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 PRESS RELEASE

Verizon and Paige Bueckers team up for an exclusive youth basketball e...

Verizon and Paige Bueckers team up for an exclusive youth basketball experience to empower the next generation of DFW athletes What you need to know: Verizon is launching a sweepstakes to give youth, ages 13-17, a chance to win a spot at an exclusive basketball experience with Paige Bueckers. Sweepstakes runs from August 8 to August 17. The experience with Paige will take place on August 25 in Dallas. DALLAS, Aug. 08, 2025 (GLOBE NEWSWIRE) -- Verizon is launching a sweepstakes to offer young basketball enthusiasts, ages 13-17, the opportunity to participate in an exclusive youth basketb...

Vikash Harlalka
  • Vikash Harlalka

CHTR Quick Hit: Charter Buys Back $0.5BN of Shares in July

Advance/Newhouse filed their latest Charter ownership disclosure today. The buyback amount was slightly lower than expected but given that we are only one month into the quarter, we are keeping our estimates for 3Q25 unchanged.

Vikash Harlalka
  • Vikash Harlalka

ATUS Post-2Q25 Model Update

This note focuses on estimate changes. Earlier today, we provided a review of results and our thoughts following the earnings call. The major changes are lower EBITDA but higher FCF due to lower cash taxes. No change to thesis.

Charter Communications Inc: 1 director

A director at Charter Communications Inc sold 162,694 shares at 378.500USD 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 ...

Vikash Harlalka
  • Vikash Harlalka

ATUS: Thoughts following the 2Q25 call

In this note, we provide our thoughts on EBITDA growth in 2H25, broadband ARPU growth, the HFC ABS debt, total ABS debt capacity and its impact on Altice’s capacity to meet the 2027/28 debt maturities, impact of tax reforms and FCF for the year.

Moody's Ratings affirms Verizon's Baa1 ratings; outlook stable

Moody's Ratings (Moody's) affirmed Verizon Communications Inc.'s (Verizon), Baa1 long term issuer rating and senior unsecured ratings, (P)Baa1 senior unsecured shelf rating, (P)Baa1 senior unsecured MTN ratings, and Prime-2 short-term commercial paper program rating. The outlook remains stable. Th...

Vikash Harlalka
  • Vikash Harlalka

ATUS 2Q25 Quick Take: Subs beat but EBITDA missed; Guidance unchanged

EBITDA missed expectations again but guidance for the year remains unchanged. The miss was driven by lower broadband revenue and higher other operating expenses. The guidance implies that EBITDA will grow by at least 3% in the back half of the year. This seems unlikely on the surface, but management has implemented a 5% workforce reduction in 2Q which they expect to help meet EBITDA guidance for the year.

 PRESS RELEASE

Verizon se prepara para el regreso a clases con ahorros, consejos y te...

Verizon se prepara para el regreso a clases con ahorros, consejos y tecnología para toda la familia Visita cualquier tienda de Verizon para obtener dispositivos por nuestra cuenta, descuentos y herramientas de bienestar digital NUEVA YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- Mientras las familias se preparan para el nuevo año escolar, Verizon lanza un mes de ahorros inigualable y apoyo para el bienestar digital, que comienza con el Verizon Family Weekend del 9 al 10 de agosto. Durante este fin de semana, las tiendas Verizon de todo el país se transformarán en centros de regreso a clases, ...

 PRESS RELEASE

Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert ...

Verizon Gears Up for Back-to-School with a Weekend of Savings, Expert Advice & Essential Tech for Families Visit any Verizon store for free devices, discounts, and digital wellness tools NEW YORK, Aug. 04, 2025 (GLOBE NEWSWIRE) -- As families prepare for the new school year, Verizon is launching a month of unmatched value and digital wellness support, kicking off with Verizon Family Weekend on August 9-10. During this weekend, Verizon stores nationwide will transform into back-to-school hubs, offering expert advice, hands-on product demonstrations, and tailored technology solutions for ...

