reports
- Blair Levin
Will T, VZ/FYBR and CHTR or Musk Come Out on Top with BEAD Revisions?
While the Trump Administration and Congressional Republicans have sent some signals about how they will revise the $42.5 Billion Biden Broadband Equity, Access and Deployment (BEAD) program, there has been no definitive word yet on key issues regarding those revisions. That may change today, when there is a congressional hearing on the program. In this note, we review the potential changes from the investor perspective, with a focus on the relative benefits to wireline broadband providers (par...
Verizon adds new partners Singtel, Skylo to worldwide IoT platform
Verizon adds new partners Singtel, Skylo to worldwide IoT platform What you need to know: Singtel joins Bell Canada and Telenor IoT as Mobile Network Operator (MNO) partners providing international IoT connectivity through Verizon’s Global IoT Orchestration offering, which is now commercially available. Skylo is powering satellite-IoT connectivity and services for network assurance in areas where terrestrial connectivity is challenged. Verizon Business IoT customers can now access wireless services in up to 200 territories around the world, conveniently managed through Verizon Business’ Th...
- Jonathan Chaplin
LUMN: mass markets sale must happen!
We gleaned insights down at Metro Connect that convince us that AT&T, Verizon, and T-Mobile all need to buy Lumen’s Mass Market business. We understand the challenges with the deal that has been presented, but those can be fixed. We suspect the asset will transact soon, and it will be a strategic win for whomever gets it.
Verizon Announces Strategic Partnership with Accenture to Help Organiz...
Verizon Announces Strategic Partnership with Accenture to Help Organizations Tackle Emerging Cybersecurity Threats What you need to know: Verizon Business and Accenture will help customers across all industries and businesses of all sizes become cyber resilient. New advanced services will help companies identify security vulnerabilities and detect, respond to and recover from cyberattacks and will be integrated with Verizon’s portfolio of network solutions. The partnership will focus on the most pressing areas of risk: identity and access management (IAM), managed extended detection and re...
Verizon declares quarterly dividend on February 28
Verizon declares quarterly dividend on February 28 NEW YORK, Feb. 28, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 67.75 cents per outstanding share, unchanged from the previous quarter. The quarterly dividend is payable on May 1, 2025, to Verizon shareholders of record at the close of business on April 10, 2025. Verizon demonstrated strong performance in 2024, as it more than doubled wireless postpaid phone net additions compared to 2023, and continued to take broadband market share with ...
Verizon to speak at Morgan Stanley TMT Conference March 4
Verizon to speak at Morgan Stanley TMT Conference March 4 NEW YORK, Feb. 28, 2025 (GLOBE NEWSWIRE) -- Tony Skiadas, executive vice president and chief financial officer for Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Morgan Stanley Technology, Media and Telecom Conference on Tuesday, March 4, at 11:30 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 customers live, work and play, delivering on their demand for mobil...
- Blair Levin
NSR Policy: Verizon Now Faces Trump Transaction Tax
Yesterday, FCC Chairman Carr revealed that he had sent a letter to Verizon, suggesting that the FCC’s review of the VZ/FYBR deal will now include a review of Verizon’s DEI program. In this note, we analyze the implications of Carr’s raising that issue late in the process of the merger review.
- Jonathan Chaplin
Broadband: Thesis challenging insights from the front lines
I am flying back from Metro Connect where I had 20+ meetings with fiber companies over two days. We encountered some perspectives that challenged our view of how the broadband market will evolve. I have some work to do with the team to determine how much these insights will impact the thesis, but I thought I would share the fresh insights now, in case any of you want to start working on this in parallel.
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 10,000 shares at 43.794USD and the significance rating of the trade was 65/100. 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 ye...
The Value of Virtualized Architecture in High-Density Environments
The Value of Virtualized Architecture in High-Density Environments Joe Russo, EVP and Head of Global Networks and Technology for Verizon NEW YORK, Feb. 27, 2025 (GLOBE NEWSWIRE) -- In the ever-evolving landscape of telecommunications, Verizon has consistently been at the forefront, pioneering the deployment and operation of its award-winning network on a fully virtualized platform. Verizon has been aggressively deploying Virtualized Radio Access Network (V-RAN) technology across its network to enhance flexibility, efficiency, and performance. As of early 2025, Verizon has over 170,000 O...
Verizon anuncia más ahorros y beneficios VIP para clientes que combina...
Verizon anuncia más ahorros y beneficios VIP para clientes que combinan móvil y hogar Los clientes pueden ahorrar $15 al mes y disfrutar de un beneficio como Netflix y Max o Disney Bundle por nuestra cuenta cuando combinan planes selectos de teléfono móvil e Internet residencial, además de otros beneficios exclusivos. Sólo Verizon te permite combinar tu plan móvil y residencial y obtener… Ahorros increíbles con planes de Verizon Home Internet desde $35 al mesTus plataformas de streaming favoritas como Netflix y Max, el paquete Disney (Disney+, Hulu y ESPN+), Apple Music Family o YouTube ...
