reports
Charter Communications Inc: 2 directors
Two Directors at Charter Communications Inc bought 7,936 shares at between 172.235USD and 175.460USD. The significance rating of the trade was 68/100. 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 direc...
- David Barden
- Vikash Harlalka
TMUS Quick Hit: More fiber JVs announced
T-Mobile announced two Fiber JVs this morning. They are acquiring a 50% stake in a JV with Oak Hill Capital which will integrate fiber operators GoNetspeed and Greenlight Networks. They are also acquiring a 50% JV stake with Wren House that owns fiber operator i3 Broadband. All of this is very consistent with TMUS’ fiber convergence approach and quite contrary to reports that TMUS was looking to potentially acquire Uniti. Here, we share the footprint details of the 3 fiber operators and attempt ...
- 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.
- Blair Levin
Starlink an MVNO? Will SpaceX Bid in Spectrum Auctions? A Game Theory/...
T’s CEO John Stankey, at the earnings call last week, said he did not think T would enter into an MVNO with a satellite company. That answer comes at a time of tremendous investor interest in the SpaceX IPO, for which one of the (many) questions is whether Starlink will augment its US broadband service with an MVNO. At the same time, questions have arisen about SpaceX’s participation in the upcoming FCC spectrum auction. We don’t challenge Stankey’s sincerity but having watched successful effo...
*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...
*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
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.
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...
- Vikash Harlalka
CHTR: What just happened?
Nothing we saw in Friday’s results warranted Charter’s 25%+ stock price decline. Charter lost $8BN+ in equity value. Comcast lost nearly $15BN in equity value. Other Cable companies’ stock prices were also meaningfully down. Results alone cannot explain these moves in our view. We think investors are concerned about the long-term pricing power of these businesses after Charter pulled back on their goal to grow broadband ARPU this year. We think some of these concerns are valid, but this certainl...
- Vikash Harlalka
CHTR 1Q26 Quick Take: Weak broadband subscriber and ARPU results; EBIT...
Charter’s broadband losses were slightly worse than expected. Investors were probably expecting a beat after Comcast results yesterday, but we cautioned against that. Broadband ARPU growth was also weak. The silver lining was that EBITDA was in line. This said, in line isn’t great as consensus currently expects EBITDA to remain flat for the year compared to management’s goal of it growing y/y. On the call, we expect management will reiterate this point. We expect the stock to sell off a bit here...
- Vikash Harlalka
CMCSA: It doesn’t hurt to have the Super Bowl and the Olympics, and CM...
We shared our view of Comcast’s results this morning. In this note following the earnings call and our follow-up conversations. We address 1) the set up for 2Q; 2) broadband subscriber estimates for 2Q and 2026; 3) the potential for M&A; 4) wireless net adds; 5) wireless financial results; and 6) convergence ARPA and how Comcast can close the gap with competitors.
- Vikash Harlalka
CMCSA 1Q26 Quick Take: Big beat on broadband subs should help the stoc...
Comcast results beat estimates almost across the board. The most important metric for the company, broadband subscriber losses, came in substantially better than expected. The changes in pricing and packaging strategy implemented over the last year have clearly had a positive impact. The key question for the call is whether Comcast can continue to deliver strong subscriber results from here. If they can, the stock should rerate upward.
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...
- David Barden
AT&T: DT noise impacting sector trading, not T results, in our view
We think AT&T 1Q results released today were fine. Trading in the stock today was volatile but not, in our view, because of results, rather, the reports that TMUS parent DT may be looking to merge the two companies. To what end? Possibly to enlarge the currency, creating a convergence (Cable, UNIT, BSPEED) buyer vs. a seller.
- Dave Nicoski
- Ross LaDuke
MAN MANPOWERGROUP
AMCX AMC NETWORKS INC. CLASS A
SQ SQUARE INC. CLASS A
RHI ROBERT HALF INTERNATIONAL INC.
ORCL ORACLE CORPORATION
NWSA NEWS CORPORATION CLASS A
NTAP NETAPP INC.
MSTR MICROSTRATEGY INCORPORATED CLASS A
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CEVA CEVA INC.
CDW CDW CORP.
CBZ CBIZ INC.
CAL CALERES INC.
CABO CABLE ONE INC.
BKE BUCKLE INC.
OSTK OVERSTOCK.COM INC.
TZOO TRAVELZOO
LZB LAZBOY INCORPORATED
COLM COLUMBIA SPORTSWEAR COMPANY
LBRDK LIBERTY BROADBAND CORP. CLASS C
OXM OXFORD INDUSTRIES INC.
UAA UNDER ARMOUR INC. CLASS A
ATUS ALTICE USA INC. CLASS A
RBBN RIBBON COMMUNICATIONS
HOG HARLEY-DAVIDSON INC.
ATOM ATOMERA
OSPN ONESPAN
RPAY REPAY HOLDINGS (A)
GRPN GROUPON INC.
PUBM PUBMATIC
MARA MARATHON DIGITAL HOLDINGS INC
SLG SL GREEN REALTY CORP.
OUST OUSTER INC
IBTA IBOTTA INC
LIF LIFE360 INC
XPER XPERI INC
PSFE PAYSAFE LTD
NTGR NETANEL GROUP LTD
AEVA AEVA TECHNOLOGIES INC.
AMBO AMBOW EDUCATION HLDG LTD
HUT HUT 8 CORP
ADV ADVANTAGE SOLUTIONS INC.
- David Barden
AT&T 1Q26 Quick Take: Key metrics mostly ahead-ish
AT&T reported 1Q results that should largely ease concerns about a major sector disruption emerging following the large-scale C-suite changes that unfolded at the end of last year. The company did expend effort to keep expectations in check with the closure and integration of the new Lumen fiber assets mid-quarter. All guidance was reiterated. Importantly, ARPU and subscribers and margins were all in-line to slightly better. This should set up the balance of the sector for few surprises (except ...
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...
- Blair Levin
DT/TMUS Government Review
DT is considering a transaction that would merge DT with TMUS. Our New Street colleagues have already provided their quick thoughts on the financial aspects of the transaction. In this note, we provide a quick assessment of the different reviews that the US Government would undertake before the deal would be allowed.
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