reports
XPO Announces Brad Jacobs to Step Down as Executive Chairman
XPO Announces Brad Jacobs to Step Down as Executive Chairman CEO Mario Harik to Become Chairman, while Continuing as CEO GREENWICH, Conn., Dec. 15, 2025 (GLOBE NEWSWIRE) -- (NYSE: XPO) announced today that Brad Jacobs will step down as Executive Chairman of the Board, effective December 31, 2025. Jacobs will transition to the role of Special Advisor to the Company through June 30, 2026. Mario Harik will serve as Chairman of the Board while continuing in his role as CEO, which he has held since 2022. Harik’s increased responsibility underscores the Company’s commitment to continuity of ...
Godaddy Inc: 1 director
A director at Godaddy Inc sold 2,397 shares at 128.442USD and the significance rating of the trade was 51/100. 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 years clearly sho...
- 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
- 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.
XPO Provides North American LTL Operating Data for November 2025
XPO Provides North American LTL Operating Data for November 2025 GREENWICH, Conn., Dec. 01, 2025 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for November 2025. LTL tonnage per day decreased 5.4%, as compared with November 2024, attributable to a year-over-year decrease of 2.2% in shipments per day and a decrease of 3.2% in weight per shipment. Actual results for November 2025 may vary from the preliminary results reported above. About XPO XPO, Inc. (NYSE: XPO) is a leade...
XPO Recognized as a Top Military Friendly® Employer for 2026
XPO Recognized as a Top Military Friendly® Employer for 2026 Earns Gold Designation by Viqtory for Continued Commitment to Veterans and Military Hiring GREENWICH, Conn., Nov. 11, 2025 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced today that it has been recognized as a Military Friendly® Gold Employer for 2026 by Viqtory, a service-disabled and veteran-owned business that evaluates companies on their commitment to recruiting, retaining and advancing military talent. This is the third year in a row that XPO has received this nat...
- 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.
- 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.
- 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.
- Vikash Harlalka
Charter: Subscribers and EBITDA growth heading lower
There is a lot that’s common between Charter and Comcast, and yet there is a lot that’s different about the two companies. Both are operating in an environment where broadband subscriber growth remains a distant dream. Where the two companies differ is expectation around EBITDA growth. While both companies expect EBITDA to decline in 4Q25, Charter expects to grow EBITDA in 2026 unlike Comcast which expects EBITDA to decline in 2026. We also think Charter has higher pricing power than Comcast.
- Vikash Harlalka
CHTR 3Q25 Quick Take: Subs and EBITDA miss
Charter’s broadband losses were higher than expected. 3Q is usually a seasonally stronger quarter yet subscriber losses showed little sign of improvement vs. 2Q. EBITDA also missed estimates. On the call, we are keen to hear what’s driving the higher subscriber losses. We expect the stock to trade down, but, like CMCSA yesterday, where it winds up for the day will depend on commentary around expected 4Q subscriber and EBITDA trends.
XPO Reports Third Quarter 2025 Results
XPO Reports Third Quarter 2025 Results GREENWICH, Conn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- (NYSE: ) today announced its financial results for the third quarter 2025. The company reported diluted earnings per share of $0.68, compared with $0.79 for the same period in 2024, and adjusted diluted earnings per share of $1.07, compared with $1.02 for the same period in 2024. Third Quarter 2025 Summary Results Three Months Ended September 30, Revenue Operating Income (Loss)(1)(in millions) 2025 2024 Change % 2025 2024 Change %North American Less-Than-Truckload Segment $...
- Vikash Harlalka
BEAD: Update for the Lone Star State
We have updated our BEAD analysis to include the proposal from Texas which was allocated the largest amount of BEAD funding. We now include BEAD proposals from 52 states & territories in our below analysis. We have also updated the analysis for states that have revised their proposals.
- David Barden
3Q25 Broadband Estimate Deep Dive
If you are one of those eager contrarians looking for the quarter where a combination of discount valuations and even a modest turnaround in cable KPI trends could boost the stocks, this probably ain’t it. The cable industry continues to lose subscribers at an elevated pace with Comcast doing worse than Charter thanks to the 1-2 punch of fiber and FWA.
- Vikash Harlalka
BEAD: Update for 3 More States
In this latest update, we now include BEAD proposals from 51 states & territories. We have updated our analysis for Alaska, Florida and Utah. Comcast, Brightspeed and AT&T remain at the top of the list among wireline operators. Fiber remains the dominant technology both in terms of locations as well as funding.
- Vikash Harlalka
BEAD: Impact of Price caps on funding
Based on a leaked internal NTIA memo related to BEAD, it seems like the final proposals by the states may not be final and the NTIA may force them to make changes to their plans. We have analyzed all the proposals so far and estimate that Comcast, AT&T and Frontier may be most impacted by these rules. However, the overall impact isn’t material.
- Vikash Harlalka
Cable’s win share among movers
There has been an ongoing debate among investors whether low moves actually hurt the Cable companies. Until now, it wasn’t possible to answer this question due to lack of data. We now have data from Opensignal that helps us answer this question. In this report, we show that the large Cable operators have been winning more than 50% share among movers who are new to their footprint. The win share has declined over time, especially as competitive intensity has increased. Cable operators can reduce ...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.