reports
- 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...
- David Barden
- Vikash Harlalka
A deeper dive on 'terminal' broadband market share
We recently published our Future of Broadband report where we predicted Cable’s broadband market share will continue to fall for the foreseeable future. We got the question, 'what is cable market share looking like in the most mature fiber markets, is it asymptoting?'. The answer is no. In this report, we use data from our Opensignal partnership to show that Cable’s subscriber market share has continued to fall in markets where they compete against only one fiber provider over a multi-year perio...
XPO Schedules Fourth Quarter 2025 Earnings Conference Call for Thursda...
XPO Schedules Fourth Quarter 2025 Earnings Conference Call for Thursday, February 5, 2026 GREENWICH, Conn., Jan. 12, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO) will hold its fourth quarter conference call and webcast on Thursday, February 5, at 8:30 a.m. Eastern Time. The company's results will be released earlier that morning and made available on . Access information:Call toll-free from US/Canada: 1-877-269-7756International callers: Live webcast online at: A replay of the conference call will be available until March 7, 2026, by calling toll-free (from US/Canada) 1-877-660-6853; interna...
XPO Renews Partnership with TAT (Truckers Against Trafficking) for 202...
XPO Renews Partnership with TAT (Truckers Against Trafficking) for 2026 GREENWICH, Conn., Jan. 12, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, today announced that it has renewed its support for TAT (Truckers Against Trafficking), a nonprofit dedicated to educating and empowering the transportation industry to combat human trafficking. XPO will serve as a platinum partner of TAT for the sixth consecutive year. Mario Harik, chairman and chief executive officer of XPO, said, “At XPO, we’re proud to support efforts that make our comm...
- Blair Levin
Part Three of Year in Preview: Our Analysis about Policyband’s Predict...
This week we published three notes that preview what we think will be critical to investors in telecom/media/tech policy environment. In the first, we evaluated what questions do we not know the answer to today but will in a year that will have a material impact on stocks and depend in part on policy. In the second, we looked at the biggest policy related investment stories of 2025 and how the lingering elements of those stories will play out. In this third one we evaluate nine predictions mad...
- Blair Levin
Part Two of Year in Preview: What about SATS, BEAD, Spectrum, and Othe...
This week we are publishing three notes that analyze what we think will be critical to investors in telecom/media/tech policy environment in the year ahead. In the first one, published yesterday we evaluated questions that we do not know the answer to today--but will in a year--that will have a material impact on stocks and depend in part on policy. In this second one, we look at the biggest policy related investment stories of 2025 and how the lingering elements of those stories will play out i...
XPO Renews Support for Susan G. Komen® 3-Day Walks as Official Transpo...
XPO Renews Support for Susan G. Komen® 3-Day Walks as Official Transportation Partner GREENWICH, Conn., Jan. 07, 2026 (GLOBE NEWSWIRE) -- (NYSE: XPO), a leading provider of freight transportation in North America, announced that it has renewed its long-standing commitment as the official transportation partner of the Susan G. Komen® 3-Day fundraising walks through March 2029. “The 3-Day fundraising walks represent hope, strength and progress for those affected by breast cancer,” said Carolyn Roach, chief human resources officer of XPO. “Through our long-term partnership, we are proud t...
- Blair Levin
In Partial Win for Cable, Trump Memoranda Appears to Protect CBRS
Late Friday, President Trump released a new Presidential Memoranda on 6G and Spectrum. While what the Memoranda said is largely a restatement of what we have previously reported, we think the most important element for investors is what it didn’t say; specifically, that by omission it appears to protect the spectrum known as the Citizens Band Radio Services (CBRS) currently used by cable (and others) for wireless services. In this note we provide an analysis of the Memoranda.
- Vikash Harlalka
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 ...
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