reports
Verizon Communications Inc: 1 director
A director at Verizon Communications Inc sold 9,579 shares at 44.880USD and the significance rating of the trade was 57/100. 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 yea...
- Blair Levin
T Threats Limited in Senate FirstNet Hearing; House Hearing This Week
In a legislative battle pitting the interests of T v. VZ and TMUS, the Senate held a hearing last week on the reauthorization of the FirstNet Authority (FNA), with the House holding another one this coming Wednesday. In this note, we analyze the first hearing as well as a draft House bill with an eye toward whether the upcoming Congressional action is likely to change the current economics of public safety communications for T, VZ, and TMUS.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
- David Barden
VZ Quick Hit: Sampath out?
According to an article out this morning from the FT, Verizon has contacted potential replacements for its CEO of Consumer Sampath. The news is a surprise given his 'heir apparent' status and the short duration of now-CEO Dan Schulman's existing contract. Our view is that even more change, and therefore uncertainty, in the wireless industry C-suite is not a positive for the sector. Verizon has a lot of wood to chop to make good on ambitious '26E guidance and introduce a new 'value proposition' i...
- David Barden
Verizon 4Q25 Quick Take: Not kidding around with the ‘Dan Plan’
It’s all about the future. The Verizon 4Q results press release was nearly 50% above guidance for 2026E and about how much better this coming year will be than in recent years past. 4Q was objectively not great as VZ invested to win stronger than expected post-paid phone net adds and ‘transform’ the company to a customer-centric model which can sustain subscriber growth at current prices.
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net...
Verizon Delivers on 2025 Financial Guidance with Highest Quarterly Net Adds Since 2019 Strong Fourth-Quarter Results and 2026 Guidance Reflect Impact of Bold Actions and Beginning of Verizon's Turnaround Key Highlights: More than 1 million total net additions across mobility and broadband, highest reported quarterly net additions since 2019, with 616,000 postpaid phone net additionsFrontier acquisition expands fiber access to over 30 million homes and businesses, accelerating national mobility and broadband convergence strategy NEW YORK, Jan. 30, 2026 (GLOBE NEWSWIRE) -- Verizon Com...
- David Barden
Wireless: Key controversies heading into US wireless 4Q25 results and ...
We can’t remember a time when investors were as nervous about wireless earnings as they are going into 4Q25 results. We think this concern is by and large overblown and we will all come out feeling consoled on the other side of this earnings cycle. In this short note, we discuss the key controversies impacting the wireless sector currently and our perspective.
Verizon to report earnings January 30, 2026
Verizon to report earnings January 30, 2026 NEW YORK, Jan. 27, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report fourth-quarter 2025 earnings on Friday, January 30, 2026. The company will present results and provide a business update on a webcast beginning at 8:00 a.m. Eastern Time. Access instructions and fourth-quarter 2025 materials, including Verizon’s press release and financial tables, will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of c...
- Blair Levin
What’s at Stake for T (and VZ and TMUS) in the Upcoming FirstNet Autho...
Tomorrow, weather permitting, the Senate Commerce Committee will hold a hearing on the FirstNet Authority (FNA). Generally, we don’t write about Congressional hearings as they focus on sound bites rather than policy relevant to investors. Here, however, the hearing could prove market relevant. FNA has a contract with T, but Congress must act if the FNA is to be reauthorized past 2027. And the battle over the terms of that reauthorization pits T v. VZ and TMUS. In this note we provide backg...
- David Barden
The future of US wireless, right now - Extrapolating 3Q25 wireless tre...
We are taking 3Q25 results and the most recent cNPS data and laying out our latest thinking and forecasts ahead of 4Q results. We expect 4Q results and attendant 2026 guidance to contain material information value for investors and we wanted to share our latest forecasts, data, and trends as a starting point as we navigate this impactful season.
- David Barden
- Vikash Harlalka
A deeper dive on 'terminal' broadband market share
We recently published our Future of Broadband report where we predicted Cable’s broadband market share will continue to fall for the foreseeable future. We got the question, 'what is cable market share looking like in the most mature fiber markets, is it asymptoting?'. The answer is no. In this report, we use data from our Opensignal partnership to show that Cable’s subscriber market share has continued to fall in markets where they compete against only one fiber provider over a multi-year perio...
Verizon and Frontier Receive All Required Regulatory Approvals to Comp...
Verizon and Frontier Receive All Required Regulatory Approvals to Complete Transaction Receipt of California regulatory approval on January 15, 2026 clears path to close transaction on January 20, 2026Approved transaction is expected to expand fiber access to almost 30 million homes and businesses and accelerate Verizon’s national mobility and broadband convergence strategy Best mobile and home offers are expected to be available for customers after closing BASKING RIDGE, N.J. and DALLAS, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) ("Verizon") and Fr...
