New Street Research - With BEAD, Two Paths Diverging: The Where and Why

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New Street Research

Blair Levin

EUR 8586.00 For Business Accounts Only

With BEAD, Two Paths Diverging: The Where and Why

What’s New: Two states, West Virginia (WV) and Colorado (CO), made public their plans for how to spend BEAD money, with divergent paths. In this quick update, we analyze why their paths diverged and what that suggests about the paths other states will soon be announcing.

21/08/2025 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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Analysts

Blair Levin

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With BEAD, Two Paths Diverging: The Where and Why

Indian Telcos Q1 FY26 review: Strong but moderation expected as it laps price hike; recent entry plans removal a positive

Sunrise (Neutral, TP: CHF38, -16%) Q2 25: Good EBITDAaL beat and better SR trends

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