reports
Verizon completes its first satellite to cellular enabled video call w...
Verizon completes its first satellite to cellular enabled video call with AST SpaceMobile BlueBird 2 MIDLAND, Texas, Feb. 24, 2025 (GLOBE NEWSWIRE) -- Verizon and AST have yet again pushed the boundaries of what can be done with mobile devices by successfully trialing a live video call between two mobile devices with one connected via satellite and the other connected via Verizon’s terrestrial network connection. The breadth, depth, and performance of Verizon’s exemplary network which reaches more than 99% of the US population meets the vast majority of current wireless communications nee...
- Blair Levin
- Jonathan Chaplin
Carriers could spend $180BN on spectrum over the next four years
In this note we cover the potential timing of all the major spectrum auctions and transactions that could occur during the current administration, the amount of financial capacity the carriers have for purchasing this spectrum, and the intrinsic value of the spectrum. The analysis has important implications for EchoStar and for the three national carriers.
- Jonathan Chaplin
Autumn for Broadband 4Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Adjusted for ACP, trends have improved again with net adds flat vs. last year. We expect organic net adds to recover next year due to lack of ACP headwind. Though the recovery could be impacted by immigration related headwinds.
Upgrade to iPhone 16e and save with incredible offers from Verizon
Upgrade to iPhone 16e and save with incredible offers from Verizon The powerful new member of the iPhone 16 family is available to pre-order starting February 21 NEW YORK, Feb. 21, 2025 (GLOBE NEWSWIRE) -- Verizon will offer , a new addition to the iPhone 16 lineup, featuring breakthrough battery life, the fast performance of the A18 chip, Apple Intelligence1, and a 48MP 2-in-1 camera system — all at an incredible value. Customers can pre-order the new iPhone 16e starting Friday, February 21, with availability beginning Friday, February 28. Visit verizon.com for complete pricing and ava...
- Jonathan Chaplin
Frontier Post-4Q24 Model Update
This note focuses on changes to the model following 4Q24 results. Yesterday, we published a comprehensive review of results. The price at close is fixed. We don’t have a view on the current deal spread. We see no impediments to closing of the transaction. Stock is rated neutral with price target of $38.50 (same as deal price).
- Jonathan Chaplin
FYBR 4Q24 Quick Take: Strong financial results; adds a little soft
Fiber deployment and fiber net adds were below expectations (relatedly). Adds in base markets beat expectations but adds in new markets missed. Revenue and EBITDA beat expectations due mostly to another very strong quarter in the business segment. Fiber EBITDA margins are closing in on 50%. We see no risk to deal close; Verizon should be happy with these results. Change to rating and target reflects fact that the deal is a fait accompli, and the price is set.
Verizon to speak at Barclays Symposium February 25
Verizon to speak at Barclays Symposium February 25 NEW YORK, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Joe Russo, executive vice president and president of Global Networks and Technology (GN&T) at Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Barclays Communications and Content Symposium on Tuesday, February 25, at 9:15 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 mobi...
Verizon Innovative Learning reaches 8.5 million students, adds 34 scho...
Verizon Innovative Learning reaches 8.5 million students, adds 34 schools for 2025-2026 school year NEW YORK, Feb. 20, 2025 (GLOBE NEWSWIRE) -- Verizon Innovative Learning, an award-winning education initiative, has reached over 8.5 million students, bringing Verizon closer to its goal of empowering 10 million by 2030. Through partnerships with leading academic institutions and educational providers, Verizon Innovative Learning empowers teachers and students with new ways of learning through technology-integrated curriculum, emerging technologies, and extensive support for educators....
- Jonathan Chaplin
A signal in satellite noise?
We covered our impression of T-Mobile's Super Bowl ad offering its Starlink-based direct-to-device (D2D) service when it aired. While not news, we just noticed that the commercial generated 13x more engagement than the median Super Bowl ad, by far the most of any ad aired during the game. Investors have been questioning whether consumers will be interested in taking a D2D service as well as what they will pay for it. The strong engagement the T-Mobile ad generated may offer a clue as to the firs...
- Jonathan Chaplin
Thoughts on Altafiber
Based on press reports from a couple of weeks ago, Altafiber has hired advisors for a strategic review. This may not be new; there were rumors that Altafiber was up for sale while the Frontier process was underway. This note explores the assets, the competitive dynamics in their markets, their end-state penetration, and their value. We are mostly using this as a vehicle to preview some of the new features that the Data Analytics team have built into Broadband Insights over the last three mont...
