Company Overview - Verizon Communications Inc. generated revenues of $134.8 billion in 2024, serving millions of customers globally and nearly all of the Fortune 500 [2]. Upcoming Events - Tony Skiadas, executive vice president and chief financial officer of Verizon, is scheduled to speak at the Citi 2025 Global TMT Conference on September 4 at 8:50 a.m. ET, with his remarks available via webcast [1].

Core Insights - Verizon Communications Inc. generated revenues of $134.8 billion in 2024, showcasing its strong market position and ability to meet customer demands for mobility and reliable network connectivity [2]. Group 1: Company Overview - Verizon is headquartered in New York City and serves customers worldwide, including nearly all of the Fortune 500 [2]. - The company focuses on delivering mobility, reliable network connectivity, and security to its millions of customers [2]. Group 2: Upcoming Events - Sowmyanarayan Sampath, Executive Vice President and CEO for Verizon Consumer, is scheduled to speak at the BofA Securities 2025 Media, Communications & Entertainment Conference on September 3, 2025, at 8:00 a.m. ET [1].

Key Takeaways Verizon's Business segment revenues slipped to $7.27B in Q2, down from $7.3B last year.High churn rates and weak public sector demand pressured Verizon's subscriber growth.In 2025, Verizon's enterprise and public sector revenues are estimated to fall 1.8% year over year.Verizon Communications Inc. (VZ) is affected by weakness in the Business Segment, which primarily includes the wireless and wireline operations of wholesale, public sector and other, small and medium business, and global enterp ...

NEW YORK, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (NYSE, Nasdaq: VZ) today announced the election of Jennifer K. Mann, Executive Vice President and President, North America Operating Unit of The Coca-Cola Company, to the Verizon Board of Directors, effective immediately. “Jennifer is a highly accomplished leader who brings to Verizon a wealth of consumer, marketing, brand management and strategic planning expertise acquired during her 28-year career at Coca-Cola,” said Verizon Chairman ...

Investment Rating - The report maintains a "Weaker than Market" rating for the U.S. stock market [1] Core Insights - After a pullback, the U.S. stock market has shown significant recovery, with small-cap stocks outperforming [3] - The S&P 500 index increased by 0.3%, while the Nasdaq decreased by 0.6% [3] - Among 18 sectors, 12 experienced gains, with notable increases in banking (+3.2%), automotive (+2.9%), and energy (+2.8%) sectors [3] Price Trends - Small-cap value stocks (Russell 2000 Value) rose by 4.1%, outperforming small-cap growth (Russell 2000 Growth +2.6%) and large-cap value (Russell 1000 Value +1.7%) [3] - The report highlights that 18 sectors saw price increases, while 6 sectors faced declines, with the largest declines in food and staples retailing (-2.0%) and software and services (-1.9%) [3] Fund Flows - The estimated fund flow for S&P 500 constituents was +1.7 billion USD this week, a significant decrease from +75.8 billion USD the previous week [4] - Notable inflows were observed in automotive (+11.0 million USD), diversified financials (+4.6 million USD), and banking (+3.8 million USD) sectors [4] - Conversely, significant outflows were recorded in software and services (-29.9 million USD) and semiconductor products and equipment (-7.7 million USD) [4] Earnings Forecast - The report indicates a 0.3% upward revision in the 12-month forward EPS expectations for S&P 500 constituents, following a 0.2% increase the previous week [5] - 21 sectors saw upward revisions in earnings expectations, with the semiconductor sector leading with a +1.2% increase [5]

Core Insights - Verizon Communications Inc. and AT&T, Inc. are major players in the U.S. telecommunications industry, providing a wide range of communication services to various customer segments [1] - The U.S. telecom services market is projected to grow at a 6.6% CAGR from 2024 to 2030, with the Fiber to the home market expected to increase from $10.7 billion to $21.5 billion by 2030, reflecting a CAGR of 12.7% [2] AT&T Analysis - AT&T is modernizing its network infrastructure to capitalize on the 5G boom, driven by high-end applications such as AI, IoT, and C-V2X [3] - The company plans to deploy a nationwide mobile 5G network using millimeter wave spectrum in dense areas and mid- and low-band spectrum in suburban and rural regions, reaching 30 million locations with its fiber broadband network [4] - AT&T is collaborating with Ericsson to implement an Open RAN architecture, aiming for 70% of its wireless network traffic to utilize open-capable platforms by late 2026 [5] - The partnership with Microsoft will transition AT&T's 5G core to the cloud, enhancing productivity and service delivery [6] - Despite these advancements, AT&T faces intense competition from T-Mobile and Verizon, which could impact its margins [7] Verizon Analysis - Verizon is enhancing its 5G Ultra-Wideband coverage through extensive spectrum holdings, deep fiber resources, and small cell deployment [9][10] - The company employs a customer segmentation strategy to provide tailored solutions, which aids in client retention and revenue growth [11] - Verizon's high capital expenditures for 5G and fiber infrastructure may pressure margins, and the competitive landscape limits pricing flexibility [12] - The introduction of advanced use cases, such as the Edge Transportation Exchange for connected vehicles, aims to create new revenue streams [13] Financial Estimates - The Zacks Consensus Estimate for Verizon's 2025 sales and EPS indicates year-over-year growth of 2.51% and 2.4%, respectively, with upward revisions noted [14] - For AT&T, the 2025 sales estimate suggests a growth of 2.16%, while EPS is projected to decline by 9.29%, although estimates have trended upward [16] Price Performance & Valuation - Over the past year, Verizon's stock has increased by 9.6%, while AT&T has seen a gain of 50.8% [17] - Verizon's shares trade at a forward P/E ratio of 9.28, which is lower than AT&T's 13.41, indicating a more attractive valuation for Verizon [17] Conclusion - Both companies are rapidly enhancing their 5G and fiber broadband capabilities, but AT&T's customer-centric approach and strategic collaborations may provide a competitive edge in the postpaid wireless market [21]

