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 PRESS RELEASE

Verizon to speak at Cowen TMT Conference May 28

Verizon to speak at Cowen TMT Conference May 28 NEW YORK, May 23, 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 Cowen Technology, Media & Telecom Conference on Wednesday, May 28, at 10:15 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, wor...

 PRESS RELEASE

Verizon reports preliminary results of shareholder vote at 2025 annual...

Verizon reports preliminary results of shareholder vote at 2025 annual meeting BASKING RIDGE, N.J., May 22, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) has announced preliminary results of the shareholder vote at its annual meeting, which was held today in a virtual-only format. Verizon’s shareholders elected each of Verizon’s 10 directors to a one-year term. Shareholders also voted in favor of two management proposals: Approved the compensation of the company’s named executive officers as described in the 2025 proxy statement; andRatified the appointment of ...

Jonathan Chaplin
  • Jonathan Chaplin

A closer look at Cox footprint

We’ve been getting questions from clients about competitive dynamics in Cox’s markets after Charter announced its acquisition. In this note, we use Broadband Insights to explore the fiber competition in Cox’s markets today and in the future, who the largest competitors are, and market demographics.

 PRESS RELEASE

El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivo...

El nuevo motorola razr: estilo icónico, IA de moto y ahorros exclusivos de Verizon Obtén una garantía de precio fijo en cualquier myPlan y recibe un motorola razr por nuestra cuenta con cualquier intercambio y myPlan [La gran noticia] NEW YORK, May 22, 2025 (GLOBE NEWSWIRE) -- El nuevo motorola razr llega a Verizon y es más inteligente, más elegante y más icónico que nunca. El moto IA integrada hace más por ti: organiza notas, crea listas de reproducción y te ayuda a encontrar información rápidamente. A partir del 22 de mayo, el teléfono estará disponible en los colores PANTONE Gibral...

Jan Frederik Slijkerman ... (+5)
  • Jan Frederik Slijkerman
  • Jeroen van den Broek
  • Jesse Norcross
  • Nadège Tillier
  • Timothy Rahill

Coffee, Croissants & Credit/BT, Telefonica, AT&T

Telecom - BT reports soft FY25 results. Telefonica sells Uruguay operations. AT&T acquires consumer fibre business of Lumen

Jonathan Chaplin
  • Jonathan Chaplin

LUMN / AT&T: quick thoughts on fiber transaction

We provide quick thoughts on deal terms, the structure, the pending JV, and implications for Lumen, AT&T, the other wireless operators, and the Cable operators in this note. We have lots more work to do on this transaction in the coming weeks. AT&T is a big winner, in our view. This transaction supports our Buy recommendation (though we don’t expect to get paid on this thesis tomorrow).

T-Mobile US Inc: 1 director

A director at T-Mobile US Inc sold 45,000 shares at 242.695USD and the significance rating of the trade was 70/100. 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 clearl...

Blair Levin
  • Blair Levin

What Does VZ/FYBR Tell Us About Convergence Deal Reviews?

As expected, the FCC approved the VZ/FYBR deal once VZ filed a letter disavowing its DEI programs. But the FCC also provided clarification about a critical issue that will be central to deals involving both wireless and wired assets. In this note, we describe what the FCC did and how it might affect future reviews.

 PRESS RELEASE

Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda d...

Encuesta sobre el estado de pequeñas empresas 2025: Crece la demanda de IA, ciberseguridad y redes sociales Los datos de Verizon Business revelan que las pequeñas empresas están ampliando sus habilidades tecnológicas y utilizando la IA para todo, desde estrategias de redes sociales hasta reclutamiento laboral Lo que debes saber: Casi la mitad (47%) de las pequeñas empresas actualizaron sus soluciones de ciberseguridad para proteger aún más su negocio. Más de un tercio (38%) utilizan activamente IA en múltiples funciones comerciales, como análisis de datos, marketing y atención al cliente....

 PRESS RELEASE

2025 State of Small Business Survey: Surge in AI, cybersecurity and so...

2025 State of Small Business Survey: Surge in AI, cybersecurity and social media demand Verizon Business data reveals SMBs expanding tech skills and leveraging AI for everything from social media strategies to workplace hiring What you need to know: Nearly half (47%) of SMBs updated their cybersecurity solutions to further protect their business. More than a third (38%) are actively using AI across multiple business functions, such as data analysis, marketing and customer service.Over 56% of SMBs believe AI can help address issues with employee management and overall employee headcount.3 ...

