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New Street Research — Tellvest
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New Street Research
New Street Research
Communication Services (18)
Technology (12)
Consumer Cyclical (3)
5
Analysts
9
Companies
33
Questions
Trends
up to 8 quarters
Questions per Quarter
12
2024Q4: 12
2024Q4
6
2025Q1: 6
2025Q1
2
2025Q2: 2
2025Q2
8
2025Q3: 8
2025Q3
3
2025Q4: 3
2025Q4
2
2026Q1: 2
2026Q1
Active Analysts
5
2024Q4: 5
2024Q4
4
2025Q1: 4
2025Q1
2
2025Q2: 2
2025Q2
3
2025Q3: 3
2025Q3
2
2025Q4: 2
2025Q4
2
2026Q1: 2
2026Q1
Companies Covered
6
2024Q4: 6
2024Q4
5
2025Q1: 5
2025Q1
2
2025Q2: 2
2025Q2
5
2025Q3: 5
2025Q3
2
2025Q4: 2
2025Q4
2
2026Q1: 2
2026Q1
Analysts
5
Analyst
Coverage
Questions
Antoine Chkaiban
AMD
ANET
CSCO
NVDA
11
Dave Barden
T
TMUS
VZ
10
Focus Areas
14 topics
Cloud & AI
11
Competitive Dynamics
10
Innovation & R&D
8
Capex Investment
5
Demand
5
Product Launch
5
M&A
5
Capital Allocation
4
Macroeconomic
4
Subscriber Growth
4
Company Coverage
9 companies
TMUS
T-Mobile US, Inc.
10q
CSCO
Cisco Systems, Inc.
5q
ANET
Arista Networks
4q
T
AT&T
4q
NFLX
Netflix, Inc.
3q
TSLA
Tesla, Inc.
3q
AMD
Advanced Micro Devices, Inc.
2q
Jon Chaplin
TMUS
5
Pierre Ferragu
CSCO
TSLA
4
Dan Salmon
NFLX
3
Antoine Chkaiban
4 companies
11
Dave Barden
3 companies
10
Jon Chaplin
1 company
5
Pierre Ferragu
2 companies
4
Dan Salmon
1 company
3
Revenue Growth
2
Supply Chain
1
Pricing
1
Regulation Policy
1
NVDA
NVIDIA Corporation
1q
VZ
Verizon Communications Inc.
1q