View 
FILTERS (0)
* Not connected to ResearchPool

MORE FILTERS

  
reports
Jonathan Chaplin
  • Jonathan Chaplin

The broadband Open Access model

We created a model to better understand the economics of Gigapower for both AT&T and Blackrock. Please use the model and give us your thoughts. The model clarifies the value of broadband assets generally. It also clarifies why we are likely to see similar JVs from Frontier, Lumen, and others. We will adapt this model for those instances in due course.

Jonathan Chaplin
  • Jonathan Chaplin

What happened to the US broadband market?

We have covered a lot of ground on the broadband sector over the last two weeks. I thought it might help to pull together some of the more important threads, in case you missed them during the busy reporting seasons.

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 1Q24

In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.

Jonathan Chaplin
  • Jonathan Chaplin

LUMN quick hit: big improvement in fiber adds

We touch on Lumen’s fiber trends in this note and the implications for our broader broadband thesis in this brief note.

 PRESS RELEASE

Harmony Biosciences Reports Strong First Quarter Financial Results and...

Harmony Biosciences Reports Strong First Quarter Financial Results and Acceleration of Its Growth Strategy; Advances Pitolisant Franchise to Extend Revenue Potential Beyond 2040; Strenghtens Sleep/Wake Leadership and Diversifies Into Rare Epilepsy WAKIX® (pitolisant) Net Revenue of $154.6 Million for First Quarter 2024; ~30% Growth Year-over-Year Supplemental New Drug Application for Pitolisant in Idiopathic Hypersomnia Planned for Second Half 2024 On Track Toward Pediatric Exclusivity to Extend WAKIX Exclusivity to September 2030: Pediatric Narcolepsy sNDA PDUFA Date of June 21, 2024; PW...

 PRESS RELEASE

Wrap Technologies Announces Exciting New Distributor Agreement with Ko...

Wrap Technologies Announces Exciting New Distributor Agreement with Kokusai Security MIAMI, April 26, 2024 (GLOBE NEWSWIRE) --  Wrap Technologies, Inc. (NASDAQ: WRAP), a global leader in innovative public safety technologies, is proud to announce a strategic distribution partnership with Kokusai Security Service, a leading provider of security solutions in the Asia-Pacific region. This partnership marks a significant milestone for both companies, as they join forces to bring cutting-edge public safety solutions to law enforcement agencies and security professionals across the region. Und...

 PRESS RELEASE

Wrap Technologies Receives Nasdaq Notification of Non-Compliance with ...

Wrap Technologies Receives Nasdaq Notification of Non-Compliance with Listing Rule 5250(c)(1) MIAMI, April 19, 2024 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (Nasdaq: WRAP) (“Wrap” or the “Company”), the makers of BolaWrap and the innovative public safety solutions platform powered by artificial intelligence (“AI”), virtual reality and data, today reports that it has received a letter from the Listing Qualifications Department of the Nasdaq Stock Market LLC (“Nasdaq”) notifying the Company that it is not in compliance with the requirements of Nasdaq Listing Rule 5250(c)(1) as a result o...

 PRESS RELEASE

Wrap Technologies, Inc. Provides Update on Operations and Timing to Re...

Wrap Technologies, Inc. Provides Update on Operations and Timing to Report Financial Results TEMPE, Ariz., April 15, 2024 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (Nasdaq: WRAP) ("Wrap" or the "Company"), the makers of BolaWrap and the innovative public safety solutions platform powered by artificial intelligence (“AI”), virtual reality and data, today provided an update on its ongoing operations and announced its schedule for reporting financial results. The Company is also pleased to share operational highlights from recent quarters and confirms that no financial restatements are ant...

Lumen Technologies, Inc.: Update to credit analysis

Our credit view of this issuer reflects its geographic, revenue and client diversification, constrained by its elevated debt levels and its negative revenue and EBITDA trends.

Jonathan Chaplin
  • Jonathan Chaplin

Broadband market growth slower in 1Q24

Broadband industry growth slowed in 4Q23. We wondered, exiting the quarter, whether growth would level off or slow further in 1Q24. Based on the data we have collected so far, it appears that growth has slowed further, and possibly quite materially. We suspect slower growth will impact all operators, although for fiber, it should be partly offset by footprint expansion.

 PRESS RELEASE

Wrap Technologies Launches “WrapAI™” Suite of Artificial Intelligence-...

Wrap Technologies Launches “WrapAI™” Suite of Artificial Intelligence-Powered Functionality for Intrensic BWC and DEMS MIAMI, April 01, 2024 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (Nasdaq: WRAP) (“Wrap” or the “Company”), the makers of BolaWrap and the innovative public safety solutions platform powered by artificial intelligence (“AI”), virtual reality and data, today announces the launch of its artificial intelligence product suite for its Wrap Intrensic Body-Worn Camera and Digital Evidence Management (DEMS) platform. Branded “WrapAI™”, this suite of products are poised to greatly...

Calumet Specialty Products Partners, L.P.: Near-term debt refinancing ...

Our credit view of this issuer reflects its geographic diversity and operational flexibility, offset by its inconsistent free cash flow generation.

Moody's downgrades Calumet Specialty Products' CFR to Caa1; negative o...

Moody's Ratings ("Moody's") downgraded the ratings of Calumet Specialty Products Partners, L.P.'s (Calumet), including the Corporate Family Rating (CFR) to Caa1 from B3, Probability of Default Rating (PDR) to Caa1-PD from B3-PD and ratings on the senior unsecured notes to Caa2 from Caa1 and changed ...

 PRESS RELEASE

Wrap Technologies, Inc. to Schedule New Date for Issuance of Financial...

Wrap Technologies, Inc. to Schedule New Date for Issuance of Financial Results and Investor Conference Call for Q4 and FY 2023 TEMPE, Ariz., March 25, 2024 (GLOBE NEWSWIRE) -- Wrap Technologies, Inc. (Nasdaq: WRAP) (“Wrap” or the “Company”), a global leader in innovative public safety technologies and services, today announced that it will set a new date for the issuance of its financial results and investor conference call related to the fourth quarter and full year 2023, which had previously been scheduled for March 28, 2024. The Company will use the additional time to complete its year...

Moody's appends limited default (LD) designation to Lumen Technologies...

Moody's Ratings (Moody's) appended a limited default (LD) designation to Lumen Technologies, Inc.'s (Lumen) Probability of Default Rating (PDR), changing it to Caa2-PD/LD from Caa2-PD, following the completion of its previously announced amended and restated transaction support agreement (TSA). On...

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights.com Daily Ratings Report: March 18, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: March 9, 2024

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

 PRESS RELEASE

Wrap Technologies, Inc. to Report Last Quarter 2023 Financial Results ...

Wrap Technologies, Inc. to Report Last Quarter 2023 Financial Results on Thursday, March 28, 2024 at 4:30 p.m. ET TEMPE, Ariz., March 07, 2024 (GLOBE NEWSWIRE) --  (Nasdaq: WRAP) (“Wrap” or the “Company”), a global leader in innovative public safety technologies and services, will hold a conference call on Thursday, March 28th at 4:30 p.m. Eastern time (1:30 p.m. Pacific time) to discuss its financial and operational results for the last quarter of 2023, which ended December 31, 2023. Financial and operational results will be issued in a press release prior to the call on the same day. ...

Loading...
New interest

Save your current filters as a new Interest

Please enter a name for this interest

Email alerts

Would you like to receive real-time email alerts when a new report is published under this interest?

Save This Search

These search results will show up under 'Saved searches' in the left panel

Please enter a name for this saved search

ResearchPool Subscriptions

Get the most out of your insights

Get in touch