reports
- Blair Levin
NSR Policy: ACP’s Perils of Pauline
In this Weekend Update, we review the multiple activities affecting the prospects for an ACP extension, including one legislative solution that was pulled from a mark-up, a Senate hearing on the subject, and an effort to attach an extension to FAA reauthorization. Our bottom line remains: 1. With the ACP funds about to run out, recipients in May or June are likely to start having to make hard choices about what they are willing to pay for. 2. We agree with the consensus in government and indus...
- Jonathan Chaplin
Autumn for Broadband 1Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.
Delta Air Lines Inc: 1 director
A director at Delta Air Lines Inc maiden bought 10,000 shares at 49.496USD and the significance rating of the trade was 97/100. 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 ...
- Wedbush Research
2454 MEDIATEK INC.
VMW VMWARE INC. CLASS A
QRVO QORVO INC.
SHAK SHAKE SHACK INC. CLASS A
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
WLDN WILLDAN GROUP
WFC WELLS FARGO & COMPANY
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
TXRH TEXAS ROADHOUSE INC.
SQ SQUARE INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RWT REDWOOD TRUST INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
QCOM QUALCOMM INC
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MXL MAXLINEAR INC
MU MICRON TECHNOLOGY INC.
MELI MERCADOLIBRE INC.
KURA KURA ONCOLOGY INC.
INTC INTEL CORPORATION
FTNT FORTINET INC.
EXPE EXPEDIA GROUP INC.
CYBR CYBERARK SOFTWARE LTD.
CROX CROCS INC.
AXTI AXT INC.
ARDX ARDELYX INC
WD WALKER & DUNLOP INC.
BJRI BJ'S RESTAURANTS INC.
GRBK GREEN BRICK PARTNERS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
FND FLOOR & DECOR HOLDINGS INC. CLASS A
CELH CELSIUS HOLDINGS INC.
VTR VENTAS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
BKNG BOOKING HOLDINGS INC.
AVGO BROADCOM INC.
DELL DELL TECHNOLOGIES INC CLASS C
PEAK HEALTHPEAK PROPERTIES INC.
SMCI SUPER MICRO COMPUTER
RKT INC.
ABNB ROCKET COMPANIES
ELEV AIRBNB INC. CLASS A
LBPH ELEVATION ONCOLOGY
MRVL LONGBOARD PHARMACEUTICALS
STX MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
COIN GLOBALFOUNDRIES INC
DBD COINBASE GLOBAL INC
NCR DIEBOLD NIXDORF INC
NCR NIGERIA
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Wedbush Research
SIVB SVB FINANCIAL GROUP
USB U.S. BANCORP
ZION ZIONS BANCORPORATION N.A.
WTFC WINTRUST FINANCIAL CORPORATION
WING WINGSTOP INC.
WBS WEBSTER FINANCIAL CORPORATION
WAL WESTERN ALLIANCE BANCORP
VLY VALLEY NATIONAL BANCORP
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TCBI TEXAS CAPITAL BANCSHARES INC.
SBNY SIGNATURE BANK
RF REGIONS FINANCIAL CORPORATION
PZZA PAPA JOHN'S INTERNATIONAL INC.
PPBI PACIFIC PREMIER BANCORP INC.
PB PROSPERITY BANCSHARES INC.(R)
NYCB NEW YORK COMMUNITY BANCORP INC.
KEY KEYCORP
JACK JACK IN THE BOX INC.
HMST HOMESTREET INC.
HBAN HUNTINGTON BANCSHARES INCORPORATED
HAFC HANMI FINANCIAL CORPORATION
FRC FIRST REPUBLIC BANK
FITB FIFTH THIRD BANCORP
FHN FIRST HORIZON CORPORATION
FFWM FIRST FOUNDATION
EWBC EAST WEST BANCORP INC.
ETSY ETSY INC.
DIN DINE BRANDS GLOBAL INC.
CVBF CVB FINANCIAL CORP.
