reports
- Jonathan Chaplin
CMCSA quick hit: Comcast continues to make the right pricing moves
After launching 5-year price guarantee plans in April, Comcast has now announced some tweaks to plans that are discounted for one year, and to rack rates. These announcements are less meaningful than the 5-year plans, though they continue to inch gradually in the right direction. Our quick thoughts in this brief note.
New “Verizon Frontline Verified” partner - Semtech
New “Verizon Frontline Verified” partner - Semtech Semtech AirLink XR60 5G router supports the Verizon Frontline Network Slice BASKING RIDGE, N.J., June 25, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced that several products from Semtech, formerly Sierra Wireless, have achieved “Verizon Frontline Verified” status. This includes the which supports the recently-launched Verizon Frontline Network Slice. The AirLink® XR60 5G Router is military-grade and delivers high-performance 5G and Wi-Fi 6 connectivity with intelligent hot failover to help maintain mission-critical commun...
Verizon contributes $10K in response to devastating flooding in West V...
Verizon contributes $10K in response to devastating flooding in West Virginia WHEELING, W.Va., June 25, 2025 (GLOBE NEWSWIRE) -- On June 15, devastating heavy rains and flash flooding severely impacted Ohio and Marion counties in West Virginia. This rare event saw up to 3 to 4 inches of rainfall in less than an hour in localized areas. Multiple fatalities and extensive damage to roads, bridges, buildings and homes have been reported. Thousands were left without power and the National Guard has been mobilized to support local emergency operations. In response to this disaster, Verizon is ...
Verizon Business wins multisite private 5G contract fueling a multibil...
Verizon Business wins multisite private 5G contract fueling a multibillion dollar regeneration project What you need to know: Verizon Business, in collaboration with Nokia, will deliver multiple Verizon Private 5G Networks to industrial campuses across the Thames Freeport, one of the UK’s busiest maritime logistics and manufacturing regions. The Thames Freeport is a designated UK “Free Trade Zone,” established to boost economic growth, create high-value jobs and attract global investment as part of a long-term effort to revive the UK’s River Thames Estuary region.Thames Freeport will use V...
Verizon, America’s Most Reliable 5G Network, Launches Industry-Leading...
Verizon, America’s Most Reliable 5G Network, Launches Industry-Leading, AI Powered Customer Experience Innovations Leads Most Significant Transformation Across Stores, Support and Digital Services with AI powering more personalized experiences NEW YORK, June 24, 2025 (GLOBE NEWSWIRE) -- Verizon today announced its most significant customer experience transformation, designed to empower customers with easier, more personalized support. This evolution, a key component of Verizon's multi-year consumer strategy, introduces immediate and ongoing enhancements across customer care, digital ser...
Verizon establece un nuevo estándar en la experiencia del cliente
Verizon establece un nuevo estándar en la experiencia del cliente Lanza la transformación más significativa en tiendas, soporte y servicios digitales NUEVA YORK, June 24, 2025 (GLOBE NEWSWIRE) -- Verizon anunció hoy su transformación más significativa en la experiencia del cliente, diseñada para brindarles a los clientes un soporte más fácil y personalizado. Esta evolución, un componente clave de la estrategia del consumidor multianual de Verizon, introduce mejoras inmediatas y continuas en la atención al cliente, los servicios digitales y tiendas minoristas, liderando la industria en t...
Verizon announces final results of its private exchange offers for 10 ...
Verizon announces final results of its private exchange offers for 10 series of notes and related tender offers open to certain investors NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the final results of its Exchange Offers (as defined below) and its Cash Offers (as defined below). Exchange Offers The first transaction consists of 10 separate private offers to exchange (the “Exchange Offers”) any and all of the outstanding series of notes listed in the table below (as used in the context of the Exchang...
- Blair Levin
Rethinking BEAD 2.0 as States Rethink Their Options
Earlier this month, as expected, Secretary of Commerce Lutnick released new rules for BEAD, requiring all the states to rebid and prioritizing the lowest cost option. Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers including CMSCA, CHTR, T, and VZ/FYBR. We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought. In this note we examine two themes that have ...
Verizon announces expiration and preliminary expiration date results o...
