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Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing

Today, we are publishing the Telecom Infrastructure section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...

ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
Pierre FerraguÊ
  • Pierre FerraguÊ

AI bubble?, Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekl...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the names we followed last week, follow the link.

Arjo AB: 1 director

A director at Arjo AB bought 1,395,544 shares at 30.000SEK and the significance rating of the trade was 68/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...

ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Oliver Dunvold
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Oliver Dunvold
ABGSC Telecom Equipment Research ... (+2)
  • ABGSC Telecom Equipment Research
  • Simon Granath
ABGSC Seafood Research ... (+3)
  • ABGSC Seafood Research
  • Martin Kaland
  • Oliver Dunvold
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