reports
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Motorola razr reboot: Iconic style, moto ai smarts — and Verizon-exclu...
Motorola razr reboot: Iconic style, moto ai smarts — and Verizon-exclusive savings Get a price-lock guarantee on any myPlan and get a motorola razr on us with any trade-in and myPlan NEW YORK, April 24, 2025 (GLOBE NEWSWIRE) -- [The big news] The new motorola razr is coming to Verizon, and it’s smarter, sleeker and more iconic than ever. With moto ai built in, it does more of the thinking for you — organizing notes, creating playlists and helping you find info fast. Orders start May 15 in PANTONE Gibraltar Sea, PANTONE Spring Bud and PANTONE Parfait Pink — all for $16.67/month for 3...
Verizon Frontline Network Slice launches coast-to-coast
Verizon Frontline Network Slice launches coast-to-coast Dedicated 5G UW network capacity for first responders strengthens communications for public safety BASKING RIDGE, N.J., April 24, 2025 (GLOBE NEWSWIRE) -- Verizon today announced the availability of the Network Slice in select markets nationwide, continuing to build on the company’s more than 30-year history of cutting-edge innovation in support of our nation’s first responders. The is a 5G Ultra Wideband (UW) virtual network slice completely dedicated to public safety that allows for the allocation of network resources withi...
Verizon’s 2025 Data Breach Investigations Report: Alarming surge in cy...
Verizon’s 2025 Data Breach Investigations Report: Alarming surge in cyberattacks through third-parties BASKING RIDGE, N.J., April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , which reveals a significant increase in cyberattacks. The report found that third-party involvement in breaches has doubled to 30%, and exploitation of vulnerabilities has surged by 34%, creating a concerning threat landscape for businesses globally. The report, which analyzed over 22,000 security incidents, including 12,195 confirmed data breaches, found that credential abuse (22%) and exp...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Verizon’s 2025 Data Breach Investigations Report: System Intrusions Be...
Verizon’s 2025 Data Breach Investigations Report: System Intrusions Behind 80% of APAC Breaches SINGAPORE, April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , sounding the alarm on a surge of system intrusions across the Asia-Pacific region. The report reveals that 4 out of 5 data breaches in the region stemmed from such attacks - up from 38% the previous year. Now in its 18th year, the report analysed more than 22,000 security incidents, including 12,195 confirmed data breaches spanning 139 countries. Malware increased from 58% last year in APAC to 83% this year, ...
Verizon’s 2025 Data Breach Investigations Report: System Intrusion Bre...
Verizon’s 2025 Data Breach Investigations Report: System Intrusion Breaches Double in EMEA LONDON, April 23, 2025 (GLOBE NEWSWIRE) -- Verizon Business today released its , revealing a dramatic surge in global data breaches, with EMEA experiencing a significant increase in system intrusion breaches. These breaches have skyrocketed, nearly doubling to 53% of breaches in the region in just one year. The 2025 DBIR, which analysed over 22,000 security incidents, including 12,195 confirmed data breaches, found third-party involvement doubling to 30% in this year's report and a 34% surge in vul...
- Jonathan Chaplin
- Jonathan Chaplin
Verizon: quick thoughts following the 1Q25 call
What’s new: In this note we tackle management's comments on the impact of tariffs, evidence of consumer resilience, the drivers of mobile weakness this quarter and their case for acceleration, the implications for the mobile market more broadly, what strong EBTDA results this quarter mean for the full year, the status of the Cable MVNO renegotiation, and the potential for fiber builds to accelerate.
- Jonathan Chaplin
Verizon 1Q25 Quick Take Weak adds, strong EBITDA and FCF
What’s new: Postpaid phone adds were weaker than expected, driven mostly by weak results in Consumer (Business adds, which had been strong recently, also missed). FWA adds were soft on a shortfall in Business adds. FiOS adds missed expectations on a shortfall in Consumer adds. ARPU was strong, driving strong service revenues. EBITDA was also strong, helped by strong ARPU and lower volumes.
Verizon delivered strong financial growth with industry-leading wirele...
Verizon delivered strong financial growth with industry-leading wireless service revenue in 1Q 2025 Customer segmentation strategy is a key driver of successful financial performance Verizon remains confident in full-year 2025 guidance Key 1Q 2025 Highlights Industry-leading total wireless service revenue1 of $20.8 billionBest wireless retail core prepaid2 net additions since the TracFone acquisitionContinued to take broadband market share with strong demand for Fios and fixed wireless accessVerizon exits first quarter with momentum in both mobility and broadband NEW YORK, Apri...