- Blair Levin
VZ/FYBR Win Changes in CPUC Order; Approval Imminent
As we suggested in our note following up on the oral argument relating to the California Public Utilities Commission (CPUC) approval of the VZ/FYBR transaction, the CPUC appeared sympathetic to VZ’s concerns. As a result, we thought all the issues could be resolved in a manner acceptable to VZ and that the CPUC could approve the deal as soon as today, the 15th. Based on a 169 page filing by the Administrative Law Judge late yesterday, it appears that assessment was correct and it is now likely...
- Carine Maciol
Delivery Hero : Feedback Crédit Forum du 8 et 9 janvier 2026
Notre 29ième Forum vient de se dérouler (8 et 9 janvier) à Lyon. Il a réuni 222 sociétés. L’édition 2026 de ce Forum a accueilli près de 500 investisseurs, travaillant pour environ 200 institutions de 13 pays. Nous avons ainsi organisé l’équivalent de 5 300 investors meetings. Ce document synthétise nos feed-back concernant les émetteurs obligataires présents.
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
AC ACCOR SA
GET GETLINK SE
ELIOR ELIOR GROUP SA
MT ARCELORMITTAL SA
NK IMERYS SA
RNO RENAULT SA
EO FAURECIA SA
SK SEB SA
NXI NEXITY SA CLASS A
MF WENDEL SE
EN BOUYGUES SA
DBG DERICHEBOURG SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
SCR SCOR SE
MMB LAGARDERE SCA
DEC JCDECAUX SA
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
FNAC FNAC DARTY SA
ALTA ALTAREA SCA
FR VALEO SE
NEX NEXANS SA
ERA ERAMET SA
EZJ EASYJET PLC
ELIS ELIS SA
SOI SOITEC SA
EDR EDREAMS ODIGEO SA
WBD WEBUILD S.P.A.
WLN WORLDLINE SA
COFA COFACE SA
CLNX CELLNEX TELECOM S.A.
SPIE SPIE SA
DHER DELIVERY HERO SE
ULA UNIBAIL-RODAMCO-WESTFIELD SE STAPLED SECS CONS OF 1 SH UNIBAIL RODAMCO + 1 SH WFD UNIB ROD
FDJ LA FRANCAISE DES JEUX SA
OVH OVH GROUPE
SPM SAIPEM S.P.A.
AF AIR FRANCE - KLM
ORP ORPEA
ATO ATOS SE
- Blair Levin
Supreme Court Takes FCC Cases; Potential Investor Impacts
The Supreme Court is reviewing two combined cases, one involving T and the other VZ, that question the constitutionality of the way the FCC enforces its rules. In this note, we describe the cases and how the outcome may affect investments in the sector.
- Blair Levin
FCC Grants VZ Waiver on Phone Unlocking
Yesterday, the FCC granted VZ’s request to waive a previous FCC rule related to unlocking phones that put VZ at a disadvantage relative to T and TMUS. We covered this issue in a note back in November, predicting that the FCC would take this action and that it would be a positive decision for VZ and negative for its competitors. To help investors understand the significance of the action, we are reprinting the note here.
- Blair Levin
VZ/FYBR CPUC Oral Argument: Quick Post-Game Analysis
Yesterday morning, we provided our pre-game analysis of the California Public Utilities Commission (CPUC) oral argument that was held late yesterday afternoon. We have not yet seen the transcript but in this note we make a couple of observations to assist investors following the transaction.
