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Verizon celebrates 25 years of powering how people live, work and play
Verizon celebrates 25 years of powering how people live, work and play Marking a quarter century of reliability and innovation, Verizon looks ahead to shaping the future of technology and empowering the next generation of digital connections NEW YORK, June 30, 2025 (GLOBE NEWSWIRE) -- For 25 years, Verizon has been leading with technology and innovation for our customers and helped shape the way Americans connect every day. What started as a bold vision in 2000 has grown into a company with the most wireless retail connections in the industry and a network of technological breakthroughs...
- Jonathan Chaplin
CMCSA quick hit: Comcast continues to make the right pricing moves
After launching 5-year price guarantee plans in April, Comcast has now announced some tweaks to plans that are discounted for one year, and to rack rates. These announcements are less meaningful than the 5-year plans, though they continue to inch gradually in the right direction. Our quick thoughts in this brief note.
- Jan Frederik Slijkerman
TMT 1Q25 results: Verizon, T-Mobile US, AT&T and IBM/Most value in 4-y...
The three largest mobile telecom operators in the USA - Verizon, T-Mobile USA, and AT&T - continue to perform well. IBM's performance also looks solid. Notable was the strong EBITDA performance for all three mobile telecom operators. We think the notes with a duration of c.4 years look attractive on a spread basis, while the steepness of the spread curve looks healthy. Furthermore, the Euro notes of T-Mobile US with a somewhat longer duration look attractive.
- Wedbush Research
TPH TRI POINTE HOMES INC.
TOL TOLL BROTHERS INC.
NVDA NVIDIA CORPORATION
MNKD MANNKIND CORP.
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BLDR BUILDERS FIRSTSOURCE INC.
TMHC TAYLOR MORRISON HOME CORPORATION
MHO M/I HOMES INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
MSFT MICROSOFT CORPORATION
LSEA LANDSEA HOMES CORP (A)
EWTX EDGEWISE THERAPEUTICS INC
ANRO ALTO NEUROSCIENCE INC
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Pierre FerraguÊ
The Great Replatforming, part I – the Special Theory
Capex ROI is the trending question these days, but what does it actually mean? In a “replatforming”, capex are enablers of revenue growth and productivity enhancements, as long as they are the foundation for a good “right to make money” (a defensible competitive advantage) and meet good demand. Our “Special Replatforming Theory” looks at how it has been at play for a decade already at hyperscalers, and how we expect the next 10 years to play out, with AI bringing an even more capital-intensive...
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
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
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
FB FACEBOOK INC. CLASS A
ETSY ETSY INC.
EBAY EBAY INC.
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
VOR INC.
STX VOR BIOPHARMA
GFS SEAGATE TECHNOLOGY HLDGS PLC
GLOBALFOUNDRIES INC
- Matthew Weiss
- Scott Devitt
New “Verizon Frontline Verified” partner - Semtech
New “Verizon Frontline Verified” partner - Semtech Semtech AirLink XR60 5G router supports the Verizon Frontline Network Slice BASKING RIDGE, N.J., June 25, 2025 (GLOBE NEWSWIRE) -- Verizon Frontline today announced that several products from Semtech, formerly Sierra Wireless, have achieved “Verizon Frontline Verified” status. This includes the which supports the recently-launched Verizon Frontline Network Slice. The AirLink® XR60 5G Router is military-grade and delivers high-performance 5G and Wi-Fi 6 connectivity with intelligent hot failover to help maintain mission-critical commun...
Verizon contributes $10K in response to devastating flooding in West V...
Verizon contributes $10K in response to devastating flooding in West Virginia WHEELING, W.Va., June 25, 2025 (GLOBE NEWSWIRE) -- On June 15, devastating heavy rains and flash flooding severely impacted Ohio and Marion counties in West Virginia. This rare event saw up to 3 to 4 inches of rainfall in less than an hour in localized areas. Multiple fatalities and extensive damage to roads, bridges, buildings and homes have been reported. Thousands were left without power and the National Guard has been mobilized to support local emergency operations. In response to this disaster, Verizon is ...
- Wedbush Research
- Matthew Weiss
- Scott Devitt
Verizon Business wins multisite private 5G contract fueling a multibil...
Verizon Business wins multisite private 5G contract fueling a multibillion dollar regeneration project What you need to know: Verizon Business, in collaboration with Nokia, will deliver multiple Verizon Private 5G Networks to industrial campuses across the Thames Freeport, one of the UK’s busiest maritime logistics and manufacturing regions. The Thames Freeport is a designated UK “Free Trade Zone,” established to boost economic growth, create high-value jobs and attract global investment as part of a long-term effort to revive the UK’s River Thames Estuary region.Thames Freeport will use V...
Verizon, America’s Most Reliable 5G Network, Launches Industry-Leading...
Verizon, America’s Most Reliable 5G Network, Launches Industry-Leading, AI Powered Customer Experience Innovations Leads Most Significant Transformation Across Stores, Support and Digital Services with AI powering more personalized experiences NEW YORK, June 24, 2025 (GLOBE NEWSWIRE) -- Verizon today announced its most significant customer experience transformation, designed to empower customers with easier, more personalized support. This evolution, a key component of Verizon's multi-year consumer strategy, introduces immediate and ongoing enhancements across customer care, digital ser...
Verizon establece un nuevo estándar en la experiencia del cliente
Verizon establece un nuevo estándar en la experiencia del cliente Lanza la transformación más significativa en tiendas, soporte y servicios digitales NUEVA YORK, June 24, 2025 (GLOBE NEWSWIRE) -- Verizon anunció hoy su transformación más significativa en la experiencia del cliente, diseñada para brindarles a los clientes un soporte más fácil y personalizado. Esta evolución, un componente clave de la estrategia del consumidor multianual de Verizon, introduce mejoras inmediatas y continuas en la atención al cliente, los servicios digitales y tiendas minoristas, liderando la industria en t...
- Daniel Ives
- Matthew Weiss
- Sam Brandeis
- Scott Devitt
- Steven Wahrhaftig
- Wedbush Research
Verizon announces final results of its private exchange offers for 10 ...
Verizon announces final results of its private exchange offers for 10 series of notes and related tender offers open to certain investors NEW YORK, June 23, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, Nasdaq: VZ) today announced the final results of its Exchange Offers (as defined below) and its Cash Offers (as defined below). Exchange Offers The first transaction consists of 10 separate private offers to exchange (the “Exchange Offers”) any and all of the outstanding series of notes listed in the table below (as used in the context of the Exchang...
- Blair Levin
Rethinking BEAD 2.0 as States Rethink Their Options
Earlier this month, as expected, Secretary of Commerce Lutnick released new rules for BEAD, requiring all the states to rebid and prioritizing the lowest cost option. Our initial reaction was that the new rules would shift funds from fiber to satellite, a negative for wired providers including CMSCA, CHTR, T, and VZ/FYBR. We still think that but in talking to numerous stakeholders, that magnitude of the shift may be less than we initially thought. In this note we examine two themes that have ...
- Matthew Weiss
- Scott Devitt
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