Verizon to redeem debt securities on March 18, 2025
Verizon to redeem debt securities on March 18, 2025 NEW YORK, Feb. 14, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced that it will redeem the following notes on March 18, 2025 (the “Redemption Date”): I.D. NumberTitle of SecurityPrincipal AmountOutstandingCUSIP: 92343V EP5ISIN: US92343VEP58Common Code: 182168670Floating Rate Notes due 2025 (the “Notes”)$487,396,000 The redemption price for the Notes will be equal to 100% of the principal amount of the Notes being redeemed plus accrued and unpaid interest to the Redemption Date. Questio...
- Blair Levin
NSR Policy Spectrum Battles: A Field Guide
In 2025, the federal government will address multiple issues related to spectrum. While not all the issues will be resolved by the end of the year, the policy and political processes related to specific bands will provide greater clarity about the direction of policy, and the winners and losers, throughout the year.
- Blair Levin
NSR Policy Carr Investigates Comcast; Implications for InvestorsNSR P...
NewsMax reported last night that FCC Chair Brendan Carr had sent Comcast CEO Brian Roberts a letter stating that Carr has “asked the FCC's Enforcement Bureau to open an investigation into Comcast and NBCUniversal….to ensure that your companies are not promoting invidious forms of discrimination in violation of FCC regulations and civil rights laws."
Verizon powers winning network experience on Super Bowl Sunday
Verizon powers winning network experience on Super Bowl Sunday What you need to know: Verizon customers in New Orleans used 93.5 TB of data on Super Bowl Sunday.The fans at Caesars Superdome used 38.1 TB of data in and around the stadium.Verizon customers benefited from 2.4x faster download and 4.8x faster upload speeds than the competition. NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- As the official 5G network of the NFL, Verizon powered the gameday experience across New Orleans on Super Bowl Sunday. As fans gathered to watch the Philadelphia Eagles’ victory over the Kansas City Chiefs...
Comcast Teams up With 4x NBA Champion and Olympic Gold Medalist Stephe...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast’s Black Experience on Xfinity teams up with 4x NBA Champion and 2x MVP Stephen Curry and his multimedia company, Unanimous Media, award-winning The WorkShop Content Studios and FreshFly, to premiere Spirit, an inspiring docuseries that follows the co-ed cheer team from George Washington High School in Philadelphia. The four-part series follows the “G-Dub” team as they compete at the district, state, and national levels, and make history as the first cheer squad from the School District of Philadelphia to make it to the National Cheerleaders Association (...
Verizon has the best 5G network in America
Verizon has the best 5G network in America Relentless innovation and continuous improvement result in unmatched 5G reliability, speed and performance for customers NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Verizon's relentless focus on innovation and customer experience has once again earned them the top spot in the industry, claiming Best 5G, Fastest 5G, and Most Reliable 5G in the 2024 RootMetrics® second half drive tests, the nation’s most rigorous, independent scientific study. This win underscores Verizon's unwavering commitment to providing customers with a superior 5G network e...
- Jonathan Chaplin
A smart innovation from T-Mobile
Everyone watching the Super Bowl undoubtedly saw T-Mobile’s launch of its direct-to-device service. This text-based service offered in conjunction with Starlink has been on the cards for a while. The innovation: they are offering the service to AT&T and Verizon customers. I don’t mean that their competitor’s customers have to switch to T-Mobile to get the service; I mean that you can stay a Verizon customer and get T-Mobile’s direct-to-device service. It’s free during the beta launch period,...
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 6,590 shares at 39.700USD and the significance rating of the trade was 54/100. 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...
- Jonathan Chaplin
Comcast and Dolby to Deliver First-Ever Super Bowl in Both Dolby Visio...
PHILADELPHIA & SAN FRANCISCO--(BUSINESS WIRE)-- Comcast and Dolby today announced that the Super Bowl LIX on FOX will be delivered in both Dolby Vision® and Dolby Atmos® for the first time ever. The experience will be available to Xfinity TV customers as part of Comcast’s new Enhanced 4K offering on X1. This press release features multimedia. View the full release here: The Super Bowl LIX on FOX will be delivered in both Dolby Vision® and Dolby Atmos® for the first time ever. (Photo: Business Wire) Enhanced 4K provides customers with an unmatched viewing experience with the best picture and a...
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