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David Barden
  • David Barden

VZ: A transforming giant

We published our quick take of Verizon’s results yesterday morning. In this note, we discuss 1) postpaid phone net adds; 2) Verizon’s preference for fiber over FWA; 3) the upcoming new ‘value proposition’; 4) whether the wireless industry moves past free phones; and 5) spectrum.

 PRESS RELEASE

*MEDIA ALERT* How to win free tickets to the FIFA World Cup 2026™ Fina...

*MEDIA ALERT* How to win free tickets to the FIFA World Cup 2026™ Final with Verizon NEW YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Verizon is giving its mobile and home customers, as well as small businesses nationwide, the ultimate chance to experience the FIFA World Cup 2026™ Final. As the excitement builds this spring, Verizon continues to bring fans closer to the action than anyone else. FIFA World Cup 2026™ Final Ticket Drop via Verizon Access: The prize: Tickets to the FIFA World Cup 2026™ Final at the New York New Jersey Stadium on July 19. Please note that travel and accommodati...

 PRESS RELEASE

*AVISO A MEDIOS* Cómo ganar boletos gratis para la Final de la Copa Mu...

*AVISO A MEDIOS* Cómo ganar boletos gratis para la Final de la Copa Mundial de la FIFA 2026™ con Verizon NUEVA YORK, April 28, 2026 (GLOBE NEWSWIRE) -- Verizon está brindando a sus clientes de telefonía móvil y del hogar, así como a los pequeños negocios a nivel nacional, la oportunidad inigualable de vivir la Final de la Copa Mundial de la FIFA 2026™ en persona. A medida que crece la emoción esta primavera, Verizon —más que nadie— sigue acercando a los aficionados a la acción. Sorteo de entradas para la Final de la Copa Mundial de la FIFA 2026™ a través de Verizon Access: El premio: Bo...

David Barden
  • David Barden

Verizon 1Q26 Quick Take: The Dan Plan starts taking shape

What’s new? Verizon adding positive subscribers in 1Q. That’s kind of the newest thing we’ve seen in a long time. But it came at a price as service revenue missed. FWA and fiber net adds missed suggesting the organization was oriented to achieve a singular goal. How this may evolve this year and in coming years will be a focus.

 PRESS RELEASE

Verizon’s Transformation Actions Deliver Growth & Profitability in 1Q2...

Verizon’s Transformation Actions Deliver Growth & Profitability in 1Q26; Company Raises Adjusted EPS Guidance Verizon Achieved First Positive 1Q Postpaid Phone Net Additions Since 2013, a Year-Over-Year Improvement of Over 340,000; Guidance Raised to Top Half of 750,000 - 1M Range Key 1Q26 Highlights:  Strong consolidated net income leading to highest quarterly Adjusted EBITDA1 in company historySolid earnings per share (EPS) growth, which drove highest quarterly Adjusted EPS1 growth since 2021Strong cash flow from operating activities providing confidence in free cash flow1 guidance NE...

 PRESS RELEASE

Verizon Frontline Network Slice available for laptops, tablets and sma...

Verizon Frontline Network Slice available for laptops, tablets and smartphones nationwide BASKING RIDGE, N.J., April 23, 2026 (GLOBE NEWSWIRE) -- Building on the successful nationwide of the , Verizon today announced the expansion of this game-changing technology to include availability on compatible laptops, tablets and smartphones. This expansion helps ensure that first responders on the front lines have access to dedicated, secure and high-speed connectivity on the devices they for daily operations and emergency response. “By extending our network slicing capabilities directly to the...

 PRESS RELEASE

Verizon to report first-quarter earnings on April 27, 2026

Verizon to report first-quarter earnings on April 27, 2026 NEW YORK, April 22, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report first-quarter 2026 earnings on Monday, April 27, 2026. The company will present results on a webcast beginning at 8:30 a.m. ET. Access instructions and first-quarter 2026 materials, including Verizon’s press release and financial tables, will be available at 7:00 a.m. ET on Verizon’s Investor Relations website, . This announcement was originally published by Verizon. . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and...

