reports
- 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.
Two XPO Leaders Named 2026 Top Women to Watch in Trucking
Two XPO Leaders Named 2026 Top Women to Watch in Trucking Chelsey Johnston and Molly Borkgren recognized by the Women in Trucking Association for their leadership and impact in the freight transportation industry GREENWICH, CONN., March 26, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced today that human resources director Chelsey Johnston and enterprise account executive Molly Borkgren have been named “Top Women to Watch in Trucking” for 2026 by the Women in Trucking Association. The Top Women to Watch in Trucking recogni...
Three XPO Leaders Named 2026 “Pros to Know” by Supply & Demand Chain E...
Three XPO Leaders Named 2026 “Pros to Know” by Supply & Demand Chain Executive Magazine GREENWICH, Conn., March 17, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced today that three of its leaders have been named 2026 “Pros to Know” by Supply & Demand Chain Executive Magazine (SDCE). This is the sixth consecutive year that XPO employees have been recognized by SDCE for their outstanding work in the freight transportation industry. This year’s recipients from XPO are: Ryan Smulan (Top Transportation Innovators), vice presid...
- David Barden
- Vikash Harlalka
Quick Hit: GFiber combines with Astound Broadband…who’s affected?
GFiber just announced it is combining with Astound Broadband. In this report we take a deep dive into the footprints of the two companies and analyze their overlap with the major Cable and Fiber operators. This new entity joins Brightspeed, Uniti, and Ziply in the pantheon of private fiber residential overbuilder/aggregators.
- David Barden
- Vikash Harlalka
Broadband cNPS comparisons by tech & operator - The latest data availa...
Scouring the data in this report, we’d point you to the appendix for a quick review. What stands out is that when a broadband customer interacts with a sales rep, presumably they are doing so with a problem or request that an automated or AI-driven IVR cannot address. Almost without fail, sales rep interactions are the Achilles heal of the market right now and likely a core reason, care scores suffer. The operator that can solve this puzzle, and it could be cable, has a window to shift their rel...
- David Barden
- Vikash Harlalka
Broadband Spring 2026 – A fine time for FWA
In this Broadband Spring report, we share a quick update on broadband industry trends from 4Q25 heading into 2026E. Industry net adds improved meaningfully in 4Q25 from a year ago but remained slightly below last year when we adjust for the loss of ACP. Net adds for the quarter were in line with the pre-pandemic norm but trailing twelve-month net adds remain below pre-pandemic levels. We take a deep-dive here into FWA’s continued strong momentum, by carrier, and how it fits into the overall broa...
XPO Provides North American LTL Operating Data for February 2026
XPO Provides North American LTL Operating Data for February 2026 GREENWICH, Conn., March 02, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, today reported certain preliminary LTL segment operating metrics for February 2026. LTL tonnage per day increased 0.2%, as compared with February 2025, attributable to a year-over-year increase of 3.0% in shipments per day and a decrease of 2.8% in weight per shipment. Actual results for February 2026 may vary from the preliminary results reported above. About XPO XPO, Inc. (NYSE: XPO) is a lead...
- Vikash Harlalka
CHTR Quick Hit: Nick Jeffery joins as Chief Operating Officer
Charter just announced that Nick Jeffery, former Frontier CEO, will join the company as Chief Operating Officer (COO). We think this is a good move by Charter and it should help them improve their operations meaningfully. We provide quick thoughts in this short note.
- David Barden
Takeaways from Metro Connect 2026 Day One
Greetings from sunny, if chilly Fort Lauderdale where we are attending Metro Connect which one of our companies described as one of the two most important infrastructure conferences of the year. We are soooo lucky not to have gotten snowed in. If you are in the northeast, please stay warm! We just wrapped Day One where we had meetings and run-ins with many, primarily, small to mid-size private fiber operators. In this short note, we present our key takeaways from our conversations at the event.
- Blair Levin
What Policies Matter to Telco’s Success: Supply Side or Demand Side? ...
T CEO John Stankey recently said that “I’ve never seen federal policy this supportive of market-based investment in advanced networks.” That statement raises multiple interesting investor related questions about what does, and does not, support investment in advanced networks, including the relative importance of those policies that drive supply and those that drive demand, and how government is treating advanced networks versus networks that have lower cost structures but also involve lower pe...
- Vikash Harlalka
CHTR: Buy It Now
We believe that positive EBITDA growth and strong FCF per share growth this year mean that Charter’s stock is due for a positive revaluation. In this note, we review changes to our estimates, and comparisons with guidance and consensus. We have also updated our target valuation for Charter. Our revised price target is $328 (+47% from the close). Please see separate notes reviewing results and thoughts following the earnings call. Our broadband subscriber and total EBITDA estimates remain nearly ...
