New Street Research - US Policy In SOTU, Tech and ISPs Unwanted Attention; Plus, Sohn Gets Her Hearing

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New Street Research

Jonathan Chaplin

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US Policy In SOTU, Tech and ISPs Unwanted Attention; Plus, Sohn Gets Her Hearing

What's new: Over the weekend, we previewed what could have been negative news for Big Tech and the ISPs in the State of the Union (SOTU), with the potential of Big Tech facing a call for greater regulation on a variety of issues and ISPs facing a call to ban their early termination fees. Last night, Biden gave his speech.

08/02/2023 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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Analysts

Jonathan Chaplin

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US Policy In SOTU, Tech and ISPs Unwanted Attention; Plus, Sohn Gets Her Hearing

SATS, Carr, and the Art of the No Deal…Yet

Supreme Court Upholds USF Framework but Reform Still Ahead

CMCSA quick hit: Comcast continues to make the right pricing moves

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