reports
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 9,579 shares at 44.880USD and the significance rating of the trade was 57/100. 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 yea...
- Blair Levin
T Threats Limited in Senate FirstNet Hearing; House Hearing This Week
In a legislative battle pitting the interests of T v. VZ and TMUS, the Senate held a hearing last week on the reauthorization of the FirstNet Authority (FNA), with the House holding another one this coming Wednesday. In this note, we analyze the first hearing as well as a draft House bill with an eye toward whether the upcoming Congressional action is likely to change the current economics of public safety communications for T, VZ, and TMUS.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
- David Barden
T Quick Hit: AT&T closes Lumen fiber transaction
AT&T announced this morning that they have closed the Lumen fiber transaction. As part of this transaction, AT&T acquires over 4MM fiber locations and more than 1MM fiber customers in major markets. AT&T also acquires Lumen’s fiber build engine which should help accelerate fiber deployment. We published two comprehensive reports when the transaction was announced.
- David Barden
VZ Quick Hit: Sampath out?
According to an article out this morning from the FT, Verizon has contacted potential replacements for its CEO of Consumer Sampath. The news is a surprise given his 'heir apparent' status and the short duration of now-CEO Dan Schulman's existing contract. Our view is that even more change, and therefore uncertainty, in the wireless industry C-suite is not a positive for the sector. Verizon has a lot of wood to chop to make good on ambitious '26E guidance and introduce a new 'value proposition' i...
- Vikash Harlalka
CHTR: Not all doom & gloom after all
We shared our view of Charter’s results this morning. Subscriber and EBITDA results were better than expected. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) broadband subscriber trends; 2) price increases and broadband ARPU; 3) EBITDA growth; 4) amended MVNO agreement; and 5) Leverage.
- David Barden
Verizon 4Q25 Quick Take: Not kidding around with the ‘Dan Plan’
It’s all about the future. The Verizon 4Q results press release was nearly 50% above guidance for 2026E and about how much better this coming year will be than in recent years past. 4Q was objectively not great as VZ invested to win stronger than expected post-paid phone net adds and ‘transform’ the company to a customer-centric model which can sustain subscriber growth at current prices.
- Vikash Harlalka
CHTR 4Q25 Quick Take: Lower broadband losses; EBITDA beat
Charter’s broadband losses were better than expected. Revenue missed but EBITDA beat estimates on lower costs. We expect the stock to trade up on these results, but where it winds up for the day will depend on commentary around 1Q subscriber trends and 2026 EBITDA guide. A reassurance that Charter will grow EBITDA in 2026 would be good for the stock.
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net...
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net Adds Since 2019 Strong Fourth-Quarter Results and 2026 Guidance Reflect Impact of Bold Actions and Beginning of Verizon's Turnaround Key Highlights: More than 1 million total net additions across mobility and broadband, highest reported quarterly net additions since 2019, with 616,000 postpaid phone net additionsFrontier acquisition expands fiber access to over 30 million homes and businesses, accelerating national mobility and broadband convergence strategy NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Verizon Com...
- David Barden
AT&T: Only modest changes to estimates following 4Q results
Earlier today, we published our quick take on AT&T’s 4Q results and our note following the earnings call where we discussed some controversies heading into today’s results. This note focuses on the model update. Our subscriber estimate changes are modest. Revenue, EBITDA and FCF are slightly higher but within the guidance range. A full refresh reflecting the new reporting structure is forthcoming.
- David Barden
AT&T: That wasn’t such a scary start to US wireless results and guidan...
We shared our view of AT&T’s results this morning (note here). Results and guidance were solid. In this note following the earnings call and our multiple follow up conversations, we address key investor issues including 1) postpaid phone ARPU growth; 2) the pace of fiber deployment; 3) Internet Air net adds and ARPU growth; and 4) broadband ARPU growth. You see the trend, right? People care deeply about price and ARPU.
- David Barden
AT&T 4Q25 Quick Take: A reassuring start to 4Q results and initial ‘26...
