reports
Verizon Frontline showcases public safety solutions at Border Security...
Verizon Frontline showcases public safety solutions at Border Security Expo EL PASO, Texas, May 21, 2024 (GLOBE NEWSWIRE) -- Verizon Frontline will demonstrate a number of its innovative public safety solutions, specifically designed to deliver mission-critical communications to first responders, at the taking place in El Paso, Texas May 21-23 at the El Paso Convention Center. Border Security Expo is the largest and longest-standing event where the border community can exchange ideas, expand networks and experience new and developing technologies. “Verizon is committed to connectin...
Comcast Introduces Peacock, Netflix, and Apple TV+ Streaming Bundle
PHILADELPHIA--(BUSINESS WIRE)-- Comcast today announced of Apple TV+, Netflix and Peacock for new and existing Xfinity Internet and TV customers. By bringing these premium streaming services together for the first time, Xfinity is making it easy for customers to enjoy exceptional entertainment, including thousands of hours of live sports, from the best streaming apps at an unparalleled value. This press release features multimedia. View the full release here: Xfinity StreamSaver™, a streaming bundle of Apple TV+, Netflix and Peacock for new and existing Xfinity Internet and TV customers. (Ph...
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
DKS DICK'S SPORTING GOODS INC.
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
VFC V.F. CORPORATION
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
AXTI AXT INC.
SWKS SKYWORKS SOLUTIONS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Dan Salmon
Alphabet (GOOGL, Buy, $200 target) Previewing Google Marketing Live & ...
Tomorrow is both Google Marketing Live (aka GML, GOOGL’s annual event for performance/direct response ads) and the opening keynote for MSFT’s multi-day Build conference. After GOOGL announced the broader rollout of AI Overviews (fka Search Generative Experience) at Google I/O, we expect to hear about wider tests of advertising in AI Overviews at Google Marketing Live.
- Blair Levin
NSR Policy: ACP and Spectrum: Update on Lowering Prospects for Legisla...
Last week began with hopes for a Senate markup of legislation that would provide, both, some short-term opportunities for reallocating spectrum for commercial wireless providers, and an extension of funding for the Affordable Connectivity Program (ACP). But the markup was pulled. In this update, we provide an analysis of what happened and what the implications are for the companies hoping for more funding or spectrum opportunities.
- Alicia Reese
- Brandon Barron
- Michael Pachter
- Scott Devitt
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Daniel Ives
- John Katsingris
- Michael Gerbino
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Taz Koujalgi
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc gave away 1,304 shares at 0.000USD and the significance rating of the trade was 8/100. 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 years clear...
Verizon supports Texas and Louisiana communities affected by recent st...
Verizon supports Texas and Louisiana communities affected by recent storms Call/Text/Data usage incurred by customers from May 17-23 will be waived for those impacted by recent storms For media: we have b-roll, pictures and additional information on our emergency response equipment available at our . What you need to know: Verizon is waiving domestic call/text/data usage costs incurred by postpaid consumer customers, small business customers* and Verizon Prepaid customers in storm affected areas in Texas and Louisiana. The waiver will be in effect between Friday, May 17 through ...
Verizon to speak at J.P. Morgan conference May 21
Verizon to speak at J.P. Morgan conference May 21 NEW YORK, May 17, 2024 (GLOBE NEWSWIRE) -- Hans Vestberg, Chairman and CEO of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the J.P. Morgan Global Technology, Media and Communications Conference on Tuesday, May 21, at 8:50 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) was formed in 2000 and is one of the world’s leading providers of technology and communications services. Headquartered in New York City and with a pre...
- Jonathan Chaplin
Who does Gigapower compete with?
This week, we published a report and model exploring the economics of the AT&T / Gigapower JV. The analysis shows that the project will yield compelling returns for both AT&T and Blackrock. It also shows that the project would have to be at least 3X larger to have a material financial or strategic benefit to AT&T.
- Matthew Bryson
VMW VMWARE INC. CLASS A
WDC WESTERN DIGITAL CORPORATION
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
MRVL INC.
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
Comcast Grants $1M to Transform The Arc's Data, Tech Training, and Spa...
WASHINGTON--(BUSINESS WIRE)-- Today, The Arc of the United States and Comcast NBCUniversal announced a major expansion of their long-standing partnership that will break down barriers and create more equity and opportunity for people with intellectual and developmental disabilities (IDD). Comcast is providing a $1 million grant over two years to The Arc to modernize its data infrastructure, deepen the impact of its digital literacy programs, and give Spanish-speaking families access to special education advocacy. This funding is a part of Project UP, Comcast’s $1 billion commitment to advance ...
- Pierre FerraguÊ
- Jonathan Chaplin
The broadband Open Access model
We created a model to better understand the economics of Gigapower for both AT&T and Blackrock. Please use the model and give us your thoughts. The model clarifies the value of broadband assets generally. It also clarifies why we are likely to see similar JVs from Frontier, Lumen, and others. We will adapt this model for those instances in due course.
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