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 PRESS RELEASE

Verizon remains ready amid the Mountain and Broad Fires

Verizon remains ready amid the Mountain and Broad Fires Year-round preparation ensures wildfire readiness, keeping Ventura County and Malibu communities connected IRVINE, Calif., Nov. 08, 2024 (GLOBE NEWSWIRE) -- The Mountain and Broad Fires are the latest wildfires to ignite in California, and Verizon remains committed to maintaining the safety and connectivity of communities, businesses, and first responders throughout affected areas in Ventura County and Malibu. As wildfires this year have increased in both number and severity, Verizon teams have employed advanced technology and read...

Blair Levin
  • Blair Levin

NSR Policy: Summarizing Policy Implications of Trump/Republican Victor...

In the previous two months, we published multiple notes on the implications of the election, projecting forward on what would likely happen to market impacting policies in the event of either a Trump or Harris Victory. Here, we link to those notes—you can quickly skip the Harris parts—as well as summarizing key points relating to the likely impact of a Trump victory. We note that the notes involving Musk were the ones we think most underrated (at least they were initially) and important. We a...

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

Coffee, Croissants & Credit/EDP, AT&T, Verizon, LEG Immo

Utilities: EDP posts decent 9M24 results – we are neutral

Arsit Pamaranont ... (+15)
  • Arsit Pamaranont
  • Bella Lu Yifei
  • Benjaphol Suthwanish
  • Desmond Chong Chee Wai
  • Jack Goh Tooan Orng
  • Johnny Yum
  • Jonathan Koh
  • Kampon Akaravarinchai
  • Kasemsun Koonnara
  • Ken Lee
  • Kong Ho Meng
  • Shirley Wang Xueyi
  • Stella Guo Yuting
  • Stevanus Juanda
  • Tham Mun Hon

Regional Morning Meeting Notes: Friday, November 08, 2024

GREATER CHINA Economics Trade Surprising beat on exports. Sector Automobile Weekly: Trump’s tariff to reshape China automobile supply chain. Maintain MARKET WEIGHT. Top BUYs: Geely, CATL, Fuyao Glass and Desay SV. Results Galaxy Entertainment Group (27 HK/BUY/HK$36.35/Target: HK$46.00) 3Q24: EBITDA decline due to higher reinvestmen...

 PRESS RELEASE

Verizon announces tender offers for six series of debt securities

Verizon announces tender offers for six series of debt securities NEW YORK, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced the commencement of six separate offers to purchase for cash up to $3.5 billion aggregate purchase price of the outstanding series of debt securities (each a “Security” and collectively, the “Securities”) listed in the table below, labeled “Offers”. Verizon refers to each offer to purchase a Security for cash as an “Offer” and all the offers to purchase the Securities, collectively as the “Offers.” The Offe...

 PRESS RELEASE

6 Tips to Keep Your Device Healthy This Cold and Flu Season and Beyond

BELLEVUE, Wash.--(BUSINESS WIRE)-- Got your hands on the latest and greatest smartphones? Awesome! But to keep you and your shiny new tech that runs on the healthy all winter long, here are a few top tips on how to keep your device as fresh as the day you . This press release features multimedia. View the full release here: In the era of groundbreaking new devices, even the most up-to-date technology needs a little TLC once the weather turns (Photo: Business Wire) 1. Avoid Using Your Phone in the Restroom It gives us the ick too, but flushing toilets can disperse germs everywhere, including...

 PRESS RELEASE

Verizon Business, TriMet delivering advanced mass transit capabilities...

Verizon Business, TriMet delivering advanced mass transit capabilities to Portland region PORTLAND, Ore., Nov. 07, 2024 (GLOBE NEWSWIRE) -- Verizon Business today announced the activation of more than 740 new Fixed Wireless Access (FWA) lines with the Tri-County Metropolitan Transportation District of Oregon (TriMet), a transit agency providing bus, light rail, commuter rail, and paratransit service in the Portland metro region. delivers fast, reliable, and scalable wireless network connectivity. The ample bandwidth provided by FWA enables TriMet to leverage data-rich and mission-cr...

Jonathan Chaplin
  • Jonathan Chaplin

USM sells spectrum to AT&T

US Cellular has sold its 3.45GHz licenses and 700MHz licenses to AT&T for $1.0BN. The transaction isn’t a surprise. It follows closely on the heels of the sale of Cellular licenses to Verizon for $1.0BN. USM and TDS have been our favorite small ideas, and this transaction supports the thesis. We run through the implications of the transactions for the parties involved and for spectrum valuations generally in this brief note.

 PRESS RELEASE

Metro by T-Mobile Drops Holiday Deals — Get Apple Watch SE and iPhone ...

BELLEVUE, Wash.--(BUSINESS WIRE)-- What’s the news: The holidays are arriving early at Metro by T-Mobile! For the first time ever, the Apple Watch lineup — including Apple Watch Ultra 2, Apple Watch 10 and Apple Watch SE — are available at Metro (NASDAQ: TMUS) . Starting today, customers can switch to Metro and score Apple Watch SE and iPhone 12 together for just $99.99, the lowest price in prepaid, when signing up for and adding a smartwatch line. This press release features multimedia. View the full release here: Apple Watch launches in Metro stores nationwide on Nov. 7 and to celebrate, cu...