AT&T reported 4Q results and guidance this morning which largely met or topped expectations. Given the concerns about interior industry competitive dynamics (ok, price war fears), the fact that ARPU and net adds and ‘26 guidance are all pretty much where they should be is a healthy place to start 4Q results season.
- David Barden
Wireless: Key controversies heading into US wireless 4Q25 results and ...
We can’t remember a time when investors were as nervous about wireless earnings as they are going into 4Q25 results. We think this concern is by and large overblown and we will all come out feeling consoled on the other side of this earnings cycle. In this short note, we discuss the key controversies impacting the wireless sector currently and our perspective.
- Blair Levin
Can CMCSA Buy CHTR After the Cox Deal is Done?
With the CHTR/Cox deal moving towards approval and CMCSA out of running for WBD, we are again getting questions as to whether CMCSA could buy the combined CHTR/Cox entity. Further, as our New Street colleagues discussed yesterday, there has been a divergence in the stock price performances of Comcast and Charter driven by a potential ‘value unlock’ resulting from a potential split of Comcast cable from NBCU. It is beyond the scope of our expertise to analyze the financial details that could jus...
Verizon to report earnings January 30, 2026
Verizon to report earnings January 30, 2026 NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report fourth-quarter 2025 earnings on Friday, January 30, 2026. The company will present results and provide a business update on a webcast beginning at 8:00 a.m. Eastern Time. Access instructions and fourth-quarter 2025 materials, including Verizon’s press release and financial tables, will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of c...
- Blair Levin
What’s at Stake for T (and VZ and TMUS) in the Upcoming FirstNet Autho...
Tomorrow, weather permitting, the Senate Commerce Committee will hold a hearing on the FirstNet Authority (FNA). Generally, we don’t write about Congressional hearings as they focus on sound bites rather than policy relevant to investors. Here, however, the hearing could prove market relevant. FNA has a contract with T, but Congress must act if the FNA is to be reauthorized past 2027. And the battle over the terms of that reauthorization pits T v. VZ and TMUS. In this note we provide backg...
- David Barden
The future of US wireless, right now - Extrapolating 3Q25 wireless tre...
We are taking 3Q25 results and the most recent cNPS data and laying out our latest thinking and forecasts ahead of 4Q results. We expect 4Q results and attendant 2026 guidance to contain material information value for investors and we wanted to share our latest forecasts, data, and trends as a starting point as we navigate this impactful season.
- David Barden
- Vikash Harlalka
A deeper dive on 'terminal' broadband market share
We recently published our Future of Broadband report where we predicted Cable’s broadband market share will continue to fall for the foreseeable future. We got the question, 'what is cable market share looking like in the most mature fiber markets, is it asymptoting?'. The answer is no. In this report, we use data from our Opensignal partnership to show that Cable’s subscriber market share has continued to fall in markets where they compete against only one fiber provider over a multi-year perio...
Verizon and Frontier Receive All Required Regulatory Approvals to Comp...
Verizon and Frontier Receive All Required Regulatory Approvals to Complete Transaction Receipt of California regulatory approval on January 15, 2026 clears path to close transaction on January 20, 2026Approved transaction is expected to expand fiber access to almost 30 million homes and businesses and accelerate Verizon’s national mobility and broadband convergence strategy Best mobile and home offers are expected to be available for customers after closing BASKING RIDGE, N.J. and DALLAS, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) ("Verizon") and Fr...
- Blair Levin
VZ/FYBR Win Changes in CPUC Order; Approval Imminent
As we suggested in our note following up on the oral argument relating to the California Public Utilities Commission (CPUC) approval of the VZ/FYBR transaction, the CPUC appeared sympathetic to VZ’s concerns. As a result, we thought all the issues could be resolved in a manner acceptable to VZ and that the CPUC could approve the deal as soon as today, the 15th. Based on a 169 page filing by the Administrative Law Judge late yesterday, it appears that assessment was correct and it is now likely...
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