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Moody's Ratings updates Disclosures Related to Credit Rating Informati...
Moody's Ratings (Moody's) has published an updated Disclosures Related to Credit Rating Information Removed from Website Display report. To access the report, please go to /documents/PBC_1406020, or alternatively, navigate to the Regulatory Affairs Disclosures page on http...
- Blair Levin
T’s 4.9 Spectrum Win Faces Court Challenge
In October 2024, the FCC, without dissent, provided T a major spectrum win by providing the FirstNet Authority —and therefore as a practical matter, T-- 50MHz of spectrum in the 4.9 band. A coalition of various public safety and critical infrastructure enterprises, supported by VZ and TMUS, have challenged the FCC decision in court. Next Monday, the U.S. Court of Appeals for the D.C. Circuit will hear arguments related to the challenge. In this note, we preview that argument.
- Blair Levin
Can VZ Reduce Churn and Improve Performance with a Delete, Delete, Del...
A big issue affecting all mobile carriers is churn. One way to reduce churn is by creating friction for customers seeking to change carriers in transferring their phone to a different carrier. VZ, due to a 2007 commitment, is at a disadvantage relative to T and TMUS. VZ is seeking to change that rule, arguing that the rule not only creates an unfair playing field but also increases its costs and creates opportunities for fraud. In this note, we describe the current state of play for whether VZ...
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
Coffee, Croissants & Credit/EnBW, Enel, Verizon, Merlin Properties, Co...
Utilities: EnBW 9M25 financial performance slightly down. Enel 9M25 financials in line with expectations. Telecom: Verizon reportedly preparing job cuts. Real Estate: Merlin Properties 9M25: Good results with a strong Madrid office market. Colonial 9M25: Solid results, prime CBD office exposure continues to perform well
Verizon Business Powers Next-Generation Broadcasts for Monumental Spor...
Verizon Business Powers Next-Generation Broadcasts for Monumental Sports & Entertainment 100G Optical Network Backbone enables broadcast innovation for the Washington Capitals, Washington Wizards, Washington Mystics, and Capital City Go-Go NEW YORK, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced the completion of a new 100G dedicated optical ring. This ring will serve as the core broadcast, content creation engine, and corporate network for Monumental Sports & Entertainment (MSE), the owners and operators of the independent regional media platform Monumental Sports N...
Moody's Ratings assigns Baa1 rating to Verizon's proposed senior unsec...
Moody's Ratings (Moody's) assigned Baa1 ratings to Verizon Communications Inc.'s (Verizon) proposed senior unsecured notes, which will be comprised of various maturities. Verizon will use the proceeds from the proposed offering to fund the acquisition of Frontier Communications Parent, Inc. (Frontie...
- Vikash Harlalka
ATUS: Lowering subscriber estimates following 3Q results
We published a comprehensive note last week where we discussed whether Optimum can achieve their 2025 EBITDA guidance. We laid out all the revenue and cost items that can help Optimum achieve close to double digit EBITDA growth in 4Q. In this note, we cover changes to our estimates, and comparisons with guidance and consensus. We also look at Optimum’s relative valuation in comparison with peers, and what we believe is needed to justify Optimum’s current valuation.
- Jonathan Moreland
MNRO MONRO INC
LTC LTC PROPERTIES INC.
DIN DINE BRANDS GLOBAL INC.
CHTR CHARTER COMMUNICATIONS INC. CLASS A
URE UR-ENERGY
EXP EAGLE MATERIALS INC.
FMC FMC CORPORATION
WINA WINMARK CORP.
PMTS CPI CARD GROUP
RRBI RED RIVER BANCSHARES
INTA INTAPP INC
NCDL NUVEEN CHURCHILL DIRECT LENDING CORP
ASST ASSET ENTITIES INC.
- Vikash Harlalka
ATUS: Can Altice achieve their EBITDA guidance?
Heading into 3Q, we were worried that Altice might lower its full year EBITDA guidance. This didn’t happen. Management sounded confident that they would be able to meet their original guidance. Investors remain skeptical though as 4Q25 will be the first quarter since 3Q21 where Altice is trying to report positive EBITDA growth. Making things more challenging, 4Q implied growth is almost double digits. Our view is investor skepticism is well-founded.
We got you. Everyone gets the best deals with the most value at Verizo...
We got you. Everyone gets the best deals with the most value at Verizon. Unwrap unbeatable holiday deals, exclusive experiences and unbelievable rewards starting today and through the holiday season — only on Verizon NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- Verizon is unwrapping a better deal for everyone this holiday season! New and existing customers will get incredible offers on the latest tech plus access to a new lineup of free, exclusive giveaways, events and sweepstakes — including once in a lifetime experiences only Verizon customers can get — starting today, November 6 and t...