CUBI CUSTOMERS BANCORP INC.
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A
COLB COLUMBIA BANKING SYSTEM INC.
CHUY CHUY'S HOLDINGS INC.
CFG CITIZENS FINANCIAL GROUP INC.
CATY CATHAY GENERAL BANCORP
CAKE CHEESECAKE FACTORY INCORPORATED
BZH BEAZER HOMES USA INC.
BXP BOSTON PROPERTIES INC.
BKU BANKUNITED INC.
BANC BANC OF CALIFORNIA INCORPORATED
GRBK GREEN BRICK PARTNERS
CFR CULLEN/FROST BANKERS INC.
BOKF BOK FINANCIAL CORPORATION
CMA COMERICA INCORPORATED
EA ELECTRONIC ARTS INC.
SLM SLM CORP
TSC TRISTATE CAPITAL HOLDINGS INC
ZNGA ZYNGA INC. CLASS A
HOPE HOPE BANCORP INC.
CVNA CARVANA CO. CLASS A
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
ZG ZILLOW GROUP INC. CLASS A
TENB TENABLE HOLDINGS
AX AXOS FINANCIAL INC.
UBER UBER TECHNOLOGIES INC.
LC LENDINGCLUB CORP
SI SILVERGATE CAPITAL
U UNITY SOFTWARE
DASH DOORDASH
SOFI SOFI TECHNOLOGIES INC
APP APPLOVIN CORP
NAPA DUCKHORN PORTFOLIO INC (THE)
BROS DUTCH BROS INC
CAVA CAVA GROUP INC
- Brian Violino
- Jay McCanless
Autonation Inc: 1 director
A director at Autonation Inc sold 10,000 shares at 168.000USD and the significance rating of the trade was 72/100. 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...
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
Avis Budget Group Reports First Quarter Results
Avis Budget Group Reports First Quarter Results PARSIPPANY, N.J., May 01, 2024 (GLOBE NEWSWIRE) -- Avis Budget Group, Inc. (NASDAQ: CAR) announced financial results for first quarter 2024 today. We ended the quarter with revenues of $2.6 billion, driven by strong travel demand. Net loss was $113 million and our Adjusted EBITDA1 was $12 million. Our liquidity position at the end of the quarter was approximately $0.7 billion, with an additional $3.8 billion of fleet funding capacity. We have well-laddered corporate debt, and after giving effect to our euro note repayment in April 2024...
Mint and Ultra: Welcome to the T-Mobile Family!
BELLEVUE, Wash.--(BUSINESS WIRE)-- The deal is done! T-Mobile US Inc. (NASDAQ: TMUS) today announced the completion of its acquisition of Ka’ena Corporation, which includes direct-to-consumer (D2C) prepaid wireless brands Mint Mobile, internationally-focused value brand Ultra Mobile, and wholesale wireless solutions provider Plum. And, as it does, the Un-carrier is letting Mint and Ultra customers know it’s great to have them here by giving them magenta goodness right out of the gate – a few freebies and new offers just for being a part of Team T-Mobile. This press release features multimedia...
T-Mobile Agrees to Sell €2.0 Billion of Euro-Denominated Senior Notes
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that T-Mobile USA, Inc., its direct wholly-owned subsidiary (“T-Mobile USA” or the “Issuer”), has agreed to sell €600,000,000 aggregate principal amount of its 3.550% Senior Notes due 2029 (the “2029 Notes”), €750,000,000 aggregate principal amount of its 3.700% Senior Notes due 2032 (the “2032 Notes”) and €650,000,000 aggregate principal amount of its 3.850% Senior Notes due 2036 (the “2036 Notes,” and collectively with the 2029 Notes and the 2032 Notes, the “notes”) in a registered public offerin...
