – Q2 25 review: Challenged but H2 should improve by New Street Research
- BT (Buy, £2.65, +33%) What the Mittal board seats mean for future share buying by New Street Research
- What Does FCC TMUS Approval Tell Us About SATS, Media Consolidation, and Other Issues? by New Street Research
- Implications of Carr’s SATS/SpaceX Competition Comments by New Street Research
- TalkTalk (1st lien: From Overweight to Neutral) Update on new initiatives – move back to Neutral by New Street Research
- Malaysian Telcos Q2 25 review: Still pressured by Prepaid but reiterated guidance suggests a stronger 2H by New Street Research
- Altice France (Overweight) Bouygues (Buy, TP: €52, +39%) Iliad (Equal Weight) Orange (Buy, TP: €16.4, +20%) France: Is an XpFibre stake sale the first domino to fall in the French M&A process? by New Street Research
- VZ/FYBR California Timing by New Street Research
- Nigerian Telcos Q2 25 review: Very strong; Upgrade MTN and AAF price targets by New Street Research
- Liberty Latin America (Buy, TP: $14.9, +84%) New $250m secured financing raised by New Street Research
- Global EM Telcos Why are governments allowing mobile price hikes? by New Street Research
- Implications of Nexstar and Sinclair Capitulation on Media Policy by New Street Research
- Impact of Government Shutdown on FCC/Telecom/Media by New Street Research
- CityFibre Q3: Significant customer acceleration with Sky launch & BT read-across by New Street Research
- Sub-Saharan African Telecoms Another good performance; Q2 25 review by New Street Research
- Global EM Telcos Why are governments allowing mobile price hikes? by New Street Research
- AMX and Entel working on a joint bid for Telefonica Chile by New Street Research
- Will Chinese Investment in SpaceX affect the FCC 2GHz review? by New Street Research
- FiberCop (Underweight) H1 25: Pressure on core business continues by New Street Research
- German FTTH Deep-Dive: It should be worth the wait Rational structure emerging despite lower volume growth by New Street Research
- SATS Spectrum Deals Raise Hopes for DBS Deal by New Street Research
- Altice France (SFR) (Overweight) Is Q2 the bottom for ARPU declines? by New Street Research
- SATS and SpaceX: Quick Policy Perspective by New Street Research
- Altice International (Equal Weight) How can ATCI do the seemingly impossible: sell FF stake, protect Portugal ServCo and delever? We think we have a solution by New Street Research
- Thai Telcos – Q2 25 review: Sector discipline still in-tact by New Street Research
- Liberty LA (Buy, TP: $14.9, +97%) - Feedback from call with CFO by New Street Research
- EchoStar in Paris: Quick thoughts by New Street Research
- TMUS Quick Hit: T-Mobile Acquires US Internet by New Street Research
- How Would the Government Review a Paramount/WBD Deal by New Street Research
- VZ/FYBR Deal Makes Progress in California by New Street Research
- Will FCC Revoke ABC Licenses? by New Street Research
- TMUS Quick Take: Srini replacing Mike as CEO by New Street Research
- Japanese Telcos Takeaways from virtual meetings with Japanese telcos. SoftBank Corp new preferred pick, stay Buyers of all 3 incumbents. by New Street Research
- Alphabet (GOOGL, Buy, $275 target) Amazon (AMZN, Buy, $270 target) Sizing the impact of Anthropic and OpenAI for AWS & GCP by New Street Research
- Winners and Losers (in Capital Markets) in the Kimmel Saga by New Street Research
- EM Tower Trends Q2 CY25 review: Stable; Upgrade IHS and Helios price targets by New Street Research
- UK Fixed Market Review: Fewer lines to go round BT back to Neutral. Deep-dive on Netomnia & Community Fibre by New Street Research
- SATS’ Spectrum Deals with T and now VZ: How Will the DOJ React? by New Street Research
- Global EM Telcos & Towers First down month, AMX into the Top-10 for TIGO: NSR GEM Top-10 October ‘25 Update by New Street Research
- South African Telcos Solid H1 but expect prepaid weakness; CY25 H1 review by New Street Research
- Telecom Italia (Neutral, €0.39) TIM Enterprise Event: Can cloud continue to soar? by New Street Research
- Altice France equity (Neutral, TP: €10.3, -14%) Altice France bonds (Equal Weight) Bouygues (Buy, TP: €54, +44%) Iliad (Equal Weight) Orange (Buy, TP: €16.4, +24%) Altice France (SFR) Post restructuring update – downgrade to Equal Weight by New Street Research
- VZ CEO Transition Quick Take: Cutting costs, throwing elbows, financial guardrails, loosening leverage targets by New Street Research