reports
- Jonathan Chaplin
- Jonathan Chaplin
Further thoughts on tariff impacts on Fiber and Cable
We published our quick take on tariff impacts on Mobile and Broadband stocks last week. We haven’t learned much over the last week that would change our initial take for Wireless, or for Broadband revenues and costs. We hosted a lunch with Shentel yesterday that provided some new insights on the impact to fiber capex, with implications for Cable.
Empowering small businesses with a new industry-first My Biz Plan and ...
Empowering small businesses with a new industry-first My Biz Plan and a 3-year price lock guarantee My Biz Plan delivers a customizable wireless plan that enables small businesses to pay for only what they need NEW YORK, April 10, 2025 (GLOBE NEWSWIRE) -- Starting today, Verizon Business offers a market-leading solution for small and midsized business (SMB) customers to create and customize their wireless business plans – paying for what they need, when they need it. Introducing My Biz PlanCarriers today offer small businesses a “good, better, best” choice. But why be forced to m...
Verizon empodera a pequeñas empresas con el nuevo My Biz Plan y garant...
Verizon empodera a pequeñas empresas con el nuevo My Biz Plan y garantía de precio fijo por 3 años My Biz Plan - el primero en la industria - ofrece un plan inalámbrico personalizado que permite a las pequeñas empresas pagar solo por lo que necesitan NUEVA YORK, April 10, 2025 (GLOBE NEWSWIRE) -- A partir de hoy, Verizon Business ofrece una solución líder en el mercado para que los clientes de pequeñas y medianas empresas (PYMES) personalicen sus planes comerciales inalámbricos, pagando por lo que necesitan, cuando lo necesitan. Presentamos My Biz Plan Hoy en día, los proveedore...
- Jonathan Chaplin
¡Obtén el nuevo Pixel 9a y Google One AI Premium en Verizon y ahorra e...
¡Obtén el nuevo Pixel 9a y Google One AI Premium en Verizon y ahorra en grande! NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- [En resumen] El Pixel 9a ya está disponible en Verizon: Disponible en colores Obsidian e Iris por $13.88 al mes o "por nuestra cuenta" con cualquier plan ilimitado para nuevas líneas.Beneficio de Google AI Premium: Los clientes de Verizon pueden obtener Google One AI Premium por $10 al mes (ahorro de $9.99 al mes), lo que les permite acceder a Gemini Advanced y 2 TB de almacenamiento.Garantía de precio fijo: Verizon es el primer y único operador en la industria q...
Score the new Pixel 9a and Google One AI Premium perk at Verizon and s...
Score the new Pixel 9a and Google One AI Premium perk at Verizon and save big! NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- [TL;DR] Pixel 9a now at Verizon: Available in Obsidian and Iris for $13.88/month or "on us" with any myPlan for new lines.Google AI Premium Perk: Verizon customers can get Google One AI Premium for $10 a month ($9.99 a month in savings), unlocking Gemini Advanced and 2TB of storage.Price lock guarantee: Verizon is the first and only carrier in the industry offering new and existing customers a three-year price lock guarantee on all myPlan and myHome network plans....
- Jonathan Chaplin
4Q24 Broadband Trends: Our broadband forecast
In this report we highlight a disconnect between our top-down forecast and our and “Consensus” bottom-up forecast for broadband subscribers. Either market growth is much worse than it appeared at the end of 2024, or Cable adds will be better than expected. We also update our top-down forecast and reprise our work on competitive positioning of the operators based on relative cNPS scores.
- Jonathan Chaplin
CHTR Quick Hit: 1Q25 Buybacks At $0.8BN; Lowering Buyback Estimate Sli...
Advance / Newhouse filed their latest Charter ownership disclosure late last week. The buyback amount for the quarter was slightly below our prior estimate. As such, we are lowering our share repurchase estimate for 1Q25 to $820MM.
Verizon Frontline provides critical Unmanned Aircraft Systems support ...
Verizon Frontline provides critical Unmanned Aircraft Systems support for New Orleans PD during Mardi Gras What you need to know: The Verizon Frontline Crisis Response Team supported the New Orleans Police Department (NOPD) with Unmanned Aircraft Systems (UAS) support during the busiest week of Mardi Gras.The NOPD requested the support of the Verizon Frontline team due to their experience with advanced UAS technology and long-standing commitment to meeting the mission-critical communications needs of the public safety community.The team conducted more than 140 flights, totalling over 45 ho...
