Key Takeaways ASTS reports Q4 2025 results on March 2, with estimates at $40.69M revenue and 18-cent loss per share.ASTS launched Bluebird 6, expanded U.S. manufacturing, and signed a 10-year deal with Saudi Telecom.ASTS faces estimate cuts, stiff satcom competition, and trades at a steep premium to industry peers.AST SpaceMobile (ASTS) is scheduled to report fourth-quarter 2025 earnings on March 2, 2026, after market closes. The Zacks Consensus Estimate for revenues and earnings is pegged at $40.69 million ...

NEW YORK, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Dan Schulman, CEO of Verizon (NYSE, Nasdaq: VZ), is scheduled to speak at the Morgan Stanley Technology, Media & Telecom Conference on Monday, March 2, at 12:20 p.m. PT / 3:20 p.m. ET. The session will be webcast, with access instructions available on Verizon’s Investor Relations website, www.verizon.com/about/investors. Verizon Communications Inc. (NYSE, Nasdaq: VZ) powers and empowers how its millions of customers live, work and play, delivering on their demand ...

比尔·格罗斯表示，与其尝试抄底这类科技股，更倾向于配置Western Midstream Partners、Verizon、 AT&T以及Vanguard FTSE All-World ex US Index Fund（VEU）。这些标的今年迄今均有所上涨，表现优 于标准普尔500指数。 费雪投资公司创始人兼联席首席投资官肯尼斯·费雪也持有相似观点，他指出："我对2026年的预测是， 欧洲股市很可能连续第二年跑赢美国股市。" 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有着"老债王"之称的太平洋投资管理公司（PIMCO）前首席投资官比尔·格罗斯于2月25日发布2026年投 资建议，称将远离此前市场上调整中的人工智能巨头，转而聚焦更稳定的派息股票与美国以外的市场。 比尔·格罗斯在当日社交媒体平台X的帖子中，将当前市场领导地位的变化描述为一场"淘汰赛"。他写 道："八强（或者说九强、十强？）正在迅速被淘汰——甲骨文、微软、IBM。"此处所指的"八强"大致 涵盖甲骨文、博通、英伟达、特斯拉、苹果、亚马逊、微软和Meta Platforms等巨型市值公司。他同时 提到，"也许 ...

We believe American Tower (AMT) remains in a substantially better position than Crown Castle (CCI) as the tower industry faces a final speed bump before renewed stability. Towers are facing an interesting conundrum in which the extreme stability of their internal business model has been repeatedly rocked by structural changes in the industry vertical. At this point, the impacts of T-Mobile’s (TMUS) acquisition of Sprint are mostly known, but similar disruptions remain ongoing from Dish’s sale to EchoStar (S ...

Core Viewpoint - The event features a presentation led by Kannan Venkateshwar from Barclays, focusing on North American cable, telecom, and media research, with participation from Verizon's CFO, Tony Skiadas [1]. Group 1 - Kannan Venkateshwar is the leader of the North American cable, telecom, and media research at Barclays [1]. - Tony Skiadas, CFO of Verizon, is participating in the event, indicating a focus on Verizon's financial and operational insights [1].

