New Street Research - Total Play (TOTALP) Totalplay (HY) Q1 25: Slower trends but relatively decent

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New Street Research

Chris Hoare

EUR 8843.00 For Business Accounts Only

Totalplay (HY) Q1 25: Slower trends but relatively decent

Totalplay reported a slower but relatively decent set of Q1 numbers on Tuesday after the close.

01/05/2025 1 EN

Underlying

Total Play

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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

We provide debt research on:

Pan European Telecom Services and Cable

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Analysts

Chris Hoare

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Microsoft reported 3FQ25 last night. Please click the link below for our take on the print.

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Jonathan Chaplin

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Blair Levin

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Totalplay (HY) Q1 25: Slower trends but relatively decent

Mexican Cable/FTTH - Q3 24: MEGA and TPLAY the strongest performers; TV still under pressure

Microsoft 3FQ25: AI re-platforming delivers results. Buy $550 TP.

CCI 1Q25 Quick Take: Strong results; upgrade to Buy

Pentagon Floats Spectrum Plan

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