Latest ideas and analyses related to Telecommunications

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FSLY

+33 pts



September Traffic up as Fall Seasonality Kicks In; Estimates Unchanged

By P on Oct. 6, 2022, 8:50 a.m.
Tagged topics: Telecommunications

Views: 7, Votes: 4, Responses: 0, Attachments: 1
VZ

+34 pts



Adjusting Estimates for Current Trends; Lowering PT

By P on Oct. 6, 2022, 8:49 a.m.
Tagged topics: Telecommunications

Views: 9, Votes: 5, Responses: 0, Attachments: 1
LUMN

+37 pts



Adjusting Estimates for Current Trends

By P on Oct. 6, 2022, 8:49 a.m.
Tagged topics: Telecommunications

Views: 10, Votes: 5, Responses: 0, Attachments: 1
US Macro

+11 pts



No Terror for Towers Fundamentally, but Lowering Estimates for Spooky FX and Interest Rates

By RayHold on Oct. 5, 2022, 8:57 a.m.
Tagged topics: Telecommunications

Views: 4, Votes: 2, Responses: 0, Attachments: 1
RADI

+31 pts



Lowering Estimates for FX and Interest Rates, but Sell-off Seems Overdone

By P on Oct. 5, 2022, 8:46 a.m.
Tagged topics: Telecommunications

Views: 3, Votes: 2, Responses: 0, Attachments: 1
STRATEGY

+10 pts



Where should you be in HY TMT as the skies darken?

By RayHold on Oct. 3, 2022, 8:55 a.m.
Tagged topics: Telecommunications

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

+13 pts



Adjusting Estimates Following CEO Transition

By Thomasidea on Oct. 1, 2022, 7:55 a.m.
Tagged topics: Telecommunications

Views: 7, Votes: 4, Responses: 0, Attachments: 1
Malaysia

+11 pts



Telco - Overall “U”ninspiring performance

By Thomasidea on Sept. 29, 2022, 9:48 a.m.
Tagged topics: Telecommunications

Views: 7, Votes: 2, Responses: 0, Attachments: 1
DBRG

+52 pts



Putting Money Where Their Marc Is

By Thomasidea on Sept. 23, 2022, 10:49 a.m.
Tagged topics: Telecommunications

Views: 5, Votes: 3, Responses: 0, Attachments: 1
US Macro

+15 pts



CYXT: REIT Conversion Approval a Catalyst; Securitization Improves Capital Position

By RayHold on Sept. 17, 2022, 10:31 a.m.
Tagged topics: Telecommunications

Views: 13, Votes: 6, Responses: 0, Attachments: 1
FAST

+32 pts



August Trends Affirm 'New Normal' Thesis on Summer Traffic

By Thomasidea on Sept. 15, 2022, 10:41 a.m.
Tagged topics: Telecommunications

Views: 10, Votes: 3, Responses: 0, Attachments: 1
LUMN

+65 pts



CEO Change Expected to be Well Recieved, RIsks Remain

By P on Sept. 13, 2022, 11:25 a.m.
Tagged topics: Telecommunications

Views: 26, Votes: 7, Responses: 0, Attachments: 1
Malaysia

+10 pts



Telco - Overall State of the market (Jun-Aug 22)

By Thomasidea on Sept. 13, 2022, 10:31 a.m.
Tagged topics: Telecommunications

Views: 1, Votes: 1, Responses: 0, Attachments: 1
TMUS

+34 pts



Boomer Sooner: Business Booming, Buybacks Sooner; Raise Price Target to $178

By P on Sept. 12, 2022, 10:48 a.m.
Tagged topics: Telecommunications

Views: 14, Votes: 5, Responses: 0, Attachments: 1
CCOI

+33 pts



The 90s Called, They Want Their Network Back: Buying FON for a Bone

By Thomasidea on Sept. 11, 2022, 9:32 a.m.
Tagged topics: Telecommunications

Views: 20, Votes: 4, Responses: 0, Attachments: 1
US Macro

+40 pts



Apple iPhone 14 Latest Smartphone Wanting to Send an S.O.S. to The World

By Thomasidea on Sept. 11, 2022, 9:31 a.m.
Tagged topics: Telecommunications , satallite

Views: 23, Votes: 5, Responses: 0, Attachments: 1
US Macro

+35 pts



FCC Does Not Belabor A108 Details: TMUS Dominates 2.5 GHz Bidding

By Thomasidea on Sept. 8, 2022, 10:28 a.m.
Tagged topics: Telecommunications

Views: 17, Votes: 6, Responses: 0, Attachments: 1
US Macro

+36 pts



Wireline Telecommunications Services Weekly Sector Review

By Thomasidea on Sept. 8, 2022, 10:26 a.m.
Tagged topics: Telecommunications

Views: 20, Votes: 4, Responses: 0, Attachments: 1
US Macro

+54 pts



Wireline Telecommunications Services Weekly Sector Review

By Thomasidea on Aug. 31, 2022, 6:37 a.m.
Tagged topics: Telecommunications

Views: 23, Votes: 5, Responses: 0, Attachments: 1
TMUS

+14 pts



TMUS and SpaceX Going to Infinity and (Above and) Beyond Coverage

By P on Aug. 29, 2022, 11:13 a.m.
Tagged topics: Telecommunications

Views: 7, Votes: 2, Responses: 0, Attachments: 1