Verizon 2026 Conference Summary Company Overview - **Company**: Verizon (NYSE: VZ) - **Date**: February 24, 2026 - **Key Speaker**: Tony Skiadas, CFO of Verizon Core Industry Insights - **Telecommunications Industry**: The wireless and broadband markets are described as robust and resilient, with high demand for connectivity remaining strong. The integration of Frontier Communications is expected to enhance Verizon's market position and service offerings. Key Points and Arguments Operational Changes and Strategy - Verizon is undergoing significant operational changes aimed at improving customer experience and shareholder value. The company is at a critical inflection point, focusing on network excellence and responsible growth in mobility and broadband [5][6]. - A renewed sense of excitement within the company has been noted, with bold actions taken to drive $5 billion in cost savings, some of which will be reinvested in customer service [6][7]. Financial Guidance for 2026 - Verizon expects to add 750,000 to 1 million postpaid phone net adds, which is a significant increase compared to previous years [11]. - Mobility and broadband service revenue is projected to grow by 2%-3% in 2026, with adjusted EPS growth expected between 4% and 5% [11][12]. - Free cash flow is anticipated to grow by at least 7%, reaching approximately $21.5 billion [12]. Capital Allocation Framework - Verizon's capital allocation priorities include investing in the business (CapEx of $16-$16.5 billion), maintaining a strong balance sheet, paying dividends (20th consecutive year of dividend increase), and share buybacks (up to $25 billion authorized over three years) [12][13][14]. Fiber and Broadband Strategy - Verizon aims to pass 40-50 million premises with fiber in the medium term, with a goal of at least 2 million premises passed in 2026 [29]. - The company has over 5.7 million fixed wireless access (FWA) subscribers and plans to continue growing this segment alongside fiber [30]. Cost Management and Efficiency - Verizon is targeting $5 billion in operational expense savings, which will provide flexibility for growth investments and operational efficiency [33]. - The company has reduced its workforce by 13,000, with a focus on rationalizing IT platforms and improving customer experience to reduce call volumes [34]. AI Integration - AI is being leveraged to enhance customer experience and operational efficiency, with initiatives aimed at reducing customer service handling times and optimizing network performance [58][59]. Market Position and Competitive Landscape - The wireless industry is expected to maintain healthy growth, with Verizon's offers resonating well in the market. The company is focused on sustainable volume growth and improving customer loyalty [16][18]. - The partnership with cable companies is seen as a strong revenue source, with a long-term agreement in place to enhance market positioning [46]. Additional Important Insights - The company is cautious about future pricing strategies, acknowledging potential pressures on average revenue per user (ARPU) due to competitive dynamics [22][24]. - Verizon's approach to spectrum management includes a build versus buy analysis, ensuring that the company maintains a strong balance sheet while pursuing growth opportunities [48][49]. This summary encapsulates the key points discussed during the Verizon 2026 conference, highlighting the company's strategic direction, financial outlook, and operational initiatives.

Core Viewpoint - American Tower reported fourth-quarter revenue exceeding Wall Street estimates, driven by strong leasing activity from telecom carriers and ongoing growth in data-center demand [1] Group 1: Financial Performance - The company posted revenue of $2.74 billion, surpassing analysts' estimates of $2.69 billion [1] - Revenue from the property segment, which includes the core site-leasing business, increased by 7.6% to $2.67 billion in the quarter [1] Group 2: Market Dynamics - U.S. wireless operators are expanding network capacity and coverage, supported by rising 5G rollouts and increasing AI-related workloads [1] - The demand for additional tower space and related infrastructure is underscored by robust data-center demand [1] Group 3: Company Insights - CEO Steven Vondran highlighted that leasing demand across the global tower portfolio and data center business remains strong, driven by sustained growth in mobile data consumption and continued 5G deployment [1] - Major customers include telecom giants such as AT&T, Verizon, and T-Mobile [1]

After reaching an important support level, Verizon Communications Inc. (VZ) could be a good stock pick from a technical perspective. VZ recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.A golden cross is a technical chart pattern that can signify a potential bullish breakout. It's formed from a crossover involving a security's short-term moving average breaking above a longer-term moving average, with the most common ...

AI Scales Up as the Biggest Players Battle for Supremacy  The AI industry is careening headlong towards a huge shakeout that’s going to separate the haves from the have-nots and concentrate power in the hands of just a few major players. Just as we saw in the public cloud infrastructure battle, when the dust settles, only a few, all-powerful companies will emerge unscathed, ready to dominate the AI industry for decades to come.  Acquisitions in AI are picking up pace. In the last few months, numerous multi ...

Core Insights - Financial giants are showing a bullish sentiment towards Verizon Communications, with 36% of traders being bullish and 36% bearish in recent options trades [1] - The expected price range for Verizon Communications is identified between $41.0 and $70.0 based on options activity over the past quarter [2] Options Activity - There were 19 unusual trades detected for Verizon Communications, including 4 put options valued at $237,560 and 15 call options valued at $576,638 [1] - The mean open interest for options trades today is 5,585.79, with a total volume of 5,049.00 [3] - A chart tracking the volume and open interest of call and put options for Verizon Communications over the last 30 days indicates significant trading activity within the identified strike price range [3][4] Current Position and Analyst Opinions - The current trading volume for Verizon Communications is 9,112,183, with the stock price up by 1.36% to $48.7 [6] - Analysts have set an average price target of $46.8 for Verizon Communications based on recent evaluations [5] - Current RSI values suggest that the stock may be overbought, indicating potential caution for investors [6]