reports
Verizon Announces CEO Transition
Verizon Announces CEO Transition Board of Directors Appoints Independent Lead Director and Former CEO of PayPal, Dan Schulman, as Chief Executive Officer Hans Vestberg to Serve as Special Advisor Through October 4, 2026 and Member of the Board of Directors until the 2026 Annual Meeting Mark Bertolini Appointed Chairman of the Board of Directors Company Reiterates Full-Year 2025 Financial Guidance NEW YORK, Oct. 06, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, NASDAQ: VZ) today announced that its Board of Directors has appointed Independent Lead Director and form...
Moody's Ratings corrects its website display for certain notes issued ...
Moody's Ratings (Moody's) has corrected the display on its websites for Comcast Corporation's Guaranteed Senior Notes due 2047, 2049 and 2052 (CUSIPs 20030NCC3, 20030NCE9 and 20030NCG4) to reflect these notes are senior unsecured. Due to an internal administrative error, an incorrect seniority was d...
Verizon Business collaborates with GE Vernova to Deliver Utilities Enh...
Verizon Business collaborates with GE Vernova to Deliver Utilities Enhanced Grid Modernization Solutions GE Vernova MDS™ Orbit, powered by Verizon, is now available for utilities looking to monitor, control and automate their electrical grid and other infrastructure NEW YORK, Oct. 03, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the , an industrial wireless platform that enables utility companies to secure and protect their networks and assets, is now available on Verizon's award-winning network. The combined offering enables GE Vernova customers a secure, reliable and flex...
- Vikash Harlalka
BEAD: Update for 3 More States
In this latest update, we now include BEAD proposals from 51 states & territories. We have updated our analysis for Alaska, Florida and Utah. Comcast, Brightspeed and AT&T remain at the top of the list among wireline operators. Fiber remains the dominant technology both in terms of locations as well as funding.
- Blair Levin
SATS’ Spectrum Deals with T and now VZ: How Will the DOJ React?
SATS, already having announced deals to sell spectrum to T and SpaceX, is reportedly close to a deal to sell its AWS-3 band to VZ. We expect easy approval from the FCC but given the DOJ Antitrust Division’s comments recently about the risks of leaving “the market vulnerable to increased coordination among the remaining three carriers” how will it react to the new deals? In this note we analyze the DOJ language and what it means for reviews of the spectrum sales to incumbent wireless carriers.
Verizon teams up with David Beckham and an all-star roster to launch V...
Verizon teams up with David Beckham and an all-star roster to launch Verizon Ultimate Access to FIFA World Cup 26 Verizon customers will have access to thousands of free FIFA World Cup™ tickets, once-in-a-lifetime opportunities to win “Golden Tickets” for access on the field during game play, meet and greets and more on the road to the tournament David Beckham is featured in Verizon’s FIFA World Cup 26™ campaign launching today NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Verizon, the official telecommunication services sponsor for FIFA World Cup 26™, is teaming up with David Beckham ...
Verizon se une a David Beckham y a un equipo de ensueño para lanzar Ve...
Verizon se une a David Beckham y a un equipo de ensueño para lanzar Verizon Ultimate Access a la Copa Mundial de la FIFA 26 Clientes de Verizon tendrán acceso a miles de boletos gratis para la Copa Mundial de la FIFA™, y la oportunidad única de ganar “Golden Tickets” para estar a pie de campo, conocer a los jugadores y recibir más sorpresas en camino al torneo David Beckham protagoniza la campaña de la Copa Mundial de la FIFA 26™ de Verizon, que se estrena hoy. NUEVA YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Verizon, el patrocinador oficial de servicios de telecomunicacione...
- Vikash Harlalka
BEAD: Impact of Price caps on funding
Based on a leaked internal NTIA memo related to BEAD, it seems like the final proposals by the states may not be final and the NTIA may force them to make changes to their plans. We have analyzed all the proposals so far and estimate that Comcast, AT&T and Frontier may be most impacted by these rules. However, the overall impact isn’t material.
- Vikash Harlalka
Cable’s win share among movers
There has been an ongoing debate among investors whether low moves actually hurt the Cable companies. Until now, it wasn’t possible to answer this question due to lack of data. We now have data from Opensignal that helps us answer this question. In this report, we show that the large Cable operators have been winning more than 50% share among movers who are new to their footprint. The win share has declined over time, especially as competitive intensity has increased. Cable operators can reduce ...
Verizon to be the first carrier to offer the new AI-powered Meta Ray-B...
Verizon to be the first carrier to offer the new AI-powered Meta Ray-Ban Display glasses Revolutionary AI glasses will be available to Verizon customers, offering a new way to stay connected on the go [Breaking news] BASKING RIDGE, N.J., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Verizon announced it will be the first wireless carrier to offer the revolutionary new Meta Ray-Ban Display AI glasses, unveiled last week at Meta's annual Connect conference. This partnership will bring the next generation of wearable AI technology to Verizon customers, offering a seamless experience on the glasses. ...
