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 PRESS RELEASE

Verizon to speak at BofA Securities Media, Communications & Entertainm...

Verizon to speak at BofA Securities Media, Communications & Entertainment Conference Sept. 3 NEW YORK, Aug. 28, 2025 (GLOBE NEWSWIRE) --  Sowmyanarayan Sampath, Executive Vice President for Verizon (NYSE, Nasdaq: VZ) and CEO for Verizon Consumer, is scheduled to speak at the BofA Securities 2025 Media, Communications & Entertainment Conference on Wednesday, September 3, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customer...

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 2Q25 – Memory: margins of conventional DRAM to expand as HBM gro...

Today, we are publishing the Memory section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, PCs, Enterprise IT, Foundry and Semicap Equipment. DRAM COGS up 25% YoY and 21% QoQ, driven by seasonality,...

 PRESS RELEASE

Changes in Nokia Corporation's own shares

Changes in Nokia Corporation's own shares Nokia CorporationStock Exchange Release28 August 2025 at 16:00 EESTChanges in Nokia Corporation's own sharesEspoo, Finland – A total of 5 578 417 Nokia shares (NOKIA) held by the company were transferred today without consideration to participants of Nokia's equity-based incentive plans in accordance with the rules of the plans. The transfer is based on the resolution of the Board of Directors to issue shares held by the company to settle its commitments to participants of the incentive plans as announced on 22 November 2024.The number of own shares...

 PRESS RELEASE

Muutokset Nokia Oyj:n omien osakkeiden omistuksessa

Muutokset Nokia Oyj:n omien osakkeiden omistuksessa Nokia OyjPörssitiedote28.8.2025 klo 16.00Muutokset Nokia Oyj:n omien osakkeiden omistuksessaEspoo – Nokia on tänään luovuttanut 5 578 417 yhtiön hallussa ollutta Nokian osaketta (NOKIA) vastikkeetta suorituksena Nokian osakepohjaisiin kannustinohjelmiin osallistuneille henkilöille ohjelmien ehtojen mukaisesti. Osakkeiden luovutus perustuu 22.11.2024 julkistettuun hallituksen päätökseen yhtiön hallussa olevien osakkeiden antamisesta kannustinohjelmien mukaisten sitoumusten täyttämiseksi.Nokia Oyj:n hallussa olevien omien osakkeiden lukumäär...

 PRESS RELEASE

Nokia Corporation - Managers' transactions (Hammarén)

Nokia Corporation - Managers' transactions (Hammarén) Nokia CorporationManagers’ transactions28 August 2025 at 16:00 EESTNokia Corporation - Managers' transactions (Hammarén)Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Hammarén, PatrikPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 120601/4/4____________________________________________ Transaction date: 2025-08-28Outside a tradin...

 PRESS RELEASE

Nokia Oyj - Johtohenkilöiden liiketoimet (Hammarén)

Nokia Oyj - Johtohenkilöiden liiketoimet (Hammarén) Nokia OyjJohtohenkilöiden liiketoimet28.8.2025 klo 16.00Nokia Oyj - Johtohenkilöiden liiketoimet (Hammarén)Markkinoiden väärinkäyttöasetuksen 19. artiklan mukainen ilmoitus liiketoimesta.____________________________________________IlmoitusvelvollinenNimi: Hammarén, PatrikAsema: Muu ylin johto Liikkeeseenlaskija: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Ilmoituksen luonne: ENSIMMÄINEN ILMOITUSViitenumero: 120601/4/4____________________________________________ Liiketoimen päivämäärä: 2025-08-28Kauppapaikka ei sovelluInstrumenttityyppi: OS...

 PRESS RELEASE

Nokia Corporation - Managers' transactions (Uitto)

Nokia Corporation - Managers' transactions (Uitto) Nokia CorporationManagers’ transactions28 August 2025 at 16:00 EESTNokia Corporation - Managers' transactions (Uitto) Transaction notification under Article 19 of EU Market Abuse Regulation.____________________________________________Person subject to the notification requirementName: Uitto, TommiPosition: Other senior manager Issuer: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Notification type: INITIAL NOTIFICATIONReference number: 120598/5/4____________________________________________ Transaction date: 2025-08-28Outside a trading venueI...

 PRESS RELEASE

Nokia Oyj - Johtohenkilöiden liiketoimet (Uitto)

Nokia Oyj - Johtohenkilöiden liiketoimet (Uitto) Nokia OyjJohtohenkilöiden liiketoimet28.8.2025 klo 16.00Nokia Oyj - Johtohenkilöiden liiketoimet (Uitto) Markkinoiden väärinkäyttöasetuksen 19. artiklan mukainen ilmoitus liiketoimesta.____________________________________________IlmoitusvelvollinenNimi: Uitto, TommiAsema: Muu ylin johto Liikkeeseenlaskija: Nokia CorporationLEI: 549300A0JPRWG1KI7U06Ilmoituksen luonne: ENSIMMÄINEN ILMOITUSViitenumero: 120598/5/4____________________________________________ Liiketoimen päivämäärä: 2025-08-28Kauppapaikka ei sovelluInstrumenttityyppi: OSAKEISIN:...

