New Street Research - 2Q21 Wireless Trends: WTF Is Going On With Net Adds?

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New Street Research

Jonathan Chaplin

2Q21 Wireless Trends: WTF Is Going On With Net Adds?

What’s new: In this edition of trends, we unpack the potential drivers of the surge in industry net adds over the last twelve months.

16/10/2021 82 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

Jonathan Chaplin

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2Q21 Wireless Trends: WTF Is Going On With Net Adds?

Bible 1Q24 – Foundries: leading-edge strong; Trailing-edge correction playing out.

VEON (Buy, TP: $40, +55%) Thoughts after the call

Reddit (RDDT, Neutral, $54 target) Data licensing tracking our base case after OpenAI deal

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