Report from Mobile World Congress: The Transition to 5G Comes into Focus.
New Street Research attended this year's Mobile World Congress in Barcelona recently. While the move to 5G will bring huge increases in localized...
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Softbank: Will Sprint Bid for T-Mobile? If They Do, the Merger Synergies Could Be Massive.
New Street Research has spent a lot of time looking at a possible merger of Sprint (S US) and T-Mobile (TMUS US) . We recently upped our target...
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5G: Will Enhanced TD-LTE Become a Stepping Stone to 5G?
5G considerations have moved to centre stage for operators, vendors, policy makers and regulators globally in recent months as technology roadmaps...
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What Trump Means for Global Telcos
With markets trying to make sense of the election of President Trump, we have looked at the implications on the stocks we cover globally (the...
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Softbank's Modest Beat in 2Q16/17. Focus Is on Long Term Value Generation
Softbank's results were ahead of expectations, boosted by margin expansion in domestic telecom while headline net income was boosted by...
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