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Verizon Communications Inc. - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers

 PRESS RELEASE

Verizon to report earnings April 27, 2026

Verizon to report earnings April 27, 2026 NEW YORK, March 30, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report first-quarter 2026 earnings on Monday, April 27, 2026. The company will present results on a webcast beginning at 8:30 a.m. ET. Access instructions and first-quarter 2026 materials, including Verizon’s press release and financial tables, will be available at 7:00 a.m. ET 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 ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

n this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

David Barden
  • David Barden

Takeaways from our 2026 Global Connectivity Leaders Conference

We wrapped up the US version of our 2026 Global Connectivity Leaders Conference in partnership with BCG. Our London conference wrapped up on Tuesday. We will be hosting a joint takeaways call next week, Tuesday, 3/31. Here are our key quick takeaways from the US conference.

 PRESS RELEASE

*MEDIA ALERT* All the ways Verizon customers can win free tickets to t...

*MEDIA ALERT* All the ways Verizon customers can win free tickets to the FIFA World Cup 2026™ this spring Verizon is giving mobile, home and business customers multiple chances to experience FIFA World Cup 2026™ Here’s everything you need to know NEW YORK, March 23, 2026 (GLOBE NEWSWIRE) -- As part of Verizon Ultimate Access to FIFA World Cup 2026™, Verizon is announcing multiple new ways for customers to win free tickets to the FIFA World Cup 2026™, bringing fans closer than ever to the action: How to enter Final Game Flyaway Sweepstakes The prize: Customers can win an all-in...

 PRESS RELEASE

*AVISO A LOS MEDIOS* Múltiples formas en que los clientes de Verizon p...

*AVISO A LOS MEDIOS* Múltiples formas en que los clientes de Verizon pueden ganar boletos para la Copa Mundial de la FIFA 2026™ esta primavera Verizon ofrece a sus clientes de telefonía móvil, internet en casa y de negocios múltiples oportunidades para vivir la experiencia de la Copa Mundial de la FIFA 2026™. Aquí encontrarás todo lo que necesitas saber: NUEVA YORK, March 23, 2026 (GLOBE NEWSWIRE) -- Verizon anuncia nuevas y diversas formas para que sus clientes ganen boletos de cortesía para asistir a partidos de la Copa Mundial de la FIFA 2026™ como parte de Verizon Ultimate Acces...

AT&T Inc. - December 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...

Today, we are publishing the Telecom Infrastructure section of our 30th 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 was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...

David Barden
  • David Barden

AT&T Quick Hit: An understandably jittery market digests new wireless ...

AT&T’s widely rumored and reported new wireless pricing plans are now live. In this note, we compare AT&T’s new pricing with the old. We have spoken with the company and independent resources. We dispel some confusion among investors that AT&T has cut prices (they have not). We also compare AT&T’s new pricing to competitors to show their updated industry positioning. Long story short, its ok. This is not the start of a new price war…kind of the opposite.

Moody's Ratings assigns Baa2 ratings to Verizon's proposed junior subo...

Moody's Ratings (Moody's) assigned Baa2 ratings to Verizon Communications Inc.'s (Verizon) proposed Australian dollar denominated junior subordinated notes. All other ratings, including the company's Baa1 long term issuer rating, Baa1 senior unsecured notes ratings, (P)Baa1 senior unsecured MTN prog...

David Barden ... (+2)
  • David Barden
  • Vikash Harlalka

Quick Hit: GFiber combines with Astound Broadband…who’s affected?

GFiber just announced it is combining with Astound Broadband. In this report we take a deep dive into the footprints of the two companies and analyze their overlap with the major Cable and Fiber operators. This new entity joins Brightspeed, Uniti, and Ziply in the pantheon of private fiber residential overbuilder/aggregators.

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/AT&T, Amazon, Merlin Properties

Telecom - AT&T celebrates first phone call with repackaged investment message

David Barden ... (+2)
  • David Barden
  • Vikash Harlalka

Broadband cNPS comparisons by tech & operator - The latest data availa...

Scouring the data in this report, we’d point you to the appendix for a quick review. What stands out is that when a broadband customer interacts with a sales rep, presumably they are doing so with a problem or request that an automated or AI-driven IVR cannot address. Almost without fail, sales rep interactions are the Achilles heal of the market right now and likely a core reason, care scores suffer. The operator that can solve this puzzle, and it could be cable, has a window to shift their rel...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/Private credit concerns, BT, Telefonica, V...

Telecom - VodafoneThree discusses broadband access agreement with Virgin Media O2. Virgin Media O2 ratings downgraded by Moody's

T-Mobile US Inc: 1 director

A director at T-Mobile US Inc sold 3,291 shares at 221.100USD and the significance rating of the trade was 68/100. 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 clearly...

 PRESS RELEASE

Verizon to speak at Deutsche Bank Media, Internet & Telecom Conference...

Verizon to speak at Deutsche Bank Media, Internet & Telecom Conference on March 10 NEW YORK, March 05, 2026 (GLOBE NEWSWIRE) -- Tony Skiadas, executive vice president and chief financial officer at Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Deutsche Bank Media, Internet & Telecom Conference on Tuesday, March 10, at 8:00 a.m. ET. The session 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 dema...

David Barden ... (+2)
  • David Barden
  • Vikash Harlalka

Broadband Spring 2026 – A fine time for FWA

In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...

Blair Levin
  • Blair Levin

C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...

The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.

Verizon Communications Inc: 1 director

A director at Verizon Communications Inc sold/sold after exercising options 225,000 shares at 49.614USD and the significance rating of the trade was 75/100. 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...

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