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Motorola razr reboot: Iconic style, moto ai smarts — and Verizon-exclu...
Motorola razr reboot: Iconic style, moto ai smarts — and Verizon-exclusive savings Get a price-lock guarantee on any myPlan and get a motorola razr on us with any trade-in and myPlan NEW YORK, April 24, 2025 (GLOBE NEWSWIRE) -- [The big news] The new motorola razr is coming to Verizon, and it’s smarter, sleeker and more iconic than ever. With moto ai built in, it does more of the thinking for you — organizing notes, creating playlists and helping you find info fast. Orders start May 15 in PANTONE Gibraltar Sea, PANTONE Spring Bud and PANTONE Parfait Pink — all for $16.67/month for 3...
Verizon Frontline Network Slice launches coast-to-coast
Verizon Frontline Network Slice launches coast-to-coast Dedicated 5G UW network capacity for first responders strengthens communications for public safety BASKING RIDGE, N.J., April 24, 2025 (GLOBE NEWSWIRE) -- Verizon today announced the availability of the Network Slice in select markets nationwide, continuing to build on the company’s more than 30-year history of cutting-edge innovation in support of our nation’s first responders. The is a 5G Ultra Wideband (UW) virtual network slice completely dedicated to public safety that allows for the allocation of network resources withi...
- Jonathan Chaplin
- Blair Levin
In Good News for CMSCA, DIS (and Robocallers and Pirate Radio, Among O...
What’s New: The Fifth Circuit overturned the FCC’s 2020 and 2024 decisions to impose a $57 million fine against T for actions related to improper use customer data. Based on a recent Supreme Court decision, the appellate court ruled that the FCC actions violate T’s Seventh Amendment right to a jury trial, likely upending broader FCC enforcement efforts. In this note we analyze the impact of the Court’s decision on our coverage universe generally and well as specifically to some of the companie...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Jonathan Chaplin
- Jonathan Chaplin
AT&T: quick thoughts following the 1Q25 call
What’s new: in this note we cover the new share repurchase guidance for 2025, and why it fell short of our estimates; the implications of the share repurchase guidance on M&A; comments that speak to the likelihood of a Lumen fiber acquisition; the impact of tariffs on costs and capex, and potentially on mobile industry growth; the puts and takes to EBITDA, and why it wasn’t quite as good as it first seemed; and comments on FWA capacity.
- Jonathan Chaplin
- Jonathan Chaplin
CMCSA: Free Wireless Line for All Broadband Customers
What’s new: Wepublished a brief note yesterday on the rising competitive intensity in Wireless following T-Mobile’s launch of new plans. Later in the day, Comcast launched a new Wireless plan and new free-line promotions too. We cover Comcast’s new offers and the implications for the Company and the group in this brief note.
Verizon’s 2025 Data Breach Investigations Report: Alarming surge in cy...
Verizon’s 2025 Data Breach Investigations Report: Alarming surge in cyberattacks through third-parties BASKING RIDGE, N.J., April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , which reveals a significant increase in cyberattacks. The report found that third-party involvement in breaches has doubled to 30%, and exploitation of vulnerabilities has surged by 34%, creating a concerning threat landscape for businesses globally. The report, which analyzed over 22,000 security incidents, including 12,195 confirmed data breaches, found that credential abuse (22%) and exp...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Verizon’s 2025 Data Breach Investigations Report: System Intrusions Be...
Verizon’s 2025 Data Breach Investigations Report: System Intrusions Behind 80% of APAC Breaches SINGAPORE, April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , sounding the alarm on a surge of system intrusions across the Asia-Pacific region. The report reveals that 4 out of 5 data breaches in the region stemmed from such attacks - up from 38% the previous year. Now in its 18th year, the report analysed more than 22,000 security incidents, including 12,195 confirmed data breaches spanning 139 countries. Malware increased from 58% last year in APAC to 83% this year, ...
Verizon’s 2025 Data Breach Investigations Report: System Intrusion Bre...
Verizon’s 2025 Data Breach Investigations Report: System Intrusion Breaches Double in EMEA LONDON, April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , revealing a dramatic surge in global data breaches, with EMEA experiencing a significant increase in system intrusion breaches. These breaches have skyrocketed, nearly doubling to 53% of breaches in the region in just one year. The 2025 DBIR, which analysed over 22,000 security incidents, including 12,195 confirmed data breaches, found third-party involvement doubling to 30% in this year's report and a 34% surge in vul...
- Jonathan Chaplin
- Jonathan Chaplin
Verizon: quick thoughts following the 1Q25 call
What’s new: In this note we tackle management's comments on the impact of tariffs, evidence of consumer resilience, the drivers of mobile weakness this quarter and their case for acceleration, the implications for the mobile market more broadly, what strong EBTDA results this quarter mean for the full year, the status of the Cable MVNO renegotiation, and the potential for fiber builds to accelerate.
- Blair Levin
Another Starlink v. DISH Spectrum Battle
What’s New: Another front has opened in the long running war between SpaceX/Starlink and DISH/EchoStar. In this latest one, SpaceX argues that DISH’s utilization of its AWS-4 band should compel the FCC to start a rulemaking to establish a new framework for sharing the 2 GHz MSS band. In this note, we summarize SpaceX’s arguments, DISH’s response, what FCC precedent and the relevant Trump agenda tells us, as well as the great unknown about the level of Musk’s influence at the FCC.
- Jonathan Chaplin
Verizon 1Q25 Quick Take Weak adds, strong EBITDA and FCF
What’s new: Postpaid phone adds were weaker than expected, driven mostly by weak results in Consumer (Business adds, which had been strong recently, also missed). FWA adds were soft on a shortfall in Business adds. FiOS adds missed expectations on a shortfall in Consumer adds. ARPU was strong, driving strong service revenues. EBITDA was also strong, helped by strong ARPU and lower volumes.
Verizon delivered strong financial growth with industry-leading wirele...
Verizon delivered strong financial growth with industry-leading wireless service revenue in 1Q 2025 Customer segmentation strategy is a key driver of successful financial performance Verizon remains confident in full-year 2025 guidance Key 1Q 2025 Highlights Industry-leading total wireless service revenue1 of $20.8 billionBest wireless retail core prepaid2 net additions since the TracFone acquisitionContinued to take broadband market share with strong demand for Fios and fixed wireless accessVerizon exits first quarter with momentum in both mobility and broadband NEW YORK, Apri...
Verizon to report earnings April 22, 2025
Verizon to report earnings April 22, 2025 NEW YORK, April 18, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report first-quarter 2025 earnings on Tuesday, April 22. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. First-quarter 2025 materials will be available at 7:00 a.m. ET on Verizon’s Investor Relations website, . These materials will include: Detailed information on Verizon's first quarter results, including a recording and transcript of management’s commentary;Verizon's earnings news release; andFinancial tables....
Verizon announces Rescue 42 as latest “Verizon Frontline Verified” par...
Verizon announces Rescue 42 as latest “Verizon Frontline Verified” partner BASKING RIDGE, N.J., April 17, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced Rescue 42 as the latest partner to earn “Verizon Frontline Verified” status. For nearly three decades, Rescue 42 has been a leading manufacturer of fire and rescue equipment, including telecom devices. Rescue 42 joins a growing list of vendors whose products meet the high standards required to attain the prestigious “Verizon Frontline Verified” designation. “This is a tremendous achievement for our company,” said Amy Vel...
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