The latest in:
New Street Research
-
Premium Content
10/21/2026
AT&T: Fixed Wireless Will Peak, Convergence Hard to Beat
AT&T added 769,000 advanced connectivity internet customers in 3Q26, a record quarter that included 442,000 fiber and 327,000 fixed wireless adds.
-
Premium Content
10/13/2026
People
Former New Street Research analyst and director of the 2010 National Broadband Plan Blair Levin has joined Center on Technology Policy (CTP) at NYU as a senior fellow.
-
Premium Content
09/18/2026
Calculating Charter-Cox Synergies
Charter-Cox initially gave guidance of $500 million in Cox synergies, updating it to $1 billion last week. But to New Street Research, the figure is still a little light.
-
Premium Content
09/01/2026
Charter Bets Big on Its Comeback Kid
Remember how we told you Charter couldn’t wait for September? We’re here. Nick Jeffery kicked off Day 1 as Charter’s new COO with a LinkedIn post that declared, “The Great Comeback starts here.”
-
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.
-
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.