reports
- 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
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
- 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.
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...
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...
Capture, create and connect: Google Pixel 10 series now available at V...
Capture, create and connect: Google Pixel 10 series now available at Verizon Experience Pixel 10 on America’s Largest Network with the Fastest and Most Reliable 5G and a three-year price lock guarantee [TL;DR] Pixel 10 Pro on us. New and existing customers can get a Pixel 10 Pro on us when you trade in your current Google, Apple, Motorola or Samsung phone (in any condition, with Unlimited Ultimate).Epic Gemini AI perk. Get Google AI Pro for six months, on us, when you purchase a Pixel 10 series smartphone on Unlimited Ultimate or Unlimited Plus.Three-year price lock guarantee & transparen...
- Vikash Harlalka
BEAD: West Virginia releases final proposal
What’s new: West Virginia released their final proposal last night. Among large broadband operators, Frontier was the big winner. Comcast continues to feature in the list of proposed providers. Fiber continues to be the preferred technology. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights database, provide a quick summary of BEAD proposals so far, and discuss the implications for broadband companies.
- Vikash Harlalka
2Q25 Broadband Trends
What’s new: in this report we discuss one of the drivers of slower broadband growth – a rise in mobileonly households. While we do not have the data to support it, we discuss the reasons why we find it a plausible explanation for the slower industry growth. We also update our industry forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
SBH SALLY BEAUTY HOLDINGS INC.
RGEN REPLIGEN CORPORATION
PSX PHILLIPS 66
PNFP PINNACLE FINANCIAL PARTNERS INC.
LLY ELI LILLY AND COMPANY
HRTX HERON THERAPEUTICS INC
CROX CROCS INC.
CNC CENTENE CORPORATION
CHD CHURCH & DWIGHT CO. INC.
CBZ CBIZ INC.
AKAM AKAMAI TECHNOLOGIES INC.
ASA ASA
WY WEYERHAEUSER COMPANY
KODK EASTMAN KODAK CO
MXCT MAXCYTE INC
AAOI APPLIED OPTOELECTRONICS INC.
ADC AGREE REALTY CORPORATION
PETS PETMED EXPRESS INC.
SGMS SCIENTIFIC GAMES CORPORATION
GBLI GLOBAL INDEMNITY PLC
AMBC AMBAC FINANCIAL GROUP INC.
CYRX CRYOPORT INC.
ICHR ICHOR HOLDINGS LTD.
UA UNDER ARMOUR
SMRT INC.
BHC SMARTSPACE SOFTWARE
SONO BAUSCH HEALTH COMPANIES INC.
ESTA SONOS
TROX ESTABLISHMENT LABS HOLDINGS
AMPY TRONOX HOLDINGS PLC
PINE AMPLIFY ENERGY
FOUR ALPINE INCOME PROPERTY TRUST
ASAN SHIFT4 PAYMENTS
DLHC INC.
LUMN ASANA
GRNT DALEIGH HOLDINGS CORP
PRCT LUMEN TECHNOLOGIES INC.
ENVX GRANIT SKOPKE
PTLO PROCEPT BIOROBOTICS CORP
BRCC ENOVIX CORP
BRBR PORTILLOS INC
MSDL BRC INC
INSG BELLRING BRANDS INC
SUNS MORGAN STANLEY DIRECT LENDING
INSEEGO CORP.
SUNRISE REALTY TRUST
- Jonathan Moreland
PNFP PINNACLE FINANCIAL PARTNERS INC.
DLY LYONDELLBASELL INDUSTRIES NV
LLY ELI LILLY AND COMPANY
FLDM FLUIDIGM
AAOI APPLIED OPTOELECTRONICS INC.
SGMS SCIENTIFIC GAMES CORPORATION
VVV VALVOLINE INC.
CYRX CRYOPORT INC.
SMRT SMARTSPACE SOFTWARE
CLAR CLARUS CORPORATION
AVNS AVANOS MEDICAL INC.
ASAN ASANA
LUMN LUMEN TECHNOLOGIES INC.
PRCT PROCEPT BIOROBOTICS CORP
MSDL MORGAN STANLEY DIRECT LENDING
MDRR MEDALIST DIVERSIFIED REIT INC.
- Vikash Harlalka
BEAD: Louisiana releases final proposal
Louisiana was the second state to release their final proposal at the end of last week. Virginia just beat Louisiana and was the first. Louisiana Local Fiber Consortium, which includes T-Mobile, was the big winner again. Surprisingly, Comcast was the only large Cable operator among the winners. The ILECs won less than we expected. Fiber continues to be the technology of choice for BEAD. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights da...
AI and the Empathy Gap: Finding the Balance between AI and Human First...
