Back to ResearchTelecom
Kyivstar 1Q26 Results: Wartime Capex Likely Peaked, Digital Expansion Ahead of Expectations
May 21, 202612 min read
Related Research
Telecom
VEON 1Q26 Results: Digital Revenue Surge & New Spectrum Win Show VEON in Pole Position
Digital revenue hit US$303m in 1Q26 (+57.7% YoY), 25.2% of group. Management raised the digital-revenue target to 50%+ of total by end-2029E and lifted FY26E revenue guidance to 11–14% YoY (from 9–12%).
Read more SemiconductorsAmbiq Micro (AMBQ US) 1Q26: Beat, Raise, and a Year Pulled Forward on the Edge AI Thesis
1Q26 revenue grew 59.3% YoY to US$25.1m, exceeding guidance. Management guided 2Q26 to US$31–32m (~75% YoY) and pulled non-GAAP breakeven into 2H27 or early 2028. Over 80% of units shipped ran AI on-device.
Read more SemiconductorsNanya Tech Q1 2026: Legacy DRAM Squeeze Confirmed, and Three NAND Rivals Just Bought Equity to Secure Supply
Nanya's 67.9% gross margin on non-HBM DRAM — with volume down and prices up >70% QoQ — is the cleanest external data point yet on how the AI capex cycle is reshaping the memory stack. Three NAND rivals and Cisco just bought equity to lock in supply.
Read more