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Will Lutnick’s Testimony Address BEAD’s Future?

There is increasing chatter in DC that we will soon learn the results of the Department of Commerce’s “rigorous review” of the BEAD program and how the Trump Administration will proceed with distributing funds. In this note, we update investors on why that chatter is increasing and what it tells us about the likely outcome.
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
Blair Levin

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