reports
Verizon announces final results of its private exchange offers for 10 ...
Verizon announces final results of its private exchange offers for 10 series of notes and related tender offers open to certain investors NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the final results of its Exchange Offers (as defined below) and its Cash Offers (as defined 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 (as used in the context of the Exchang...
- Blair Levin
Rethinking BEAD 2.0 as States Rethink Their Options
Earlier this month, as expected, Secretary of Commerce Lutnick released new rules for BEAD, requiring all the states to rebid and prioritizing the lowest cost option. Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers including CMSCA, CHTR, T, and VZ/FYBR. We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought. In this note we examine two themes that have ...
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...
- 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.
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...
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...
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...
Verizon Business launches Vehicle-to-Everything connected-driving plat...
Verizon Business launches Vehicle-to-Everything connected-driving platform with multiple customers Edge Transportation Exchange is an integrated mobile-network vehicle-to-everything (V2X) communication platform that allows a vehicle to communicate with other connected vehicles, road users, and infrastructure around it. Volkswagen Group of America, The Arizona Commerce Authority, Delaware Department of Transportation, and Rutgers University CAIT are already signed on as commercial users. What you need to know: Edge Transportation Exchange leverages Verizon’s 5G and LTE networks, low-latenc...
- Jonathan Chaplin
EchoStar Certified More Licenses
Over the past week, EchoStar has filed numerous new buildout reports at the FCC, increasing the number of licenses that will be preserved if the buildout deadline reverts to June 2025. In this brief note, we analyze the reports to determine the amount of additional license value that has been protected, and the value still at risk.
- Jonathan Chaplin
EchoStar Defaulting on Interest Payment
EchoStar released an 8-K this morning stating that it has elected not to make an interest payment due today. They have a 30-day grace period before this becomes an event of default. They hope to get relief from the FCC in that time. Our quick thoughts in this very brief note.
- Jonathan Chaplin
AT&T: what exactly are they buying from Lumen
This report leverages Broadband Insights to explore the markets where AT&T is buying fiber, including market demographics, the future upgrade opportunity, Cable companies at risk, and overbuilders at risk. We also distinguish the infrastructure that AT&T is buying in these markets from what they lease under IRUs and what they wholesale. Finally, we show our forecast for customers and penetration.
Verizon Dominates Indy 500 Data Connectivity
Verizon Dominates Indy 500 Data Connectivity Verizon sees more data usage on race day than any other U.S. event in 2025 INDIANAPOLIS, May 29, 2025 (GLOBE NEWSWIRE) -- The 2025 Indianapolis 500 race set a new milestone for data usage and connection at the Indianapolis Motor Speedway on the Verizon network. In just one day, inside the Indianapolis Motor Speedway, a total of 172 terabytes (TB) of data was used on the Verizon network, more than we’ve ever seen on the network at this race and one of the highest data usage events Verizon has ever recorded. “Connecting a city’s worth of fans ...
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