The latest in:
New Street Research
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Premium Content
08/18/2026
Blair Levin Leavin’ New Street
Washington’s TMT policy soothsayer Blair Levin broke the news Tuesday that he won’t be returning to New Street Research after taking the summer off from advising institutional investors.
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Premium Content
08/11/2026
Operators Look Ahead to 2H26
A busy month of earnings calls not only brought us up to date on how things are going at Comcast, Charter, Optimum and Cable One, but also gave us a good glimpse at what the operators see for the second half of the year.
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Premium Content
07/24/2026
Dan’s Plan Continues at Verizon
Though we’re still less than a year into CEO Dan Schulman’s story, 2Q26 indicated momentum is building at Verizon.
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Premium Content
07/01/2026
New Street Not Sweating Dish DBS Bankruptcy
New Street Research doesn’t think Dish DBS’ bankruptcy filing should impact EchoStar’s valuation.
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Premium Content
06/16/2026
Verizon’s New Simplicity Plan
Analysts have been waiting for Verizon CEO Dan Schulman to show more of how he’ll steady the ship.
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Premium Content
06/01/2026
Can Optimum Climb Out of a Pit of Debt-spair?
Part of Optimum’s multiyear turnaround playbook includes untangling the web of debt it’s built over the years. The operator took a big step toward mitigating the matter Monday.