Verizon to report 1Q earnings April 22, 2025
Verizon to report 1Q earnings April 22, 2025 NEW YORK, April 07, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report first-quarter 2025 earnings on Tuesday, April 22, 2025. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. First-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 first quarter results, including a recording and transcript of management’s commentary;Verizon's earnings news release; andFinancial ta...
Verizon Business debuts industry-defining broadcast private 5G and AI ...
Verizon Business debuts industry-defining broadcast private 5G and AI solution at NAB 2025 What you need to know: Verizon Business is helping broadcasters solve many of their challenges and will showcase a first-of-its-kind mobile Private 5G Network framework featuring a portable, environmentally controlled setup built on NVIDIA and brought to life with key partners including FanDuel TV, Haivision, and EricssonVerizon Business experts will be featured on various panels throughout the show, discussing the future of live content and remote production LAS VEGAS, April 06, 2025 (GLOBE NEWSW...
- Jonathan Chaplin
- Jonathan Chaplin
Charter Pre-1Q25 Model Update
This report covers changes to our model to incorporate recent management commentary at investor conferences. Our broadband losses for 1Q25 remain unchanged but we lowered wireless net adds for the year. Changes to financial estimates are minor. No change to thesis. We believe repurchases resumed post Liberty Broadband vote with $4BN of repurchases this year. Our near-term price target is $426 (+15%). With broadband revaluation and M&A, stock could get to $740 (+100%).
- Jonathan Chaplin
4Q24 Wireless Trends: Expectations for net adds are too high
This report focuses on drivers of subscriber growth in 2025. Expectations for net adds are too high, though expectations for service revenue and EBTDA look fine. We also reprised our work on comparative NPS, provide a comprehensive review of 4Q24 trends, and update our long-term forecast
- Jonathan Chaplin
Comcast Pre-1Q25 Model Update
We aren’t bringing any fresh insights with this update; its overdue; we are just aligning our model with recent management commentary at investor conferences. Our broadband losses for 1Q25 remain unchanged and we don’t expect Consensus to change materially. Changes to financial estimates are minor. No change to thesis. Price target is $44 (+21%).
Verizon acelera estrategia centrada en el cliente ofreciendo garantía ...
Verizon acelera estrategia centrada en el cliente ofreciendo garantía de precio fijo por 3 años y teléfono gratis con myPlan and myHome NUEVA YORK, April 03, 2025 (GLOBE NEWSWIRE) -- Verizon anunció hoy la siguiente etapa en su transformación multi-anual de negocio con un firme compromiso de ahorro diseñado para fortalecer las relaciones a largo plazo con los clientes con servicio móvil y de internet residencial. Gracias a la ejecución exitosa de myPlan y myHome, este avance estratégico le permite a Verizon posicionarse aún más como el líder en la industria. “Hoy marca el siguiente...
Accelerating our Customer-First Strategy with Industry-Leading 3-Year ...
Accelerating our Customer-First Strategy with Industry-Leading 3-Year Price Lock and Free Phone Guarantee for Everyone NEW YORK, April 03, 2025 (GLOBE NEWSWIRE) -- Verizon today announced the next evolution of its multi-year consumer business transformation, with a strong value commitment designed to strengthen long-term customer relationships across its mobile and home portfolio. This strategic advancement builds on the company’s successful execution of myPlan and myHome, positioning Verizon to further extend its industry leadership. “Today marks the next strategic step of the...
- Philip Burnett
A Signal for 1Q25 in AT&T FirstNet Connections?
FirstNet announced this morning that it has over 7MM FirstNet Connections as of 1Q25. That is up from 6.7MM connections at the end of 2024. Because of rounding, FirstNet net adds could be 275k-325k in 1Q25; this is generally in line with quarterly FirstNet adds over the past four years. While AT&T doesn't regularly disclose the split, at 2Q23 earnings they said that just over a third of FirstNet net adds were postpaid phones (the rest are non-phone devices). We would assume that there were 90k-1...
- Blair Levin
NSR Policy: Wireless Update: Kennedy Cancer Concerns
Plus, a Round One Win for T on 4.9 GHz, TMUS modifies DEI initiative, Carr Signals Hope for Reallocating Military Spectrum as CTIA Presses on Its Spectrum Needs and Its New Leader (Pai) Signals Splits with Carr on Merger Review Approach While there have been major developments in the last week on the future of USF, BEAD, and merger reviews, there have been smaller, but still significant, developments related to the future of wireless services. In this update, we cover those developments. The on...
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