New Street Research - Back to School 2: Policy drivers affecting supply, demand, and churn

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New Street Research

Blair Levin

EUR 8540.00 For Business Accounts Only

Back to School 2: Policy drivers affecting supply, demand, and churn

To welcome back from summer, we are publishing three notes designed to quickly bring you up to date with what you may have missed. In the first one, we summarized happened over the summer on the five biggest telecom and media policies affecting capital markets. In this second one, we focus on what happened with policies affecting supply and demand among carriers. In the third, we will discuss issues that could move capital markets but where, shall we say, policy makers (apparently) took the summer off.

08/09/2025 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

We provide debt research on:

Pan European Telecom Services and Cable

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Blair Levin

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Back to School 2: Policy drivers affecting supply, demand, and churn

Bible 2Q25 – Foundries: Upside for TSMC; others at risk.

Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, and CPU sales could be slightly ahead of themselves

Good News/Bad News for Broadcasters

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