What New Street Research does

New Street Research is an independent research boutique providing investment sector research, consulting, and data analytics services to institutional investors globally, with a focus on the Technology, Media, and Telecommunications (TMT) sectors. The firm operates through seven core coverage verticals — Communications Services, Technology Infrastructure, Asia Technology Supply Chain, Internet, Policy & Regulation, Space Economy and Infrastructure, and Data Analytics — each staffed by sector-specialist senior analysts sourced from investment, consulting, engineering, and policy backgrounds. New Street Research is structured as a partnership (New Street Research LLP in the UK, with affiliate LLC and Singapore Pte. Ltd entities) and is authorised and regulated by the UK Financial Conduct Authority (firm number 225092).

Name

New Street Research

Legal name

New Street Research LLP

Website

https://newstreetresearch.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

New Street Research is an independent research boutique providing subscription-based TMT investment research, consulting, and data analytics to institutional investors across global financial markets.

Ownership category

akta.pro rank

Product category

Investment Research Services

NAICS

Marketing Research and Public Opinion Polling (54191)

SIC

Investment Advice (6282)

akta.pro primary industry

Equity Research (FSACAGAA)

akta.pro secondary industries

Sector-Specific Industry Research (FSACAGAL), Strategy & Thematic Research (FSACAGAG), Policy, Regulatory & Public Affairs Research (BPAHALAF)

Keywords

• Investment research services
• Equity research coverage
• TMT sector analysis
• Institutional research boutique
• Data analytics research

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Investment Research Services: New Street Research provides investment sector research services to professional/institutional clients including buy-side institutions (asset managers, hedge funds) and other professional investors. The firm generates revenue through research agreements with institutional clients for access to independent research coverage.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

New Street Research is an independent research boutique providing investment sector research services to institutional clients across the TMT (Technology, Media, and Telecommunications) sectors. The firm delivers research through seven coverage verticals (Communications Services, Technology Infrastructure, Asia Technology Supply Chain, Internet, Policy & Regulation, Space Economy and Infrastructure, and Data Analytics), supplemented by proprietary data analytics and consulting services.

Product overview

New Street Research is an independent research boutique providing investment sector research services to institutional clients across the TMT (Technology, Media, and Telecommunications) sectors. The firm operates as a platform-plus-expertise model, delivering research through seven core coverage verticals: Communications Services, Technology Infrastructure, Asia Technology Supply Chain, Internet, Policy & Regulation, Space Economy and Infrastructure, and Data Analytics. Research is produced by sector-specific analyst teams and distributed directly to institutional clients, with proprietary data analytics supporting the research insights.

Differentiator

Problem solved

Functional benefit

Products and services

• Communications Services Research Investment research coverage of telecommunications companies, including wireline and wireless carriers, focusing on market trends, competitive dynamics, and capital allocation insights for institutional investors.
• Technology Infrastructure Research Research coverage of technology infrastructure companies, examining technology trends, hardware, and software infrastructure investments for institutional investors.
• Asia Technology Supply Chain Research Research coverage focusing on Asian technology supply chain dynamics, including semiconductor and electronics manufacturing sectors, for institutional investors.
• Internet Research Research coverage spanning US and Asia Internet companies across digital advertising, e-commerce, travel, streaming and video, online gaming, and social networking sectors for institutional investors.
• Policy & Regulation Research Research analyzing government policy initiatives affecting Big Tech companies, including legislative, regulatory, and court developments that could impact capital markets for institutional investors.
• Space Economy and Infrastructure Research Integrated research combining telecoms and technology expertise to cover the global space economy, including launch services, satellite communications, broadband connectivity, and orbital infrastructure for institutional investors.
• Consulting Services Consulting services provided to professional/institutional clients, offered alongside investment sector research and data analytics under the firm's standard terms of business.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Gavekal Research: Independent research boutique providing thematic and sector research, including technology and internet coverage, to global institutional clients.
• Bernstein Research: Independent equity research firm serving institutional clients with deep TMT and sector specialization; arguably the closest comparable in terms of independent boutique model and institutional subscription research.
• Wolfe Research: Independent research boutique with strong TMT, internet, and telecom coverage serving institutional clients, competing directly for the same buy-side wallet share.
• Autonomous Research: Specialist independent equity research firm with strong TMT, internet, and fintech coverage serving institutional buy-side clients (now part of AllianceBernstein).

Broad incumbents

• Jefferies Equity Research: Mid-market investment bank with a large, well-regarded independent research franchise covering TMT, internet, and telecom; competes for the same institutional research budgets as New Street.
• Needham & Company: Independent investment bank with deep technology and TMT research franchise, often cited as a top-ranked independent research provider for institutional investors in growth and tech.
• William Blair: Independent investment firm with substantial sell-side equity research, particularly strong in TMT, growth, and global technology coverage.
• Stifel Equity Research: Diversified brokerage with a sizeable TMT-focused equity research operation providing company-specific and sector research to institutional investors.
• TD Cowen (TD Securities): Independent research and investment bank with strong TMT, internet, and tech infrastructure research, often ranked highly by institutional clients.
• Raymond James Equity Research: Diversified financial services firm with an active equity research department, including technology and telecom coverage targeting institutional clients.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/new-street-research

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about New Street Research