Walter Pisik of Light Shed Partners joins us now. Walter, great to have you with us. >> Thanks for having me, Melissa. >> Uh, obviously people are are not not using the internet. Where where are they going? I mean, is is this really a story of of their competitors just gaining? >> Yeah. I mean, I think you had a big surge of internet usage during COVID. Uh, but then you had companies now starting to build overbuilding fiber. Fiber is, you know, frankly, just a better service, right? It's faster. you have mo ...

Verizon Communications VZ delivered an encouraging second-quarter performance, highlighted by healthy financial growth and a significant boost to free cash flow. This stronger financial position is expected to accelerate debt reduction and provide the company with greater flexibility for future investments in fiber infrastructure or share buybacks. However, the telecom giant faces ongoing challenges with wireless net additions and anticipates a more competitive landscape in 2025, with expectations for flat ...

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Group 1 - The article emphasizes the importance of research-driven insights for retail investors [1] - It highlights the potential savings for subscribers considering a Premium or Alpha Picks subscription [1] - The author discloses no current stock positions or plans to initiate any within the next 72 hours [1] Group 2 - The article mentions that past performance does not guarantee future results [2] - It clarifies that no specific investment recommendations are provided [2] - The authors of the articles may not be licensed or certified by any regulatory body [2]

Key Takeaways TMUS is expected to report Q2 revenue growth, driven by postpaid service traction and 5G expansion. New fiber and prepaid plans with speed, price guarantees and added perks were launched during the quarter. TMUS completed a $2B 5G expansion in Florida and acquired Lumos to scale fiber access in the Country.T-Mobile, US, Inc. (TMUS) is set to report second-quarter 2025 results on July 23, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 10.8 ...

Core Viewpoint - AT&T Inc. is set to report its second-quarter 2025 earnings on July 23, with revenue and earnings estimates at $30.53 billion and 51 cents per share respectively, remaining unchanged over the past 60 days [1][8]. Earnings Performance - The company has delivered an average earnings surprise of 2.64% over the last four quarters [3]. - The earnings estimates for the upcoming quarter show a slight negative surprise of -2.60% with a Zacks Rank of 3 (Hold) [5]. Revenue and Growth Factors - AT&T's revenue and EPS estimates are driven by its Communications segment, with projected revenues of $29.39 billion from this segment [8][14]. - The company has expanded its fiber reach to 30 million locations and has agreed to acquire Lumen's fiber assets for $5.75 billion, which will enhance its competitive position [9][10]. Competitive Landscape - The U.S. wireless market remains highly competitive, with challenges from major players like T-Mobile and Verizon affecting AT&T's margins [15][22]. - AT&T's new wireless plans targeting customers aged 55 and above are expected to improve customer engagement in this demographic [11]. Strategic Initiatives - The company is collaborating with AST SpaceMobile to develop satellite-based cellular connectivity, which could benefit first responders and public safety applications [12]. - A strategic agreement with Palo Alto Networks aims to enhance data protection for businesses through a secure access service edge solution [13]. Valuation Metrics - AT&T's shares are trading at a forward P/E ratio of 12.56, which is lower than the industry average of 12.96 but above its historical mean of 10.94 [19]. Investment Considerations - The company is focused on enhancing its network infrastructure, particularly in 5G and fiber networks, to improve coverage and capacity [21]. - Despite solid subscriber growth, intense competition and promotional spending are straining margins, with a current ratio of 0.7 indicating potential short-term liquidity challenges [22].

Core Points - Glo Fiber, powered by Shenandoah Telecommunications Company, is expanding its fiber-to-the-home (FTTH) broadband services to Hallam Borough, Hellam Township, and Wrightsville Borough in Pennsylvania, reaching over 2,000 additional homes and businesses [1][4] - The new fiber network will provide internet speeds of up to 5 Gbps, enhancing connectivity for residents and businesses, and supporting remote work and online education [3][4] - Glo Fiber currently serves over 363,000 homes and businesses across multiple states, offering reliable, symmetrical broadband service and various additional services [5] Company Overview - Glo Fiber specializes in next-generation FTTH multi-gigabit broadband internet access, live streaming TV, and digital phone service [5] - The company utilizes a 17,200-mile regional fiber network to deliver high-speed, low-latency internet with a reputation for superior local customer service [3][6] - Glo Fiber's competitive advantages include exceptional reliability, straightforward pricing, and no long-term contracts [9]

Core Insights - AT&T Inc. is focusing on fiber densification to bridge the digital divide by expanding into underserved communities, with a recent agreement with PRIME FiBER to offer wholesale fiber broadband services in Arizona [1][7] - The company aims to reach 60 million fiber locations by the end of 2030, which is crucial for 5G deployment and enhancing broadband connectivity [2][7] - An integrated fiber expansion strategy is expected to improve user experience through steady 5G deployments in various venues, including stadiums and airports [3][7] Company Strategy - AT&T's fiber expansion will support both enterprise and consumer markets, enhancing broadband access and user experience [3] - The acquisition of mid-band spectrum (C-Band) will provide significant bandwidth for better coverage in rural and urban areas [3] Competitive Landscape - Verizon Communications is also expanding its fiber-optic networks to support 4G LTE and 5G standards, with a focus on capital expenditures for network densification [4] - T-Mobile US is investing in fiber broadband to reach 12-15 million customers by 2030, offering various service plans with competitive features [5] Financial Performance - AT&T's stock has surged 46.5% over the past year, outperforming the industry's growth of 21.9% [6] - The company trades at a forward price-to-sales ratio of 1.59, which is below the industry average [9]

Core Insights - PRIME FiBER has commenced construction on a high-speed fiber network in Sun City, Arizona, marking a significant milestone in its expansion efforts [1][2] - The project is part of a wholesale fiber broadband services agreement with AT&T, contributing to AT&T's goal of reaching 60 million fiber locations in the U.S. by the end of 2030 [2][3] - The initial service areas in Sun City are expected to go live in the coming months, enhancing internet infrastructure in the region [4] Company Overview - PRIME FiBER is an open-access fiber-to-the-home (FTTH) infrastructure provider, serving various stakeholders including ISPs and enterprises across the U.S. [5] - The company is backed by InLight Capital, a private investment firm based in Sugar Land, Texas, which focuses on long-duration capital growth [7] Industry Context - The collaboration between PRIME FiBER and AT&T is part of a broader trend in the telecommunications industry aimed at improving internet access and reliability for communities [3][6] - The expansion into Arizona follows PRIME FiBER's previous deployments in Florida, indicating a strategic growth plan within the U.S. market [2]

Let's get to Jimmy stop trading. Here's one little surprising. Key Bank puts out a very cogent piece about how T-Mobile is fiber deficient and they think that their consumer value proposition has deteriorated rather rapidly uh downgraded to underweight and the stock has been weak.But this is a uh in many ways you read this you think oh why that now I know why it's going down which will mean that it's got further to fall. Yeah, we've been posturing theories in the last, say, month or so about why the price a ...