reports
Verizon tells customers to put the phone down.
Verizon tells customers to put the phone down. Ahead of Global Day of Unplugging, Verizon announces commitment to help families navigate digital wellness alongside partners at Discovery Education; OATS from AARP; My Digital TAT2; Sesame Workshop; new multigenerational initiatives and an immersive pop-up experience in NYC. NEW YORK, March 06, 2025 (GLOBE NEWSWIRE) -- With the average Verizon home internet household boasting 18 connected devices and counting, Verizon recognizes the increasing challenge of managing screen time and its impact on overall well-being. That’s why, today, at the ...
- Philip Burnett
MVNO Rates: EchoStar vs. Cable
A question we are often asked is how much the carriers charge MVNOs for wireless services. While working through EchoStar’s 10-K we noticed new reporting that seems to show the MVNO fee it paid in 2022 and 2023. In this brief note we unpack the relevant EchoStar reporting and compare the implied MVNO cost per subscriber to our estimates for the Cable MVNO.
- Blair Levin
NSR Policy: BEAD Adjustments Certain but Details Still Cloudy
Yesterday, we published a note on whether T, VZ/FYBR and CHTR or Musk will come out on top with revisions to the BEAD program that Republicans are contemplating. As we noted, there are numerous changes we felt confident Republicans would do, such as removing a fiber preference, that will have no material impact on publicly traded companies. But there are several other changes that could, including whether the federal government will impose a high-cost threshold on states that will shift funds f...
- 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.
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