reports
- Jan Frederik Slijkerman
TMT 4Q25 results: Verizon, T-Mobile US and AT&T/Telecom operators perf...
With the exception of Verizon, T-Mobile US and AT&T reported good EBITDA growth over 4Q25. Nevertheless, the credit profile of all three companies continues to look solid. Furthermore, we believe T-Mobile US might benefit from a credit rating upgrade at S&P. The Euro notes of Verizon and T-Mobile US look slightly more attractive than the notes of AT&T, in our view, as their credit profiles look better, while spreads are similar.
Verizon to report earnings April 27, 2026
Verizon to report earnings April 27, 2026 NEW YORK, March 30, 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, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on ...
- David Barden
Takeaways from our 2026 Global Connectivity Leaders Conference
We wrapped up the US version of our 2026 Global Connectivity Leaders Conference in partnership with BCG. Our London conference wrapped up on Tuesday. We will be hosting a joint takeaways call next week, Tuesday, 3/31. Here are our key quick takeaways from the US conference.
- Vikash Harlalka
CMCSA: Updating for Versant spin, new PT is $34
Having digested the revised trending schedules for the Versant spin, we are updating our Comcast model for the new disclosures, our conversations with management, and for comments at industry conferences. In this note, we compare the disclosures in the new trending schedule with prior reports. We also share our updated operating and financial estimates for 1Q and full year 2026. Finally, we have updated our valuation for the Versant spin and revised our Comcast price target to $34.
*MEDIA ALERT* All the ways Verizon customers can win free tickets to t...
*MEDIA ALERT* All the ways Verizon customers can win free tickets to the FIFA World Cup 2026™ this spring Verizon is giving mobile, home and business customers multiple chances to experience FIFA World Cup 2026™ Here’s everything you need to know NEW YORK, March 23, 2026 (GLOBE NEWSWIRE) -- As part of Verizon Ultimate Access to FIFA World Cup 2026™, Verizon is announcing multiple new ways for customers to win free tickets to the FIFA World Cup 2026™, bringing fans closer than ever to the action: How to enter Final Game Flyaway Sweepstakes The prize: Customers can win an all-in...
*AVISO A LOS MEDIOS* Múltiples formas en que los clientes de Verizon p...
*AVISO A LOS MEDIOS* Múltiples formas en que los clientes de Verizon pueden ganar boletos para la Copa Mundial de la FIFA 2026™ esta primavera Verizon ofrece a sus clientes de telefonía móvil, internet en casa y de negocios múltiples oportunidades para vivir la experiencia de la Copa Mundial de la FIFA 2026™. Aquí encontrarás todo lo que necesitas saber: NUEVA YORK, March 23, 2026 (GLOBE NEWSWIRE) -- Verizon anuncia nuevas y diversas formas para que sus clientes ganen boletos de cortesía para asistir a partidos de la Copa Mundial de la FIFA 2026™ como parte de Verizon Ultimate Acces...
- Pierre FerraguÊ
Bible 4Q25 - Telecom Infrastructure: No capex growth in sight. Mobile ...
Today, we are publishing the Telecom Infrastructure section of our 30th 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. Telecom capex was flat year-on-year in 4Q25 and operator guidance implies this trend will continue in 2026. The outlook for equipment vendors is in line with our expectations: mobile stable,...
- David Barden
AT&T Quick Hit: An understandably jittery market digests new wireless ...
AT&T’s widely rumored and reported new wireless pricing plans are now live. In this note, we compare AT&T’s new pricing with the old. We have spoken with the company and independent resources. We dispel some confusion among investors that AT&T has cut prices (they have not). We also compare AT&T’s new pricing to competitors to show their updated industry positioning. Long story short, its ok. This is not the start of a new price war…kind of the opposite.
Moody's Ratings assigns Baa2 ratings to Verizon's proposed junior subo...
