reports
- 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
Verizon se prepara para el regreso a clases con ahorros, consejos y te...
Verizon se prepara para el regreso a clases con ahorros, consejos y tecnología para toda la familia Visita cualquier tienda de Verizon para obtener dispositivos por nuestra cuenta, descuentos y herramientas de bienestar digital NUEVA YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Mientras las familias se preparan para el nuevo año escolar, Verizon lanza un mes de ahorros inigualable y apoyo para el bienestar digital, que comienza con el Verizon Family Weekend del 9 al 10 de agosto. Durante este fin de semana, las tiendas Verizon de todo el país se transformarán en centros de regreso a clases, ...
Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert ...
Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert Advice & Essential Tech for Families Visit any Verizon store for free devices, discounts, and digital wellness tools NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- As families prepare for the new school year, Verizon is launching a month of unmatched value and digital wellness support, kicking off with Verizon Family Weekend on August 9-10. During this weekend, Verizon stores nationwide will transform into back-to-school hubs, offering expert advice, hands-on product demonstrations, and tailored technology solutions for ...
- Vikash Harlalka
Autumn for Broadband 2Q25
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. Net adds remained nearly flat compared to a year ago (when adjusted for ACP impact) but were within the pre-pandemic norm. Industry subscriber trends have mostly stabilized over the past 3 quarters, but y/y growth remains below pre-pandemic levels.
- Jonathan Moreland
ANTM ANTHEM INC.
SSB SOUTH STATE CORPORATION
SNV SYNOVUS FINANCIAL CORP.
SIGI SELECTIVE INSURANCE GROUP INC.
SFNC SIMMONS FIRST NATIONAL CORPORATION CLASS A
RLI RLI CORP.
PSX PHILLIPS 66
PRGS PROGRESS SOFTWARE CORPORATION
PNFP PINNACLE FINANCIAL PARTNERS INC.
NVCR NOVOCURE LTD.
MTH MERITAGE HOMES CORPORATION
MSCI MSCI INC. CLASS A
MOFG MIDWESTONE FINANCIAL GROUP
FBIZ FIRST BUSINESS FINANCIAL SERVICES
CNC CENTENE CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
ALGN ALIGN TECHNOLOGY INC.
UPS UNITED PARCEL SERVICE INC. CLASS B
PETS PETMED EXPRESS INC.
EPD ENTERPRISE PRODUCTS PARTNERS L.P.
PBT PERMIAN BASIN ROYALTY TRUST
LIND LINDBLAD EXPEDITIONS HOLDINGS
KYN KAYNE ANDERSON MLP INVESTMENT CO.
PLBC PLUMAS BANCORP
CZWI CITIZENS COMMUNITY BANCORP
MBIN MERCHANTS BANCORP
PGC PEAPACK-GLADSTONE FINANCIAL CORP.
LOOP LOOP INDUSTRIES
CHMG CHEMUNG FINANCIAL CORP.
FVCB FVCBANKCORP
TLRY TILRAY
TROX TRONOX HOLDINGS PLC
AMTB AMERANT BANCORP (A)
PCB PACIFIC CITY FINANCIAL CORP
DMAC DIAMEDICA THERAPEUTICS INC.
CRDF CARDIFF ONCOLOGY INC
ABSI ABSCI CORP
NSPR INSPIREMD INC
BRCC BRC INC
JMSB JOHN MARSHALL BANCORP INC
PRME PRIME MEDICINE INC
MMC MARSH & MCLENNAN COMPANIES INC.
STRW STRAWBERRY FIELDS REIT INC.
AURX NUO THERAPEUTICS
DMA INC.
MRAI DESTRA MULTI ALTERNATIVE FUND
GF MARPAI
CVM INC.
THE NEW GERMANY FUND
INC.
CEL-SCI CORPORATION
- Vikash Harlalka
Comcast Post-2Q25 Model Update
In this note, we cover changes to our estimates, and comparisons with guidance and consensus. Please see separate notes reviewing results (here) and thoughts following the earnings call. The most significant changes are slightly lower broadband losses and higher FCF in 2025. No change to thesis. Price target is $37 (+12%).
- Jonathan Moreland
SHEN SHENANDOAH TELECOMMUNICATIONS COMPANY
PNFP PINNACLE FINANCIAL PARTNERS INC.
FFIN FIRST FINANCIAL BANKSHARES INC
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CDXS CODEXIS
CIVB CIVISTA BANCSHARES
CZWI CITIZENS COMMUNITY BANCORP
MBIN MERCHANTS BANCORP
CCO CLEAR CHANNEL OUTDOOR HOLDINGS INC
CRDF CARDIFF ONCOLOGY INC
JMSB JOHN MARSHALL BANCORP INC
MMC MARSH & MCLENNAN COMPANIES INC.
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc sold 12,300 shares at 240.800USD and the significance rating of the trade was 70/100. 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 years clearl...
- Vikash Harlalka
Frontier Post 2Q25 Model Update
This note focuses on changes to the model following 2Q25 results. Earlier this week, 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 a price target of $38.50 (same as deal price).
- Vikash Harlalka
Charter Results Review & Model Update
This note belatedly covers 2Q results and model update. We also provide thoughts on EBITDA growth for the year along with other industry / Charter-specific themes emerging from the results. The major changes to the model are higher broadband losses and lower EBITDA in 2025. FCF is higher. We are close to consensus on EBITDA and slightly above on FCF. Our near-term price target is $450 (+60%).
- Vikash Harlalka
CMCSA: Thoughts following the 2Q25 call
In this note we provide our thoughts on connectivity revenue and EBITDA, the changes in pricing strategy, broadband ARPU growth and wireless net adds in back half of the year, fiber overbuilds, savings from tax reforms and usage of the proceeds. Finally, we touch on what to do with the stock.
- Vikash Harlalka
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