RT S.E. Robinson, Jr. (@SERobinsonJr)STARLINK: SpaceX VP of Starlink Business Operations, Lauren Dreyer, is urging support for Starlink in Namibia, by asking people to email licensing@cran.na before December 12th to back Government Gazette 8795 Notice 897. This details the telecommunications service license and spectrum license applications submitted by Starlink Internet Services Namibia.Zimbabwe, Kenya, and Botswana have waived local ownership rules for satellite services. Minister of Information and Commu ...

Core Insights - Clearfield, Inc. reported a strong financial performance for fiscal year 2025, with net sales from continuing operations increasing by 20% to $150.1 million and gross profit margin improving significantly from 20.6% to 33.7% [3][10][11] - The company achieved a net income from continuing operations of $6.3 million, translating to earnings per share of $0.45, a substantial recovery from a net loss per share of $(0.58) in fiscal 2024 [4][12] - Clearfield anticipates continued growth in fiscal 2026, projecting revenue from continuing operations between $160 million and $170 million, and earnings per share in the range of $0.48 to $0.62 [3][13] Financial Performance - In Q4 2025, net sales from continuing operations reached $41.1 million, a 13% increase from $36.2 million in Q4 2024 [2][7] - Gross profit for Q4 2025 was $14.2 million, with a gross margin of 34.6%, up from 26.6% in the same quarter last year [2][8] - Operating expenses for Q4 2025 were $13.3 million, representing 32.3% of sales, a decrease from 33.4% in Q4 2024 [9][12] Strategic Developments - The company divested its European Nestor Cables business to focus on higher-return opportunities in North America, which aligns with its "Better Broadband and Beyond" strategy [5][6] - Clearfield's order backlog as of September 30, 2025, was $24.7 million, reflecting a decrease of 20% from the previous quarter but a 9% increase year-over-year [7] - The Board of Directors increased the share repurchase program authorization from $65 million to $85 million, indicating confidence in the company's market position [3][5] Outlook - For Q1 fiscal 2026, Clearfield expects net sales from continuing operations to be between $30 million and $33 million, with operating expenses remaining consistent with Q4 2025 [14] - The company does not foresee significant impacts from the results of discontinued operations on net income per share for the upcoming quarter [14] - Clearfield's management remains committed to disciplined growth and operational efficiency, despite potential pressures from external factors such as government funding delays [13][14]

Core Viewpoint - AST SpaceMobile has experienced significant stock price increases driven by speculation and future forecasts, but the company is still in the early stages of commercialization and faces challenges in sustaining its growth trajectory [2][3][5]. Company Overview - AST SpaceMobile's stock has surged 168% year-to-date, despite a recent market pullback due to concerns over an AI bubble and economic slowdown [2]. - The company reported $14.7 million in revenue for Q3 2025, which is more than triple its total revenue for 2024, primarily due to achieving U.S. government milestones [3]. - AST has secured over $1 billion in revenue commitments from major partners such as Verizon, Vodafone, and Saudi Arabia's stc Group, and has launched its first five BlueBird satellites [4]. Financial Performance - The current market capitalization of AST SpaceMobile is approximately $20 billion, which reflects high expectations despite the company just beginning to commercialize its business [5]. - Company guidance indicates projected revenue of $50 million to $75 million for the second half of the year, with an expectation of around $50 million in Q4 [6]. Industry Context - The telecom industry, which constitutes AST's primary customer base, has been characterized by slow growth, low valuations, and significant debt burdens [7]. - Comparatively, Verizon, a key customer, has a market cap of $172 billion and a price-to-earnings ratio below 9, highlighting the mature nature of the telecom and broadband sectors [8]. - The potential for AST's valuation to increase beyond $20 billion exists, but there may be limitations unless the company diversifies beyond broadband services [8].

Core Insights - BCE has appointed Steve Weed, former Executive Chairman of Ziply Fiber, as a director of BCE Inc. and Bell Canada, which is expected to enhance the company's leadership in the telecommunications sector [1][3]. Group 1: Appointment Details - Steve Weed is currently the CEO of WaveDivision Capital, focusing on improving broadband access in the U.S. and Canada [2]. - He previously founded and served as CEO of Wave Broadband from 2002 to 2018, showcasing his extensive experience in the broadband industry [2]. - The appointment is seen as a strategic move to leverage Weed's expertise in driving growth at Bell, particularly in fiber Internet services [3]. Group 2: Company Overview - BCE is recognized as Canada's largest communications company, leading in advanced fiber and wireless networks, enterprise services, and digital media [3]. - The company aims to deliver next-generation technology through cloud-based and AI-driven solutions, enhancing connectivity and competitiveness for its customers [3].

