New Street Research - 3.45GHz Auction, Day 3 Update: Lower demand in markets with sharing may be masking underlying story

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New Street Research

Philip Burnett

3.45GHz Auction, Day 3 Update: Lower demand in markets with sharing may be masking underlying story

What's new: Bidding in the 3.45GHz auction wrapped earlier this evening, with gross proceeds landing at $1.19BN after increasing an average of 10% across the days’ rounds.

07/10/2021 3 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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Pan European Telecom Services and Cable

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Analysts

Philip Burnett

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3.45GHz Auction, Day 3 Update: Lower demand in markets with sharing may be masking underlying story

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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