New Street Research - FRONTIER COMMUNICATIONS PARENT INC (FYBR) Frontier Model Update

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New Street Research

Jonathan Chaplin

EUR 9209.00 For Business Accounts Only

Frontier Model Update

This note focuses on changes to the model following 1Q24 results. Earlier today, we published a review of results and comprehensive thoughts following the earnings call. The changes to estimates are minor. Our long-term thesis remains unchanged. Price target is $52.

03/05/2024 1 EN

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FRONTIER COMMUNICATIONS PARENT INC

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US35909D1090

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Analysts

Jonathan Chaplin

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Frontier Model Update

The broadband Open Access model

What happened to the US broadband market?

Autumn for Broadband 1Q24

Bible 1Q24 – Semicap: recovery on track, positive 2025 outlook in expectations already.

EM Telcos EM Enterprise Revenues Continue to Grow Strongly

Alphabet (GOOGL, Buy, $200 target) Previewing Google Marketing Live & read throughs from MSFT Build keynote tomorrow

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