- Vikash Harlalka
BEAD: Another Major Update
We are almost in the home stretch of the BEAD proposal process. In this latest update, we now include BEAD proposals from 48 states & territories. We also incorporate the revisions in some state proposals. Comcast and Brightspeed are at the top of the list among wireline operators. Fiber’s share of locations remained unchanged from our last update. Satellite and FWA together account for close to a third of the locations awarded.
Verizon brings innovation to Smith Island, connecting one of America's...
Verizon brings innovation to Smith Island, connecting one of America's most secluded communities With ingenuity and grit, Verizon's award-winning network and engineers deliver high-speed internet to Chesapeake Bay's Smith Island SMITH ISLAND, Md., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Verizon's award-winning network has reached one of America's most secluded communities, bringing high-speed internet and mobile service to Smith Island, Maryland, for the very first time. Through creative engineering, countless cross-water commutes, and a network build unlike any other, Verizon engineers over...
The City of Buffalo partners with Verizon Business to advance public s...
The City of Buffalo partners with Verizon Business to advance public safety communications BUFFALO, N.Y., Sept. 23, 2025 (GLOBE NEWSWIRE) -- In a move to enhance efficiency and effectiveness in serving the community, the City of Buffalo, New York, the Buffalo Police Department (BPD) and today announced a deal that will deliver city employees and police officers a comprehensive communications upgrade. For the residents of Buffalo, this upgrade of a full suite of advanced communications tools helps ensure their local government and police department have what they need to best meet their ...
Verizon and Chicago Bears Partner to Provide $2 Million in Medical Deb...
Verizon and Chicago Bears Partner to Provide $2 Million in Medical Debt Relief for Illinois Veterans CHICAGO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Verizon Great Lakes and the Chicago Bears today announced a partnership to provide $2 million in medical debt relief specifically for Illinois veterans, as part of Verizon's groundbreaking $22 million commitment to eliminate crushing medical debt for veterans across the Great Lakes region through 2026. This initiative targets the crushing weight of medical debt—a significant burden that disproportionately affects veterans transitioning to civili...
- Blair Levin
VZ/FYBR California Timing
Last week we published a note on the status of the California Public Utilities Commission (CPUC) review of the VZ/FYBR deal. While noting that the risk of rejection had gone down, we also noted that the timing was unlikely to be as quick as what VZ was pushing for. Last Friday, the CPUC confirmed that the decision will be later than what VZ was hoping for. In this note we quickly review the Friday order and its implications.
- Vikash Harlalka
CMCSA Quick Hit: Versant Spin Accretive to Comcast Valuation
Comcast filed Form 10 for Versant late last week. Versant includes most of Comcast’s cable networks and some digital media assets. In this short note, we analyze the financials of Versant, the impact of the spin-off on Comcast’s growth, valuation of Versant, and the potential upside to Comcast’s stock following the spin-off.
- Philip Burnett
TMUS Quick Take: Srini replacing Mike as CEO
T-Mobile announced that Srini Gopalan will replace Mike Sievert as CEO of T-Mobile on November 1st. Mike will remain as Vice Chairman of the company, a new role that they say will have Mike continue as an operator at the company (rather than purely a figurehead). Srini's new contract runs through November 2030, while Mike's renews annually. The company has also amended the contracts of the existing CFO and President of Marketing, which seems meant to signal that Srini won't replace the entire C-...
Verizon Business delivers advanced network connectivity solutions to t...
Verizon Business delivers advanced network connectivity solutions to the St. Louis Blues and Enterprise Center What you need to know: Verizon Business and Extreme Networks, Inc. deploy advanced Converged Network (Wi-Fi) services at Enterprise Center to enhance the fan experience and streamline operationsPartnership focuses on delivering high-speed connectivity and network visualization to drive a seamless experience during Enterprise Center games and events NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- The St. Louis Blues today announced Verizon Business has completed a major converged...
Verizon Leads the Future of Wireless with Development of New Industry ...
Verizon Leads the Future of Wireless with Development of New Industry 6G Alliance Verizon 6G Innovation Forum Brings Together Industry Heavy-Hitters to Shape What’s Now, What’s New and What’s Next for the AI-Enabled 6G Future NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- The nation’s industry-leading network provider is once again shaping the future of wireless technology with the establishment of the Verizon 6G Innovation Forum – a group of companies driving innovation and enabling the 6G era. Verizon’s future-forward initiative is uniting key players across the technology ecosystem, in...
- Vikash Harlalka
Charter Pre-3Q25 Model Update
We updated our model for recent management commentary at investor conferences. We lowered 3Q EBITDA slightly but kept full year estimate unchanged. We expect consensus EBITDA estimates for the quarter to come closer to our estimates. Our near-term price target is $479 (+79%).
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