Report
Vikash Harlalka

BEAD: Virginia releases final proposal

Last week, Virginia Office of Broadband released their final proposal for the BEAD program. Cable won more than expected and large ILECs won less than expected. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights database, and discuss the implications for broadband companies.
Provider
New Street Research
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


Analysts
Vikash Harlalka

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