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Blair Levin
  • Blair Levin

NSR Policy Spectrum Battles: A Field Guide

In 2025, the federal government will address multiple issues related to spectrum. While not all the issues will be resolved by the end of the year, the policy and political processes related to specific bands will provide greater clarity about the direction of policy, and the winners and losers, throughout the year.

 PRESS RELEASE

Verizon powers winning network experience on Super Bowl Sunday

Verizon powers winning network experience on Super Bowl Sunday What you need to know: Verizon customers in New Orleans used 93.5 TB of data on Super Bowl Sunday.The fans at Caesars Superdome used 38.1 TB of data in and around the stadium.Verizon customers benefited from 2.4x faster download and 4.8x faster upload speeds than the competition. NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- As the official 5G network of the NFL, Verizon powered the gameday experience across New Orleans on Super Bowl Sunday. As fans gathered to watch the Philadelphia Eagles’ victory over the Kansas City Chiefs...

 PRESS RELEASE

Verizon has the best 5G network in America

Verizon has the best 5G network in America Relentless innovation and continuous improvement result in unmatched 5G reliability, speed and performance for customers NEW YORK, Feb. 11, 2025 (GLOBE NEWSWIRE) -- Verizon's relentless focus on innovation and customer experience has once again earned them the top spot in the industry, claiming Best 5G, Fastest 5G, and Most Reliable 5G in the 2024 RootMetrics® second half drive tests, the nation’s most rigorous, independent scientific study. This win underscores Verizon's unwavering commitment to providing customers with a superior 5G network e...

Jonathan Chaplin
  • Jonathan Chaplin

A smart innovation from T-Mobile

Everyone watching the Super Bowl undoubtedly saw T-Mobile’s launch of its direct-to-device service. This text-based service offered in conjunction with Starlink has been on the cards for a while. The innovation: they are offering the service to AT&T and Verizon customers. I don’t mean that their competitor’s customers have to switch to T-Mobile to get the service; I mean that you can stay a Verizon customer and get T-Mobile’s direct-to-device service. It’s free during the beta launch period,...

Verizon Communications Inc: 1 director

A director at Verizon Communications Inc sold 6,590 shares at 39.700USD and the significance rating of the trade was 54/100. 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 yea...

Jonathan Chaplin
  • Jonathan Chaplin

CMCSA vs CHTR: Unpacking the difference in broadband trends

Charter has reported better subscriber trends than Comcast for the last two quarters, with the performance gap expanding in 4Q24. In this brief note we attempt to explain the difference in performance.

 PRESS RELEASE

Verizon añade oferta épica para clientes móviles y residenciales con G...

Verizon añade oferta épica para clientes móviles y residenciales con Google One AI Premium NEW YORK, Feb. 04, 2025 (GLOBE NEWSWIRE) -- [En breve] Verizon amplía su cartera de beneficios con la incorporación de Google One AI Premium a un precio exclusivo para los clientes de y con una oferta inigualable.El beneficio Google One AI Premium incluye acceso a herramientas de inteligencia artificial avanzadas, 2 TB de almacenamiento en la nube compatible y funciones exclusivas por $10 al mes (un ahorro de $9.99 al mes).1Verizon sigue añadiendo nuevos beneficios a myPlan y myHome, ofreciendo...

 PRESS RELEASE

Verizon adds another epic deal for mobile and home customers with Goog...

Verizon adds another epic deal for mobile and home customers with Google One AI Premium NEW YORK, Feb. 04, 2025 (GLOBE NEWSWIRE) -- [TL;DR] Verizon bolsters its perk portfolio with the addition of Google One AI Premium at exclusive value for and customers at an unbeatable dealGet access to Gemini Advanced for everyday tasks, and 2 TB of sharable cloud storage for an exclusive monthly price of just $10/mo. (a savings of $9.99/mo.)1Verizon continues to add new perks to myPlan and myHome, giving customers access to their favorite productivity and streaming services at a great value [Bi...

Jonathan Chaplin
  • Jonathan Chaplin

Winter for Wireless

Four of the five carriers that have reported so far expect to increase or maintain net adds in 2025. The sell-side has taken them at their word; consensus expectations reflect a sharp increase in adds for the group in 2025. We think net adds will decline in 2025. Somebody will miss expectations, potentially by a lot. We walk through who is most at risk of missing on adds or EBITDA in this note.

 PRESS RELEASE

Verizon Foundation provides $500,000 to support wildfire recovery effo...

Verizon Foundation provides $500,000 to support wildfire recovery efforts in Southern California These additional funds are provided on top of the $1 Million announced earlier this month — $500k to the American Red Cross and $500k to the Los Angeles Fire Department Foundation NEW YORK, Feb. 03, 2025 (GLOBE NEWSWIRE) -- The Verizon Foundation is providing an additional $500,000 to support the work of four community partners delivering on-the-ground resources to those directly affected by the Southern California fires and windstorms. These funds add to to the and the Los Angeles Fire D...

 PRESS RELEASE

La Fundación Verizon dona $500,000 para tareas de recuperación en Cali...

La Fundación Verizon dona $500,000 para tareas de recuperación en California tras los incendios Los recursos adicionales se suman al millón de dólares que la Fundación Verizon anunció a principios de enero y que se distribuirán por partes iguales entre la Cruz Roja Americana y la Fundación del Departamento de Bomberos de Los Ángeles NUEVA YORK, Feb. 03, 2025 (GLOBE NEWSWIRE) -- La Fundación Verizon contribuirá con $500,000 adicionales para apoyar el trabajo de cuatro organizaciones comunitarias que brindan asistencia directa a los afectados por los incendios y los fuertes vientos en el ...