Vikash Harlalka
  • Vikash Harlalka

Autumn for Broadband 2Q25

In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Net adds remained nearly flat compared to a year ago (when adjusted for ACP impact) but were within the pre-pandemic norm. Industry subscriber trends have mostly stabilized over the past 3 quarters, but y/y growth remains below pre-pandemic levels.

Jonathan Moreland
  • Jonathan Moreland

InsiderInsights Weekly Report: August 2, 2025

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

Vikash Harlalka
  • Vikash Harlalka

Comcast Post-2Q25 Model Update

In this note, we cover changes to our estimates, and comparisons with guidance and consensus. Please see separate notes reviewing results (here) and thoughts following the earnings call. The most significant changes are slightly lower broadband losses and higher FCF in 2025. No change to thesis. Price target is $37 (+12%).

Vikash Harlalka
  • Vikash Harlalka

Charter Results Review & Model Update

This note belatedly covers 2Q results and model update. We also provide thoughts on EBITDA growth for the year along with other industry / Charter-specific themes emerging from the results. The major changes to the model are higher broadband losses and lower EBITDA in 2025. FCF is higher. We are close to consensus on EBITDA and slightly above on FCF. Our near-term price target is $450 (+60%).

Vikash Harlalka
  • Vikash Harlalka

CMCSA: Thoughts following the 2Q25 call

In this note we provide our thoughts on connectivity revenue and EBITDA, the changes in pricing strategy, broadband ARPU growth and wireless net adds in back half of the year, fiber overbuilds, savings from tax reforms and usage of the proceeds. Finally, we touch on what to do with the stock.

Vikash Harlalka
  • Vikash Harlalka

CMCSA 2Q25 Quick Take Strong results; Broadband losses lower; EBITDA b...

The key focus going into today’s results were the magnitude of broadband losses and whether C&P EBITDA would grow. Comcast reported lower-than-expected broadband losses and C&P EBITDA grew slightly.

 PRESS RELEASE

Verizon to redeem debt securities on September 3, 2025

Verizon to redeem debt securities on September 3, 2025 NEW YORK, July 31, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced that it will redeem, in whole, the following notes on September 3, 2025 (the “Redemption Date”): I.D. NumberTitle of SecurityNYSE Trading SymbolPrincipal AmountOutstandingCUSIP: 92343V BW3ISIN: XS1030900242Common Code: 1030900243.25% Notes due 2026 (the “Notes”)VZ 26€842,980,000 The redemption price for the Notes will be equal to the greater of (i) 100% of the principal amount of the Notes being redeemed, or (ii) ...

 PRESS RELEASE

Rooted in New York City. Building the Future. Verizon announces new Ma...

Rooted in New York City. Building the Future. Verizon announces new Manhattan headquarters at Vornado’s PENN 2 Key Highlights: The new headquarters will serve as the hub for approximately 1,000 corporate employees beginning in 2026Verizon signed a long-term lease to occupy more than 195,000 square feet of premier office space across multiple floorsNew flagship retail store to open on nearby Seventh AvenueVerizon has more than 400 retail locations across all five boroughs, as well as administrative offices, technical locations and garage centers operated by nearly 6,000 Verizon employees in...

 PRESS RELEASE

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance fo...

MEDIA ALERT: Verizon Unplugged with Mel Robbins: Phone-Life Balance for the Whole Family Verizon Unplugged with Mel Robbins NEW YORK, July 28, 2025 (GLOBE NEWSWIRE) -- WHAT: Verizon is teaming up with award-winning podcast host, NYT #1 Best-selling author Mel Robbins to share tips on how you and your family can build a healthy relationship with your phones. For one night only, join us for a live conversation with this sought after expert in mindset, behavior change and life improvement — with a special appearance from her son, Oakley. WHO: Mel Robbins, alongside her son O...

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