Verizon announces expiration and preliminary expiration date results of its private exchange offers for 10 series of notes and expiration of related tender offers open to certain investors NEW YORK, June 20, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the expiration and preliminary expiration date results of its Exchange Offers (as defined below) and the expiration of its Cash Offers (as defined below). Exchange Offers The first transaction consists of 10 separate private offers to exchange (the “Exchange Offers”) any and a...
- Blair Levin
- Jonathan Chaplin
Mobile and broadband pair trades to consider this summer
While we have been intensively focused on such things as a Presidential intervention to prevent a Chapter 11, we admit that our mind occasionally drifts to thoughts of summer. So to help others who may have similar thoughts, we thought, in honor of summer beginning, we should provide our thoughts as to which alcohols pair best with the purchase of the stocks we cover (actually, we just asked ChatGPT and, given its attitude about intellectual property, we have no fears about just cutting and pas...
- Blair Levin
Updates on VZ in CA and Upcoming SCOTUS Decision on USF
Verizon just filed a response to questions raised by the California Public Utilities Commission (CPUC) related to DEI and the Supreme Court, as early as today but no later than the end of month, will rule on the case challenging the legality of the current framework for the Universal Service Fund (USF). In this quick note, we analyze the VZ filing and the likely outcomes and impacts of the Court ruling.
- Jonathan Chaplin
CHTR Quick Hit: Insights from preliminary proxy
Charter filed a preliminary proxy earlier today. We now have detailed historical and projected financials for Cox. The standalone forecasts and synergy forecasts are below ours, but in-line with consensus and prior guidance. We provide comparisons in this brief note.
Verizon announces pricing terms of its private exchange offers for 10 ...
Verizon announces pricing terms of its private exchange offers for 10 series of notes and related tender offers open to certain investors NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the pricing terms of its two previously announced related transactions to repurchase 10 series of its outstanding notes listed in the tables below. Exchange Offers The first transaction consists of 10 separate private offers to exchange (the “Exchange Offers”) any and all of the outstanding series of notes listed in the table below (a...
- Blair Levin
VZ/FYBR Faces California Trump Transaction Trap
The VZ/FYBR deal obtained approval from the FCC by providing a letter modifying its DEI efforts. That letter, however, has raised issues with the California Public Utilities Commission (CPUC), which also must approve the deal. In this note we analyze the interplay of the demands of the FCC and CPUC and how we think the situation may be resolved.
Verizon to report 2Q earnings July 21, 2025
Verizon to report 2Q earnings July 21, 2025 NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report second-quarter 2025 earnings on Monday, July 21, 2025. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. Second-quarter 2025 materials will be available at 7:00 a.m. ET on Verizon’s Investor Relations website, . These materials will include: Detailed information on Verizon's second quarter results, including a recording and transcript of management’s commentary;Verizon's earnings news release; andFinancial tab...
Verizon announces private exchange offers for 10 series of notes and r...
Verizon announces private exchange offers for 10 series of notes and related tender offers open to certain investors NEW YORK, June 12, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the commencement of two related transactions to repurchase 10 series of its outstanding notes listed in the tables below. Exchange Offers The first transaction consists of 10 separate private offers to exchange (the “Exchange Offers”) any and all of the outstanding series of notes listed in the table below (collectively, the “Old Notes”) in exchange for n...
Verizon Frontline Network Slice now available nationwide
Verizon Frontline Network Slice now available nationwide First responders in all major markets now have access to dedicated 5G UW network capacity BASKING RIDGE, N.J., June 12, 2025 (GLOBE NEWSWIRE) -- In April, Verizon Frontline launched its network slice for first responders coast-to-coast in 20+ markets. Today, Verizon is doubling down by launching the slice in more than 20 new markets, officially making the offering available nationwide wherever Verizon offers 5G Ultra Wideband service. Newly-added metropolitan areas, which bring the total to 50 major markets, with access to the Ve...
Charter Communications Inc: 1 director
A director at Charter Communications Inc sold 178,887 shares at 392.470USD and the significance rating of the trade was 67/100. 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 ...
- Jonathan Chaplin
- Pierre FerraguÊ
Bible 1Q25: Telecom Infrastructure – Mobile stabilizes off the lows, ...
Today, we are publishing the Telecom Infrastructure section of our 27th 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 Enterprise IT and PCs. Fixed equipment revenues are rebounding from the inventory correction, rising 9% YoY. RAN spending is stabilizing, up l...
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