Maxlinear Inc: 1 director

A director at Maxlinear Inc sold 102,157 shares at 17.279USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

Vikash Harlalka
  • Vikash Harlalka

BEAD: Fiber slips further; FWA gains some ground

Georgia, New Mexico and Oklahoma have reported their BEAD proposals. We are also including the numbers released by Washington yesterday. While fiber remains the dominant technology, its share slipped further. FWA and satellite increased their share of locations. In this note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill
 PRESS RELEASE

Nokia unveils commercial 5G solution for next-gen digital railway oper...

Nokia unveils commercial 5G solution for next-gen digital railway operations supporting FRMCS Press ReleaseNokia unveils commercial 5G solution for next-gen digital railway operations supporting FRMCS Nokia launches comprehensive high-speed, high-capacity, low-latency 5G-based mobile broadband radio in 1900 MHz band.Along with an optimized Nokia 5G standalone (SA) core for railways, the solution enables seamless migration to FRMCS on a global scale. It allows rail operators to initiate a new era in automated operations, sustainable transport and enhanced passenger services. 27 August 202...

Philip Burnett
  • Philip Burnett

The EchoStar Deal: Impacts to AT&T

We covered our first reaction to the deal before the AT&T call this morning. Blair covered the policy implications here. In this note, we follow up with a detailed analysis of the impact to AT&T. While the deal is very modestly accretive to AT&T free cash flow over time, it reduces share repurchases beyond 2027 and is therefore a touch dilutive to long-run free cash flow per share. The small decline seen by T equity today is generally in line with the reduction in value from lower free cash flow...

Vikash Harlalka
  • Vikash Harlalka

BEAD: More state proposals; Fiber still dominant but Satellite gaining...

We now have BEAD proposals from 12 states. While fiber still remains the dominant technology, its share of locations has decreased as Satellite gains more ground. In this note, we analyze the results, compare them with estimates from our Broadband Insights database, and its implications for broadband companies.

Philip Burnett
  • Philip Burnett

EchoStar & AT&T First Take

AT&T and EchoStar have announced that AT&T is buying all of EchoStar's 3.45GHz and 600MHz spectrum for $22.7BN. Additionally, EchoStar is transitioning to a "hybrid MNO" arrangement with AT&T, which seems to mean that EchoStar's network equipment will be decommissioned.

Blair Levin
  • Blair Levin

SATS/T Reach Agreement: What Will FCC Do Next?

This morning, SATS and T announced an agreement by which SATS would sell spectrum to T for $23 billion and enter into a hybrid MVNO deal. Our New Street colleagues discuss the financial implications in a separate note, but in this note we discuss the implications for policy and the current FCC proceedings.

 PRESS RELEASE

Verizon elects Jennifer K. Mann to its Board of Directors

Verizon elects Jennifer K. Mann to its Board of Directors NEW YORK, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) today announced the election of Jennifer K. Mann, Executive Vice President and President, North America Operating Unit of The Coca-Cola Company, to the Verizon Board of Directors, effective immediately. “Jennifer is a highly accomplished leader who brings to Verizon a wealth of consumer, marketing, brand management and strategic planning expertise acquired during her 28-year career at Coca-Cola,” said Verizon Chairman and CEO Hans Vestberg...

Pierre FerraguÊ
  • Pierre FerraguÊ

Pull forward in Auto Semis? AI blues at Workday? H20 suspended, Palo A...

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 5 names we followed last week, follow the link below.

 PRESS RELEASE

Nokia and INX-ZA future-proof internet connectivity for South Africa’s...

Nokia and INX-ZA future-proof internet connectivity for South Africa’s digital communities Press ReleaseNokia and INX-ZA future-proof internet connectivity for South Africa’s digital communities End users gain access to high-capacity, high-availability internet exchange servicesINX-ZA unlocks 400GE-ready peering infrastructure, enhancing service reach and performanceNokia's IP networking solution supports scalable, next-generation internet exchange architecture 21 August 2025Johannesburg, South Africa – Nokia has been selected by INX-ZA, the Internet Exchange Point division of the Interne...

 PRESS RELEASE

Captura, crea y conecta: La serie Google Pixel 10 ya está disponible e...

Captura, crea y conecta: La serie Google Pixel 10 ya está disponible en Verizon Disfruta el Pixel 10 en la red más grande de los Estados Unidos con el 5G más rápido y confiable y un precio fijo garantizado por 3 años. [En Resumen] Pixel 10 Pro por nuestra cuenta. Los clientes nuevos y existentes pueden obtener un Pixel 10 Pro por nuestra cuenta al intercambiar su teléfono actual Google, Apple, Motorola o Samsung (en cualquier condición, con Unlimited Ultimate).Beneficio de Gemini AI. Obtén Google AI Pro durante seis meses, por nuestra cuenta, cuando compras un teléfono inteligente...

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