reports
- Blair Levin
VZ/FYBR: Filings Confirm Concerns about CPUC Deployment Requirement
Recent filings at the California Public Utilities Commission (CPUC) confirm that there is still a gap between what VZ is willing to do to gain approval of its acquisition of FYBR and what the CPUC wants. In this note we update our thinking on the state of play and what happens next.
- Blair Levin
Part Three of Year in Preview: Our Analysis about Policyband’s Predict...
This week we published three notes that preview what we think will be critical to investors in telecom/media/tech policy environment. In the first, we evaluated what questions do we not know the answer to today but will in a year that will have a material impact on stocks and depend in part on policy. In the second, we looked at the biggest policy related investment stories of 2025 and how the lingering elements of those stories will play out. In this third one we evaluate nine predictions mad...
- Blair Levin
Part Two of Year in Preview: What about SATS, BEAD, Spectrum, and Othe...
This week we are publishing three notes that analyze what we think will be critical to investors in telecom/media/tech policy environment in the year ahead. In the first one, published yesterday we evaluated questions that we do not know the answer to today--but will in a year--that will have a material impact on stocks and depend in part on policy. In this second one, we look at the biggest policy related investment stories of 2025 and how the lingering elements of those stories will play out i...
*MEDIA ALERT* Verizon and David Beckham Kick Off Third Wave of Verizon...
*MEDIA ALERT* Verizon and David Beckham Kick Off Third Wave of Verizon Ultimate Access, Dropping Free FIFA World Cup 2026™ Tickets Exclusively for Customers NEW YORK, Jan. 05, 2026 (GLOBE NEWSWIRE) -- WHAT: Verizon is back with David Beckham to announce the third Verizon Ultimate Access ticket drop for FIFA World Cup 2026™ giving customers an unprecedented opportunity to attend World Cup matches. From January 7-11, customers will have the chance to score hundreds of free tickets to every match, including all group stage matches in every U.S. city. WHY: As the Official Telecommunication...
*MEDIA ALERT* Verizon Launches The Ultimate Super Bowl LX Experience
*MEDIA ALERT* Verizon Launches The Ultimate Super Bowl LX Experience Verizon customers have the chance to score an all expenses paid trip to Super Bowl LX, including on-field access and more, proving no one gets you closer to Super Bowl LX NEW YORK, Jan. 05, 2026 (GLOBE NEWSWIRE) -- WHAT: Verizon will launch an exclusive Super Bowl LX experience for customers, with multiple once-in-a-lifetime opportunities to win unparalleled access and prizes. No One Gets You Closer: The Ultimate Super Bowl LX Experience The ultimate prize is the Super Bowl Experience, which includes game tickets,...
- David Barden
Verizon to report earnings January 30, 2026
Verizon to report earnings January 30, 2026 NEW YORK, Dec. 29, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report fourth-quarter 2025 earnings on Friday, January 30, 2026. The company will present results and provide a business update on a webcast beginning at 8:00 a.m. Eastern Time. Access instructions and fourth-quarter 2025 materials, including Verizon’s press release and financial tables, will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of...
- Blair Levin
In Partial Win for Cable, Trump Memoranda Appears to Protect CBRS
Late Friday, President Trump released a new Presidential Memoranda on 6G and Spectrum. While what the Memoranda said is largely a restatement of what we have previously reported, we think the most important element for investors is what it didn’t say; specifically, that by omission it appears to protect the spectrum known as the Citizens Band Radio Services (CBRS) currently used by cable (and others) for wireless services. In this note we provide an analysis of the Memoranda.
- Blair Levin
VZ/FBYR/CPUC Update: Build Out Requirements Remain an Issue
In a recent analysis of an Administrative Law Judge issuing a Proposed Decision recommending California Public Utilities Commission (CPUC) approval of the VZ/FYBR deal, albeit with numerous conditions, we focused on the conditions related to the tension between VZ’s letter to the FCC changing its policies toward DEI and requirements under California law and regulation, as that has been the key discussion point in the process to date. We noted but did not focus on the build-out requirement in pa...
