reports
Trick-or-Tech: New Verizon survey reveals how families stay safe and c...
Trick-or-Tech: New Verizon survey reveals how families stay safe and connected on Halloween Seventy-eight percent of parents see technology as a helpful tool for keeping their kids safe on Halloween.Nine in 10 parents will monitor their trick-or-treaters, with most using a smartphone or wearable devices — and Latino parents are more likely to use this tech than all other parents.Over a third of parents want an SOS button on their child’s device for safer trick-or-treating.Black/African American and Latino parents are more likely to use technology — like phones, smartwatches, and location-sh...
- Pierre FerraguÊ
Montgomery County and Verizon Frontline Upgrade Public Safety Vehicles
Montgomery County and Verizon Frontline Upgrade Public Safety Vehicles Activate over 600 5G connections for agency vehicles CONROE, Texas, Oct. 16, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced the completion of a communications upgrade for several Montgomery County public safety agencies, including the Montgomery County Sheriff’s Office (MCSO), activating over 600 mobile broadband lines to provide 5G connectivity to agency vehicles. The newly-activated lines represent a continuation of an existing relationship between Verizon Frontline and Montgomery County, and demonstra...
- Vikash Harlalka
BEAD: Update for the Lone Star State
We have updated our BEAD analysis to include the proposal from Texas which was allocated the largest amount of BEAD funding. We now include BEAD proposals from 52 states & territories in our below analysis. We have also updated the analysis for states that have revised their proposals.
Verizon to report 3Q earnings October 29, 2025
Verizon to report 3Q earnings October 29, 2025 NEW YORK, Oct. 15, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report third-quarter 2025 earnings on Wednesday, October 29, 2025. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. Access instructions and third-quarter 2025 earnings materials will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . These materials will include Verizon's earnings news release, presentation and financial tables. Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empower...
Verizon offers flexible payment arrangements for Federal workers, mili...
Verizon offers flexible payment arrangements for Federal workers, military, first responders Affected members of the U.S. Military, Coast Guard, Federal First Responders and other employees will not see Verizon services impacted during government shutdown NEW YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- Starting today, members of the U.S. Military, Coast Guard, first responders and other federal government employees affected by the shutdown and who require more time to pay their Verizon bill are invited to call the company and ask for payment deferral options. “Verizon is dedicated to supp...
Verizon ofrece opciones de pago flexibles para empleados federales, mi...
Verizon ofrece opciones de pago flexibles para empleados federales, militares, y socorristas Los miembros de las Fuerzas Armadas de Estados Unidos, la Guardia Costera, socorristas federales y otros empleados afectados durante el cierre del gobierno no verán sus servicios de Verizon impactados NUEVA YORK, Oct. 14, 2025 (GLOBE NEWSWIRE) -- A partir de hoy, los miembros de las Fuerzas Armadas de Estados Unidos, la Guardia Costera, socorristas y otros empleados del gobierno federal afectados por el cierre y que necesiten más tiempo para pagar su factura de Verizon, están invitados a llamar ...
Verizon Business IoT market survey: IoT a smart bet, AI a major accele...
Verizon Business IoT market survey: IoT a smart bet, AI a major accelerator Survey of 500 companies finds soaring enthusiasm for the Internet of Things (IoT), with multiple emerging technologies acting as catalysts. Efficiency and productivity gains demonstrate return on investment, while excitement for AI and AI video, 5G and 5G RedCap, network slicing, private wireless, eSIM and more fuels forward optimism. The AI factor: Survey respondents across industries say AI is significantly accelerating IoT demand -- especially as IoT sensors fuel AI-video capabilities -- but some cite cybersecu...
- David Barden
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
STTK SHATTUCK LABS
STX SEAGATE TECHNOLOGY HLDGS PLC
GFS GLOBALFOUNDRIES INC
SYRE SPYRE THERAPEUTICS INC.
DBD DIEBOLD NIXDORF INCORPORATED
- Anish Jog
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Blair Levin
- David Barden
Verizon Buys Starry, is this the ‘Dan Plan’ unfolding?
Verizon is buying Starry, the small, under-capitalized fixed wireless ISP that went public through a SPAC in March 2022 but ended up bankrupt less than a year later. In this note, we briefly unpack a potential rationale for the purchase, and the size of the potential threat this poses to Cable and other fixed broadband competitors (spoiler alert: its a function of the resources Verizon commits to scaling Starry’s product).
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
ARVN ARVINAS HOLDING
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
ZBIO GLOBALFOUNDRIES INC
ZENAS BIOPHARMA INC.
- Antoine Legault
- Matthew Bryson
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Jan Frederik Slijkerman
- Timothy Rahill
Euro debt markets in favour with tech firms in 2025/Foreign tech compa...
Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...
- Jan Frederik Slijkerman
- Timothy Rahill
Euro debt markets in favour with tech firms in 2025/Foreign tech compa...
Euro-denominated issuance by TMT companies has been ahead of expectations in FY25. American companies issued far more Euro debt than expected. This is driven by attractive funding costs in Euro markets, because the risk premium required by investors for European credit markets is lower. Some of the large issuers of Euro-denominated debt are active in the technology sector. This was contrary to our earlier expectations because these companies fund their capital expenditures from cash flow. Finall...
Verizon accelerates fixed wireless broadband expansion with acquisitio...
Verizon accelerates fixed wireless broadband expansion with acquisition of Starry Additional Fixed Wireless Access capabilities delivering more choice, value and flexibility for consumers Key Highlights: Starry is a fixed wireless broadband provider serving multi-dwelling units (MDUs) in five markets, including Boston, Denver, Los Angeles, New York and Washington, D.C.The MDU solution will accelerate Verizon’s plan to double its fixed wireless subscribers to 8-9 million by 2028 and expand fixed wireless broadband availability to 90 million households in the same time period.Acquisition ...
- David Barden
3Q25 Broadband Estimate Deep Dive
If you are one of those eager contrarians looking for the quarter where a combination of discount valuations and even a modest turnaround in cable KPI trends could boost the stocks, this probably ain’t it. The cable industry continues to lose subscribers at an elevated pace with Comcast doing worse than Charter thanks to the 1-2 punch of fiber and FWA.
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