Earnings Performance - Verizon reported better-than-expected top-line results for its fourth fiscal quarter, meeting EPS estimates [1] - The company demonstrated strong customer acquisition momentum in its core broadband segment [1] Portfolio Focus - The analyst's investment strategy targets high-risk, high-reward opportunities, primarily in the technology sector [1] - The portfolio is concentrated on companies with asymmetric long-term upside potential, including Bitcoin, Tesla, Google, Amazon, and Nvidia [1] Analyst Position - The analyst holds a beneficial long position in Verizon (VZ) and AT&T (T) through stock ownership, options, or other derivatives [2]

Core Insights - The article discusses the investment perspective of a former strategy consultant with expertise in brand and intangible asset valuation, focusing on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]. Group 1 - The individual has experience working with major global brands in technology, telecom, and banking sectors [1]. - The educational background includes a degree from the London School of Economics, indicating a strong foundation in economic principles [1]. - The emphasis is on finding businesses that are not only reasonably priced but also possess sustainable competitive advantages for long-term investment [1].

Core Insights - The company, TQI, aims to assist investors in navigating the current asset bubble profitably [1] - TQI was established in July 2022 with a mission to simplify and enhance the investing experience for all investors [2] Company Offerings - TQI publishes premium equity research reports on Seeking Alpha, providing a research library and performance tracker [2] - The company offers highly-concentrated, risk-optimized model portfolios tailored to different stages of the investor lifecycle [2] - TQI provides access to proprietary software tools and group chats to enhance the investing experience [2] - The company also shares investing insights through a free newsletter, Twitter, and LinkedIn [2]

Financial Performance and Dividend Safety - Verizon's dividend yield is 6.8%, one of the highest in the S&P 500, and is considered very safe due to strong financial results and outlook [1] - Total revenue increased by 0.6% to $134.8 billion in 2024, driven by a 3.1% increase in wireless service revenue [2] - Cash flow from operations was $36.9 billion in 2024, down from $37.5 billion in 2023, but free cash flow increased to $19.8 billion from $18.7 billion due to lower capital spending [3] - The company's net leverage ratio improved to 2.3 times at the end of 2024, down from 2.6 times in 2023, supporting its solid investment-grade bond ratings [4] - Verizon's free cash flow of $19.8 billion in 2024 more than covered its dividend outlay of $11.2 billion, making the dividend increasingly safe [4][12] Growth Drivers and Future Outlook - Verizon expects wireless service revenue to grow by 2% to 2.8% in 2025, with adjusted EBITDA rising 2% to 3.5% [5] - Adjusted earnings per share are expected to range from flat to up 3% in 2025, an improvement from the 2.5% decline in 2024 [5] - The company plans to increase capital spending to $17.5 billion-$18.5 billion in 2025 to support wireless, broadband, and AI infrastructure expansion [6] - Verizon anticipates generating $17.5 billion-$18.5 billion in free cash flow in 2025, which will easily cover its dividend and strengthen its balance sheet [6] - The company's acquisition of Frontier Communications for $20 billion is expected to enhance its fiber network and generate at least $500 million in annual cost synergies, though the deal may not close until 2026 [7][8] Strategic Investments and Market Opportunities - Verizon has heavily invested in expanding its wireless and broadband networks, positioning it for continued growth beyond 2025 [7] - The company sees a robust market opportunity in AI, with a total addressable market of over $40 billion for telecom AI delivery and more than $1 billion in short-term business leveraging existing infrastructure [9] - Verizon's investments in 5G and broadband networks are driving growth, enabling the company to produce significant cash flow, invest in future growth, and increase its dividend [12] Dividend Growth and Industry Position - Verizon raised its dividend for the 18th consecutive year in 2024, the longest current streak in the U.S. telecom sector [10] - The company's high-yielding dividend is increasingly secure, making it an attractive option for investors seeking passive income [11][12]

Verizon (VZ 1.36%) stock is climbing Friday following the company's fourth-quarter earnings release. The telecom company's share price was up 1.3% as of 12:15 p.m. ET and had been up as much as 3.9% earlier in the daily session.Verizon published its Q4 report before the market opened, posting earnings that were in line with Wall Street's expectations and sales that beat the target. The company posted adjusted non-GAAP (generally accepted accounting principles) earnings per share of $1.10 on sales of $35.7 b ...

Financial Data and Key Metrics - The company held its Q4 2024 earnings conference call on January 24, 2025, with key executives including the Chairman & CEO, CFO, and CEOs of the Business and Consumer Groups [1][3] Business Line Data and Key Metrics - The Business Group CEO, Kyle Malady, provided an update on the company's AI strategy during the call [3] - The Consumer Group CEO, Sowmyanarayan Sampath, participated in the Q&A session [3] Market Data and Key Metrics - No specific market data or key metrics were mentioned in the provided content Company Strategy and Industry Competition - The company discussed its AI strategy, indicating a focus on leveraging AI for business growth and innovation [3] Management Commentary on Operating Environment and Future Outlook - The call included forward-looking statements about expected future events and financial results, which are subject to risks and uncertainties [4] Other Important Information - The company emphasized the importance of reviewing the safe harbor statement available on the Investor Relations website for detailed information on forward-looking statements [4] Q&A Session Summary - No specific questions or answers were detailed in the provided content

Verizon Communications Inc. (VZ) recorded relatively healthy fourth-quarter results with adjusted earnings and revenues beating the respective Zacks Consensus Estimate. Find the latest EPS estimates and surprises on Zacks Earnings Calendar.The company recorded consolidated postpaid net additions of 1,413,000 in the quarter along with retail postpaid phone net additions of 568,000. Total broadband net additions for the quarter were 408,000, including 373,000 fixed wireless net additions.Net IncomeOn a GAAP b ...

The Pioneer Of Seeking Alpha's BAD BEAT Investing, Quad 7 Capital is a team of 7 analysts with a wide range of experience sharing investment opportunities for nearly 12 years. They are best known for their February 2020 call to sell everything & go short, & have been on average 95% long 5% short since May 2020. The broader company has expertise in business, policy, economics, mathematics, game theory, & the sciences. They share both long & short trades & invest personally in equities they discuss within the ...

Verizon Communications (VZ) came out with quarterly earnings of $1.10 per share, beating the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $1.08 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.92%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.18 per share when it actually produced earnings of $1.19, delivering a surprise of 0.85%.Over the last f ...

4Q 2024 Earnings & Business Update January 24, 2025 "Safe Harbor" Statement In this presentation we have made forward-looking statements. These statements are based on our estimates and assumptions and are subject to risks and uncertainties. Forward-looking statements include the information concerning our possible or assumed future results of operations. Forward-looking statements also include those preceded or followed by the words "anticipates," "assumes," "believes," "estimates," "expects," "forecasts," ...