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Jonathan Chaplin
  • Jonathan Chaplin

EchoStar: Quick thoughts following the call

In this brief note, we cover: 1) securitizable spectrum value; 2) when cash runs out; 3) the implications of the DBS lawsuit for raising new capital; 4) operating improvements in prepaid wireless; 4) progress on cost savings; 5) preliminary thoughts on a new strategy in postpaid wireless.

 PRESS RELEASE

Small Business Digital Ready de Verizon llega a 300,000 empresas con r...

Small Business Digital Ready de Verizon llega a 300,000 empresas con recursos gratuitos en línea NUEVA YORK, May 08, 2024 (GLOBE NEWSWIRE) -- El programa Small Business Digital Ready de Verizon, un recurso gratuito dirigido a las pequeñas empresas que les permite acceder a más de 50 cursos, talleres dirigidos por expertos, redes presenciales y virtuales e incentivos, como subvenciones, celebra hoy haber alcanzado 300,000 empresas en todo Estados Unidos. Este logro representa un avance decisivo hacia el de llegar a un millón de pequeñas empresas para 2030. De las 300,000 empresas a las q...

Jonathan Chaplin
  • Jonathan Chaplin

SATS 1Q24 Quick Take: Operating trends fine; focus will be on capital ...

Operating results were generally a bit better than expected. The Company appears to be doing what it can to preserve cash. The cash burn was $100MM higher than we expected and $200MM higher than consensus expected. We estimate that the Company has enough cash to get through the next two quarters, but barely.

 PRESS RELEASE

Verizon’s Small Business Digital Ready program reaches 300K businesses...

Verizon’s Small Business Digital Ready program reaches 300K businesses with free, online resources NEW YORK, May 08, 2024 (GLOBE NEWSWIRE) -- Verizon’s Small Business Digital Ready Program, a free resource for small businesses to access over 50 courses, expert-led workshops, in-person and virtual networking and incentives, such as grants, celebrates today having reached 300,000 businesses across the US. This milestone marks critical progress towards to reach 1 million small businesses by 2030. Of the 300,000 businesses Small Business Digital Ready has reached, 51% are women-owned, 62% a...

Blair Levin
  • Blair Levin

NSR Policy: ACP Extension/Reform Gains Traction

Legislation that would both extend and reform the Affordable Connectivity Program (ACP) has been introduced as an amendment to the must pass Federal Aviation Authority (FAA) reauthorization, providing some hope that ACP could be extended.

Charter Communications, Inc.: Update to credit analysis

Our credit view of this issuer reflects its good liquidity, supported by FCF and RCF capacity that provide some financial flexibility, against its intense competition.

Jonathan Chaplin
  • Jonathan Chaplin

What happened to the US broadband market?

We have covered a lot of ground on the broadband sector over the last two weeks. I thought it might help to pull together some of the more important threads, in case you missed them during the busy reporting seasons.

 PRESS RELEASE

Get the Google Pixel 8a Free at T-Mobile

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS): This press release features multimedia. View the full release here: Google Pixel 8a at T-Mobile delivers a no-compromise experience that can’t be found anywhere else – the latest Pixel and Google AI features, wireless plans packed with tons of free extras AND the nation’s leading 5G network. (Photo: Business Wire) What’s the news: Google Pixel 8a is here and will be available at T-Mobile (NASDAQ: TMUS) online and in stores on Tuesday, May 14. Only at the Un-carrier can customers truly get the most out of Google’s newest smartphone, w...

 PRESS RELEASE

T-Mobile to Offer New iPad Pro and iPad Air

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) will offer the new iPad Pro in a stunning, thin and light design, with a breakthrough Ultra Retina XDR display, and outrageously fast M4 chip with powerful AI capabilities; in addition to the redesigned 11-inch and all-new 13-inch iPad Air, supercharged by the M2 chip delivering phenomenal performance and advanced capabilities. Customers will be able to order the new iPad Pro and iPad Air starting Friday, May 10, with availability in stores beginning Wednesday, May 15. For more details, please visit: This press release features multi...

 PRESS RELEASE

Verizon donará $70,000 y celebrará a la comunidad latina en Chicago

Verizon donará $70,000 y celebrará a la comunidad latina en Chicago CHICAGO, May 07, 2024 (GLOBE NEWSWIRE) -- El jueves 9 de mayo, el evento en la tienda de Verizon llamado Connected by Culture contará con una charla informal con reportera de WGN y personalidad de televisión. Además, se ofrecerán fotos profesionales gratuitas a los miembros de la comunidad que asistan y celebraremos las nuevas donaciones de la empresa de $70,000 a organizaciones locales que sirven a la comunidad latina y apoyan a las pequeñas empresas y la inclusión digital. El 9 de mayo, desde las 2:00 hasta las 6:00...

 PRESS RELEASE

Verizon Business offers business customers pre-orders for the new Goog...

Verizon Business offers business customers pre-orders for the new Google Pixel 8a with Google AI The newest phone from Google offers AI and more for businesses to help deliver productivity, security, and support - all at an affordable price. Pixel 8a will be widely available to Verizon Business customers starting May 14, with preorders beginning on May 7. NEW YORK, May 07, 2024 (GLOBE NEWSWIRE) -- Verizon Business today announced that starting on May 7, 2024 customers can preorder the innovative new Google Pixel 8a smartphone, specially designed to meet the demands of modern...

