reports
- David Barden
The future of broadband - Cable is losing share
Cable companies have been losing share among terrestrial providers for the past 16 quarters. We believe they are gaining share in ~45% of their footprint where they compete against DSL but losing share in the ~55% of the market where they compete against fiber.
Verizon declares quarterly dividend on December 4
Verizon declares quarterly dividend on December 4 NEW YORK, Dec. 04, 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, consistent with the prior quarter's dividend rate. The quarterly dividend is payable on February 2, 2026 to Verizon shareholders of record at the close of business on January 12, 2026. “Verizon is transforming to be a leaner, faster and bolder team focused on delighting customers to regain market leadership,” said Dan Schulman, CEO of Verizon. “We are co...
- Vikash Harlalka
CMCSA Quick Hit: A Merger Between NBCU and WBD?
Press reports indicate that Comcast has submitted a revised bid for Warner Bros. Discovery (WBD) and has offered to merge it with its NBCUniversal division (NBCU). WBD shareholders would receive a mix of cash and stock in the new entity. We think there are merits to this transaction but getting a deal approved by the regulators could prove challenging.
- David Barden
- Vikash Harlalka
The future of broadband 3Q25: Our updated broadband industry forecast ...
In this report, our latest broadband outlook tome, in addition to forecasting the future of broadband by technology for the next 5 years, we undertake a sensitivity analysis for Cable's end-state market share possibilities. We also refresh our work on the relative competitive positioning of carriers based on end-user cNPS scores via our Recon Analytics partnership.
- Russell Waller
- Russell Waller
Altice France Bonds (Equal Weight) Altice France Equity (Neutral, TP: ...
The valuation of fibre assets is important for all Telco investors, but especially those looking at Altice France and Altice International. In this report we look at recent fibre deals and see if we can draw any conclusions Over a month has now passed since the consortium bid for SFR (HERE); whilst face-to-face negotiations do not appear to be happening (as per Q3 calls), it would appear that negotiations via the press are in full swing – HERE and HERE – and back channel discussions are ongoing ...
Moody's Ratings updates Disclosures Related to Credit Rating Informati...
Moody's Ratings (Moody's) has published an updated Disclosures Related to Credit Rating Information Removed from Website Display report. To access the report, please go to /documents/PBC_1406020, or alternatively, navigate to the Regulatory Affairs Disclosures page on http...
- Blair Levin
T’s 4.9 Spectrum Win Faces Court Challenge
In October 2024, the FCC, without dissent, provided T a major spectrum win by providing the FirstNet Authority —and therefore as a practical matter, T-- 50MHz of spectrum in the 4.9 band. A coalition of various public safety and critical infrastructure enterprises, supported by VZ and TMUS, have challenged the FCC decision in court. Next Monday, the U.S. Court of Appeals for the D.C. Circuit will hear arguments related to the challenge. In this note, we preview that argument.
- Blair Levin
Can VZ Reduce Churn and Improve Performance with a Delete, Delete, Del...
A big issue affecting all mobile carriers is churn. One way to reduce churn is by creating friction for customers seeking to change carriers in transferring their phone to a different carrier. VZ, due to a 2007 commitment, is at a disadvantage relative to T and TMUS. VZ is seeking to change that rule, arguing that the rule not only creates an unfair playing field but also increases its costs and creates opportunities for fraud. In this note, we describe the current state of play for whether VZ...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Coffee, Croissants & Credit/EnBW, Enel, Verizon, Merlin Properties, Co...
Utilities: EnBW 9M25 financial performance slightly down. Enel 9M25 financials in line with expectations. Telecom: Verizon reportedly preparing job cuts. Real Estate: Merlin Properties 9M25: Good results with a strong Madrid office market. Colonial 9M25: Solid results, prime CBD office exposure continues to perform well
Verizon Business Powers Next-Generation Broadcasts for Monumental Spor...
Verizon Business Powers Next-Generation Broadcasts for Monumental Sports & Entertainment 100G Optical Network Backbone enables broadcast innovation for the Washington Capitals, Washington Wizards, Washington Mystics, and Capital City Go-Go NEW YORK, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the completion of a new 100G dedicated optical ring. This ring will serve as the core broadcast, content creation engine, and corporate network for Monumental Sports & Entertainment (MSE), the owners and operators of the independent regional media platform Monumental Sports N...
Moody's Ratings assigns Baa1 rating to Verizon's proposed senior unsec...
Moody's Ratings (Moody's) assigned Baa1 ratings to Verizon Communications Inc.'s (Verizon) proposed senior unsecured notes, which will be comprised of various maturities. Verizon will use the proceeds from the proposed offering to fund the acquisition of Frontier Communications Parent, Inc. (Frontie...
- Jonathan Moreland
MNRO MONRO INC
LTC LTC PROPERTIES INC.
DIN DINE BRANDS GLOBAL INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
URE UR-ENERGY
EXP EAGLE MATERIALS INC.
FMC FMC CORPORATION
WINA WINMARK CORP.
PMTS CPI CARD GROUP
RRBI RED RIVER BANCSHARES
INTA INTAPP INC
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
ASST ASSET ENTITIES INC.
- David Barden
SATS 3Q25 Quick Take: Key topics for the call will be taxes, towers, a...
Echostar’s subscriber results were better than expected but financial results were weaker. They announced the sale of their unpaired AWS-3 spectrum to SpaceX for $2.6BN in stock. We did not attach any material value to this spectrum, so the sale represents windfall upside for the stock. Investors are asking if we believe the impairment charge taken this quarter, partially allocated to spectrum, following the decision to shutter the facilities-based wireless business represents a reduction in the...
We got you. Everyone gets the best deals with the most value at Verizo...
We got you. Everyone gets the best deals with the most value at Verizon. Unwrap unbeatable holiday deals, exclusive experiences and unbelievable rewards starting today and through the holiday season — only on Verizon NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Verizon is unwrapping a better deal for everyone this holiday season! New and existing customers will get incredible offers on the latest tech plus access to a new lineup of free, exclusive giveaways, events and sweepstakes — including once in a lifetime experiences only Verizon customers can get — starting today, November 6 and t...
Cuenta con nosotros. En Verizon, todos obtienen las mejores ofertas y ...
Cuenta con nosotros. En Verizon, todos obtienen las mejores ofertas y el mayor valor por tu dinero. Descubre ofertas inigualables para las fiestas, experiencias exclusivas y recompensas increíbles a partir de hoy y durante toda la temporada, solo en Verizon NUEVA YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- ¡Verizon está lanzando una mejor oferta para todos esta temporada festiva! Los clientes nuevos y existentes de Verizon pueden aprovechar algunas de las increíbles ofertas en tecnología. Además, tendrán acceso a una nueva línea gratuita de regalos exclusivos, sorteos, eventos y experiencia...
*MEDIA ALERT* Verizon and David Beckham Launch First-Ever "Golden Tick...
*MEDIA ALERT* Verizon and David Beckham Launch First-Ever "Golden Ticket" Sweepstakes for FIFA World Cup 26™ Verizon customers have the chance to win hundreds of tickets with once-in-a-lifetime pitchside access bringing fans onto the field during game play NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- WHAT: As part of , Verizon and David Beckham launch the first-ever “Golden Ticket” Sweepstakes for customers, offering a once-in-a-lifetime opportunity to win unparalleled access to FIFA World Cup 26™ matches. Customers can now enter to win hundreds of "Golden Tickets" that grant them exclus...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.