reports
Verizon and Chicago Bears Partner to Provide $2 Million in Medical Deb...
Verizon and Chicago Bears Partner to Provide $2 Million in Medical Debt Relief for Illinois Veterans CHICAGO, Sept. 22, 2025 (GLOBE NEWSWIRE) -- Verizon Great Lakes and the Chicago Bears today announced a partnership to provide $2 million in medical debt relief specifically for Illinois veterans, as part of Verizon's groundbreaking $22 million commitment to eliminate crushing medical debt for veterans across the Great Lakes region through 2026. This initiative targets the crushing weight of medical debt—a significant burden that disproportionately affects veterans transitioning to civili...
- Blair Levin
VZ/FYBR California Timing
Last week we published a note on the status of the California Public Utilities Commission (CPUC) review of the VZ/FYBR deal. While noting that the risk of rejection had gone down, we also noted that the timing was unlikely to be as quick as what VZ was pushing for. Last Friday, the CPUC confirmed that the decision will be later than what VZ was hoping for. In this note we quickly review the Friday order and its implications.
- Vikash Harlalka
CMCSA Quick Hit: Versant Spin Accretive to Comcast Valuation
Comcast filed Form 10 for Versant late last week. Versant includes most of Comcast’s cable networks and some digital media assets. In this short note, we analyze the financials of Versant, the impact of the spin-off on Comcast’s growth, valuation of Versant, and the potential upside to Comcast’s stock following the spin-off.
- Philip Burnett
TMUS Quick Take: Srini replacing Mike as CEO
T-Mobile announced that Srini Gopalan will replace Mike Sievert as CEO of T-Mobile on November 1st. Mike will remain as Vice Chairman of the company, a new role that they say will have Mike continue as an operator at the company (rather than purely a figurehead). Srini's new contract runs through November 2030, while Mike's renews annually. The company has also amended the contracts of the existing CFO and President of Marketing, which seems meant to signal that Srini won't replace the entire C-...
Verizon Business delivers advanced network connectivity solutions to t...
Verizon Business delivers advanced network connectivity solutions to the St. Louis Blues and Enterprise Center What you need to know: Verizon Business and Extreme Networks, Inc. deploy advanced Converged Network (Wi-Fi) services at Enterprise Center to enhance the fan experience and streamline operationsPartnership focuses on delivering high-speed connectivity and network visualization to drive a seamless experience during Enterprise Center games and events NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- The St. Louis Blues today announced Verizon Business has completed a major converged...
Verizon Leads the Future of Wireless with Development of New Industry ...
Verizon Leads the Future of Wireless with Development of New Industry 6G Alliance Verizon 6G Innovation Forum Brings Together Industry Heavy-Hitters to Shape What’s Now, What’s New and What’s Next for the AI-Enabled 6G Future NEW YORK, Sept. 22, 2025 (GLOBE NEWSWIRE) -- The nation’s industry-leading network provider is once again shaping the future of wireless technology with the establishment of the Verizon 6G Innovation Forum – a group of companies driving innovation and enabling the 6G era. Verizon’s future-forward initiative is uniting key players across the technology ecosystem, in...
- Vikash Harlalka
Charter Pre-3Q25 Model Update
We updated our model for recent management commentary at investor conferences. We lowered 3Q EBITDA slightly but kept full year estimate unchanged. We expect consensus EBITDA estimates for the quarter to come closer to our estimates. Our near-term price target is $479 (+79%).
- Vikash Harlalka
Verizon remains America’s Best Wireless Network, Setting the Highest B...
Verizon remains America’s Best Wireless Network, Setting the Highest Bar for Quality and Reliability Backed by 35 consecutive J.D. Power awards and RootMetrics recognition for Best, Fastest and Most Reliable 5G Network NEW YORK, Sept. 18, 2025 (GLOBE NEWSWIRE) -- In an industry filled with competing claims, Verizon continues to stand above the rest. While others may highlight specific metrics or short-term reports, Verizon’s wireless network performance is a matter of consistent, long-term leadership. Our unmatched track record of 35 consecutive J.D. Power awards for Network Quality and...
