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New Street Research
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10/26/2026
Verizon Bets Gig on FWA
Verizon’s broadband business might have had a quieter 3Q26 than its wireless side, but Dan Schulman used Monday’s earnings call to explain why and what comes next as the company recalibrates its convergence playbook.
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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.
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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.
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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.
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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.”
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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.