reports
Captura, crea y conecta: La serie Google Pixel 10 ya está disponible e...
Captura, crea y conecta: La serie Google Pixel 10 ya está disponible en Verizon Disfruta el Pixel 10 en la red más grande de los Estados Unidos con el 5G más rápido y confiable y un precio fijo garantizado por 3 años. [En Resumen] Pixel 10 Pro por nuestra cuenta. Los clientes nuevos y existentes pueden obtener un Pixel 10 Pro por nuestra cuenta al intercambiar su teléfono actual Google, Apple, Motorola o Samsung (en cualquier condición, con Unlimited Ultimate).Beneficio de Gemini AI. Obtén Google AI Pro durante seis meses, por nuestra cuenta, cuando compras un teléfono inteligente...
Capture, create and connect: Google Pixel 10 series now available at V...
Capture, create and connect: Google Pixel 10 series now available at Verizon Experience Pixel 10 on America’s Largest Network with the Fastest and Most Reliable 5G and a three-year price lock guarantee [TL;DR] Pixel 10 Pro on us. New and existing customers can get a Pixel 10 Pro on us when you trade in your current Google, Apple, Motorola or Samsung phone (in any condition, with Unlimited Ultimate).Epic Gemini AI perk. Get Google AI Pro for six months, on us, when you purchase a Pixel 10 series smartphone on Unlimited Ultimate or Unlimited Plus.Three-year price lock guarantee & transparen...
- Vikash Harlalka
BEAD: West Virginia releases final proposal
What’s new: West Virginia released their final proposal last night. Among large broadband operators, Frontier was the big winner. Comcast continues to feature in the list of proposed providers. Fiber continues to be the preferred technology. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights database, provide a quick summary of BEAD proposals so far, and discuss the implications for broadband companies.
- Vikash Harlalka
2Q25 Broadband Trends
What’s new: in this report we discuss one of the drivers of slower broadband growth – a rise in mobileonly households. While we do not have the data to support it, we discuss the reasons why we find it a plausible explanation for the slower industry growth. We also update our industry forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.
- Vikash Harlalka
BEAD: Louisiana releases final proposal
Louisiana was the second state to release their final proposal at the end of last week. Virginia just beat Louisiana and was the first. Louisiana Local Fiber Consortium, which includes T-Mobile, was the big winner again. Surprisingly, Comcast was the only large Cable operator among the winners. The ILECs won less than we expected. Fiber continues to be the technology of choice for BEAD. In this short note, we discuss the proposal, compare the results with our estimates from Broadband Insights da...
AI and the Empathy Gap: Finding the Balance between AI and Human First...
AI and the Empathy Gap: Finding the Balance between AI and Human First Customer Experience NEW YORK, Aug. 13, 2025 (GLOBE NEWSWIRE) -- While brands are celebrating AI-driven efficiency gains in customer experience (CX), a significant gap exists between their internal benefits and the often underwhelming service that consumers are actually experiencing. According to Verizon’s report, the future of CX isn't just about implementing AI, but about strategically integrating it to amplify human connections and address core customer frustrations. The report, based on a survey of 5,000 consumers...
Verizon and Paige Bueckers team up for an exclusive youth basketball e...
Verizon and Paige Bueckers team up for an exclusive youth basketball experience to empower the next generation of DFW athletes What you need to know: Verizon is launching a sweepstakes to give youth, ages 13-17, a chance to win a spot at an exclusive basketball experience with Paige Bueckers. Sweepstakes runs from August 8 to August 17. The experience with Paige will take place on August 25 in Dallas. DALLAS, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Verizon is launching a sweepstakes to offer young basketball enthusiasts, ages 13-17, the opportunity to participate in an exclusive youth basketb...
Moody's Ratings affirms Verizon's Baa1 ratings; outlook stable
Moody's Ratings (Moody's) affirmed Verizon Communications Inc.'s (Verizon), Baa1 long term issuer rating and senior unsecured ratings, (P)Baa1 senior unsecured shelf rating, (P)Baa1 senior unsecured MTN ratings, and Prime-2 short-term commercial paper program rating. The outlook remains stable. Th...
Verizon se prepara para el regreso a clases con ahorros, consejos y te...
Verizon se prepara para el regreso a clases con ahorros, consejos y tecnología para toda la familia Visita cualquier tienda de Verizon para obtener dispositivos por nuestra cuenta, descuentos y herramientas de bienestar digital NUEVA YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Mientras las familias se preparan para el nuevo año escolar, Verizon lanza un mes de ahorros inigualable y apoyo para el bienestar digital, que comienza con el Verizon Family Weekend del 9 al 10 de agosto. Durante este fin de semana, las tiendas Verizon de todo el país se transformarán en centros de regreso a clases, ...
Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert ...
Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert Advice & Essential Tech for Families Visit any Verizon store for free devices, discounts, and digital wellness tools NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- As families prepare for the new school year, Verizon is launching a month of unmatched value and digital wellness support, kicking off with Verizon Family Weekend on August 9-10. During this weekend, Verizon stores nationwide will transform into back-to-school hubs, offering expert advice, hands-on product demonstrations, and tailored technology solutions for ...
- Vikash Harlalka
Autumn for Broadband 2Q25
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Net adds remained nearly flat compared to a year ago (when adjusted for ACP impact) but were within the pre-pandemic norm. Industry subscriber trends have mostly stabilized over the past 3 quarters, but y/y growth remains below pre-pandemic levels.
- Vikash Harlalka
Frontier Post 2Q25 Model Update
This note focuses on changes to the model following 2Q25 results. Earlier this week, we published a comprehensive review of results. The price at close is fixed. We don’t have a view on the current deal spread. We see no impediments to closing of the transaction. Stock is rated neutral with a price target of $38.50 (same as deal price).
Verizon to redeem debt securities on September 3, 2025
Verizon to redeem debt securities on September 3, 2025 NEW YORK, July 31, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced that it will redeem, in whole, the following notes on September 3, 2025 (the “Redemption Date”): I.D. NumberTitle of SecurityNYSE Trading SymbolPrincipal AmountOutstandingCUSIP: 92343V BW3ISIN: XS1030900242Common Code: 1030900243.25% Notes due 2026 (the “Notes”)VZ 26€842,980,000 The redemption price for the Notes will be equal to the greater of (i) 100% of the principal amount of the Notes being redeemed, or (ii) ...
- Vikash Harlalka
- Vikash Harlalka
Quick Hit: T-Mobile and KRR complete Metronet Acquisition
Last week, T-Mobile and KKR announced the completion of the acquisition of Metronet through their joint venture. Investors are focused on how fast Metronet is deploying fiber and how fast they are penetrating this build. We used our Broadband Insights database to analyze both of these in this short note.
Rooted in New York City. Building the Future. Verizon announces new Ma...
Rooted in New York City. Building the Future. Verizon announces new Manhattan headquarters at Vornado’s PENN 2 Key Highlights: The new headquarters will serve as the hub for approximately 1,000 corporate employees beginning in 2026Verizon signed a long-term lease to occupy more than 195,000 square feet of premier office space across multiple floorsNew flagship retail store to open on nearby Seventh AvenueVerizon has more than 400 retail locations across all five boroughs, as well as administrative offices, technical locations and garage centers operated by nearly 6,000 Verizon employees in...
MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance fo...
MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance for the Whole Family Verizon Unplugged with Mel Robbins NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHAT: Verizon is teaming up with award-winning podcast host, NYT #1 Best-selling author Mel Robbins to share tips on how you and your family can build a healthy relationship with your phones. For one night only, join us for a live conversation with this sought after expert in mindset, behavior change and life improvement — with a special appearance from her son, Oakley. WHO: Mel Robbins, alongside her son O...
- Blair Levin
VZ/FYBR Faces Pushback from California on DEI
The VZ/FYBR deal obtained approval from the FCC by providing a letter modifying its DEI efforts. That letter, however, has raised issues with the California Public Utilities Commission (CPUC), which also must approve the deal. In a prior note, we analyzed the interplay of the demands of the FCC and CPUC, the political challenge for VZ, and how we think the situation may be resolved. In this note, we review a new ruling from the CPUC and how that affects the situation.
- Jan Frederik Slijkerman
TMT 2Q25 results: Verizon, T-Mobile US, AT&T and IBM
The three largest mobile telecom operators in the US - Verizon, T-Mobile US[de], and AT&T – did well in 2Q25. IBM's performance was also good. Despite strong competition, all three mobile telecom operators grew their EBITDA again. Furthermore, AT&T and T-Mobile US may benefit from a credit rating upgrade. In our view, the Euro notes of T-Mobile US look the most attractive in this credit sub-space.
- Jonathan Chaplin
T-Mobile 2Q25 Results Review & Model Update
In this note we review results, update the model, and compare updated guidance and our updated estimates to consensus. 2Q25 results were quite strong. The company beat on postpaid phone and FWA net adds as well as postpaid phone ARPU. Service revenue, EBITDA and FCF were all well ahead of expectations. Consensus for 2025 net adds and free cash flow are all but certain to rise. We also believe there is meaningful upside to estimates for free cash flow in 2026 and 2027 from tax reform. (Buy; $TP: ...
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