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- Brazilian Consolidation - Large PE spanner in the works by New Street Research
- ZOZO (Buy, TP: ¥5,000, +49%) Q3 22: Solid quarter, upgraded guidance for profits and DPS, but Q4 profit growth likely to be slower by New Street Research
- NSR Policy Quick Take: 2nd Circuit Upholds New York Law Requiring Low-Income Broadband Offering by New Street Research
- NSR Policy: ACP Saga Continues with Markup This Week by New Street Research
- NSR Policy: Will the Paramount Deal Suffer the Same Fate as Tegna? by New Street Research
- Tech Policy: Supreme Court to Soon Rule on Big Cases Affecting Big Tech by New Street Research
- NSR Policy Quick Take: Paramount/Skydance Deal Over: What Next? by New Street Research
- NSR Policy Quick Take: Third Time’s Not the Charm for Cantwell Spectrum/ACP Effort by New Street Research
- NSR Policy Quick Take: ACP/Spectrum Mark-Up Pulled by New Street Research
- NSR Tech Policy: Supreme Court Sends Social Media Cases Back to Lower Courts by New Street Research
- NSR Policy: The Harris/? Ticket: Impact on Telecom and Tech by New Street Research
- Brightspeed raises money; expands build target by New Street Research
- NSR Tech Policy: Section 230 Protections for Social Media Platforms Suffer Major Setback by New Street Research
- NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Media Policy by New Street Research
- NSR Policy: It’s the Election, Stupid (or Is It?): Comparing Harris and Trump on Leadership by New Street Research
- RFK on RF: Storm Clouds Ahead for Wireless? by New Street Research
- The Carr Agenda: What’s an FCC Majority Got to Do with It? by New Street Research
- NSR Policy: Supreme Court Declines Challenge to New York Broadband Regulation by New Street Research
- NSR Policy: Court Overturns FCC Title II Order by New Street Research
- NSR Policy: White House Clarifies Energy EO Doesn’t Apply to BEAD by New Street Research
- Carr (Predictably) Overturns Rosenworcel’s Media Orders, With One (Predictable) Exception by New Street Research
- NSR Policy: BEAD Update: Lutnick Testifies, White House Clarifies, and Court Pauses Pause by New Street Research
- NSR Policy Spectrum Update: Hegseth and Iron Dome v. Lutnick, Plus Carr on More C-Band by New Street Research
- NSR Policy: Will the FCC Revoke the CBS Licenses? by New Street Research
- Cityfibre 2024 results Signals for the future of the UK fibre landscape by New Street Research
- New Street: Nubank - pre-IPO: Outlook, Model and 12 Key Questions for Management by New Street Research
- NSR Policy Quick Take: FCC Adopts NN7, Largely in Line with Expectation by New Street Research
- NSR Policy Quick Hit: ACP Amendment to FAA Fails to Launch, but a New Path Emerges by New Street Research
- NSR Policy: No Senate Spectrum/ACP Markup Today by New Street Research
- NSR Policy Quick Hit: ACP Update: Can a Third Time be a Charm for Cantwell (and Spectrum and ACP) by New Street Research
- NSR Policy: Status of Copper Retirement and Carrier of Last Resort Obligations by New Street Research
- NSR Policy Quick Take: Maybe the fourth time will be the charm? by New Street Research
- ACP updated: refining thoughts on the timing of impacts by New Street Research
- NSR Policy: Chevron’s Demise: What May Be True for Some Sectors May Not Be True for Telecom by New Street Research
- NSR Policy Quick Take: The Vance Selection - Implications for Telecom and Tech? by New Street Research
- NSR Policy Quick Hit: 5th Circuit Upends Universal Service by New Street Research
- Brightspeed: quick thoughts of fiber deployment by New Street Research
- It’s the Election, Stupid (or Is It?) Part II: Comparing Harris and Trump Impact on Spectrum Policy by New Street Research
- NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech Policy by New Street Research
- Cityfibre and Hyperoptic Update from the latest accounts - material funding still needed by New Street Research
- SCOTUS Takes Up Legal Challenge to USF but Bigger Existential Threat Looms by New Street Research
- New USF Contribution Factor Record, but DC to Play Same Game of USF Hot Potato by New Street Research
- NSR Policy: Media Consolidation on the Horizon, but with Multiple Policies Affecting Values by New Street Research
- NSR Policy: Did BEAD Dodge the EO Bullet? by New Street Research
- NSR Policy: Cruz v. Carr on USF: Who Wins? by New Street Research
- NSR Policy: OMB Orders Spending Pause: BEAD and USF Impact by New Street Research
- NSR Policy: What Did the Lutnick Hearing Tell Us About Spectrum? by New Street Research
- NSR Policy: On C-Band, Who Wins? Musk or Wireless? by New Street Research
- NSR Policy: Update on BEAD, USF, and State Low Income Initiatives by New Street Research
- SPECTRUM: The next big band - Clearer progress emerging by New Street Research