New Street Research - BEAD Update

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New Street Research

Blair Levin

EUR 8757.00 For Business Accounts Only

BEAD Update

States are starting to show their cards in terms of how they intend to respond to the Trump Administration changes in the rules governing the BEAD program. In this note, we update our thoughts on how the BEAD program is playing out and its impact on the companies we cover.

01/08/2025 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
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

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Pan European Telecom Services and Cable

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Analysts

Blair Levin

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BEAD Update

LUMN 2Q25 Results Review: Solid financials; FCF guidance increased

SATS: Quick thoughts following the 2Q25 Call

SATS 2Q25 Quick Take: Slightly soft results; no spectrum updates, but big LEO news

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