Cuenta con nosotros. En Verizon, todos obtienen las mejores ofertas y ...
Cuenta con nosotros. En Verizon, todos obtienen las mejores ofertas y el mayor valor por tu dinero. Descubre ofertas inigualables para las fiestas, experiencias exclusivas y recompensas increíbles a partir de hoy y durante toda la temporada, solo en Verizon NUEVA YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- ¡Verizon está lanzando una mejor oferta para todos esta temporada festiva! Los clientes nuevos y existentes de Verizon pueden aprovechar algunas de las increíbles ofertas en tecnología. Además, tendrán acceso a una nueva línea gratuita de regalos exclusivos, sorteos, eventos y experiencia...
- Vikash Harlalka
ATUS 3Q25 Quick Take: Subs and EBITDA miss; ’25 full year EBITDA guida...
Altice’s broadband losses were higher than expected. EBITDA also missed consensus estimates. Management has, however, reaffirmed their EBITDA guidance of $3.4BN for this year. We expect the stock to trade down on results, but, like CMCSA and CHTR last week, where it winds up for the day will depend on commentary around expected 4Q subscriber trends and management’s confidence around their EBITDA guidance.
*MEDIA ALERT* Verizon and David Beckham Launch First-Ever "Golden Tick...
*MEDIA ALERT* Verizon and David Beckham Launch First-Ever "Golden Ticket" Sweepstakes for FIFA World Cup 26™ Verizon customers have the chance to win hundreds of tickets with once-in-a-lifetime pitchside access bringing fans onto the field during game play NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- WHAT: As part of , Verizon and David Beckham launch the first-ever “Golden Ticket” Sweepstakes for customers, offering a once-in-a-lifetime opportunity to win unparalleled access to FIFA World Cup 26™ matches. Customers can now enter to win hundreds of "Golden Tickets" that grant them exclus...
*ALERTA DE MEDIOS* Verizon y David Beckham Lanzan el Primer Sorteo “Go...
*ALERTA DE MEDIOS* Verizon y David Beckham Lanzan el Primer Sorteo “Golden Ticket" para la Copa Mundial de la FIFA 26™ Los clientes de Verizon tienen la oportunidad de ganar cientos de boletos con un acceso exclusivo al pie de campo (pitchside access), llevando a los fans una experiencia única mientras el partido se desarrolla NEW YORK, Nov. 06, 2025 (GLOBE NEWSWIRE) -- QUÉ: Como parte de la iniciativa de , Verizon y David Beckham lanzan el primer Sorteo de "Golden Ticket" para clientes nuevos y existentes. Ofreciendo una oportunidad única en la vida de ganar acceso sin precedentes a lo...
- David Barden
Verizon Business powers KPMG’s new Manhattan headquarters with Neutral...
Verizon Business powers KPMG’s new Manhattan headquarters with Neutral Host Network NEW YORK, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced that it has equipped the new U.S. headquarters of KPMG LLP, the U.S. audit, tax and advisory firm, with a dedicated network powered by Verizon 5G. Located at Two Manhattan West in New York City, the office’s Neutral Host Network solution will leverage Verizon’s advanced 5G technology and infrastructure to deliver a seamless and reliable wireless experience—across carriers—for KPMG clients and employees alike. “Our new headquarter...
- David Barden
Autumn for Broadband 3Q25 – FWA ascendant, Cable struggling
We share here, in our latest Autumn for Broadband report, a quick update on broadband industry trends based on reported company results so far. Industry net adds have improved substantially from a year ago but remain below last year’s when adjusted for ACP impact. Net adds for the quarter were higher than the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive into FWA’s continued strong momentum by carrier.
Verizon Business and AWS accelerate AI applications at scale in a new ...
Verizon Business and AWS accelerate AI applications at scale in a new fiber deal Verizon to build high-capacity fiber route connecting AWS data centers NEW YORK, Nov. 03, 2025 (GLOBE NEWSWIRE) -- Verizon Business today announced a new deal with Amazon Web Services (AWS) to provide the resilient high-capacity, low-latency network infrastructure essential for the next wave of artificial intelligence (AI) innovation. As part of the deal, Verizon will build new, long-haul, high-capacity fiber pathways to connect AWS data center locations. This will enable AWS to continue to deliver and sca...
- Vikash Harlalka
CHTR: Lowering broadband and EBITDA estimates post 3Q
In this note, we cover changes to our estimates and how we compare to guidance and consensus. We also look at Charter’s relative valuation in comparison to Comcast. Please see our separate notes reviewing results and thoughts following the earnings call. We have lowered 4Q broadband new adds and ARPU. We have also lowered our total revenue and EBITDA expectations.
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