AI and the Empathy Gap: Finding the Balance between AI and Human First Customer Experience NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- While brands are celebrating AI-driven efficiency gains in customer experience (CX), a significant gap exists between their internal benefits and the often underwhelming service that consumers are actually experiencing. According to Verizon’s report, the future of CX isn't just about implementing AI, but about strategically integrating it to amplify human connections and address core customer frustrations. The report, based on a survey of 5,000 consumers...
- Blair Levin
Could the Trump/Carr Gambits Against CMSCA (and DIS) Backfire?
Recently, we published a note in which we laid out why we thought the FCC Chair’s investigation of CMSCA’s treatment of its network affiliates, like his prior investigation of DIS, was unlikely to lead to a judicially supported resolution; rather, the investigation was designed to provide Carr leverage in any FCC transaction involving CMSCA. We also just published a note discussing how the FCC and DOJ are likely to provide greater consolidation among broadcasters and cable channels, putting econ...
- Jonathan Moreland
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TFX TELEFLEX INCORPORATED
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SHBI SHORE BANCSHARES INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
OPK OPKO HEALTH INC.
NSP INSPERITY INC.
NPO ENPRO INDUSTRIES INC.
MTDR MATADOR RESOURCES COMPANY
MMLP MARTIN MIDSTREAM PARTNERS L.P.
LLY ELI LILLY AND COMPANY
KMPR KEMPER CORPORATION
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC.
EIG EMPLOYERS HOLDINGS INC.
CNOB CONNECTONE BANCORP INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CDXS CODEXIS
ARW ARROW ELECTRONICS INC.
AMH AMERICAN HOMES 4 RENT CLASS A
CIVB CIVISTA BANCSHARES
OLN OLIN CORPORATION
ASUR ASURE SOFTWARE INC
BRO BROWN & BROWN INC.
CYRX CRYOPORT INC.
FTV FORTIVE CORP.
CLAR CLARUS CORPORATION
A2H9KJ NEO PERFORMANCE MATERIAL
OSPN ONESPAN
FXNC FIRST NATIONAL CORP. OF VIRGINIA
TROX TRONOX HOLDINGS PLC
MEC MAYVILLE ENGINEERING
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
XRX XEROX HOLDINGS CORPORATION
PINE ALPINE INCOME PROPERTY TRUST
WSC WILLSCOT MOBILE MINI HOLDINGS CORP
LRMR LARIMAR THERAPEUTICS INC
THRY THRYV HOLDINGS
DLHC DALEIGH HOLDINGS CORP
INTA INTAPP INC
PTLO PORTILLOS INC
BRBR BELLRING BRANDS INC
AUB ATLANTIC UNION BANKSHARES CORP
AURX NUO THERAPEUTICS
OI INC.
SIRI OWENS ILLINOIS INC.
XELB SIRIUS XM HLDGS INC NEW
MUSA XCEL BRANDS INC.
LNW METALS USA HOLDINGS CORP.
LIGHT & WONDER INC.
Verizon and Paige Bueckers team up for an exclusive youth basketball e...
Verizon and Paige Bueckers team up for an exclusive youth basketball experience to empower the next generation of DFW athletes What you need to know: Verizon is launching a sweepstakes to give youth, ages 13-17, a chance to win a spot at an exclusive basketball experience with Paige Bueckers. Sweepstakes runs from August 8 to August 17. The experience with Paige will take place on August 25 in Dallas. DALLAS, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Verizon is launching a sweepstakes to offer young basketball enthusiasts, ages 13-17, the opportunity to participate in an exclusive youth basketb...
- Vikash Harlalka
Charter Communications Inc: 1 director
A director at Charter Communications Inc sold 162,694 shares at 378.500USD and the significance rating of the trade was 67/100. 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 ...
Moody's Ratings affirms Verizon's Baa1 ratings; outlook stable
Moody's Ratings (Moody's) affirmed Verizon Communications Inc.'s (Verizon), Baa1 long term issuer rating and senior unsecured ratings, (P)Baa1 senior unsecured shelf rating, (P)Baa1 senior unsecured MTN ratings, and Prime-2 short-term commercial paper program rating. The outlook remains stable. Th...
- Jonathan Moreland
SNV SYNOVUS FINANCIAL CORP.
SIGI SELECTIVE INSURANCE GROUP INC.
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
SHBI SHORE BANCSHARES INC.
PNFP PINNACLE FINANCIAL PARTNERS INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CDXS CODEXIS
ARW ARROW ELECTRONICS INC.
PETS PETMED EXPRESS INC.
PLBC PLUMAS BANCORP
CYRX CRYOPORT INC.
FTV FORTIVE CORP.
CMTV COMMUNITY BANCORP INC. VT
LRMR LARIMAR THERAPEUTICS INC
AURX NUO THERAPEUTICS
SIRI INC.
SIRIUS XM HLDGS INC NEW
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