- Blair Levin
VZ/FYBR Deal Makes Progress in California
Recently, VZ reached a settlement with three groups who had opposed or had reservations about the VZ/FYBR deal in the current California Public Utilities Commission (CPUC) review. In this note we provide what we understand to be the state of play for the deal approval.
Verizon Frontline study: AI, cybersecurity, drones & robots are critic...
Verizon Frontline study: AI, cybersecurity, drones & robots are critical areas for first responders 71% of respondents believe AI will either be a top priority or important to the future of public safety67% of public safety agencies surveyed recently implemented cybersecurity protections48% expect to use drones or robots on a daily basis within 5 years BASKING RIDGE, N.J., Sept. 17, 2025 (GLOBE NEWSWIRE) -- A new study released today by Verizon reveals that nearly half of first responders anticipate daily use of Artificial Intelligence (AI) and drones or robots within the next five years...
- Vikash Harlalka
BEAD: Update for 7 more proposals
In this latest update, we now include BEAD proposals from 39 states & territories. Comcast and AT&T remain at the top of the list among wireline operators. Fiber’s share of locations has stabilized with small share shifts in either direction with each update (fiber’s share increased slightly after this update). Satellite and FWA together account for close to a third of the locations awarded.
La nueva línea iPhone 17 y iPhone Air ahora en Verizon: Potencia 5G, i...
La nueva línea iPhone 17 y iPhone Air ahora en Verizon: Potencia 5G, increíbles ofertas con intercambio y ahorros que te dan más Clientes nuevos y existentes pueden obtener los últimos modelos del iPhone de Apple en la red más grande de Estados Unidos, con la conexión 5G más rápida y confiable, y garantía de precio fijo por 3 años NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- [Noticia de última hora] Verizon es tu hogar para los últimos , con increíbles opciones, ahorros y flexibilidad en la red 5G más rápida y confiable. Los nuevos modelos, iPhone 17, iPhone 17 Pro, iPhone 17 Pro Ma...
New iPhone 17 lineup and iPhone Air now at Verizon: 5G power, incredi...
New iPhone 17 lineup and iPhone Air now at Verizon: 5G power, incredible trade-in offers and savings that add up New & current customers can get the latest iPhone models on America’s largest network with the fastest and most reliable 5G and 3-year price-lock guarantee NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- [Breaking news] Verizon is your home for the latest , with incredible choice, savings and flexibility on the fastest, most reliable 5G network. All four models, which include the all-new iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the all-new iPhone 17 Air, will be avai...
Tampa Police Department launches “Connected Officer” program with Veri...
Tampa Police Department launches “Connected Officer” program with Verizon Frontline Program designed to put a secure, 5G smartphone in every officer’s hand TAMPA, Fla., Sept. 10, 2025 (GLOBE NEWSWIRE) -- today announced the deployment and activation of more than 950 5G Ultra Wideband (UW)-enabled smartphones as part of a mission-critical communications upgrade for the Tampa Police Department (PD). The new devices support the department’s “Connected Officer” initiative, which was developed to help ensure every officer on patrol is equipped with a smartphone loaded with law enforcem...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Vikash Harlalka
BEAD: Funding wins and investments by operator
In this note on BEAD, we summarize the funding wins so far for each operator along with the matching investment they are expected to make based on the cost estimates of each state. Based on the state estimates, they are contributing 63% of the estimated build costs and the operators are expected to invest 37% of the cost. The share of investments needed varies depending on the operator, and in some cases may be lower than estimated.
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
Verizon boosts shareholder payout, marking 19th consecutive year of di...
Verizon boosts shareholder payout, marking 19th consecutive year of dividend growth NEW YORK, Sept. 05, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 69 cents per outstanding share, an increase of 1.25 cents per share from the previous quarter. The quarterly dividend is payable on November 3, 2025 to Verizon shareholders of record at the close of business on October 10, 2025. This 19th consecutive annual increase is a direct result of the company's disciplined financial management and unwavering ...
Verizon to speak at Goldman Sachs Communacopia Sept. 8
Verizon to speak at Goldman Sachs Communacopia Sept. 8 NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Hans Vestberg, Chairman and CEO of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on Monday, September 8, at 11:50 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand for mobility, reliable network connectivity and security....
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