T-Mobile Announces Proposed Public Offering of Euro-Denominated Senior...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that T-Mobile USA, Inc., its direct wholly-owned subsidiary (“T-Mobile USA” or the “Issuer”), plans to offer, subject to market and other conditions, euro-denominated senior notes (the “notes”) in a registered public offering. T-Mobile USA intends to use the net proceeds from the offering for general corporate purposes, which may include among other things, share repurchases, any dividends declared by T-Mobile’s Board of Directors and refinancing of existing indebtedness on an ongoing basis. Barc...
- Wedbush Research
MTB M&T BANK CORPORATION
LOGN LOGITECH INTERNATIONAL S.A.
STZ CONSTELLATION BRANDS INC. CLASS A
UBI UBISOFT ENTERTAINMENT SA
DPZ DOMINO'S PIZZA INC.
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PEGA PEGASYSTEMS INC.
MGPI MGP INGREDIENTS INC.
IMAX IMAX CORPORATION
GPRO GOPRO INC. CLASS A
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FHN FIRST HORIZON CORPORATION
EXPE EXPEDIA GROUP INC.
EPAM EPAM SYSTEMS INC.
DECK DECKERS OUTDOOR CORPORATION
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
OSTK OVERSTOCK.COM INC.
TMHC TAYLOR MORRISON HOME CORPORATION
HOPE HOPE BANCORP INC.
FCNCA FIRST CITIZENS BANCSHARES INC. CLASS A
SNBR SLEEP NUMBER CORPORATION
AMZN AMAZON.COM INC.
AAPL APPLE INC.
NKE NIKE INC. CLASS B
MSFT MICROSOFT CORPORATION
BKNG BOOKING HOLDINGS INC.
PRPL PURPLE INNOVATION
TENB TENABLE HOLDINGS
LYFT LYFT
UBER UBER TECHNOLOGIES INC.
DASH DOORDASH
ABNB AIRBNB INC. CLASS A
SOFI SOFI TECHNOLOGIES INC
YOU CLEAR SECURE INC
BROS DUTCH BROS INC
Ryder System Inc: 2 directors
Two Directors at Ryder System Inc sold 11,671 shares at between 119.159USD and 119.398USD. The significance rating of the trade was 75/100. 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 t...
- Matthew Weiss
- Michael Gerbino
- Scott Devitt
- Blair Levin
NSR Policy: The Interconnections of ACP, Spectrum, Title II, and the S...
In this weekend update, we reconsider our initial takes on several events last week and how they could be affected by events this week. Specifically, we look at the interplay of the FCC’s Title II Order, the Second Circuit opinion upholding New York State’s mandate for ISPs to offer low-income households a low-cost broadband offering, Senator Cantwell’s draft spectrum bill, and how all are affected by the end of ACP funding in the next few weeks.
- Jonathan Chaplin
T-Mobile 1Q24 Results Review, Thesis & Model Update
What’s new: This report provides a comprehensive review of results, our thoughts on key themes, valuation, and operating and financial trends. The themes we dig into include T-Mobile fiber’s strategy, a deeper dive into the Lumos deal, the upside from price increases, evolving thoughts on FWA, and the ACP impact. We increased EBITDA and FCF slightly. Consensus is low on both. No change to thesis. Target is $202 (+23%)
T-Mobile Delivers Industry-Leading Customer, Service Revenue and Profi...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS): Industry-Leading Customer Growth Fueled by Best Network and Best Value Combination(1) Postpaid net account additions of 218 thousand, best in industry Postpaid net customer additions of 1.2 million, best in industry Postpaid phone net customer additions of 532 thousand, best in industry and higher share of industry net adds year-over-year Postpaid phone churn of 0.86%, matches record low for Q1 High Speed Internet net customer additions of 405 thousand, best in industry, passing 5 million customers Transla...
- Jonathan Chaplin
T-Mobile Quick Hit: Fiber JV Announced
What's new: T-Mobile has entered into a joint venture with EQT’s sixth Infrastructure Fund which will buy Lumos Networks from EQT’s third Infrastructure Fund. The details generally align with what was leaked a bit over a month ago by Handelsblatt. We also hosted Lumos at our recent Fiber conference.
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