reports
- Wedbush Research
- Chase Tohanczyn
- Daniel Ives
- Matthew Weiss
- Scott Devitt
Verizon remains America’s Best Wireless Network, Setting the Highest B...
Verizon remains America’s Best Wireless Network, Setting the Highest Bar for Quality and Reliability Backed by 35 consecutive J.D. Power awards and RootMetrics recognition for Best, Fastest and Most Reliable 5G Network NEW YORK, Sept. 18, 2025 (GLOBE NEWSWIRE) -- In an industry filled with competing claims, Verizon continues to stand above the rest. While others may highlight specific metrics or short-term reports, Verizon’s wireless network performance is a matter of consistent, long-term leadership. Our unmatched track record of 35 consecutive J.D. Power awards for Network Quality and...
- Blair Levin
VZ/FYBR Deal Makes Progress in California
Recently, VZ reached a settlement with three groups who had opposed or had reservations about the VZ/FYBR deal in the current California Public Utilities Commission (CPUC) review. In this note we provide what we understand to be the state of play for the deal approval.
- Dan Salmon
AMZN(Buy, $270 target) /TTD (Neutral, $60 target) : Amazon DSP adds SI...
Yesterday, AdWeek reported that Amazon DSP has struck its largest partnership with a streaming audio service to date, specifically SIRI, whose properties include Pandora and SoundCloud. TTD is among SIRI’s existing DSP partners, and we walk through the implications for both Amazon DSP and TTD in the note, including the potential for SPOT to add Amazon DSP as a partner as well.
Verizon Frontline study: AI, cybersecurity, drones & robots are critic...
Verizon Frontline study: AI, cybersecurity, drones & robots are critical areas for first responders 71% of respondents believe AI will either be a top priority or important to the future of public safety67% of public safety agencies surveyed recently implemented cybersecurity protections48% expect to use drones or robots on a daily basis within 5 years BASKING RIDGE, N.J., Sept. 17, 2025 (GLOBE NEWSWIRE) -- A new study released today by Verizon reveals that nearly half of first responders anticipate daily use of Artificial Intelligence (AI) and drones or robots within the next five years...
- Wedbush Research
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
PANW PALO ALTO NETWORKS INC.
IMAX IMAX CORPORATION
CYBR CYBERARK SOFTWARE LTD.
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
PLTK PLAYTIKA HOLDING
RBLX ROBLOX
- Wedbush Research
XNCR XENCOR INC.
WDC WESTERN DIGITAL CORPORATION
TSLA TESLA INC
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
CYBR CYBERARK SOFTWARE LTD.
CXW CORECIVIC INC.
AXTI AXT INC.
ACRS ACLARIS THERAPEUTICS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
BLDR BUILDERS FIRSTSOURCE INC.
PTGX PROTAGONIST THERAPEUTICS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MDB MONGODB INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
SMCI SUPER MICRO COMPUTER
STTK INC.
NUVB SHATTUCK LABS
STX NUVATION BIO INC (A)
ATXS SEAGATE TECHNOLOGY HLDGS PLC
GFS ASTRIA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
SYRE MOONLAKE IMMUNOTHERAPEUTICS
ORKA SPYRE THERAPEUTICS INC.
ORUKA THERAPEUTICS INC
- Antoine Legault
- Matthew Bryson
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
AXTI AXT INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
SMCI SUPER MICRO COMPUTER
STX INC.
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Vikash Harlalka
BEAD: Update for 7 more proposals
In this latest update, we now include BEAD proposals from 39 states & territories. Comcast and AT&T remain at the top of the list among wireline operators. Fiber’s share of locations has stabilized with small share shifts in either direction with each update (fiber’s share increased slightly after this update). Satellite and FWA together account for close to a third of the locations awarded.
La nueva línea iPhone 17 y iPhone Air ahora en Verizon: Potencia 5G, i...
