reports
- Jonathan Chaplin
Four killer insights from day one
We just wrapped up day one the Future-of-Connectivity conference that we host every year with BCG. We gleaned new insights into the risk of the broadband market getting more competitive, wireless market growth, what is driving the convergence imperative, and Lumen’s appetite for asset sales.
Verizon to speak at New Street Research Conference on March 26
Verizon to speak at New Street Research Conference on March 26 NEW YORK, March 24, 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 New Street Research and BCG Future of Connectivity Leaders Conference on Wednesday, March 26, at 8:30 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Boulben will discuss the unit’s progress to innovate on its mobile and broadband platforms, bringing differentiated offe...
Verizon Business announces Partner Recognition Program winners at 2025...
Verizon Business announces Partner Recognition Program winners at 2025 Channel Partners Conference & Expo In addition to its Partner Recognition Program, the company will highlight its investment in Partner Experience (PX) in its speaking and lounge engagements NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the winners of its annual Partner Recognition Program to kick off this year’s Channel Partners Conference & Expo activation in Las Vegas, where the company will have a large presence across the mainstage and event floor. This year, eleven partners ...
- Blair Levin
What Does Carr’s DEI Merger Ban Mean for TMUS, Media and Other Deals
Immediately after the election, investors were excited about the prospect of easier government approvals of transactions. However, as we have previously discussed, that is not the way the review process is working out. A further indication of the transaction barriers came up over the weekend, as multiple articles appeared stating that FCC Chair Carr would block any deal that requires FCC approval where a party has a DEI program. We have previously written about how Carr’s view on DEI would app...
Verizon to redeem debt securities on April 23, 2025
Verizon to redeem debt securities on April 23, 2025 NEW YORK, March 24, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced that it will redeem the following notes on April 23, 2025 (the “Redemption Date”): I.D. NumberTitle of SecurityPrincipal AmountOutstandingCUSIP: 92343V DD3ISIN: US92343VDD38Common Code: 1466075942.625% Notes due 2026 (the “Notes”)$984,778,000 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) the sum of the present values of the remain...
Verizon customers are the first in the US to enjoy satellite texting t...
Verizon customers are the first in the US to enjoy satellite texting to any device with select Android smartphones NEW YORK, March 19, 2025 (GLOBE NEWSWIRE) -- Verizon today announced a significant expansion of its satellite texting capabilities, enabling its customers to become the first in the US to send text messages to any other customer device via satellite when outside the reach of terrestrial cellular networks using select Android devices from the series of Samsung Galaxy S25 and Google Pixel 9 smartphones. Upgrades enabling this service start today and will continue over the next ...
Verizon named a Leader in Gartner® Magic Quadrant™ for Managed IoT Con...
Verizon named a Leader in Gartner® Magic Quadrant™ for Managed IoT Connectivity Services, Worldwide Recognition as a Leader is based on a combination of “Ability to Execute” and “Completeness of Vision.”According to the report, “Leaders invest in the future of IoT that includes a continuum of value from IoT edge devices to IoT platforms and related analytics. Leaders perform skillfully and often exceed expectations. They have a clear vision of the market’s direction and develop competencies to maintain their leadership. Leaders engage customers and provide value across multiple geographies....
Verizon Business launches industry-first GenAI Assistant for small bus...
Verizon Business launches industry-first GenAI Assistant for small businesses What you need to know: Verizon Business Assistant is an easy-to-deploy solution that small businesses can start using immediately to free up time and answer customer questions via text 24/7. Small businesses now have the same opportunity to leverage AI as global enterprises to automate and enhance their customer interactions with a generative AI assistant Small business owners want to make their businesses more efficient through technology, and better connect with new and existing customers, according...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
ATNI ATN INTERNATIONAL INC.
VZ VERIZON COMMUNICATIONS INC.
SYNL SYNALLOY CORP.
SCCO SOUTHERN COPPER CORPORATION
RGR STURM RUGER & COMPANY INC.
MRCY MERCURY SYSTEMS INC.
MKTX MARKETAXESS HOLDINGS INC.
KR KROGER CO.
FCX FREEPORT-MCMORAN INC.
EIG EMPLOYERS HOLDINGS INC.
DG DOLLAR GENERAL CORPORATION
CBOE CBOE GLOBAL MARKETS INC
ALL ALLSTATE CORPORATION
R1D AERCAP HOLDINGS NV
FNF FIDELITY NATIONAL FINANCIAL INC. - FNF GROUP
CNR. CANADIAN NATIONAL RAILWAY COMPANY
DGICA DONEGAL GROUP INC. CL A
LFVN LIFEVANTAGE
BRK.B BERKSHIRE HATHAWAY INC. CLASS B
HRTG HERITAGE INSURANCE HOLDINGS INC.
THG HANOVER INSURANCE GROUP INC.
FTG111 FLATEXDEGIRO AG
PAGS PAGSEGURO DIGITAL LTD
MGTX MEIRAGTX HOLDINGS PLC
OPRX OPTIMIZERX CORP
GRPN GROUPON INC.
RKT ROCKET COMPANIES
AVAH AVEANNA HEALTHCARE HLDGS INC
RGC REGENCELL BIOSCIENCE HLDGS LTD
QBTS D-WAVE QUANTUM INC.
ANG ANGLOGOLD ASHANTI LIMITED
METC RAMACO RESOURCES INC.
