reports
- David Barden
VZ: Assessing the Dan Plan
As promised, new VZ CEO Dan Schulman laid out his strategic goals on the results conference call. While the what was clear, the how was not. We share here our thoughts on the four goals he articulated on the call. We also discuss what all of this means for the broader wireless industry. Finally, we tally where industry net adds now stand for both wireless and broadband so far.
Verizon ayuda a las familias a mantenerse conectadas tras la llegada d...
Verizon ayuda a las familias a mantenerse conectadas tras la llegada del huracán Melissa a Jamaica Llamadas, textos y datos por nuestra cuenta para clientes en Jamaica, Turks y Caicos, y las Bahamas, y llamadas por nuestra cuenta desde los Estados Unidos a estos países hasta el 12 de noviembre. Lo que necesitas saber: En respuesta al huracán Melissa, Verizon ofrece llamadas (inalámbricas y fijas) por nuestra cuenta hacia Jamaica, Turks y Caicos, y las Bahamas, para ayudarte a conectarte con tus seres queridos.Los clientes que se encuentren en Jamaica, Turks y Caicos, y las Bahamas también...
Verizon helps families stay connected as Hurricane Melissa makes landf...
Verizon helps families stay connected as Hurricane Melissa makes landfall in Jamaica Free calling/texting/data for customers in Jamaica, Turks and Caicos, and the Bahamas and free calling from the US to these countries until Nov 12 What you need to know: In response to Hurricane Melissa, Verizon is offering free wireless and landline calling to Jamaica, Turks and Caicos, and the Bahamas to help our customers connect with loved ones.Customers within Jamaica, Turks and Caicos, and the Bahamas will also receive waived calling, texting and data chargesThis applies to all consumer and small bu...
- David Barden
Verizon 3Q25 Quick Take: A soft quarter as expected, the ‘Dan Plan’ mu...
It was never really about the results this quarter. The company in the release highlighted a plan to be ‘fiscally responsible’ which is modestly encouraging for investors that are uneasy about the emerging state of competitive interplay within wireless. The company said Dan will elaborate on the 8:30am ET conference. This is where the real meaning of the quarter’s result will unfold.
Verizon Reports 3Q 2025 Earnings Reiterates Full-Year Financial Guidan...
Verizon Reports 3Q 2025 Earnings Reiterates Full-Year Financial Guidance Verizon CEO Outlines New Vision 3Q 2025 Key Results Grew wireless service revenue1 to $21.0 billionOver 18 percent of the company's Consumer postpaid phone customers have a converged offeringRaised the dividend for the 19th consecutive year NEW YORK, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) today reported third-quarter 2025 results and is on track to deliver full-year financial guidance. “We are going to take bold and fiscally responsible action to redefine Verizon’s traj...
Verizon Frontline launches nationwide App Developer Challenge to drive...
Verizon Frontline launches nationwide App Developer Challenge to drive innovation for first responders NEW YORK, Oct. 28, 2025 (GLOBE NEWSWIRE) -- is calling on developers from across the nation to create new mobile applications to help first responders and public safety agencies operate more safely and efficiently. The Verizon Frontline App Developer Challenge is a nationwide contest that will award one grand prize winner a $25,000 cash prize for the most innovative app idea. The challenge is the latest initiative from the , which focuses on developing and advancing new technologies fo...
Verizon to report earnings October 29, 2025
Verizon to report earnings October 29, 2025 NEW YORK, Oct. 27, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) will report third-quarter 2025 earnings on Wednesday, October 29, 2025. The company will present results on a webcast beginning at 8:30 a.m. Eastern Time. Access instructions and third-quarter 2025 earnings materials will be available at 6:30 a.m. ET on Verizon’s Investor Relations website, . These materials will include Verizon's earnings news release, presentation and financial tables. Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers h...
- David Barden
VZ Quick Take: The Dan plan takes a step forward with Eaton fiber deal
Verizon announced this morning that it has entered into an agreement with Eaton Fiber, a newly created fiber deployment subsidiary of Tillman Global. The purpose is to expand fiber access beyond Verizon + Frontier’s current FTTH footprint. In this short note, we provide some quick thoughts on the agreement.
- Blair Levin
Trump Administration Confirms Media Antitrust Policy (and It’s Not Abo...
The New York Post just ran a story headlined “Trump Admin Favors Paramount Skydance in Race to Buy Warner Bros. Discovery.” That conclusion is no surprise; it confirms our previous published analysis. It also, however, lays out new information about the Trump approach to reviewing deals, particularly involving media. In this note we analyze what the article signifies, including how it is an effort to lower bidding tension that will result in a “Trump Transaction Tax” on WBD shareholders, and h...
Verizon Expanding Broadband with New Strategic Fiber Agreement
Verizon Expanding Broadband with New Strategic Fiber Agreement Tillman Global Holdings’ Eaton Fiber to Deliver High-Speed Fiber Service to Homes Outside of Current Fios Markets BASKING RIDGE, N.J., Oct. 27, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) and Tillman Global Holdings (“Tillman”), today announced a commercial fiber agreement with Eaton Fiber LLC, an affiliate of Tillman, marking another step to accelerate Verizon’s broadband and mobility convergence strategy. The agreement will expand Verizon’s premium broadband offering, complementing the company’...
- David Barden
TMUS: A great house, but the neighborhood? We need convincing...