Ciena Corp: 3 directors

Four Directors at Ciena Corp bought/sold 6,674 shares at between 0.000USD and 471.790USD. 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 th...

 PRESS RELEASE

nVent Electric plc to Report First Quarter 2026 Financial Results on M...

nVent Electric plc to Report First Quarter 2026 Financial Results on May 1 LONDON, April 17, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE: NVT) (“nVent”), a global leader in electrical connection and protection solutions, will report first quarter 2026 financial results on Friday, May 1, 2026. The financial results will be posted on the company’s website at . The company will issue a news release when the earnings materials are publicly available, including a link to those documents. The company will also hold a conference call with analysts and investors at 9:00 a.m. ET. Related p...

 PRESS RELEASE

Verizon to Power Unforgettable Fan Experiences at the FIFA World Cup 2...

Verizon to Power Unforgettable Fan Experiences at the FIFA World Cup 2026™ FIFA to utilize Verizon's 5G, Fixed Wireless Access, and Broadcast Solutions to promote soccer innovation and immersive experiences at the world’s biggest sporting event NEW YORK, April 16, 2026 (GLOBE NEWSWIRE) -- As the host countries prepare for the FIFA World Cup 2026™, Verizon has been instrumental in designing and delivering the connected experience that will power the world’s most anticipated soccer tournament. As the “Official Telecommunication Services Sponsor for FIFA World Cup 2026™” and “Official Tour...

Delta Air Lines Inc: 1 director

A director at Delta Air Lines Inc sold 15,000 shares at 71.606USD and the significance rating of the trade was 74/100. 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 cle...

David Barden
  • David Barden

VZ: Summing up our pre-Q calls, post-FYBR merger, and reporting change...

It took some work, but we have updated our Verizon model for a myriad of updates. These include inputs from our Conference 2 weeks ago, our pre-quarter conversations including meeting the new head of IR, the FYBR merger, and expected reporting changes. Verizon is on its way to becoming a truly converged mobile and fixed broadband company as it now passes over 30MM fiber locations and is aiming to pass between 40MM and 50MM fiber locations in the long term. Operational expense rationalization and...

David Barden
  • David Barden

Wireless cNPS operator comparisons: The latest relative carrier perfor...

CEOs. That’s what’s new. Verizon and T-Mobile and Comcast. As one would expect, our mid4Q cNPS data shows that not much changed from prior quarters. Among the Big 3, T-Mobile continues to lead, Verizon lagged, and there wasn’t much movement. Cable improved slightly Q/Q but lags the facilities-based players. It’s not a network problem…

 PRESS RELEASE

nVent Releases 2025 Sustainability Report, Highlighting Progress Towar...

nVent Releases 2025 Sustainability Report, Highlighting Progress Towards New Goals Continued Focus on People, Products, Planet and Governance LONDON, April 09, 2026 (GLOBE NEWSWIRE) -- nVent Electric plc (NYSE: NVT) (“nVent”), a global leader in electrical connection and protection solutions, today announced the release of its 2025 Sustainability Report, highlighting measurable progress against its sustainability goals as well as continued recognition of nVent’s leadership in ethics, sustainability and culture. The report outlines continued progress and the introduction of nVent’s new ...

Jan Frederik Slijkerman
  • Jan Frederik Slijkerman

TMT 4Q25 results: Verizon, T-Mobile US and AT&T/Telecom operators perf...

With the exception of Verizon, T-Mobile US and AT&T reported good EBITDA growth over 4Q25. Nevertheless, the credit profile of all three companies continues to look solid. Furthermore, we believe T-Mobile US might benefit from a credit rating upgrade at S&P. The Euro notes of Verizon and T-Mobile US look slightly more attractive than the notes of AT&T, in our view, as their credit profiles look better, while spreads are similar.

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