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 PRESS RELEASE

Verizon teams up with David Beckham and an all-star roster to launch V...

Verizon teams up with David Beckham and an all-star roster to launch Verizon Ultimate Access to FIFA World Cup 26 Verizon customers will have access to thousands of free FIFA World Cup™ tickets, once-in-a-lifetime opportunities to win “Golden Tickets” for access on the field during game play, meet and greets and more on the road to the tournament David Beckham is featured in Verizon’s FIFA World Cup 26™ campaign launching today NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Verizon, the official telecommunication services sponsor for FIFA World Cup 26™, is teaming up with David Beckham ...

 PRESS RELEASE

Verizon se une a David Beckham y a un equipo de ensueño para lanzar Ve...

Verizon se une a David Beckham y a un equipo de ensueño para lanzar Verizon Ultimate Access a la Copa Mundial de la FIFA 26 Clientes de Verizon tendrán acceso a miles de boletos gratis para la Copa Mundial de la FIFA™, y la oportunidad única de ganar “Golden Tickets” para estar a pie de campo, conocer a los jugadores y recibir más sorpresas en camino al torneo David Beckham protagoniza la campaña de la Copa Mundial de la FIFA 26™ de Verizon, que se estrena hoy. NUEVA YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- Verizon, el patrocinador oficial de servicios de telecomunicacione...

Vikash Harlalka
  • Vikash Harlalka

BEAD: Impact of Price caps on funding

Based on a leaked internal NTIA memo related to BEAD, it seems like the final proposals by the states may not be final and the NTIA may force them to make changes to their plans. We have analyzed all the proposals so far and estimate that Comcast, AT&T and Frontier may be most impacted by these rules. However, the overall impact isn’t material.

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
 PRESS RELEASE

Verizon to be the first carrier to offer the new AI-powered Meta Ray-B...

Verizon to be the first carrier to offer the new AI-powered Meta Ray-Ban Display glasses Revolutionary AI glasses will be available to Verizon customers, offering a new way to stay connected on the go [Breaking news] BASKING RIDGE, N.J., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Verizon announced it will be the first wireless carrier to offer the revolutionary new Meta Ray-Ban Display AI glasses, unveiled last week at Meta's annual Connect conference. This partnership will bring the next generation of wearable AI technology to Verizon customers, offering a seamless experience on the glasses. ...

Vikash Harlalka
  • Vikash Harlalka

BEAD: Another Major Update

We are almost in the home stretch of the BEAD proposal process. In this latest update, we now include BEAD proposals from 48 states & territories. We also incorporate the revisions in some state proposals. Comcast and Brightspeed are at the top of the list among wireline operators. Fiber’s share of locations remained unchanged from our last update. Satellite and FWA together account for close to a third of the locations awarded.

 PRESS RELEASE

Verizon brings innovation to Smith Island, connecting one of America's...

Verizon brings innovation to Smith Island, connecting one of America's most secluded communities With ingenuity and grit, Verizon's award-winning network and engineers deliver high-speed internet to Chesapeake Bay's Smith Island SMITH ISLAND, Md., Sept. 24, 2025 (GLOBE NEWSWIRE) -- Verizon's award-winning network has reached one of America's most secluded communities, bringing high-speed internet and mobile service to Smith Island, Maryland, for the very first time. Through creative engineering, countless cross-water commutes, and a network build unlike any other, Verizon engineers over...

 PRESS RELEASE

The City of Buffalo partners with Verizon Business to advance public s...

The City of Buffalo partners with Verizon Business to advance public safety communications BUFFALO, N.Y., Sept. 23, 2025 (GLOBE NEWSWIRE) -- In a move to enhance efficiency and effectiveness in serving the community, the City of Buffalo, New York, the Buffalo Police Department (BPD) and today announced a deal that will deliver city employees and police officers a comprehensive communications upgrade. For the residents of Buffalo, this upgrade of a full suite of advanced communications tools helps ensure their local government and police department have what they need to best meet their ...

 PRESS RELEASE

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
  • 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.

 PRESS RELEASE

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...

Pierre FerraguÊ
  • Pierre FerraguÊ

Tesla 3Q25 preview: pull-forward drives beat; resulting 4Q air-pocket ...

Tesla will report 3Q25 deliveries next week. In today’s one-slider, we outline our expectations ahead of the print. Please click the link below.

 PRESS RELEASE

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...

 PRESS RELEASE

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
  • 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.

Tesla Inc: 1 director

A director at Tesla Inc sold 60,000 shares at 422.680USD and the significance rating of the trade was 69/100. 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 clearly show...

 PRESS RELEASE

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...

Transdigm Group Inc: 2 directors

Two Directors at Transdigm Group Inc sold/gave away/sold after exercising options 17,736 shares at between 0.000USD and 1,282.472USD. 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 t...

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