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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...
- Russell Waller
NOS (Sell, TP: €3.11, -18%) Digi (Underweight) Altice International (E...
One of the key questions in European Telecoms at the moment is how successful will Digi be in Portugal, Spain and Belgium; and to a lesser extent, how successful can the challengers be in general: Salt, Iliad Italy, and so on. In this report, we take a top-down look at how spectrum drives success in European mobile, and what that means for future outcomes.
- 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.
- Blair Levin
Trump Mobile: Just Another MVNO or Game Changer?
As we noted Friday, the Trump Organization is entering the mobile services market. Our New Street colleagues have published a note comparing the Trump offering to other wireless services. In this policy focused note we discuss the potential relationship with the SATS proceedings, the potential conflicts of interests, the track record of such Trump consumer offerings, the potential conflicts of interests, and how regulation could shape MVNO and wireless markets.
- Blair Levin
SATS v. Carr State of (the) Play: Curtain Raises on Act II
Last Friday, Bloomberg reported on a meeting at the White House between the President, FCC Chair Carr and EchoStar Chair Charlie Ergen. We provided quick thoughts on the implications of the meeting Friday afternoon. In this note we update our overall analysis on where the conflicts between Carr and SATS stands and how we think those issues will play out post the Presidential involvement.
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...
- Jonathan Chaplin
SATS: Trump intervenes; Ergen files for extensions
Two pieces of news broke just in time for you to ponder over cocktails. First, Bloomberg reported that Trump met with Ergen and Carr at the White House yesterday, urging them to make a deal. Second, EchoStar filed “prophylactically” for license extensions, in the event that the V-Tel petition is granted. Some musings, but not much substance in this note.
- Blair Levin
SATS Update: POTUS, Ergen and Carr and More
Just as we were getting ready for the weekend, three data points came across our screen involving SATS, including one about a meeting between President Trump, Ergen, and Carr. In this note, we provide a quick summary of the data point and our quick response.
- Jonathan Chaplin
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...
- Blair Levin
Verizon declares quarterly dividend on June 6
Verizon declares quarterly dividend on June 6 NEW YORK, June 06, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 67.75 cents per outstanding share, unchanged from the previous quarter. The quarterly dividend is payable on August 1, 2025 to Verizon shareholders of record at the close of business on July 10, 2025. Verizon continues to take a strategic and disciplined approach to achieving its financial goals by focusing on targeted customer segments and integrating its services to deliver greater perso...
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