reports
Denver Broncos and Verizon Business enhance stadium operations and fan...
Denver Broncos and Verizon Business enhance stadium operations and fan experiences Verizon Business upgrades Empower Field at Mile High to Wi-Fi 6E-ready network NEW YORK, Dec. 11, 2025 (GLOBE NEWSWIRE) -- Fans at Empower Field at Mile High, home of the Denver Broncos, can now enjoy a significantly upgraded game-day experience thanks to the new Wi-Fi 6E and Local Area Network (LAN) installation led by Verizon Business. The network refresh includes more than 2,400 wireless access points to deliver connectivity that will help advance the stadium’s operations and improve the overall fan ex...
- Vikash Harlalka
The future of broadband - Optimum Fiber has higher cNPS than Optimum C...
Optimum’s cNPS for their fiber product is higher than their Cable product but the gap has decreased in recent months. Fiber cNPS has decreased and Cable cNPS has increased slightly. As the size of Optimum’s Fiber customer base increases, the overall cNPS should inch higher. More importantly, Fiber scores are higher than Cable in every category. The company has a lot of work to do to improve scores in price / value and customer support, both of which remain very low for both technologies
Sparklight Business Launches Partner Solutions Program, Expanding Reve...
Sparklight Business Launches Partner Solutions Program, Expanding Revenue-Generating Opportunities for Technology Brokerages and Technology Advisor Partners PHOENIX, Dec. 08, 2025 (GLOBE NEWSWIRE) -- , a leading provider of fiber-powered internet and managed connectivity solutions, today announced the launch of its new Partner Solutions Program, a strategic initiative designed to expand the company’s reach through a growing ecosystem of technology brokerages and technology advisor partners. The program formalizes and strengthens Sparklight Business’s channel presence while opening new re...
Verizon declares quarterly dividend on December 4
Verizon declares quarterly dividend on December 4 NEW YORK, Dec. 04, 2025 (GLOBE NEWSWIRE) -- The Board of Directors at Verizon Communications Inc. (NYSE, Nasdaq: VZ) today declared a quarterly dividend of 69 cents per outstanding share, consistent with the prior quarter's dividend rate. The quarterly dividend is payable on February 2, 2026 to Verizon shareholders of record at the close of business on January 12, 2026. “Verizon is transforming to be a leaner, faster and bolder team focused on delighting customers to regain market leadership,” said Dan Schulman, CEO of Verizon. “We are co...
- Vikash Harlalka
CMCSA Quick Hit: A Merger Between NBCU and WBD?
Press reports indicate that Comcast has submitted a revised bid for Warner Bros. Discovery (WBD) and has offered to merge it with its NBCUniversal division (NBCU). WBD shareholders would receive a mix of cash and stock in the new entity. We think there are merits to this transaction but getting a deal approved by the regulators could prove challenging.
- David Barden
- Vikash Harlalka
The future of broadband 3Q25: Our updated broadband industry forecast ...
In this report, our latest broadband outlook tome, in addition to forecasting the future of broadband by technology for the next 5 years, we undertake a sensitivity analysis for Cable's end-state market share possibilities. We also refresh our work on the relative competitive positioning of carriers based on end-user cNPS scores via our Recon Analytics partnership.
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.
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