 PRESS RELEASE

T-Mobile Delivers Holiday Deals Early: Deck Out the Whole Fam with Fre...

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) is kicking off the holiday season with $1,000 in savings off the latest tech from top brands like Google, Samsung, Motorola and . Plus, epic offers for new 5G Home Internet customers including a free smart TV, on top of sweet device deals with Metro. There’s a lot… so while reading this news in its entirety is encouraged and the only way to catch all the season’s best deals for T-Mobile and Metro customers… it’s time to cue the holiday offer highlight reel to start: This press release features multimedia. View the full release here: Sl...

 PRESS RELEASE

The Samsung Galaxy S24 Enterprise Edition: Your business’ new workhors...

The Samsung Galaxy S24 Enterprise Edition: Your business’ new workhorse What you need to know: Introducing the new Samsung Galaxy S24 Enterprise Edition, including a three-year Knox Suite license1.Switch and get a Galaxy S24 Enterprise Edition on us with a new line of service, device payment agreement and select Business Unlimited plan.2Or, new or existing customers can get a Galaxy S24 Enterprise Edition for $49.99 with a two-year agreement3. NEW YORK, Nov. 07, 2024 (GLOBE NEWSWIRE) -- Today, Verizon Business is offering the new Samsung Galaxy S24 Enterprise Edition with a three-ye...

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 3Q24

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. Adjusted for ACP, trends have improved quite significantly. We continue to expect further recovery next year, once the ACP headwind has passed.

T-Mobile US Inc: 1 director

A director at T-Mobile US Inc sold 110,000 shares at 224.300USD and the significance rating of the trade was 68/100. 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...

Jonathan Chaplin
  • Jonathan Chaplin

Frontier Post-3Q24 Model Update

This note focuses on changes to the model following 3Q24 results. Earlier today, we published a comprehensive review of results. Our view of the company remains unchanged, whether as a standalone company or as an acquisition target. Intrinsic value is $64 (but they may only get $48.50 in a deal now).

Jonathan Chaplin
  • Jonathan Chaplin

LUMN: quick thoughts following the 3Q24 call

We cover two important things in this brief note: first, the valuation of the new PCF contracts; second, the implications of recent transactions for the value of Quantum Fiber and the Mass Markets business. We also touch on trends in Quantum Fiber.

Jonathan Chaplin
  • Jonathan Chaplin

FYBR 3Q24 Quick Take: Subscribers beat; EBITDA in line; all eyes on th...

Fiber deployment and fiber net adds were both exceptional. EBITDA was in-line, despite the strong growth (higher SAC from higher growth will have been a drag on EBITDA). If Frontier remains independent after November 13th, these results will provide strong support for management’s strategy and execution prowess.

 PRESS RELEASE

T-Mobile Shatters World Record for 5G Uplink Speed

BELLEVUE, Wash.--(BUSINESS WIRE)-- The Un-carrier just went plaid! T-Mobile (NASDAQ: TMUS) today announced it broke another world record with its 5G standalone (SA) network, leveraging an emerging feature called New Radio Dual Connectivity (5G DC). With 5G DC, the Un-carrier was able to massively increase uplink throughput and capacity, reaching peak speeds of 2.2 Gbps — that’s the fastest recorded anywhere in the world — and demonstrates the technology’s potential to create serious efficiencies in how data is transmitted from devices to the network. 5G DC enables the Un-carrier to aggregate ...

Jonathan Chaplin
  • Jonathan Chaplin

LUMN Quick Hit: Lumen and Google sign PCF contract

The companies announced reciprocal contracts today. Lumen will use Google Cloud, the Google Vertex AI platform, and the Google Gemini model to provide network insights and AI support for customer care. At the same time, Lumen will give Google access to existing fiber and build new fiber on new routes for Google.

Jonathan Chaplin
  • Jonathan Chaplin

BCE + Ziply: quick thoughts following the call

In this note we run through a full analysis of BCE’s acquisition of Ziply, and the implications for Frontier. BCE is paying a 55-117% premium to what Verizon is paying for Frontier, for an asset that is very similar. The Ziply transaction will make it harder to Frontier investors to accept $38.50, and easier for Verizon to offer more.

 PRESS RELEASE

Xumo Teams up With Target to Offer Hisense Xumo TVs

PHILADELPHIA--(BUSINESS WIRE)-- Xumo, a streaming platform joint venture between Comcast and Charter, today announced it has teamed up with Target to offer Hisense Xumo TVs, a budget-friendly, content-forward 4K UHD smart TV. This press release features multimedia. View the full release here: Target Now Offering Hisense Xumo TVs (Photo: Business Wire) Hisense Xumo TVs will launch in stores nationwide and on Target.com starting next week. They will be available in 55” and 65” models and be priced at $249.99 and $359.99 respectively. “The growing fragmentation of content on streaming services c...

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