La nueva línea iPhone 17 y iPhone Air ahora en Verizon: Potencia 5G, increíbles ofertas con intercambio y ahorros que te dan más Clientes nuevos y existentes pueden obtener los últimos modelos del iPhone de Apple en la red más grande de Estados Unidos, con la conexión 5G más rápida y confiable, y garantía de precio fijo por 3 años NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- [Noticia de última hora] Verizon es tu hogar para los últimos , con increíbles opciones, ahorros y flexibilidad en la red 5G más rápida y confiable. Los nuevos modelos, iPhone 17, iPhone 17 Pro, iPhone 17 Pro Ma...
New iPhone 17 lineup and iPhone Air now at Verizon: 5G power, incredi...
New iPhone 17 lineup and iPhone Air now at Verizon: 5G power, incredible trade-in offers and savings that add up New & current customers can get the latest iPhone models on America’s largest network with the fastest and most reliable 5G and 3-year price-lock guarantee NEW YORK, Sept. 10, 2025 (GLOBE NEWSWIRE) -- [Breaking news] Verizon is your home for the latest , with incredible choice, savings and flexibility on the fastest, most reliable 5G network. All four models, which include the all-new iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the all-new iPhone 17 Air, will be avai...
Tampa Police Department launches “Connected Officer” program with Veri...
Tampa Police Department launches “Connected Officer” program with Verizon Frontline Program designed to put a secure, 5G smartphone in every officer’s hand TAMPA, Fla., Sept. 10, 2025 (GLOBE NEWSWIRE) -- today announced the deployment and activation of more than 950 5G Ultra Wideband (UW)-enabled smartphones as part of a mission-critical communications upgrade for the Tampa Police Department (PD). The new devices support the department’s “Connected Officer” initiative, which was developed to help ensure every officer on patrol is equipped with a smartphone loaded with law enforcem...
- Pierre FerraguÊ
Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4t...
Today, we are publishing the Hyperscale & Cloud section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Enterprise IT and Foundry. Hyperscale capex grew 70% YoY. Most raised 2025 guides, and confirmed sustained spending in 2026, lifting expectations....
ANET ARISTA NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
MRVL MARVELL TECHNOLOGY GROUP LTD.
CSCO CISCO SYSTEMS INC.
5930 SAMSUNG ELECTRONICS CO LTD
JNPR JUNIPER NETWORKS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
660 SK HYNIX INC
- Jan Frederik Slijkerman
- Jeroen van den Broek
- Jesse Norcross
- Nadège Tillier
- Timothy Rahill
- Vikash Harlalka
BEAD: Funding wins and investments by operator
In this note on BEAD, we summarize the funding wins so far for each operator along with the matching investment they are expected to make based on the cost estimates of each state. Based on the state estimates, they are contributing 63% of the estimated build costs and the operators are expected to invest 37% of the cost. The share of investments needed varies depending on the operator, and in some cases may be lower than estimated.
- Pierre FerraguÊ
Bible 2Q25 – Telecom Infrastructure: Fixed and semis recover; mobile s...
Today, we are publishing the Telecom Infrastructure section of our 28th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Hyperscale & Cloud, PCs, Enterprise IT, Foundry and Semicap Equipment. Fixed equipment revenues are rebounding from the inventory correction, ...
Verizon boosts shareholder payout, marking 19th consecutive year of di...
Verizon boosts shareholder payout, marking 19th consecutive year of dividend growth NEW YORK, Sept. 05, 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, an increase of 1.25 cents per share from the previous quarter. The quarterly dividend is payable on November 3, 2025 to Verizon shareholders of record at the close of business on October 10, 2025. This 19th consecutive annual increase is a direct result of the company's disciplined financial management and unwavering ...
- Dan Salmon
Verizon to speak at Goldman Sachs Communacopia Sept. 8
Verizon to speak at Goldman Sachs Communacopia Sept. 8 NEW YORK, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Hans Vestberg, Chairman and CEO of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Goldman Sachs Communacopia + Technology Conference on Monday, September 8, at 11:50 a.m. ET. His remarks will be webcast, with access instructions available on Verizon’s Investor Relations website, . Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand for mobility, reliable network connectivity and security....
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