Core Viewpoint - Verizon Communications has shown strong performance in its recent earnings report, surpassing estimates in both adjusted earnings and revenues, indicating solid growth in its wireless and broadband segments [2][4][5]. Financial Performance - Verizon reported Q2 2025 net income of $5.12 billion, or $1.18 per share, compared to $4.7 billion, or $1.09 per share, in the prior year, reflecting a positive trend in top-line growth [4]. - Total operating revenues increased by 5.2% to $34.5 billion, driven by service revenue growth and higher wireless equipment revenues, exceeding the consensus estimate of $33.58 billion [5]. - Adjusted earnings for the quarter were $1.22 per share, beating the Zacks Consensus Estimate by 4 cents [4]. Segment Performance - The Consumer segment saw revenues rise by 6.9% year over year to $26.65 billion, with service revenues up 2.1% to $20.26 billion and wireless equipment revenues increasing by 29.6% to $5.37 billion [6]. - The Business segment experienced a slight decline in revenues, down 0.3% to $7.27 billion, attributed to lower wholesale and enterprise revenues, which was below estimates [9]. Subscriber Growth - Verizon achieved industry-leading wireless service revenues of $20.9 billion, up 2.2% year over year, and added 278,000 fixed wireless access subscribers, bringing the total to over 5.1 million [3]. - The company recorded 65,000 wireless retail postpaid net additions in the quarter, with a churn rate of 1.61% [10]. Cash Flow and Liquidity - For the first half of 2025, Verizon generated $16.76 billion in net cash from operating activities, with free cash flow of $5.17 billion for the quarter [13]. Guidance - Verizon expects wireless service revenue growth in the range of 2%-2.8% for 2025, with adjusted EBITDA growth projected at 2.5%-3.5% [14].

Core Points - Verizon has launched preorders for the new Google Pixel 10 series, which includes Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10 Pro Fold, on its 5G network [2] - The company offers a three-year price lock guarantee on its myPlan and myHome network plans, ensuring no price hikes for customers [3][7] - The Pixel 10 series features advanced AI capabilities, enhanced camera technology, and improved durability, aiming to redefine the smartphone experience [5][6] Pricing and Offers - Pixel 10 Pro XL starts at $33.33 per month for 36 months ($1,199.99 retail), Pixel 10 Pro at $27.77 per month ($999.99 retail), Pixel 10 at $22.22 per month ($799.99 retail), and Pixel 10 Pro Fold at $49.99 per month ($1,799.99 retail) [8] - Customers can receive significant discounts, such as $1,000 off a Pixel 10 Pro Fold with a trade-in of qualified devices [9] - The Pixel Watch 4 is available starting at $12.49 per month for 36 months ($449.99 retail) [8] Customer Experience and Benefits - Verizon enhances customer experience with exclusive mobile and home discounts, rewards, and events accessible via the My Verizon app [4] - The company provides seamless service and a variety of plans tailored to customer needs, including a special offer for business customers [11][12] - Customers purchasing a Pixel 10 series smartphone can enjoy six months of Google AI Pro for free [10]

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Investment Rating - The report maintains a "Underperform" rating for the U.S. stock market [1] Core Insights - The U.S. stock market continues to reach new highs, with small-cap stocks showing strong performance [3] - The S&P 500 index increased by 0.9%, while the Nasdaq rose by 0.8% [3] - 18 out of 24 sectors experienced gains, with notable increases in pharmaceuticals, biotechnology, and life sciences (+5.5%) and healthcare equipment and services (+4.2%) [3] Price Trends - The report highlights that small-cap value stocks (Russell 2000 Value) outperformed small-cap growth stocks, with a rise of 3.4% compared to 2.8% [3] - The sectors with the largest gains include pharmaceuticals and biotechnology (+5.5%), healthcare equipment and services (+4.2%), and durable goods and apparel (+3.6%) [3] - Conversely, sectors that declined include food and staples retailing (-2.4%) and commercial and professional services (-1.4%) [3] Fund Flows - Estimated fund flows for S&P 500 constituents showed a significant increase to +$7.58 billion this week, up from +$1.70 billion last week [4] - The healthcare equipment and services sector saw the highest inflow at +$2.76 billion, followed by media and entertainment (+$1.31 billion) and pharmaceuticals (+$1.09 billion) [4] - Notably, the software and services sector experienced an outflow of -$476 million [4] Earnings Forecast - The report indicates a 0.2% upward adjustment in the 12-month forward EPS expectations for S&P 500 constituents [5] - 22 sectors saw an increase in earnings expectations, with semiconductor products and equipment leading at +0.6% [5] - The energy sector was the only one to experience a downward revision, with a decrease of -0.3% [5] Global Asset Overview - The S&P 500 index closed at 6,450, reflecting a 0.9% increase for the week and a 16.1% increase year-to-date [11] - The Russell 2000 index, representing small-cap stocks, rose by 3.1% this week, indicating strong performance in this segment [11] Sector Observations - The healthcare sector recorded a price return of 5.0% this week, outperforming other sectors [16] - The materials sector also performed well, with a 1.8% increase, while the energy sector lagged with only a 0.5% increase [16] - The report notes that the pharmaceutical and biotechnology sector had the highest price return at 5.5% [16]