Softbank 2.0 Is Coming But, for Now, Upside Is Driven by Sprint/Alibaba.
Softbank's (9984 JP) acquisition of ARM and the establishment of the Softbank Vision Fund (SVF) are the initial moves to establish the group's next...
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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 Result in Line; FVE Raised to JPY 7,500 Due to Increased Alibaba Value
Softbank reported in line third-quarter fiscal 2016 (quarter ending December 2016) results with revenue down 0.6%, operating profit up 71% and net...
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KDDI 3Q17 Results Mostly Positive and Support Our BUY Call. Japanese Telcos Offer Reasonable Value.
Our friends at Morningstar have already produced a note on the recent 3Q17 results from KDDI (9433 JP) . We see the results as being in line with...
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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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