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- Altice France bonds (Equal Weight) Altice France equity (Neutral, TP: €13, -20%) Bouygues (Buy, TP: €56, +25%) Iliad (Equal Weight) Orange (Buy, TP: €18.9, +30%) French M&A: Negotiations for SFR ongoing – due diligence now happening by New Street Research
- TalkTalk (Equal weight) Up for sale again! Our take by New Street Research
- What’s at Stake for T (and VZ and TMUS) in the Upcoming FirstNet Authority Reauthorization by New Street Research
- Altice France bonds (Equal Weight) Altice France equity (Neutral, TP: €15, -9%) Altice France: How much are non core assets really worth? by New Street Research
- What Do Carr’s Comments Mean for WBD Deal? by New Street Research
- Pinterest (PINS, Buy, $45 target) Quick Thoughts on Restructuring and Recent Ad Leadership Changes by New Street Research
- AT&T: That wasn’t such a scary start to US wireless results and guidance by New Street Research
- AT&T 4Q25 Quick Take: A reassuring start to 4Q results and initial ‘26 views by New Street Research
- Not unexpectedly, SATS defaults on AMT leases – We quantify the readthrough by New Street Research
- Liquid Intelligent Technologies (High Yield) Q3 26: Strong quarter, expecting to be approaching the bond market shortly by New Street Research
- Tele2 (Buy, TP: SEK 170, +7%) Post Q4 25 model update by New Street Research
- Airtel Africa (Buy, TP: £4.60, +46%) Q3 26: Another strong quarter by New Street Research
- Telia (Buy, TP: SEK 46, +15%) Post Q4 25 model update – The Buy case remains unchanged by New Street Research
- KPN (Neutral, TP: €4.4, +7%) Post Q4 25 model update – We see better value elsewhere by New Street Research
- T Quick Hit: AT&T closes Lumen fiber transaction by New Street Research
- TalkTalk (Equal Weight) Q3: Financial guidance intact, but customer volumes weaker – Quick Take by New Street Research
- Liberty Global (Neutral, $11.6, +13%) Liberty Global to acquire Hutch Ireland? by New Street Research
- Telia (Buy, TP: SEK46, +12%) Telenor (Neutral, TP: NOK150, -6%) Telia RAN sharing deal a nice support (a negative for Telenor) by New Street Research
- Singtel (Buy, S$6.2, +29%) STT GDC acquisition – Strategically sensible, but near term share price consolidation likely by New Street Research
- Vodacom (Buy, TP: ZAR215, +40%) Q3 26: Another solid quarter; Better IB, solid Egypt by New Street Research
- NTT Corp (Buy, TP: ¥215, +39%) Q3 FY25 Quick Take: ARPU recovery continues but lowered guidance by New Street Research
- BT (Neutral, £2.40, +18%) Q3 26 – Line loss analysis – what is driving the improvement? Is it sustainable? by New Street Research
- MTN (Buy, TP: ZAR280, +58%) IHS Towers (Buy, TP: $10, +26%) MTN / IHS: MTN in discussions to acquire 100% of IHS Towers by New Street Research
- Telenor (Neutral, TP: NOK 150, -7%) Q4 25: Good results, new Buyback announced by New Street Research
- KDDI (Buy, TP: ¥3,150, +13%) Q3 FY25 Quick Take: Good results masked by investigation into fictitious transactions by New Street Research
- Digi (Equal Weight) Orange (Buy, TP: €18.9, +27%) Telefonica (Reduce, TP: €2.6, -21%) Zegona (Neutral, TP: £13.70, -14%) Be careful what you wish for: Digi as a remedy taker in Spain – also, what would it mean for Portugal/Belgium, Altice, by New Street Research
- The future of US wireless, right now - Extrapolating 3Q25 wireless trends ahead of 4Q carrier results and '26 guidance by New Street Research
- EM Tower Trends Q3 CY25 review: Solid quarter, especially in Africa by New Street Research
- Can CMCSA Buy CHTR After the Cox Deal is Done? by New Street Research
- Wireless: Key controversies heading into US wireless 4Q25 results and guidance by New Street Research
- Tele2 (Buy, TP: SEK 170, +7%) Q4 25: A lot of mixed messaging by New Street Research
- Telia (Buy, TP: SEK 48, +18%) Q4 25: Good FCF beat and DPS increase by New Street Research
- KPN (Neutral, TP: €4.4, +13%) Q4 25: Solid numbers, guidance as expected by New Street Research
- AT&T: Only modest changes to estimates following 4Q results by New Street Research
- Elisa (Neutral, TP: €40, +8%) Q4 25: Weak results, weak guidance, and lower than expected dividend by New Street Research
- VEON (Buy, TP: $100, +79%) VEON & Kyivstar – Guidance upgrade and secondary offering. Buy, price target US$100 by New Street Research
- Verizon 4Q25 Quick Take: Not kidding around with the ‘Dan Plan’ by New Street Research
- Global EM Telcos & Towers – Strong start – NSR GEM Top-10 February ‘26 Update by New Street Research
- VZ Quick Hit: Sampath out? by New Street Research
- Elisa (Neutral, TP: €38, -2%) Post Q4 25 model update – Difficult outlook, fairly priced by New Street Research
- Nexfibre to buy Netomnia? A potential first "real" in-market UK consolidation deal by New Street Research
- T Threats Limited in Senate FirstNet Hearing; House Hearing This Week by New Street Research
- The Match Group (MTCH, Neutral, $31 target) Turnaround continues but Tinder monetization inflection still not on the horizon by New Street Research
- TalkTalk (Equal Weight) Post-Q3 model update: The customer growth vs. SAC trade-off by New Street Research
- LG Uplus (Buy, KRW 19,000, +20%) Q4 25 Quick Take: Strong results with moderate FY26 guidance by New Street Research
- Vodafone (Buy, £1.30, +20%) Q3 26 – The pricing vs. volume dynamic in Germany by New Street Research
- Crown Castle 4Q25 Quick Take: 2026 a transition year as CCI navigates SATS default and fiber sale by New Street Research
- CCI 4Q25 Results and Model Update by New Street Research
- Orange Belgium (Neutral, TP: €21.6, +12%) H2 25 results: Numbers beat and good guidance despite presence of Digi by New Street Research
- Trump Says He’s Out of WBD Antitrust Decision-Making; So, Did the Senate Hearing Matter? by New Street Research