reports
Verizon to speak at Cowen TMT Conference May 28
Verizon to speak at Cowen TMT Conference May 28 NEW YORK, May 23, 2025 (GLOBE NEWSWIRE) -- Frank Boulben, senior vice president and chief revenue officer for the Consumer Group of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Cowen Technology, Media & Telecom Conference on Wednesday, May 28, at 10:15 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, wor...
- Blair Levin
Starks Leaving FCC: Implications of the Upcoming Republican Majority
FCC Commissioner Geoffrey Starks announced yesterday that he will leave before the June FCC meeting, so that going forward, Chairman Carr will have a Republican majority. In this note we analyze the implications, particularly for SATS and the media ecosystem.
Verizon reports preliminary results of shareholder vote at 2025 annual...
Verizon reports preliminary results of shareholder vote at 2025 annual meeting BASKING RIDGE, N.J., May 22, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) has announced preliminary results of the shareholder vote at its annual meeting, which was held today in a virtual-only format. Verizon’s shareholders elected each of Verizon’s 10 directors to a one-year term. Shareholders also voted in favor of two management proposals: Approved the compensation of the company’s named executive officers as described in the 2025 proxy statement; andRatified the appointment of ...
- Blair Levin
- Philip Burnett
More SATS v. Carr: Are the Self-Certified Licenses at Risk?
Earlier in the week we outlined the paths that the FCC is likely to take regarding SATS spectrum and how it could impact the monetization of those assets. Our analysis did not, however, discuss how the FCC Wireless Bureau public notice could affect the spectrum assets for which SATS has certified that it has met the FCC obligations but for which the FCC has not yet confirmed the certification. In this quick update, we address how the FCC process might affect SATS’ rights regarding that spectru...
El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivo...
El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivos de Verizon Obtén una garantía de precio fijo en cualquier myPlan y recibe un motorola razr por nuestra cuenta con cualquier intercambio y myPlan [La gran noticia] NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- El nuevo motorola razr llega a Verizon y es más inteligente, más elegante y más icónico que nunca. El moto IA integrada hace más por ti: organiza notas, crea listas de reproducción y te ayuda a encontrar información rápidamente. A partir del 22 de mayo, el teléfono estará disponible en los colores PANTONE Gibral...
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc sold 45,000 shares at 242.695USD 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...
- Jonathan Chaplin
SATS: rearchitecting the model (and a small collateral swap)
We have rearchitected the model in light of evidence of the company no longer using DBS as a source of cash for the wireless business and given changes in how the various subsidiaries are being funded following the debt raise late last year. It appears that DBS is building up cash to pay off debt in July of next year. This may require EchoStar to raise new debt in the fourth quarter of 2026 rather than during 2027. We also cover a small but interesting collateral swap between Dish Network & Echo...
- Blair Levin
What Does VZ/FYBR Tell Us About Convergence Deal Reviews?
As expected, the FCC approved the VZ/FYBR deal once VZ filed a letter disavowing its DEI programs. But the FCC also provided clarification about a critical issue that will be central to deals involving both wireless and wired assets. In this note, we describe what the FCC did and how it might affect future reviews.
Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda d...
Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda de IA, ciberseguridad y redes sociales Los datos de Verizon Business revelan que las pequeñas empresas están ampliando sus habilidades tecnológicas y utilizando la IA para todo, desde estrategias de redes sociales hasta reclutamiento laboral Lo que debes saber: Casi la mitad (47%) de las pequeñas empresas actualizaron sus soluciones de ciberseguridad para proteger aún más su negocio. Más de un tercio (38%) utilizan activamente IA en múltiples funciones comerciales, como análisis de datos, marketing y atención al cliente....
2025 State of Small Business Survey: Surge in AI, cybersecurity and so...
2025 State of Small Business Survey: Surge in AI, cybersecurity and social media demand Verizon Business data reveals SMBs expanding tech skills and leveraging AI for everything from social media strategies to workplace hiring What you need to know: Nearly half (47%) of SMBs updated their cybersecurity solutions to further protect their business. More than a third (38%) are actively using AI across multiple business functions, such as data analysis, marketing and customer service.Over 56% of SMBs believe AI can help address issues with employee management and overall employee headcount.3 ...