- Blair Levin
VZ/FYBR Moves Toward California Approval
The VZ/FYBR deal has moved closer to closing with an Administrative Law Judge issuing a Proposed Decision recommending California Public Utilities Commission (CPUC) approval, albeit with numerous conditions. In this note we discuss that Proposed Decision and the steps forward from here.
- David Barden
VZ: Investor meeting key takeaways
We hosted a Verizon investor lunch yesterday. We feel we came away with a clearer understanding of the evolving ‘Dan Plan’. Long story short, the chances of VZ ‘burning down the neighborhood’ are far lower than generally feared. This fear has nevertheless been priced into sector stocks, which may present an opportunity across the sector.
- Pierre FerraguÊ
Bible 3Q25 – Telecom: Growth in fixed & semis; mobile stabilizing
Today, we are publishing the Telecom Infrastructure section of our 29th 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. Fixed equipment revenues are rebounding from the inventory correction, rising 11% YoY. RAN revenues declined 1% YoY, reflecting the ongoing weak demand following the 5G cycle. Telecom semis ...
Denver Broncos and Verizon Business enhance stadium operations and fan...
Denver Broncos and Verizon Business enhance stadium operations and fan experiences Verizon Business upgrades Empower Field at Mile High to Wi-Fi 6E-ready network NEW YORK, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Fans at Empower Field at Mile High, home of the Denver Broncos, can now enjoy a significantly upgraded game-day experience thanks to the new Wi-Fi 6E and Local Area Network (LAN) installation led by Verizon Business. The network refresh includes more than 2,400 wireless access points to deliver connectivity that will help advance the stadium’s operations and improve the overall fan ex...
Verizon declares quarterly dividend on December 4
Verizon declares quarterly dividend on December 4 NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 69 cents per outstanding share, consistent with the prior quarter's dividend rate. The quarterly dividend is payable on February 2, 2026 to Verizon shareholders of record at the close of business on January 12, 2026. “Verizon is transforming to be a leaner, faster and bolder team focused on delighting customers to regain market leadership,” said Dan Schulman, CEO of Verizon. “We are co...
- David Barden
- Vikash Harlalka
The future of broadband 3Q25: Our updated broadband industry forecast ...
In this report, our latest broadband outlook tome, in addition to forecasting the future of broadband by technology for the next 5 years, we undertake a sensitivity analysis for Cable's end-state market share possibilities. We also refresh our work on the relative competitive positioning of carriers based on end-user cNPS scores via our Recon Analytics partnership.
- Blair Levin
Can VZ Reduce Churn and Improve Performance with a Delete, Delete, Del...
A big issue affecting all mobile carriers is churn. One way to reduce churn is by creating friction for customers seeking to change carriers in transferring their phone to a different carrier. VZ, due to a 2007 commitment, is at a disadvantage relative to T and TMUS. VZ is seeking to change that rule, arguing that the rule not only creates an unfair playing field but also increases its costs and creates opportunities for fraud. In this note, we describe the current state of play for whether VZ...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Coffee, Croissants & Credit/EnBW, Enel, Verizon, Merlin Properties, Co...
Utilities: EnBW 9M25 financial performance slightly down. Enel 9M25 financials in line with expectations. Telecom: Verizon reportedly preparing job cuts. Real Estate: Merlin Properties 9M25: Good results with a strong Madrid office market. Colonial 9M25: Solid results, prime CBD office exposure continues to perform well
Verizon Business Powers Next-Generation Broadcasts for Monumental Spor...
Verizon Business Powers Next-Generation Broadcasts for Monumental Sports & Entertainment 100G Optical Network Backbone enables broadcast innovation for the Washington Capitals, Washington Wizards, Washington Mystics, and Capital City Go-Go NEW YORK, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the completion of a new 100G dedicated optical ring. This ring will serve as the core broadcast, content creation engine, and corporate network for Monumental Sports & Entertainment (MSE), the owners and operators of the independent regional media platform Monumental Sports N...
Moody's Ratings assigns Baa1 rating to Verizon's proposed senior unsec...
Moody's Ratings (Moody's) assigned Baa1 ratings to Verizon Communications Inc.'s (Verizon) proposed senior unsecured notes, which will be comprised of various maturities. Verizon will use the proceeds from the proposed offering to fund the acquisition of Frontier Communications Parent, Inc. (Frontie...
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