reports
- 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.
SANM SANMINA CORPORATION
ON ON SEMICONDUCTOR CORPORATION
MXL MAXLINEAR INC
LPTH LIGHTPATH TECHNOLOGIES INC. CL A
JACK JACK IN THE BOX INC.
INTC INTEL CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CABO CABLE ONE INC.
AXTI AXT INC.
SILC SILICOM LTD.
AAOI APPLIED OPTOELECTRONICS INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
VSH VISHAY INTERTECHNOLOGY INC.
HPE HEWLETT PACKARD ENTERPRISE CO.
INTT INTEST CORP.
AEHR AEHR TEST SYSTEMS
RFIL RF INDUSTRIES LTD.
AMD ADVANCED MICRO DEVICES INC.
AMKR AMKOR TECHNOLOGY INC.
TIGO MILLICOM INTERNATIONAL CELLULAR S.A.
VICR VICOR CORP.
LASR NLIGHT
DELL DELL TECHNOLOGIES INC CLASS C
NVTS NAVITAS SEMICONDUCTOR CORP
AIP ARTERIS INC
STGW STAGWELL INC
ADTN ADTRAN HOLDINGS INC
COHR COHERENT CORP
RDW REDWIRE CORP
LUNR INTUITIVE MACHINES INC
WOLF META WOLF AG
TOYO TOYO CO LTD
FLY FIREFLY AEROSPACE INC
XNDU.USD XTRACKERS NASDAQ 100 SWAP UCITS ETF
SMT-F STARS MICROELECTRONICS (THAILAND) P
WATT ENERGOUS CORPORATION
SATL SATELLOGIC INC
Verizon to Power Unforgettable Fan Experiences at the FIFA World Cup 2...
Verizon to Power Unforgettable Fan Experiences at the FIFA World Cup 2026™ FIFA to utilize Verizon's 5G, Fixed Wireless Access, and Broadcast Solutions to promote soccer innovation and immersive experiences at the world’s biggest sporting event NEW YORK, April 16, 2026 (GLOBE NEWSWIRE) -- As the host countries prepare for the FIFA World Cup 2026™, Verizon has been instrumental in designing and delivering the connected experience that will power the world’s most anticipated soccer tournament. As the “Official Telecommunication Services Sponsor for FIFA World Cup 2026™” and “Official Tour...
- Vikash Harlalka
CHTR: 1Q preview, and just BTW, what about merging with Comcast?
One of the most interesting things to come out of our Global Connectivity Leaders Conference was Charter CFO Jessica’s comments about M&A. We think the odds of a Charter-Comcast merger are higher today than just a month ago. In this note, we share some preliminary thoughts about a potential transaction between Charter and Comcast (and beyond…). Our colleague Blair has a note out on the topic today as well.
- Blair Levin
How might the federal government view a CHTR/CMSCA deal?
The New Street team has published a note updating our CHTR 1Q outlook but importantly theorizing about the prospects for a possible CHTR/CMSCA deal (…and beyond). In this note, we discuss how we think the government might review such a deal, including traditional antitrust considerations, political elements, and the timing of such a deal.
- David Barden
VZ: Summing up our pre-Q calls, post-FYBR merger, and reporting change...
It took some work, but we have updated our Verizon model for a myriad of updates. These include inputs from our Conference 2 weeks ago, our pre-quarter conversations including meeting the new head of IR, the FYBR merger, and expected reporting changes. Verizon is on its way to becoming a truly converged mobile and fixed broadband company as it now passes over 30MM fiber locations and is aiming to pass between 40MM and 50MM fiber locations in the long term. Operational expense rationalization and...
- David Barden
Wireless cNPS operator comparisons: The latest relative carrier perfor...
CEOs. That’s what’s new. Verizon and T-Mobile and Comcast. As one would expect, our mid4Q cNPS data shows that not much changed from prior quarters. Among the Big 3, T-Mobile continues to lead, Verizon lagged, and there wasn’t much movement. Cable improved slightly Q/Q but lags the facilities-based players. It’s not a network problem…
- Vikash Harlalka
- 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...
- David Barden
TMUS: Setting up for 1Q results
We are updating our model based on our recent conversations with management and comments at industry conferences. The only major change is that we’ve lowered postpaid account net adds for 1Q following Srini’s comments about seasonality at an industry conference (full year estimate is nearly unchanged). We got some updated color that has rebalanced our quarterly estimates for the year.
- 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
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