- Blair Levin
SATS and Carr’s Endgame
Last week, the dominant story in our space involved the escalation of the battle between SATS and SpaceX as well as the threat to the SATS’ spectrum licenses through two FCC investigations that Chairman Carr initiated. In this note we focus on the twists and turns of those investigations and update our thoughts on the core questions that will help investors understand the path(s) forward, with endgames that can affect not just SATS but others who utilize and seek new spectrum.
- Jonathan Chaplin
Verizon announces a $5B commitment to continue investing in America an...
Verizon announces a $5B commitment to continue investing in America and supporting small businesses What you need to know: Verizon announces a substantial $5 billion commitment over the next five years with the launch of a new Small Business Supplier Accelerator.Verizon Small Business Digital Ready launched a new grant cycle where eligible small businesses can apply for $10,000 grants (open until June 30, 2025). NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Verizon today announced a commitment to invest $5 billion over the next five years in US small business suppliers with the launch...
Verizon anuncia compromiso de $5 mil millones para seguir invirtiendo ...
Verizon anuncia compromiso de $5 mil millones para seguir invirtiendo en EE.UU. y apoyar a las pequeñas empresas Lo que debes saber: Verizon anuncia un importante compromiso de $5 mil millones de dólares durante los próximos cinco años con el lanzamiento del nuevo programa, Verizon Small Business Supplier Accelerator.Verizon Small Business Digital Ready lanzó un nuevo ciclo de subvenciones en el que las pequeñas empresas elegibles pueden solicitar subvenciones de $10,000 (abierto hasta el 30 de junio de 2025). NUEVA YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Hoy, Verizon anunció su compro...
- Blair Levin
FCC Chair Escalates DISH/SpaceX battle
A few weeks ago, we analyzed the latest front in the long running battle between DISH and SpaceX. That battle has escalated, with a WSJ story describing a letter from FCC Chair Carr to DISH that appears to take SpaceX’s side and two FCC public notices that appear sympathetic to SpaceX as well. In this note, we update our analysis to reflect the letter, the public notices, and what happens going forward.
Verizon to speak at MoffettNathanson conference May 15
Verizon to speak at MoffettNathanson conference May 15 NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Sowmyanarayan Sampath, executive vice president for Verizon (NYSE, Nasdaq: VZ), and CEO for Verizon Consumer, is scheduled to speak at the MoffettNathanson Media, Internet & Communications Conference on Thursday, May 15, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) was formed in 2000 and is one of the ...
Introducing Samsung Galaxy S25 Edge on Verizon
Introducing Samsung Galaxy S25 Edge on Verizon Get a Verizon 3-year price-lock guarantee and a new Galaxy S25 Edge on us with myPlan and any trade-in from Apple, Google or Samsung NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- [What’s new] Introducing the Samsung Galaxy S25 Edge: where unparalleled elegance meets uncompromising power. This groundbreaking device, available at Verizon, offers the advanced capabilities of the Galaxy S25 Ultra in an exceptionally thin and light smartphone. Verizon preorders start May 13 in Titanium Silver, Icyblue and Jetblack, with 256GB or 512GB storage s...
- Jonathan Chaplin
SATS: Quick thoughts on risk to licenses from FCC action
We have received a barrage of calls and emails on the risk to Dish losing licenses following an FCC letter to the company announcing plans to investigate whether the Company has met regulatory requirements. For Blair’s last note on this topic, see here. Blair will have updated thoughts out tomorrow morning. In the meantime, we provide quick answers to the two most common questions we have been getting in this note.
Buffalo Bills Announce Verizon as Official 5G Network and a Founding P...
Buffalo Bills Announce Verizon as Official 5G Network and a Founding Partner of New Highmark Stadium Verizon partnership to include: Ownership of the Distributed Antenna System (DAS)Integration of Verizon Business Services and Solutions to drive sustainability, operations and fan experiencesPremium programming, sweepstakes and onsite activations; unique access and experiences will be available for Verizon customersVerizon to donate to Buffalo-based Veterans One Stop NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- The Buffalo Bills today announced Verizon will be the exclusive wireless teleco...
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 10,000 shares at 43.810USD and the significance rating of the trade was 64/100. 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 ye...
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