 PRESS RELEASE

T-Mobile US, Inc. to Present at MoffettNathanson's Media & Communicati...

BELLEVUE, Wash.--(BUSINESS WIRE)-- Peter Osvaldik, executive vice president & chief financial officer of T-Mobile US, Inc. (NASDAQ: ), will present and provide a business update on Tuesday, May 14, 2024 at 11:00 a.m. Eastern Daylight Time (EDT) at MoffettNathanson's Media & Communications Conference. A live webcast of the event will be available on the Company’s Investor Relations website at . An on-demand replay will be available shortly after the conclusion of the presentation. To automatically receive T-Mobile financial news by e-mail, please visit the T-Mobile Investor Relations websit...

 PRESS RELEASE

Google AI meets bold style at an affordable price: Preorder the Pixel ...

Google AI meets bold style at an affordable price: Preorder the Pixel 8a on Verizon today New and existing Verizon customers can get the Google Pixel 8a on us, with a new line on myPlan¹ NEW YORK, May 07, 2024 (GLOBE NEWSWIRE) -- Breaking news: Introducing the , sporting many of the innovative Google AI features you love in an affordable new design. Order it from Verizon starting today. And don’t forget to check out our exclusive myPlan content offers to get the most out of your new Pixel with the streaming services you love. Pixel 8a will be widely available to both Verizon consumer a...

 PRESS RELEASE

Google IA logra un estilo audaz a un precio accesible: Reserva el Pixe...

Google IA logra un estilo audaz a un precio accesible: Reserva el Pixel 8a en Verizon hoy mismo Los nuevos y existentes clientes de Verizon pueden conseguir el Google Pixel 8a por nuestra cuenta, con una nueva línea en myPlan¹ NEW YORK, May 07, 2024 (GLOBE NEWSWIRE) -- Noticias de última hora: Presentamos el , con muchas de las innovadoras funciones de Google IA que te encantan en un diseño nuevo y accesible. Reserva el dispositivo en Verizon a partir de hoy y no olvides consultar nuestras ofertas exclusivas de contenidos myPlan para aprovechar al máximo a tu nuevo Pixel con los servici...

 PRESS RELEASE

Comcast Business Boosts Internet Speeds for Customers Nationwide

PHILADELPHIA--(BUSINESS WIRE)-- today increased Internet speeds for customers, nationwide, at no additional cost. Comcast Business announced the introduction of its fastest Internet plans yet – Ultimate Speed for Business – with up to triple the speeds. Additionally, Comcast Business announced the roll-out of next-generation multi-gigabit symmetrical business Internet speeds, powered by Full Duplex technology, in select markets. Ultimate Speed for Ultimate Business Effective immediately, new, and existing Comcast Business customers can take advantage of the following speed plan increases: ...

 PRESS RELEASE

Verizon to donate $70K, celebrate Latino community in Chicago

Verizon to donate $70K, celebrate Latino community in Chicago CHICAGO, May 07, 2024 (GLOBE NEWSWIRE) -- Verizon is making a commitment to local Latino-serving organizations for the support of small businesses and digital inclusion through $70,000 in new donations. On Thursday, May 9th, Verizon will mark these donations with a Connected by Culture store event, including free professional headshots to attending community members, and a fireside chat with WGN reporter and TV personality . From 2-6 p.m. on Thursday, May 9th, at Verizon's Berwyn store, located at 7160 Cermak Rd, Verizon wil...

Jonathan Chaplin
  • Jonathan Chaplin

CHTR Quick Hit: Charter Buys Back $140MM of Shares in April

Advance/Newhouse filed its latest Charter ownership disclosure earlier today. The buyback amount was slightly higher than consensus expectations. We now expect Charter to repurchase $500MM of shares in 2Q24.

Charter Communications Inc: 1 director

A director at Charter Communications Inc sold 71,911 shares at 264.220USD and the significance rating of the trade was 67/100. 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 y...

Wedbush Research
  • Wedbush Research
TPX TEMPUR SEALY INTERNATIONAL INC
GEO GEO GROUP INC. (THE)
2454 MEDIATEK INC.
MTB M&T BANK CORPORATION
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
QRVO QORVO INC.
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NCMI NATIONAL CINEMEDIA INC.
MU MICRON TECHNOLOGY INC.
MGPI MGP INGREDIENTS INC.
MFA MFA FINANCIAL INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
FHN FIRST HORIZON CORPORATION
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CNK CINEMARK HOLDINGS INC.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
AMC AMC ENTERTAINMENT HOLDINGS INC. CLASS A
OSTK OVERSTOCK.COM INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
CELH CELSIUS HOLDINGS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
TENB TENABLE HOLDINGS
GOSS GOSSAMER BIO
DELL DELL TECHNOLOGIES INC CLASS C
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
ORIC INC.
TVTX ORIC PHARMACEUTICALS
PLTR TRAVERE THERAPEUTICS INC
DAWN PALANTIR TECHNOLOGIES
TDUP DAY ONE BIOPHARMACEUTICALS INC
MRVL THREDUP INC.
STX MARVELL TECHNOLOGY INC
HOWL SEAGATE TECHNOLOGY HLDGS PLC
PAY WEREWOLF THERAPEUTICS INC
GFS PAYMENTUS HLDGS INC
BROS GLOBALFOUNDRIES INC
DUTCH BROS INC
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