Jonathan Chaplin
  • Jonathan Chaplin

CHTR / Cox: thoughts following the call and detailed deal analysis

We published an initial take yesterday. Blair published his report on regulatory risks to the deal. In this report, we provide quick estimates for synergies, a pro forma model, thoughts on leverage and share repurchases, accretion / dilution, and valuation.

Blair Levin
  • Blair Levin

Charter/Cox Deal Government Approval Analysis

Charter and Cox have announced a merger. In this note, we analyze the prospect for the government review of the transaction.

Jonathan Chaplin
  • Jonathan Chaplin

CHTR / Cox: quick thoughts

Charter is acquiring Cox for $34.5BN. This equates to 6x pro forma for synergies. A nice Friday morning surprise. We run through our quick thoughts in this brief note. We will have more detailed thoughts after the conference call at 8:30.

 PRESS RELEASE

Verizon announces a $5B commitment to continue investing in America an...

Verizon announces a $5B commitment to continue investing in America and supporting small businesses What you need to know: Verizon announces a substantial $5 billion commitment over the next five years with the launch of a new Small Business Supplier Accelerator.Verizon Small Business Digital Ready launched a new grant cycle where eligible small businesses can apply for $10,000 grants (open until June 30, 2025). NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Verizon today announced a commitment to invest $5 billion over the next five years in US small business suppliers with the launch...

 PRESS RELEASE

Verizon anuncia compromiso de $5 mil millones para seguir invirtiendo ...

Verizon anuncia compromiso de $5 mil millones para seguir invirtiendo en EE.UU. y apoyar a las pequeñas empresas  Lo que debes saber: Verizon anuncia un importante compromiso de $5 mil millones de dólares durante los próximos cinco años con el lanzamiento del nuevo programa, Verizon Small Business Supplier Accelerator.Verizon Small Business Digital Ready lanzó un nuevo ciclo de subvenciones en el que las pequeñas empresas elegibles pueden solicitar subvenciones de $10,000 (abierto hasta el 30 de junio de 2025). NUEVA YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Hoy, Verizon anunció su compro...

 PRESS RELEASE

Verizon to speak at MoffettNathanson conference May 15

Verizon to speak at MoffettNathanson conference May 15 NEW YORK, May 13, 2025 (GLOBE NEWSWIRE) -- Sowmyanarayan Sampath, executive vice president for Verizon (NYSE, Nasdaq: VZ), and CEO for Verizon Consumer, is scheduled to speak at the MoffettNathanson Media, Internet & Communications Conference on Thursday, May 15, at 8:00 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . For details on Verizon's most recent financial results, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) was formed in 2000 and is one of the ...

 PRESS RELEASE

Introducing Samsung Galaxy S25 Edge on Verizon

Introducing Samsung Galaxy S25 Edge on Verizon Get a Verizon 3-year price-lock guarantee and a new Galaxy S25 Edge on us with myPlan and any trade-in from Apple, Google or Samsung NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- [What’s new] Introducing the Samsung Galaxy S25 Edge: where unparalleled elegance meets uncompromising power. This groundbreaking device, available at Verizon, offers the advanced capabilities of the Galaxy S25 Ultra in an exceptionally thin and light smartphone. Verizon preorders start May 13 in Titanium Silver, Icyblue and Jetblack, with 256GB or 512GB storage s...

 PRESS RELEASE

Buffalo Bills Announce Verizon as Official 5G Network and a Founding P...

Buffalo Bills Announce Verizon as Official 5G Network and a Founding Partner of New Highmark Stadium Verizon partnership to include: Ownership of the Distributed Antenna System (DAS)Integration of Verizon Business Services and Solutions to drive sustainability, operations and fan experiencesPremium programming, sweepstakes and onsite activations; unique access and experiences will be available for Verizon customersVerizon to donate to Buffalo-based Veterans One Stop NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- The Buffalo Bills today announced Verizon will be the exclusive wireless teleco...

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