Moody's Ratings (Moody's) assigned Baa2 ratings to Verizon Communications Inc.'s (Verizon) proposed Australian dollar denominated junior subordinated notes. All other ratings, including the company's Baa1 long term issuer rating, Baa1 senior unsecured notes ratings, (P)Baa1 senior unsecured MTN prog...
- Dave Nicoski
- Ross LaDuke
AMN AMN HEALTHCARE SERVICES INC.
TMUS T-MOBILE US INC.
VKTX VIKING THERAPEUTICS
PG PROCTER & GAMBLE COMPANY
MKTX MARKETAXESS HOLDINGS INC.
MCS MARCUS CORPORATION
KURA KURA ONCOLOGY INC.
HUN HUNTSMAN CORPORATION
FFIV F5 NETWORKS INC.
EMN EASTMAN CHEMICAL COMPANY
EDIT EDITAS MEDICINE INC.
CALM CAL-MAINE FOODS INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AWR AMERICAN STATES WATER COMPANY
FF FUTUREFUEL CORP.
JW.A JOHN WILEY & SONS INC. CLASS A
ENPH ENPHASE ENERGY INC.
PRAA PRA GROUP INC.
MLR MILLER INDUSTRIES INC.
PMTS CPI CARD GROUP
RCKT ROCKET PHARMACEUTICALS
KDP KEURIG DR PEPPER INC.
TW TRADEWEB MARKETS INC. CLASS A
NET CLOUDFLARE INC CLASS A
CZR CAESARS ENTERTAINMENT INC
DYN DYNE THERAPEUTICS
RELY REMITLY GLOBAL INC
VTEX VTEX
PFHC PROFRAC HLDG CORP
CAVA CAVA GROUP INC
AESI NEW ATLAS HOLDCO INC
KEI KOLIBRI GLOBAL ENERGY INC
RNAC CARTESIAN THERAPEUTICS INC
NEXN NEXXEN INTERNATIONAL LTD
STRZ STARZ ENTERTAINMENT CORP
ATOM 21SHARES COSMOS ETP
GRND TIGA ACQUISITION CORP
- David Barden
- Vikash Harlalka
Quick Hit: GFiber combines with Astound Broadband…who’s affected?
GFiber just announced it is combining with Astound Broadband. In this report we take a deep dive into the footprints of the two companies and analyze their overlap with the major Cable and Fiber operators. This new entity joins Brightspeed, Uniti, and Ziply in the pantheon of private fiber residential overbuilder/aggregators.
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- David Barden
- Vikash Harlalka
Broadband cNPS comparisons by tech & operator - The latest data availa...
Scouring the data in this report, we’d point you to the appendix for a quick review. What stands out is that when a broadband customer interacts with a sales rep, presumably they are doing so with a problem or request that an automated or AI-driven IVR cannot address. Almost without fail, sales rep interactions are the Achilles heal of the market right now and likely a core reason, care scores suffer. The operator that can solve this puzzle, and it could be cable, has a window to shift their rel...
Verizon to speak at Deutsche Bank Media, Internet & Telecom Conference...
Verizon to speak at Deutsche Bank Media, Internet & Telecom Conference on March 10 NEW YORK, March 05, 2026 (GLOBE NEWSWIRE) -- Tony Skiadas, executive vice president and chief financial officer at Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Deutsche Bank Media, Internet & Telecom Conference on Tuesday, March 10, at 8:00 a.m. ET. The session will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their dema...
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
- Blair Levin
C-Band Update: What Does the El Paso Airport Shutdown and Broadcaster ...
The El Paso Airport Shutdown does not on the surface reference FCC spectrum policy. But what happened is a tale of two agencies, that both rhymes with past conflicts between the FCC and FAA and raises questions about the wireless industry’s hope for access to the Upper C-Band. In this note, we address those questions and others raised by broadcasters seeking to limit the amount of spectrum that wireless can bid on in the upcoming C-Band auction.
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