What's crazy is he isn't even the worst in his family.His brother was a literal Crackhead while being mayor.S.E. Robinson, Jr. (@SERobinsonJr):STARLINK: Ontario will miss its 2025 rural broadband goal, pushing it to mid-2028. This is due to Ontario Premier Doug Ford scrapping the $100M Starlink contract back in March and paying an undisclosed break fee.Ford did this for political reasons against Donald Trump and https://t.co/m5aLOglrXW ...

on CNBC interview is the company CEO John Stany. John, always good to have you. Um, stocks down a bit off the lows, but still down about 2.6%.Perhaps some concern about churn and generally a more competitive pricing environment. Is that the case or how would you describe the pricing environment right now for wireless services. >> Good morning, David.Good to be with you. Um, I think that's an element of it. I, you know, certainly step back and look at the results.They were really strong for the quarter, espe ...

Broadband refers to various high-capacity technologies that transmit data, voice, and video across long distances and at high speeds. https://t.co/Cb0DrfINKj ...

Broadband Market Dynamics - Fiber is a superior service due to faster speeds and better uplink capabilities, leading to increased adoption [1] - T-Mobile and Verizon's "cell phone internet" (mobile broadband) offerings are eroding the subscriber base of traditional broadband providers like Charter and Comcast [1][2][3] - AT&T is pivoting to invest more in fiber and become more aggressive in selling mobile broadband [1][2] Challenges for Cable Companies - Video business is declining, with revenue down 10%, as customers switch to cheaper, skinnier bundles with streaming services [5] - Cable companies are losing customers to fiber and wireless broadband, despite efforts to offer cheaper video options [7] - Net broadband additions are declining, suggesting that efforts to reduce churn are not effectively translating into subscriber growth [6] Strategic Considerations - Vertical consolidation, where companies offer both connectivity and content services, is a potential end game for the industry [8] - Charter was considered a potential acquisition target, but Verizon acquired Frontier instead [8][9] - T-Mobile is not interested in owning cable assets [9] - Regulatory hurdles may make it difficult for Comcast to acquire Charter [10] Company-Specific Observations - Comcast's core business is broadband, and its valuation is discounted compared to Charter [13] - Comcast could improve its valuation by executing better on strategies like offering free mobile lines and reducing losses at Peacock [13]

Core Viewpoint - Verizon Communications Inc. (VZ) has shown strong stock performance, gaining 10.5% over the past three months, outperforming the Wireless National industry's growth of 5.4% and the S&P 500 composite's decline of 7.9% [1][5]. Price Performance - VZ stock closed at $44.15, down only 6.7% from its 52-week high, indicating a relatively stable position in the market [5]. - Compared to peers, VZ outperformed Rogers Communications and T-Mobile, which declined by 5.5% and 0.8%, respectively, while AT&T gained 13.3% [4]. Key Growth Catalysts - Significant 5G adoption and fixed wireless broadband momentum are driving growth for Verizon, with plans to accelerate the availability of its 5G Ultra-Wideband network [6]. - The company recorded 137,000 retail prepaid net additions in the last quarter, the best since the TracFone acquisition [7]. - A three-year price lock guarantee for myPlan and myHome network plans aims to attract and retain customers [8]. - Verizon added 339,000 broadband net additions in Q1 2025, with expectations to achieve 8 to 9 million Fixed Wireless Access subscribers by 2028 [11]. - The enterprise and wholesale business is shifting towards growth services like cloud and security, with several private network deals closed in Q1 [12]. Challenges - The wireline division faces persistent losses due to competition from voice-over-Internet-protocol services and aggressive offerings from cable companies [13]. - The wireless market is highly competitive, with price wars and promotions impacting margins [14]. - High capital expenditures for 5G network build-out and fiber asset deployment raise concerns about achieving reasonable returns [15]. - Analysts have revised earnings estimates downwards, reflecting bearish sentiments for the stock [16]. Key Valuation Metric - VZ trades at a price/earnings ratio of 9.3, lower than the industry average of 14.10 but above its historical mean of 8.88 [18]. - Comparatively, AT&T, T-Mobile, and Rogers Communications have P/E multiples of 13.21, 22.64, and 7.28, respectively [19].