Verizon to report earnings April 22, 2025
Verizon to report earnings April 22, 2025 NEW YORK, April 18, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report first-quarter 2025 earnings on Tuesday, April 22. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. First-quarter 2025 materials will be available at 7:00 a.m. ET on Verizon’s Investor Relations website, . These materials will include: Detailed information on Verizon's first quarter results, including a recording and transcript of management’s commentary;Verizon's earnings news release; andFinancial tables....
Verizon announces Rescue 42 as latest “Verizon Frontline Verified” par...
Verizon announces Rescue 42 as latest “Verizon Frontline Verified” partner BASKING RIDGE, N.J., April 17, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced Rescue 42 as the latest partner to earn “Verizon Frontline Verified” status. For nearly three decades, Rescue 42 has been a leading manufacturer of fire and rescue equipment, including telecom devices. Rescue 42 joins a growing list of vendors whose products meet the high standards required to attain the prestigious “Verizon Frontline Verified” designation. “This is a tremendous achievement for our company,” said Amy Vel...
- Blair Levin
BEAD Data Shows CMSCA Active in Many States
With all but four states having started and/or completed their prequalification process for eligibility for BEAD funding, there is new data showing high levels of participation by CMSCA and CHTR, with significant levels of participation by T and FBYR (to be acquired by VZ.) In this note we discuss that data and state of play as the states move forward and the Department of Commerce aims for a decision in about a month (which we think is likely to be delayed) for resolving how the BEAD should be...
- Jonathan Chaplin
Conflicting expectations in mobile and broadband
In our Broadband Trends report published this week, we show that bottom-up forecasts are well below our top-down forecast. The disconnect is all in Cable, and mostly in Comcast. We don’t have enough conviction in our top-down forecast to make a call on Comcast, particularly ahead of 1Q25 results where management has provided very clear context on trends, but we suspect results for the year won’t be as bad as feared. By contrast in our Wireless Trends report last week, we showed that our forecas...
- Jonathan Chaplin
Further thoughts on tariff impacts on Fiber and Cable
We published our quick take on tariff impacts on Mobile and Broadband stocks last week. We haven’t learned much over the last week that would change our initial take for Wireless, or for Broadband revenues and costs. We hosted a lunch with Shentel yesterday that provided some new insights on the impact to fiber capex, with implications for Cable.
Empowering small businesses with a new industry-first My Biz Plan and ...
Empowering small businesses with a new industry-first My Biz Plan and a 3-year price lock guarantee My Biz Plan delivers a customizable wireless plan that enables small businesses to pay for only what they need NEW YORK, April 10, 2025 (GLOBE NEWSWIRE) -- Starting today, Verizon Business offers a market-leading solution for small and midsized business (SMB) customers to create and customize their wireless business plans – paying for what they need, when they need it. Introducing My Biz PlanCarriers today offer small businesses a “good, better, best” choice. But why be forced to m...
Verizon empodera a pequeñas empresas con el nuevo My Biz Plan y garant...
Verizon empodera a pequeñas empresas con el nuevo My Biz Plan y garantía de precio fijo por 3 años My Biz Plan - el primero en la industria - ofrece un plan inalámbrico personalizado que permite a las pequeñas empresas pagar solo por lo que necesitan NUEVA YORK, April 10, 2025 (GLOBE NEWSWIRE) -- A partir de hoy, Verizon Business ofrece una solución líder en el mercado para que los clientes de pequeñas y medianas empresas (PYMES) personalicen sus planes comerciales inalámbricos, pagando por lo que necesitan, cuando lo necesitan. Presentamos My Biz Plan Hoy en día, los proveedore...
Score the new Pixel 9a and Google One AI Premium perk at Verizon and s...
Score the new Pixel 9a and Google One AI Premium perk at Verizon and save big! NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- [TL;DR] Pixel 9a now at Verizon: Available in Obsidian and Iris for $13.88/month or "on us" with any myPlan for new lines.Google AI Premium Perk: Verizon customers can get Google One AI Premium for $10 a month ($9.99 a month in savings), unlocking Gemini Advanced and 2TB of storage.Price lock guarantee: Verizon is the first and only carrier in the industry offering new and existing customers a three-year price lock guarantee on all myPlan and myHome network plans....
¡Obtén el nuevo Pixel 9a y Google One AI Premium en Verizon y ahorra e...
¡Obtén el nuevo Pixel 9a y Google One AI Premium en Verizon y ahorra en grande! NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- [En resumen] El Pixel 9a ya está disponible en Verizon: Disponible en colores Obsidian e Iris por $13.88 al mes o "por nuestra cuenta" con cualquier plan ilimitado para nuevas líneas.Beneficio de Google AI Premium: Los clientes de Verizon pueden obtener Google One AI Premium por $10 al mes (ahorro de $9.99 al mes), lo que les permite acceder a Gemini Advanced y 2 TB de almacenamiento.Garantía de precio fijo: Verizon es el primer y único operador en la industria q...
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