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 ...

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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 ...

Financial Performance & Guidance - Verizon's Wireless Service Revenue for 4Q24 reached $20.0 billion, a 3.1% year-over-year increase, and $79.1 billion for the full year, also a 3.1% increase[6] - The company's Adjusted EBITDA for 4Q24 was $11.9 billion, a 2.1% year-over-year increase, and $48.8 billion for the full year, also a 2.1% increase[6] - Free Cash Flow for 4Q24 was $5.4 billion, and $19.8 billion for the full year[6] - Verizon anticipates Total Wireless Service Revenue growth of 2.0% - 2.8% in 2025[8] - The company projects Adjusted EBITDA growth of 2.0% - 3.5% and Adjusted EPS growth of flat to 3.0% in 2025[8] - Capital Expenditures for 2025 are expected to be between $17.5 billion and $18.5 billion, with Free Cash Flow also projected in the range of $17.5 billion to $18.5 billion[8] - Reclassified 2024 annual revenues were more than $2.9B[9] Strategic Initiatives & AI - Verizon is focusing on growing Wireless Service Revenue, expanding Adjusted EBITDA, and generating strong Free Cash Flow in 2025[10] - The company aims to accelerate mobility momentum and broadband growth, and scale private networks[11] - Verizon estimates a total addressable market of over $40 billion by 2030 for telco AI delivery[22] - Verizon AI Connect has a short-term business funnel of approximately $1 billion leveraging existing infrastructure[28]

Core Insights - Verizon Business has launched Verizon AI Connect, a suite of solutions aimed at enabling businesses to deploy AI workloads at scale, driven by unprecedented demand for network capacity and computational power [1][3] - The shift towards real-time decision-making in AI, known as inferencing, is expected to create significant demand for additional computing power, with 60-70% of AI workloads projected to transition to real-time inference by 2030 [2] - Verizon is enhancing its AI ecosystem through partnerships with major players like Google Cloud, Meta, and NVIDIA, focusing on providing robust network infrastructure to support demanding AI workloads [4][5][8] Company Strategy - Verizon's strategy includes leveraging its existing assets, such as its 5G network and high-speed fiber connectivity, to support AI workloads and meet the needs of hyperscalers, cloud providers, and global enterprises [3][7] - The company aims to provide low-latency connectivity, compute, and security at the edge, which are critical for the future of AI workloads [2][3] Partnerships and Collaborations - Google Cloud and Meta are early adopters of Verizon's AI solutions, utilizing Verizon's advanced network capabilities to enhance their AI development and deployment [5][8] - Verizon's collaboration with NVIDIA focuses on integrating GPU-based edge platforms into its 5G private networks, enhancing the ability to support AI workloads [8] - The partnership with Vultr aims to extend Verizon's global cloud footprint and deliver cutting-edge AI solutions to its customers [8][9] Market Position - Verizon generated revenues of $134.8 billion in 2024, indicating its strong market presence and capability to innovate in response to customer demands [10]

Verizon Communications Inc VZ stock reported fiscal fourth-quarter results Friday. Its revenue growth was 1.6% year-over-year reaching $35.70 billion, topping the analyst consensus estimate of $35.32 billion. Adjusted EPS of $1.10 was in line with the analyst consensus estimate.Total wireless service revenue was $20.0 billion, up 3.1% year over year, driven by pricing actions and growth from fixed wireless connections.Also Read: Google Taps HTC’s Talent in $250 Million Deal to Lead AR/VR InnovationVerizon a ...