XPO Reports Fourth Quarter 2025 Results
XPO Reports Fourth Quarter 2025 Results GREENWICH, Conn., Feb. 05, 2026 (GLOBE NEWSWIRE) -- (NYSE: ) today announced its financial results for the fourth quarter 2025. The company reported diluted earnings per share of $0.50, compared with $0.63 for the same period in 2024, and adjusted diluted earnings per share of $0.88, compared with $0.89 for the same period in 2024. Fourth Quarter 2025 Summary Results Three Months Ended December 31, Revenue Operating Income (Loss) (1)(in millions) 2025 2024 Change % 2025 2024 Change %North American Less-Than-Truckload Segment ...
- 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.
PEP PEPSICO INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
VZ VERIZON COMMUNICATIONS INC.
TNET TRINET GROUP INC.
T AT&T INC.
SM SM ENERGY COMPANY
RHI ROBERT HALF INTERNATIONAL INC.
POST POST HOLDINGS INC.
NSP INSPERITY INC.
LAND GLADSTONE LAND CORP.
GIS GENERAL MILLS INC.
FLO FLOWERS FOODS INC.
EPC EDGEWELL PERSONAL CARE CO.
DECK DECKERS OUTDOOR CORPORATION
CVX CHEVRON CORPORATION
CPA COPA HOLDINGS S.A. CLASS A
COG CABOT OIL & GAS CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHD CHURCH & DWIGHT CO. INC.
CAG CONAGRA BRANDS INC.
BEN FRANKLIN RESOURCES INC.
ASC ARDMORE SHIPPING
TMP TELEMEDYCYNA POLSKA
ARC AUSTRALIAN RURAL CAPITAL
AAOI APPLIED OPTOELECTRONICS INC.
KELYA KELLY SERVICES INC. CLASS A
KFRC KFORCE INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
OPY OPPENHEIMER HOLDINGS INC. CLASS A
JBSS JOHN B. SANFILIPPO & SON INC.
CNX CNX RESOURCES CORPORATION
ASGN ASGN INC
AX AXOS FINANCIAL INC.
RRBI RED RIVER BANCSHARES
CARE CARTER BANKSHARES INC
GE GENERAL ELECTRIC CO.
AVBH AVIDBANK HLDGS INC
MPTI M TRON INDUSTRIES INC
PKST PEAKSTONE REALTY TRUST
TOYO TOYO CO LTD
AEBI AEBI SCHMIDT HOLDING AG
SNDK SANDISK CORP
PBCO PBCO FINANCIAL CORP COM
- Vikash Harlalka
CHTR: Not all doom & gloom after all
We shared our view of Charter’s results this morning. Subscriber and EBITDA results were better than expected. In this note following the earnings call and our follow-up conversations, we address the following key investor issues including 1) broadband subscriber trends; 2) price increases and broadband ARPU; 3) EBITDA growth; 4) amended MVNO agreement; and 5) Leverage.
- Vikash Harlalka
CHTR 4Q25 Quick Take: Lower broadband losses; EBITDA beat
Charter’s broadband losses were better than expected. Revenue missed but EBITDA beat estimates on lower costs. We expect the stock to trade up on these results, but where it winds up for the day will depend on commentary around 1Q subscriber trends and 2026 EBITDA guide. A reassurance that Charter will grow EBITDA in 2026 would be good for the stock.
Two XPO Drivers Selected for America’s Road Team
Two XPO Drivers Selected for America’s Road Team Greenwich, Conn., Jan. 29, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced today that two of its drivers have been selected to serve as Captains for the 2026-2027 America’s Road Team.Established in 1986 by the American Trucking Associations, America’s Road Team is an elite group of professional truck drivers who serve as ambassadors for the trucking industry. Through public outreach, educational events and meetings with policymakers nationwide, they promote safe driving and the...
- Blair Levin
Can CMCSA Buy CHTR After the Cox Deal is Done?
With the CHTR/Cox deal moving towards approval and CMCSA out of running for WBD, we are again getting questions as to whether CMCSA could buy the combined CHTR/Cox entity. Further, as our New Street colleagues discussed yesterday, there has been a divergence in the stock price performances of Comcast and Charter driven by a potential ‘value unlock’ resulting from a potential split of Comcast cable from NBCU. It is beyond the scope of our expertise to analyze the financial details that could jus...
- David Barden
The future of US wireless, right now - Extrapolating 3Q25 wireless tre...
We are taking 3Q25 results and the most recent cNPS data and laying out our latest thinking and forecasts ahead of 4Q results. We expect 4Q results and attendant 2026 guidance to contain material information value for investors and we wanted to share our latest forecasts, data, and trends as a starting point as we navigate this impactful season.
XPO Named a World’s Most Admired Company by Fortune
XPO Named a World’s Most Admired Company by Fortune GREENWICH, Conn., Jan. 21, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced today that it has been named to Fortune’s list of the World’s Most Admired Companies for 2026. XPO is the only pure-play North American LTL transportation provider on the list this year. Mario Harik, chairman and chief executive officer of XPO, said, “This recognition reflects the world-class team we have at XPO. Our success is a direct result of the exceptional service they provide our customers, a...
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