NXT NEXT GEOSOLUTIONS EUROPE S.P.A.
BNTC BENITEC BIOPHARMA INC
SARO STANDARDAERO INC.
ZBIO PROSHARES ULTRAPRO SHORT NASDAQ BIOTECHNOLOGY
USAU US GOLD CORP
- Jonathan Chaplin
Quick Take: T-Mobile raises prices
We have been getting questions on press reports that T-Mobile is raising prices on certain legacy plans by $5/line. The price increases were actually leaked a few weeks ago. We wouldn’t normally comment on news that broke weeks ago, but thought we would use this as an opportunity to touch on a couple of data points that have emerged over the course of the last couple of weeks.
Verizon Business supercharges IT security offering with Trusted Connec...
Verizon Business supercharges IT security offering with Trusted Connection cybersecurity launch Verizon Business takes first-of-its-kind approach to network-native security for business with end-to-end solution that can be embedded in customer networks What you need to know: Trusted Connection is a Zero Trust Network Access (ZTNA) service for businesses that allows them to secure their devices, network, and cloud-hosted applications. It constantly verifies who’s accessing what and from where.It’s powerful technology that’s easy to use and ideal for midsize businesses. Trusted Connection ...
- Blair Levin
NSR Policy: What Does BEAD State Bidding Tell Us?
Last week, we provided several notes analyzing how Congressional Republicans and the Administration, as well as others, were debating changes in the BEAD program. While that rhetoric pointed to significant changes ahead, the states have been proceeding under the existing rules set in the Biden Administration, making significant progress in ways generally not reflected in the DC discussions. In this note, we summarize the state activity and ISP bidding to date. We analyze what the state activi...
- Blair Levin
NSR Policy: Musk (and TMUS) Prevail (Kinda) Over T and VZ at FCC
In a note last fall, we predicted that if Trump were elected, Elon Musk would be the most powerful force in telecom policy, elevating satellite priorities over the policy priorities of traditional communications networks. One of the issues we pointed to where that influence might be exercised involved potential SpaceX interference with T’s cellular network. This past Friday, that FCC addressed that issue, granting a conditional waiver to SpaceX regarding out-of-band emissions (OOBE) that will i...
- Pierre FerraguÊ
Bible 4Q24: Telecom Infrastructure – Recovery across the board
Today, we are publishing the Telecom Infrastructure section of our 26th 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. Telecom capex rebounded, up 13% YoY, driving a strong recovery across the value chain—from fixed and mobile equipment to semiconductors. Nokia remains our top pick in the sector.
Verizon to speak at Deutsche Bank Conference March 11
Verizon to speak at Deutsche Bank Conference March 11 NEW YORK, March 07, 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 Deutsche Bank Media, Internet & Telecom Conference on Tuesday, March 11, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand for mob...
Verizon tells customers to put the phone down.
Verizon tells customers to put the phone down. Ahead of Global Day of Unplugging, Verizon announces commitment to help families navigate digital wellness alongside partners at Discovery Education; OATS from AARP; My Digital TAT2; Sesame Workshop; new multigenerational initiatives and an immersive pop-up experience in NYC. NEW YORK, March 06, 2025 (GLOBE NEWSWIRE) -- With the average Verizon home internet household boasting 18 connected devices and counting, Verizon recognizes the increasing challenge of managing screen time and its impact on overall well-being. That’s why, today, at the ...
- Philip Burnett
MVNO Rates: EchoStar vs. Cable
A question we are often asked is how much the carriers charge MVNOs for wireless services. While working through EchoStar’s 10-K we noticed new reporting that seems to show the MVNO fee it paid in 2022 and 2023. In this brief note we unpack the relevant EchoStar reporting and compare the implied MVNO cost per subscriber to our estimates for the Cable MVNO.
- Blair Levin
NSR Policy: BEAD Adjustments Certain but Details Still Cloudy
Yesterday, we published a note on whether T, VZ/FYBR and CHTR or Musk will come out on top with revisions to the BEAD program that Republicans are contemplating. As we noted, there are numerous changes we felt confident Republicans would do, such as removing a fiber preference, that will have no material impact on publicly traded companies. But there are several other changes that could, including whether the federal government will impose a high-cost threshold on states that will shift funds f...
- Blair Levin
Will T, VZ/FYBR and CHTR or Musk Come Out on Top with BEAD Revisions?
While the Trump Administration and Congressional Republicans have sent some signals about how they will revise the $42.5 Billion Biden Broadband Equity, Access and Deployment (BEAD) program, there has been no definitive word yet on key issues regarding those revisions. That may change today, when there is a congressional hearing on the program. In this note, we review the potential changes from the investor perspective, with a focus on the relative benefits to wireline broadband providers (par...
Verizon adds new partners Singtel, Skylo to worldwide IoT platform
Verizon adds new partners Singtel, Skylo to worldwide IoT platform What you need to know: Singtel joins Bell Canada and Telenor IoT as Mobile Network Operator (MNO) partners providing international IoT connectivity through Verizon’s Global IoT Orchestration offering, which is now commercially available. Skylo is powering satellite-IoT connectivity and services for network assurance in areas where terrestrial connectivity is challenged. Verizon Business IoT customers can now access wireless services in up to 200 territories around the world, conveniently managed through Verizon Business’ Th...
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