Verizon announces new savings & VIP benefits for customers who bring t...
Verizon announces new savings & VIP benefits for customers who bring together Mobile & Home Customers can now save $15/mo and enjoy a Perk like Netflix and Max or Disney Bundle (Disney+, Hulu and ESPN+) on us when they bundle select mobile and home internet plans, plus other exclusive benefits Only Verizon lets you bundle your mobile and home plan and get… Incredible savings, with Verizon Home Internet plans for as low as $35/moYour favorite entertainment subscriptions like Netflix and Max, the Disney Bundle (Disney+, Hulu and ESPN+), Apple Music Family or YouTube Premium included on us1...
Verizon sets new 5G upload speed record as it continues to advance its...
Verizon sets new 5G upload speed record as it continues to advance its network to manage AI and other emerging workloads Successful trial by Verizon, Ericsson and Qualcomm achieves North American uplink speeds of 480 Mbps using Advanced 5G technologies NEW YORK, Feb. 26, 2025 (GLOBE NEWSWIRE) -- As the ecosystem around 5G evolves, Verizon has been actively optimizing its network with , , edge computing and intelligent management to efficiently handle the massive data demands of real-time applications, seamless cloud connectivity, and data-intensive . Verizon and its collaborators Erics...
Verizon infuses AI in the network, accelerates Open RAN innovation wit...
Verizon infuses AI in the network, accelerates Open RAN innovation with multi-vendor RAN Intelligent Controller deployment Industry collaboration with Samsung and Qualcomm pushes the boundaries of technology and enhances network efficiency and sustainability NEW YORK, Feb. 25, 2025 (GLOBE NEWSWIRE) -- Verizon, in collaboration with Samsung Electronics Co., Ltd. and Qualcomm Technologies, Inc., has successfully deployed multi-vendor RAN Intelligent Controller (RIC) functionality in its commercial network. This deployment marks a significant advancement in Open Radio Access Network (O-RAN...
Verizon Business launches turnkey IoT solution with Atlanta Hawks as f...
Verizon Business launches turnkey IoT solution with Atlanta Hawks as first customer What you need to know: Verizon Sensor Insights, a turnkey IoT solution that has been sold to companies in diverse industries such as food refrigeration and insurance, is being deployed by the Atlanta Hawks at State Farm Arena to monitor and manage the temperature and condition of sensitive technical equipment and to better track waste disposal and resource efficiency.Sensor Insights is part of a larger technology initiative with Verizon to enhance stadium operations at State Farm Arena.The solutio...
Verizon completes its first satellite to cellular enabled video call w...
Verizon completes its first satellite to cellular enabled video call with AST SpaceMobile BlueBird 2 MIDLAND, Texas, Feb. 24, 2025 (GLOBE NEWSWIRE) -- Verizon and AST have yet again pushed the boundaries of what can be done with mobile devices by successfully trialing a live video call between two mobile devices with one connected via satellite and the other connected via Verizon’s terrestrial network connection. The breadth, depth, and performance of Verizon’s exemplary network which reaches more than 99% of the US population meets the vast majority of current wireless communications nee...
- Blair Levin
- Jonathan Chaplin
Carriers could spend $180BN on spectrum over the next four years
In this note we cover the potential timing of all the major spectrum auctions and transactions that could occur during the current administration, the amount of financial capacity the carriers have for purchasing this spectrum, and the intrinsic value of the spectrum. The analysis has important implications for EchoStar and for the three national carriers.
- Jonathan Chaplin
Autumn for Broadband 4Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Adjusted for ACP, trends have improved again with net adds flat vs. last year. We expect organic net adds to recover next year due to lack of ACP headwind. Though the recovery could be impacted by immigration related headwinds.
Upgrade to iPhone 16e and save with incredible offers from Verizon
Upgrade to iPhone 16e and save with incredible offers from Verizon The powerful new member of the iPhone 16 family is available to pre-order starting February 21 NEW YORK, Feb. 21, 2025 (GLOBE NEWSWIRE) -- Verizon will offer , a new addition to the iPhone 16 lineup, featuring breakthrough battery life, the fast performance of the A18 chip, Apple Intelligence1, and a 48MP 2-in-1 camera system — all at an incredible value. Customers can pre-order the new iPhone 16e starting Friday, February 21, with availability beginning Friday, February 28. Visit verizon.com for complete pricing and ava...
- Jonathan Chaplin
Frontier Post-4Q24 Model Update
This note focuses on changes to the model following 4Q24 results. Yesterday, we published a comprehensive review of results. The price at close is fixed. We don’t have a view on the current deal spread. We see no impediments to closing of the transaction. Stock is rated neutral with price target of $38.50 (same as deal price).
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