reports
Comcast Upgrades Speeds for More Than 20 Million Xfinity Internet Cust...
PHILADELPHIA--(BUSINESS WIRE)-- Today Comcast announced that it has upgraded Xfinity Internet speeds for more than 20 million customers for no additional cost. Xfinity Internet tiers, and the NOW branded prepaid products, will benefit from 50 to 100 percent faster upload speeds than before, helping customers upload large files in a flash when working from home or posting videos to social media in seconds. Download speeds will also increase for most Internet tiers. This press release features multimedia. View the full release here: Comcast upgrades Xfinity Internet speeds for more than 20 milli...
- Blair Levin
NSR Policy: What Does BEAD State Bidding Tell Us?
Last week, we provided several notes analyzing how Congressional Republicans and the Administration, as well as others, were debating changes in the BEAD program. While that rhetoric pointed to significant changes ahead, the states have been proceeding under the existing rules set in the Biden Administration, making significant progress in ways generally not reflected in the DC discussions. In this note, we summarize the state activity and ISP bidding to date. We analyze what the state activi...
Comcast Business Highlights Technology Powering Modern Businesses in L...
PHILADELPHIA & PONTE VEDRA BEACH, Fla.--(BUSINESS WIRE)-- Comcast Business today announced the launch of a new multichannel brand campaign, titled “Powering the Engine of Modern Business,” highlighting its capabilities as a global enterprise technology partner. Debuting today, the campaign includes three TV spots depicting real-world scenarios the company has deployed for its customers. The TV spots feature cameos from Billy Horschel, golf legend Tom Watson and Golf Channel’s Rich Lerner, with narration from Josh Brolin. Comcast Business also announced a new two-year agreement with eight-time ...
Comcast Business Tees Up Next-Level Fan Experiences at THE PLAYERS® Ch...
PHILADELPHIA & PONTE VEDRA BEACH, Fla.--(BUSINESS WIRE)-- is elevating the fan experience at with advanced technology solutions that bring fans closer to the action – on and off the course. Set to take place March 11-16 at the iconic PLAYERS Stadium Course at TPC Sawgrass, this year's tournament leverages Comcast Business's advanced connectivity, secure network solutions, and Internet of Things (IoT) technologies from MachineQ, a Comcast Company, to deliver an unparalleled experience for golf enthusiasts both on-site and around the world. “Comcast Business is redefining the golf experience,...
- Blair Levin
NSR Policy: Musk (and TMUS) Prevail (Kinda) Over T and VZ at FCC
In a note last fall, we predicted that if Trump were elected, Elon Musk would be the most powerful force in telecom policy, elevating satellite priorities over the policy priorities of traditional communications networks. One of the issues we pointed to where that influence might be exercised involved potential SpaceX interference with T’s cellular network. This past Friday, that FCC addressed that issue, granting a conditional waiver to SpaceX regarding out-of-band emissions (OOBE) that will i...
- Pierre FerraguÊ
Bible 4Q24: Telecom Infrastructure – Recovery across the board
Today, we are publishing the Telecom Infrastructure section of our 26th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.
Verizon to speak at Deutsche Bank Conference March 11
Verizon to speak at Deutsche Bank Conference March 11 NEW YORK, March 07, 2025 (GLOBE NEWSWIRE) -- Frank Boulben, senior vice president and chief revenue officer for the Consumer Group of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Deutsche Bank Media, Internet & Telecom Conference on Tuesday, March 11, at 8:00 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 mob...
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...
Comcast and MIT Media Lab Bring Live Footage and Never-before Seen 3D ...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast’s Xfinity today announced it is collaborating with MIT Media Lab to bring live footage, real-time photos and educational resources from online at and into the homes of viewers across the country through a one-of-a-kind viewing experience available on Xfinity X1. This press release features multimedia. View the full release here: Immersive viewing experience of MIT's historic lunar mission available on Xfinity X1. (Photo: Business Wire) “Comcast has been a proud member of MIT Media Labs for almost 20 years, and we’re honored to be working with them to h...
- 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...
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