Ambrish Shah
Ambrish Shah has worked at Market Realist since September 2016, and his research focuses on technology, media, and telecom (TMT)–sector stocks. He earned his MBA in finance in 2010. Prior to joining Market Realist, Ambrish worked for a leading analytics advisory firm.
Overall, he has close to nine years of hands-on experience in conducting in-depth fundamental analysis and writing research reports of the analysis to provide prospective investment ideas.
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Ambrish Shah
Chart in Focus: A Look at Verizon’s 5G Plans
Many wireless carriers are currently opting for 5G (fifth-generation) technology for network reliability and higher speeds.
How the Yahoo Acquisition Is Starting to Affect Verizon
On June 13, 2017, Verizon (VZ) sealed the acquisition of Yahoo, marking the end of a deal that was announced in July 2016.
What Are the 2 Major Growth Opportunities for T-Mobile?
T-Mobile (TMUS) ended the first quarter of 2017 with approximately 72.6 million subscribers, a growth of ~1.1 million compared to the previous quarter.
Sprint Remains Focused on Handset Leasing to Accelerate Growth
Sprint’s device leasing has helped it to regain its financial position. The take rates of Sprint’s leasing plans have continued to surpass its installment plans in the last few quarters.
Why Sprint Is Focusing on Handset Leasing
The take rate of Sprint’s (S) leasing plans continued to surpass its installment plans in fiscal 3Q16. Its take rate of leasing plans reached ~43.0% that quarter.
Why Is AT&T Continuing to Gain Market Share in Mexico?
AT&T (T) is continuing to invest significantly in Mexico. The company expects this investment to start paying off in 2017, which should help its profitability going forward.
A Look at T-Mobile’s Earnings Trends
T-Mobile’s earnings in the last few quarters In the last few quarters, T-Mobile (TMUS) has managed to beat analysts’ EPS (earnings per share) estimates. T-Mobile delivered another solid quarter in 4Q16, with strong subscriber metrics and adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) growth. T-Mobile added 1.2 million net postpaid customers, with 933,000 […]
How a Verizon-Charter Deal Could Impact the US Pay-TV Space
The potential acquisition of Charter Communications (CHTR) could be seen as another attempt by Verizon (VZ) to pursue revenue growth outside its traditional carrier business.
Analyzing the Concentration of US Media Ownership
Time Warner (TWX) has high-quality content assets, and AT&T (T) has extensive customer relationships across the wireless, video, and fixed broadband platforms.
Understanding Charter’s Strategic Priorities
In 2016, Charter Communications (CHTR) completed its merger with Time Warner Cable and Bright House Networks.
Why Vodafone Italy’s EBITDA Margin Keeps Growing
In fiscal 1H17, Vodafone Group’s (VOD) revenue in Italy (EWI) rose ~2.5% YoY (year-over-year) to ~3 billion euros (about $3.13 billion) in fiscal 1H17.
Understanding Vodafone’s Cost Structure and Earnings Margins
Vodafone’s EBITDA was ~7.9 billion euros in fiscal 1H17, compared to ~8 billion euros in fiscal 1H16. Its EBITDA margin rose to 29.2% in fiscal 1H17.
A Look at AT&T’s Value Proposition in the US Telecom Market
In this part of the series, we’ll look at some value-centric measures for AT&T (T) compared to the other major companies in the US wireless space.
Synergies of the Charter–Bright House–Time Warner Cable Merger
Early this year, Charter Communications (CHTR) completed its merger with Time Warner Cable and Bright House Networks, making Charter the second-largest US cable player.