TMUS had a strong quarter, and the stock was down. We believe the reason is the general concern that Verizon will say something on 10/29 that makes investors run for the hills. Verizon, in our view, must prioritize 2 objectives, 1) explain how change is coming, and that this is a good thing, but at the same time 2) assure a jittery market that VZ will not burn down the neighborhood in which they own the largest house. We think they will be able to do both, and we are optimistic.
Verizon expande su Internet residencial a más clientes con el nuevo pl...
Verizon expande su Internet residencial a más clientes con el nuevo plan Lite El nuevo plan Verizon Home Internet Lite brinda una opción de Internet confiable y accesible a más comunidades, comenzando en solo $25 al mes con una oferta por tiempo limitado. NEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon está expandiendo su servicio de Internet residencial a más comunidades a lo largo de los Estados Unidos. Hoy, tienes más opciones con el nuevo y accesible plan, Home Internet Lite. Este plan está diseñado para ayudarte a conectarte si cuentas con opciones limitadas de conectividad o s...
Verizon Expands Home Internet to More Customers with New Lite Plan
Verizon Expands Home Internet to More Customers with New Lite Plan New Verizon Home Internet Lite brings a reliable, affordable internet option to more communities starting at just $25/month with a limited-time offer NEW YORK, Oct. 23, 2025 (GLOBE NEWSWIRE) -- Verizon Home Internet is expanding to more communities across the country. Today, people have more options with the introduction of a new affordable Home Internet Lite plan aimed at helping connect customers with limited connectivity options or those on the hunt for a low-cost option. This new offering expands Verizon’s home inter...
- David Barden
T-Mobile 3Q25 Quick Take: Strong results; guidance raised
Postpaid phone net adds beat by a big margin. FWA net adds were higher as well. Revenue and EBITDA also beat slightly. The company has raised guidance across the board and now expects higher subscriber adds, higher EBITDA as well as higher FCF. The stock should trade up on the beat and guidance increase. Cable may be soft again due to the FWA beat.
- David Barden
AT&T: It’s all about that ARPU, no treble
We address here 1) some of the conversations that emerged around postpaid phone ARPU growth and its relationship, or not, to price strategy, 2) the increased focus on volumes amongst the big 3, and 3) AT&T management’s comments about M&A. We’ve also updated our model for today’s results. Of course, we go deep and show our trend charts for key metrics to put the current quarter in context.
- David Barden
AT&T 3Q25 Quick Take: Volumes ahead, financials in-line, guidance reit...
AT&T reported 3Q results this morning. Postpaid phone net adds beat estimates handily but wireless service revenue was a little light due to lower ARPU. EBITDA was ahead of estimates and EPS was in line. The company reiterated all of its 2025 and long-term guidance. Based on these results, we think the stock will trade up slightly. Cable may be softer on AT&T’s stronger than expected FWA net adds.
Mobile Danger Zone: AI-Powered Attacks and Human Error Create "Perfect...
Mobile Danger Zone: AI-Powered Attacks and Human Error Create "Perfect Storm" for Organizations BASKING RIDGE, N.J., Oct. 22, 2025 (GLOBE NEWSWIRE) -- The biggest security threat for organizations today could literally be in the palm of your hand. The reveals that mobile devices are under attack, now more than ever, with 85% of organizations reporting increasing mobile attacks. Organizations are working to close security gaps, with 75% increasing mobile security spending over the last year. However, the rise of employees utilizing genAI for work is quickly expanding the attack surface: 3...
Healthcare providers rapidly adopting Verizon Neutral Host and Private...
Healthcare providers rapidly adopting Verizon Neutral Host and Private 5G combo networks LAS VEGAS, Oct. 21, 2025 (GLOBE NEWSWIRE) -- What you need to know: Healthcare providers including AdventHealth and Tampa General Hospital, among others, signed deals with Verizon Business for Neutral Host or combination Neutral Host and Private 5G NetworksHealthcare CIOs are increasingly turning to Neutral Host and Private 5G Networks to cover ballooning data needs, growing device density, and diversifying user groups, covering both public-network and private 5G use casesLearn more at the Verizon ...
Verizon says “We Got You” this Cybersecurity Awareness Month
Verizon says “We Got You” this Cybersecurity Awareness Month Introducing new security solutions, including Digital Secure Home and a refreshed Verizon Protect App, for more control over your home, devices and digital life NEW YORK, Oct. 21, 2025 (GLOBE NEWSWIRE) -- This Cybersecurity Awareness Month, Verizon is giving you a greater sense of protection at home and on the go with the introduction of the new Digital Secure Home service, along with a major refresh of the Verizon Protect app. “Our customers trust us to connect them to the things and people they love the most, and securin...
Verizon “Está Contigo” Este Mes de la Concientización sobre Cibersegur...
Verizon “Está Contigo” Este Mes de la Concientización sobre Ciberseguridad Presentamos nuevas soluciones de seguridad, incluyendo Digital Secure Home y una aplicación Verizon Protect renovada, para que obtengas más control sobre tu casa, tus dispositivos y tu vida digital NUEVA YORK, Oct. 21, 2025 (GLOBE NEWSWIRE) -- Este Mes de la Concientización sobre Ciberseguridad, en Verizon te estamos dando una mayor sensación de protección en tu casa y cuando estás fuera, con la introducción del nuevo servicio Digital Secure Home, junto con una importante renovación de la aplicación Verizon Prote...
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