By Nick Harris
12 December 2023, 8:00 AM
We review recent NBN and mobile pricing trends, update our forecasts for recent events including 5G spectrum auction, and highlight our move to a mildly underweight sector view on telecommunications.
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By Nick Harris
30 August 2023, 8:30 AM
Superloop's (ASX:SLC) result was a beat on guidance from earlier in the year and saw the company generate positive free cash flow and NPATA in the 2H23.
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By Nick Harris
29 August 2023, 8:00 AM
NEXTDC's (ASX:NXT) FY23 result was in line with expectations while FY24 guidance was slightly below due to the substantial costs associated with bringing significant new capacity on line.
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By Nick Harris
25 August 2023, 8:00 AM
TPG Telecom’s (ASX:TPG) underlying result was slightly better than expected and guidance was marginally raised.
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By Nick Harris
23 August 2023, 8:30 AM
Megaport Limited's (ASX:MP1) FY23 result was largely known due to substantial pre-release.
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By Nick Harris
23 August 2023, 8:00 AM
Despite reporting another record profit (up 22% YoY), Data#3's (ASX:DTL) FY23 PBT result was ~8% below consensus expectations, and this caused some share price weakness.
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By Nick Harris
18 August 2023, 8:30 AM
Telstra's (ASX:TLS) FY23 result and FY24 guidance were all largely in-line with expectations.
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By Nick Harris
13 July 2023, 8:00 AM
Megaport Limited (ASX:MP1) has issued a guidance upgrade due to better than anticipated results in Q4FY23.
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By Nick Harris
28 February 2023, 8:00 AM
TPG Telecom Ltd (ASX:TPG) FY22 result was, pleasingly, inline with expectations.
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By Nick Harris
17 February 2023, 8:00 AM
Data#3's (ASX:DTL) 1H23 result was strong and broadly inline with recent upwardly revised expectations.
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