New Street Research - BEAD: Final Proposal; California joins the party

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New Street Research

Vikash Harlalka

BEAD: Final Proposal; California joins the party

We now have BEAD proposals for all states & territories including California. In this report, we discuss the California proposal and provide a comprehensive update on aggregate BEAD proposals for all states & territories. We also tally the BEAD funding awarded to each of the major broadband providers.

04/12/2025 1 EN

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
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Global healthcare thematic research

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Pan European Telecom Services and Cable

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Analysts

Vikash Harlalka

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BEAD: Final Proposal; California joins the party

Bible 3Q25 – Memory: Thesis played out. Secular growth to meet multiple compression next.

Vodafone (Buy, 120p, +26%) Safaricom buyout: More FCF accretive than one might think

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