- Stephane Houri
INFINEON INFINEON TECHNOLOGIES AG
FME FRESENIUS MEDICAL CARE AG
LUFTHANSA DEUTSCHE LUFTHANSA AKTIENGESELLSCHAFT
FP TOTAL SE
AC ACCOR SA
ENX EURONEXT NV
GET GETLINK SE
VIE VEOLIA ENVIRONNEMENT SA
EDEN EDENRED SA
IPN IPSEN SA
DG VINCI SA
WCH WACKER CHEMIE AG
MT ARCELORMITTAL SA
BVI BUREAU VERITAS SA
NK IMERYS SA
BN DANONE SA
RNO RENAULT SA
G1A GEA GROUP AG
APAML APERAM SA
LI KLEPIERRE SA
MTX MTU AERO ENGINES AG
EO FAURECIA SA
VCT VICAT-CIMENTS VICAT SA
SK SEB SA
GFC GECINA SA
GTT GAZTRANSPORT & TECHNIGAZ SA
MF WENDEL SE
EN BOUYGUES SA
IDL ID LOGISTICS GROUP
GBF BILFINGER SE
TFI TELEVISION FRANCAISE 1 SA
KORI KORIAN SA
POM PLASTIC OMNIUM SE
AFX CARL ZEISS MEDITEC AG
SCR SCOR SE
MMK MAYR-MELNHOF KARTON AG
UTDI UNITED INTERNET AG
LXS LANXESS AG
ASY ASSYSTEM SA
GXI GERRESHEIMER AG
PHA PHARMAGEST INTERACTIVE SA
AMUN AMUNDI SA
SWP SWORD GROUP SE
AUB AUBAY SA
RBT ROBERTET SA
FII LISI SA
LSS LECTRA SA
GOE GROUPE GORGE SA
FNAC FNAC DARTY SA
GLO GL EVENTS SA
ALTA ALTAREA SCA
ELG ELMOS SEMICONDUCTOR SE
TPE PVA TEPLA AG
ALO ALSTOM SA
A1XA4J CARBIOS SA
FR VALEO SE
ELE ENDESA S.A.
XIOR XIOR STUDENT HOUSING N.V.
RWE RWE AG
NEX NEXANS SA
VOW3 VOLKSWAGEN AG PREF
POS PORR AG
FIE FIELMANN AG
DEZ DEUTZ AG
SOI SOITEC SA
COR CORTICEIRA AMORIM SGPS SA
SIX2 SIXT SE
AIXA AIXTRON SE
NDA AURUBIS AG
DOC DO & CO AKTIENGESELLSCHAFT
KRN KRONES AG
RAA RATIONAL AG
DOKA DORMAKABA HOLDING AG
SESL SES-IMAGOTAG SA
CIE CIE AUTOMOTIVE S.A.
AMG AMG ADVANCED METALLURGICAL GROUP N.V.
EVK EVONIK INDUSTRIES AG
KGX KION GROUP AG
EDR EDREAMS ODIGEO SA
ACS ACTIVIDADES DE CONSTRUCCION Y SERVICIOS SA
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
WBD WEBUILD S.P.A.
ALBFR SIDETRADE SA
ANDR ANDRITZ AG
ARG ARGAN SA
IBE IBERDROLA SA
ROVI LABORATORIOS FARMACEUTICOS ROVI S.A.
SMHN SUESS MICROTEC AG
FACC FACC AG
COFA COFACE SA
VLTSA VOLTALIA
CLNX CELLNEX TELECOM S.A.
SPIE SPIE SA
MEL MELIA HOTELS INTERNATIONAL S.A.
SLR SOLARIA ENERGIA Y MEDIO AMBIENTE S.A.
FTG111 FLATEXDEGIRO AG
XFAB X-FAB SILICON FOUNDRIES SE
RUI RUBIS SCA
DHER DELIVERY HERO SE
NKT NKT A/S
PIRC PIRELLI & C. S.P.A.
BFSA BEFESA SA
REY REPLY S.P.A.
TFF TFF GROUP
DNP DINO POLSKA S.A.
JST JOST WERKE AG
VOD VODAFONE GROUP PLC
VOS VOSSLOH AG
SANT S&T AG
CAF CONSTRUCCIONES Y AUXILIAR DE FERROCARRILES S.A.
JEN JENOPTIK AG
WAVE WAVESTONE SA
GRE GRENERGY RENOVABLES
THEP THERMADOR HOLDING SA
FQT FREQUENTIS AG WIENER
HAG HENSOLDT AG
ALG ALLEGRO.EU SA
TE TECHNIP ENERGIES NV
AG1 AUTO1 GROUP
AERO MONTANA AEROSPACE AG
FPE3 FUCHS PETROLUB SE
SPAC 468 SPAC I SE
SPM SAIPEM S.P.A.
STM STABILUS SE
ACLN ACCELLERON INDUSTRIES LTD
PLX PLUXEE NV
PLNW PLANISWARE
EXENS EXOSENS
4X0 STEYR MOTORS AG
HAVAS HAVAS N.V
PFSE PFISTERER HOLDING SE
ATO ATOS SE
SHA SCHAEFFLER AG
- Blair Levin
VZ/FYBR CPUC Argument Today: Our Pre-game Analysis
Today, at 1:00 PM PT, there will be an oral argument before the California Public Utilities Commission (CPUC) in which VZ will argue for various changes to the Proposed Decision (PD) related to VZ’s acquisition of FYBR. As discussed in last week’s note, there are many issues at stake but from an investor’s perspective the most critical appears to be about what deployment obligations the combined company will have if the merger closes. In this note, we list the changes VZ seeks to assist invest...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
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