Latest ideas and analyses related to 5G

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Telecommunications services

+40 pts



Telecoms: The Fibre & 5G decarbonisation debate

By ethonomics on Aug. 16, 2022, 3:35 p.m.
Tagged topics: 5G , ESG investors , decarbonization

Views: 24, Votes: 5, Responses: 0, Attachments: 1
QCOM

+5 pts



Still in the early innings of a very long 5G upgrade cycle for smartphones, so plenty of time for the profits to rise...

By 12MeterYacht on March 10, 2022, 9:03 a.m.
Tagged topics: 5G

Views: 2, Votes: 1, Responses: 0, Attachments: 0
QCOM

+43 pts



Asia Technology Strategy : 2022 smartphone update: Slow unit growth continues but 5G ramps stay on track

By KHUN on March 10, 2022, 6:54 a.m.
Tagged topics: 5G

Views: 60, Votes: 8, Responses: 1, Attachments: 1
AMT , CCI , DLR , EQIX , TMUS , VZ , T , DISH

+48 pts



Communications Infrastructure 2022 Outlook: Another Solid Year in Prospect; Continue To Favor Towers On 5G cycle

By JH on Dec. 20, 2021, 12:28 a.m.
Tagged topics: 5G , 5G deployment , deep dive , Morgan Stanley , communications , 5G infrastructure

Views: 82, Votes: 8, Responses: 0, Attachments: 1
LRCX

+36 pts



$LRCX - Benefiting from both short and long-term trends

By beat_the_street on Oct. 3, 2021, 12:12 a.m.
Tagged topics: 5G , IoT , chip shortage

Views: 68, Votes: 3, Responses: 0, Attachments: 2
AKAM , NET

+34 pts



$AKAM, $NET - Piper Sandler sees 5G driving greater competition for edge real-estate, setting up for a bullish decade

By josiebe on June 22, 2021, 11:39 a.m.
Tagged topics: 5G , growth outlook , edge computing , Piper Sandler

Views: 205, Votes: 2, Responses: 0, Attachments: 5
AAPL , TSM

+33 pts



$AAPL, $TSM - analysts expect M1 chip and 5G data to drive iPad upgrades, and TSMC to benefit from M1 chip in iPad/iMac, U1 chip in AirTags

By josiebe on April 21, 2021, 12:48 p.m.
Tagged topics: 5G , upgrade cycle , Deutsche Bank , JP Morgan , new products , AirTags , iPad Pro , M1 Chip , U1 Chip

Views: 196, Votes: 2, Responses: 0, Attachments: 4
QCOM , AAPL

+35 pts



$QCOM - JP Morgan expects AAPL transition to be an overhang, but remains confident in double-digit revenue growth

By mooreideas on March 17, 2021, 3:33 p.m.
Tagged topics: 5G , JP Morgan , semiconductors , substitution , baseband , 5G baseband

Views: 195, Votes: 2, Responses: 0, Attachments: 11
AMD , AVGO , MRVL , MTSI

+43 pts



Piper Sandler says 2021 will be a major growth year for semis in a multi-year growth cycle, driven by both macro and secular factors, names Top Picks as $AMD, $AVGO, $MRVL, $MTSI

By bbern3 on Jan. 13, 2021, 1:53 p.m.
Tagged topics: valuations , 5G , secular growth , analyst top pick , Piper Sandler

Views: 320, Votes: 2, Responses: 0, Attachments: 37
AAPL

+52 pts



Upside to F'21 street estimates if 5G iPhone is next year

By phenphen on Sept. 24, 2019, 9:14 a.m.
Tagged topics: street estimates , 5G , upgrade cycle , iPhone revenue

Views: 228, Votes: 4, Responses: 3, Attachments: 0
AAPL

+52 pts



See downside risk to F'20 Street estimates for iPhones

By puckerman17 on Sept. 24, 2019, 8:55 a.m.
Tagged topics: 5G , upgrade cycle , ASP , iPhone 11

Views: 562, Votes: 6, Responses: 4, Attachments: 0
RCI.B , QBR.B

+42 pts



Whether Rogers network shares with Quebecor on 5G is my bigger concern

By josiebe on Aug. 8, 2019, 1:22 p.m.
Tagged topics: network sharing , 5G , capex estimates , dividend growth

Views: 165, Votes: 3, Responses: 1, Attachments: 0