Core Insights - The 2025 Indianapolis 500 race set a new record for data usage on the Verizon network, with a total of 172 terabytes (TB) consumed, marking it as one of the highest data usage events in Verizon's history [1][3][4] Data Usage Highlights - The event saw more unique users than the Super Bowl, indicating a massive demand on wireless networks [2] - Verizon's network handled more data than any previous NFL draft and nearly double the data of any Super Bowl in recorded history [2] - The data usage during the race was equivalent to over 57 million digital photos, showcasing the scale of connectivity [3] 5G Network Performance - The significant increase in data usage was driven by the commercial activation of 5G Standalone at the Indianapolis Motor Speedway, enhancing the fan experience through real-time sharing [4] - There was a 74.6% increase in 5G Ultrawideband (UW) volume, rising from 43 TB last year to 61 TB this year [7] - Overall traffic saw a 48.5% increase in total combined 4G and 5G UW data volume, demonstrating the network's capability to meet intense demand [7] Fan Engagement and Broader Impact - High fan engagement was evident, with 15 TB of the 61 TB used inside the track being uploaded data, reflecting real-time sharing among fans [7] - Outside the track, over 111 TB of data was used, indicating the event's broader impact on the network [7] - The combined data volume inside and outside the venue reached nearly 172 TB, representing a 35% increase from the previous year's race day [7]

Core Insights - AT&T and Verizon stocks have performed well in 2023, with AT&T up +20% and Verizon up +9%, providing a hedge against market volatility [1] - The expansion of 5G networks is driving investor interest, offering peak speeds of up to 10 gigabits per second and improved connectivity [2] AT&T Performance - AT&T added 324,000 postpaid wireless subscribers and 181,000 fixed wireless access subscribers in Q1 [3] - The company expanded its fiber-optic network by adding 600,000 new locations, aiming for 30 million fiber locations by the end of Q2 [3] - AT&T has consistently added over 200,000 fiber optic internet subscribers for 21 consecutive quarters [3] Verizon Performance - Verizon reported wireless service revenue of $20.8 billion in Q1, leading the industry [4] - The company added 308,000 new 5G Home Internet customers, with a total fixed wireless access subscriber base exceeding 4.8 million [4] - The 5G fixed wireless access market was valued at over $45 billion last year and is projected to exceed $238 billion by 2030, with a CAGR of 40.5% [4] Valuation Comparison - AT&T and Verizon are considered undervalued with forward earnings multiples of 13.2X and 9.3X, respectively, compared to T-Mobile's 22.8X [6][7] - Both companies trade under the optimal level of less than 2X sales, making them attractive to retail investors [7] Dividend Appeal - AT&T and Verizon offer attractive dividends, with annual yields over 4% and 6%, respectively, significantly higher than T-Mobile's 1.46% [9] Conclusion - Both AT&T and Verizon hold a Zacks Rank 3 (Hold), proving beneficial amid tariff concerns and economic uncertainty [12] - Long-term shareholders may be rewarded due to high dividends and ongoing 5G expansion [13]