 PRESS RELEASE

Verizon FanFests “Sold Out” with 100K+ Tickets Claimed

Verizon FanFests “Sold Out” with 100K+ Tickets Claimed Thousands of tickets have been donated to organizations supporting first responders in Los Angeles, and expanded experiences will be held for fans in Philadelphia and Kansas City NEW YORK, Feb. 03, 2025 (GLOBE NEWSWIRE) -- On Jan. 3, Verizon announced its for customers and fans, bringing the excitement of Super Bowl LIX to stadiums and iconic venues in 30 cities across the country. The FanFests received overwhelming interest; all 100,000+ free tickets have been claimed and events are at capacity. Each event was designed to accommod...

Jonathan Chaplin
  • Jonathan Chaplin

Charter Post-4Q24 Model Update

This note focuses on model changes. Please see separate notes reviewing results and on thoughts following the earnings call. The major change was slightly lower broadband losses. We think consensus is in the right place on broadband losses for 2025. Our near-term price target is $386 (+12%). With broadband revaluation and M&A, stock could get to $740 (+115%).

 PRESS RELEASE

Fresh Start After the Storm: Verizon Erases $10M in Debt for Western N...

Fresh Start After the Storm: Verizon Erases $10M in Debt for Western North Carolina Families with ForgiveCo CHARLOTTE, N.C., Jan. 31, 2025 (GLOBE NEWSWIRE) -- is teaming with to eliminate $10 million in consumer debt for 6,500 Western North Carolinians. The debt relief campaign is part of Verizon’s ongoing commitment to recovery following Hurricane Helene’s sweeping devastation. Hundreds of North Carolina families are currently learning that Verizon has cleared their medical, financial, and other debts of necessity. The debt relief was implemented by ForgiveCo, whose “random acts of ki...

Jonathan Chaplin
  • Jonathan Chaplin

CHTR: Quick thoughts following the 4Q24 call

The Charter call had important insights for the Company, for cable more broadly, and for the industry. In an attempt to be timely, I will cover a handful of themes briefly in this note, with a view to expanding on these themes in due course.

 PRESS RELEASE

Verizon conquers remaining Dead Zones through Satellite with help of T...

Verizon conquers remaining Dead Zones through Satellite with help of Test Man and Buzz Aldrin FCC authorizes Verizon and AST to test satellite to cell phone voice, full data and video applications NEW YORK, Jan. 31, 2025 (GLOBE NEWSWIRE) -- Today, Verizon is pushing the boundaries of satellite and terrestrial telecommunications convergence. Satellites are no longer reserved for the extraordinary—they are woven into the everyday, and are being used to help connect and power customers’ lives. A lot has changed since 2014 when Verizon’s famous test man roamed the country asking “Can you h...

Jonathan Chaplin
  • Jonathan Chaplin

CHTR 4Q24 Quick Take: Subscriber trends better than feared; financials...

After Comcast’s miss yesterday, investors have been braced for disappointing adds at Charter. The loss was better than we expected, though a touch worse than consensus (we suspect buy-side was braced for something closer to our estimate). EBITDA was right inline with our estimate, and ahead of consensus. The Company gave new Capex guidance, which will be a focus on the call. Charter has built up a nice reservoir for repurchases following the Liberty Broadband shareholder vote.

 PRESS RELEASE

U.S. Coast Guard Awards Verizon Business $66 Million Enterprise Infras...

U.S. Coast Guard Awards Verizon Business $66 Million Enterprise Infrastructure Solutions Task Order WASHINGTON, Jan. 29, 2025 (GLOBE NEWSWIRE) -- The U.S. Coast Guard has awarded Verizon Business an 8-year Enterprise Infrastructure Solutions (EIS) task order worth up to $66 million over the life of the contract. Under this agreement, Verizon will provide Wi-Fi, phone, data, and other services to the U.S. Coast Guard’s C5I (Command, Control, Communication, Computer, Cyber, and Intelligence) office. Verizon will be partnering with the Coast Guard to phase out end-of-life TDM services, im...

Blair Levin
  • Blair Levin

The CHTR/CMCSA/TMUS Dance: Comparing Government Approvals?

As the market perceives a larger window opening for M&A, there has been significant interest in the relative ease or difficulty of the antitrust/regulatory path for approval for two potential suitors for CHTR—CMCSA and TMUS. In this note we analyze both the traditional antitrust considerations (advantage CMCSA), the current political elements (advantage TMUS), how both can act in ways to mitigate the risks, events in the future that might change, and how the transaction may affect the ultimate ...

 PRESS RELEASE

Verizon Frontline delivering 5G connectivity to New York State Police ...

Verizon Frontline delivering 5G connectivity to New York State Police cruisers ALBANY, N.Y., Jan. 28, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced it will provide 5G connectivity across the New York State Police’s fleet of vehicles through the activation of more than 1,800 lines of service. The applications and capabilities enabled by the high-speed, low latency and massive capacity provided by mobile broadband will help the troopers of the New York State Police more safely and efficiently perform their duties while deployed across the state. Mobile broadband in New York S...

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