reports
- Gary Brode
- Jonathan Chaplin
Dish seeks build extension (that we think they'll get)
Blair put out a note on Dish’s request for an extension of the buildout deadline. Blair argues that the FCC is likely to agree to the extension. If they do, it will be material for both the credit and the equity. Blair’s note is a must read for anyone involved. We provide some additional quick thoughts here.
- Dan Salmon
Meta Platforms (META, Buy, $595 target) Next week’s Connect event shou...
Next week on Wed Sept 25th/Thurs Sept 26th, META is hosting Connect, the annual event focused on Metaverse (augmented reality, virtual reality, mixed reality) including wearable technology, and, starting last year, lots on generative AI, as it is fundamentally changing development of the Metaverse.
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Blair Levin
NSR Policy Quick Take: DISH Seeks FCC Adjustments to Build Out
DISH just filed a letter with the FCC seeking to modify their June 2025 buildout requirements in exchange for accelerated deployments in certain markets and other commitments. It argues that its new framework “will undoubtedly benefit consumers…. (helping) sustain EchoStar’s presence as a nationwide facilities-based wireless provider, enabling Americans to be able to take advantage of innovative new technologies and competition in the wireless market (which in turn will lead to lower prices). T...
Verizon Business takes home top honors for its NHL broadcasting innova...
Verizon Business takes home top honors for its NHL broadcasting innovation at IBC2024 NEW YORK, Sept. 19, 2024 (GLOBE NEWSWIRE) -- Verizon Business won the IBC for the implementation of Verizon Intelligent Broadcast Edge within the National Hockey League’s (NHL®) broadcasting efforts. The solution was demonstrated at 2024 where event-goers were able to see live productions featuring NHL content - including live NHL games from across the United States - from the mini-broadcast studio in the booth. “The IBC Innovation Award recognizes outstanding technological innovations that deliver re...
- Antoine Legault
- Matthew Bryson
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
NVDA NVIDIA CORPORATION
NCMI NATIONAL CINEMEDIA INC.
IMAX IMAX CORPORATION
GPC GENUINE PARTS COMPANY
CXW CORECIVIC INC.
CRM SALESFORCE.COM INC.
CNK CINEMARK HOLDINGS INC.
AZO AUTOZONE INC.
AAP ADVANCE AUTO PARTS INC.
ORLY O'REILLY AUTOMOTIVE INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTR PALANTIR TECHNOLOGIES
PLTK PLAYTIKA HOLDING
- Daniel Ives
- John Katsingris
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Jonathan Chaplin
Comcast Launches New Free Streaming App The Network on Its Entertainme...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast today announced the introduction and distribution of , a new free, ad-supported streaming app that only releases exclusive originals, across its entertainment platforms, including Xfinity X1, Flex, Xumo Stream Box, and Xumo TV. As part of its commitment to providing high quality programming to diverse audiences and in honor of Hispanic Heritage Month, Xfinity will provide a special ad-free programming offer of one of The Network’s premium original series, The Green Veil, in partnership with actor/producer/activist/entrepreneur John Leguizamo. This press ...
T-Mobile Announces a 35% Quarterly Dividend Increase
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors (the “Board”) has declared a cash dividend of $0.88 per share on its issued and outstanding shares of common stock, an increase of $0.23 per share or 35% from the previous quarter. The dividend is payable on December 12, 2024 to stockholders of record as of the close of business on November 27, 2024. About T-Mobile US, Inc. T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and transformative ...
T-Mobile Introduces ‘T-Priority’ Featuring the World’s First Network S...
SAN FRANCISCO--(BUSINESS WIRE)-- First responders deserve the most advanced connectivity solutions in the world, and T-Mobile is stepping up to answer the call. Today, during T-Mobile's (NASDAQ: TMUS) Capital Markets Day, CEO Mike Sievert unveiled T-Priority, a new solution built with first responders to deliver the unprecedented support they deserve every day and — especially — during massive emergencies. T-Priority includes: The world's first network slice for first responders. Built on T-Mobile's 5G Standalone Core, the network slice ensures first responders get lower latency and faster 5...
Fueled by Network Leadership and Transformative AI-Enabled Customer Ex...
SAN FRANCISCO--(BUSINESS WIRE)-- At its Capital Markets Day event today, T-Mobile US, Inc. (NASDAQ: TMUS) unveiled an ambitious three-year plan that demonstrates how the company will continue its growth momentum to unlock massive value creation into the future. T-Mobile’s senior leadership team shared a clear strategy for how the company will achieve success in the years ahead centered around the Un-carrier’s proven network, value and leading customer experience, including how it will extend its network leadership by continuing its transformation into an AI-enabled, data-informed, digital-firs...
- Jonathan Chaplin
T-Mobile and OpenAI Join Forces to Revolutionize the Customer Experien...
SAN FRANCISCO--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) and OpenAI have forged a groundbreaking multi-year agreement that will revolutionize the customer experience and reset customer success benchmarks for companies around the world. Combining T-Mobile’s deep expertise in cultivating customer relationships with OpenAI’s cutting-edge AI technology knowledge and world-class research and development experts, the two companies are custom-building the first intent-driven AI-decisioning platform of its kind, called IntentCX. With secure access to T-Mobile data and its ability to comprehend custome...
T-Mobile Announces Technology Partnership with NVIDIA, Ericsson and No...
SAN FRANCISCO--(BUSINESS WIRE)-- To further advance its 5G leadership position that is already years ahead of its closest competitor, T-Mobile (NASDAQ: TMUS) today announced a collaboration with NVIDIA, Ericsson and Nokia to design and drive the future of mobile networks with AI at the center, revolutionizing the capabilities of radio access networks (RAN) to serve customers in unprecedented ways. Leveraging T-Mobile’s 5G leadership, the NVIDIA AI Aerial platform and Ericsson’s and Nokia’s global leadership in telecommunications solutions, the consortium of companies, all founding members of t...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides.
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
UBER UBER TECHNOLOGIES INC.
ERIC.B ERICSSON
BSIB BE SEMICONDUCTOR (SWISS)
WOLF WOLFSPEED INC
GRAB GRAB HLDGS LTD
ARM ARM HOLDINGS PLC
ARMH ARMEYSKI HLDG AD
- Jonathan Chaplin
T-Mobile: one more thing to expect from the analyst day
We published a report covering what we expect from the analyst day on Monday. Our prior forecast didn’t include T-Mobile’s retail fiber business. Some investors have asked what the trends would look like with retail fiber included, and so we added it in this brief follow-on. We also have a new thought on how the Company might set broadband subscriber targets.
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
LEN LENNAR CORPORATION CLASS A
KBH KB HOME
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
SMCI SUPER MICRO COMPUTER
LSEA INC.
CGEM LANDSEA HOMES CORP (A)
STX CULLINAN ONCOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
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