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Verizon's Growth Inflection: Up 22% This Year. Here's What's Next
Seeking Alpha· 2026-02-27 22:27
Core Viewpoint - The company focuses on helping individual investors achieve financial independence through strategic dividend investing, emphasizing a straightforward method that empowers investors to control their financial future [1] Group 1: Investment Strategy - The investment approach is centered around the motto "Buy Low, Sell High, Get Paid to Wait," which has proven effective in generating reliable income even in volatile markets [1] - The company offers three model portfolios tailored for different investing styles: high yield, high growth, and balanced approach, all of which have outperformed the market since inception [1] Group 2: Tools and Resources - Members gain access to a comprehensive suite of tools, including in-depth analysis of 100 hand-picked dividend stocks and weekly buy/watch/sell lists to facilitate informed decision-making [1] - The proprietary DFT Charts are part of the resources provided to members, enhancing their investment insights [1] Group 3: Community and Support - The company fosters a vibrant community of dividend investors, promoting transparency and engagement, where members can learn from each other and share their investment goals [1] - Support is available for both novice and experienced investors, aiming to help them turn retirement dreams into reality [1]
Grupo Televisa(TV) - 2025 Q4 - Earnings Call Transcript
2026-02-27 16:02
Financial Data and Key Metrics Changes - In 2025, consolidated revenue reached MXN 58.9 billion, representing a year-on-year decline of 5.5%, primarily due to lower revenue at Sky [8] - Operating segment income reached MXN 23 billion, showing a slight decrease of 0.6% year-on-year [8] - Free cash flow generated in 2025 was around MXN 5.9 billion, allowing for debt repayment and improving leverage ratio to 2 times EBITDA from 2.5 times [4][8] Business Line Data and Key Metrics Changes - The internet subscriber base grew by approximately 47,000 in 2025, marking a turnaround after losses in 2023 and 2024 [2] - Cable operations achieved a monthly churn rate below historical averages of 2% for three consecutive quarters, with broadband net adds of 25,000 in Q4 2025 [9] - Sky's fourth quarter revenue declined by 16.8% year-on-year, primarily due to a lower subscriber base [13] Market Data and Key Metrics Changes - In the U.S., advertising revenue decreased by 11%, while in Mexico, it increased by 15% year-on-year, driven by strong growth in ViX [17] - Subscription and licensing revenue decreased by 4% year-on-year, with continued growth in ViX offsetting losses from other areas [18] Company Strategy and Development Direction - The company is focusing on attracting and retaining high-value customers, implementing operational efficiencies, and integrating Izzi and Sky to extract synergies [2][4] - Plans to upgrade 6 million homes to fiber-to-the-home technology by the end of 2026, aiming for 75% of the total footprint to be fiber-based [15][24] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to create value for shareholders through a focus on efficiencies and integration [20] - The competitive environment in Mexico is described as stable, with a focus on increasing average revenue per user (ARPU) through enhanced services rather than price increases [25] Other Important Information - The company plans to suspend regular dividend payments in 2026 to explore opportunities in the telecom sector [19] - Total CapEx investments for 2025 were $119 million, with expectations to maintain similar levels in 2026 [18] Q&A Session Summary Question: Fiber plan details and competitive environment - The company currently has 9 million homes with fiber and plans to reach 15-16 million by the end of 2026, focusing on high-value clients to increase ARPU [24][25] Question: AI impact on telecom and media - AI is being integrated into customer interactions and network operations, with plans to transition to full AI-based customer service by 2026 [38] Question: Opportunities in Mexico Telecom and sustainability of margins - The company is exploring opportunities in telecommunications but cannot disclose specifics; it aims to optimize operations to sustain strong margins [45]
Gear Up for Dycom Industries (DY) Q4 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2026-02-27 15:15
Core Insights - Wall Street analysts forecast that Dycom Industries (DY) will report quarterly earnings of $1.66 per share, reflecting a year-over-year increase of 41.9% [1] - Revenues are anticipated to reach $1.29 billion, showing an 18.9% increase compared to the same quarter last year [1] Earnings Estimate Revisions - The consensus EPS estimate has been revised downward by 17% in the past 30 days, indicating a reassessment by covering analysts [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3] Revenue Estimates by Customer - Analysts predict 'Revenue By Customer- AT&T Inc' will be $349.15 million, representing a year-over-year change of +38.8% [5] - 'Revenue By Customer- Lumen Technologies' is estimated to be $158.01 million, indicating a year-over-year change of +52.7% [5] Backlog Projections - The projected backlog for Dycom Industries is expected to reach $8.69 billion, up from $7.76 billion reported in the same quarter last year [6] Stock Performance - Shares of Dycom Industries have returned +15.1% over the past month, contrasting with the Zacks S&P 500 composite's -0.5% change [6] - Dycom Industries holds a Zacks Rank 5 (Strong Sell), suggesting it may underperform the overall market in the near future [6]
DLT Telecom Inc. Announces Major Expansion of Services Through Canada as the Company Focuses on Core Growth Initiatives
TMX Newsfile· 2026-02-27 13:00
Core Viewpoint - DLT Telecom Inc. is significantly expanding its service offerings across Canada, aiming to enhance its market presence in high-demand telecommunications sectors [1][2]. Group 1: Expansion Highlights - The strategic expansions are expected to drive substantial revenue growth as DLT Telecom captures increasing demand for reliable, high-speed connectivity and entertainment services in both urban and rural markets [2]. - The company is expanding its high-speed internet services through DSL, cable, wireless (LTE/5G), and fiber-based solutions targeting urban centers nationwide [8]. - DLT Telecom is launching Fixed Wireless Internet Services in Northern Ontario, starting with Little Current on Manitoulin Island, and plans to extend services to Sault Ste Marie, Sudbury, and North Bay [8]. Group 2: Service Offerings - DLT Telecom is rolling out premium IPTV services nationwide, which will be delivered over its high-speed internet connections and will include advanced features such as 4K streaming, on-demand content, and multi-device support [8].
Proximus to cut 1,200 jobs by 2030 -CEO
Reuters· 2026-02-27 10:27
Proximus to cut 1,200 jobs by 2030 -CEO | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of Proximus is seen at the headquarters of the Belgian telecoms operator in Brussels, Belgium January 9, 2019. REUTERS/Francois Lenoir [Purchase Licensing Rights, opens new tab]Feb 27 (Reuters) - Belgian telecom provider Proximus [(PROX.BR), opens new tab] will cut 1,200 jobs by 2030 due to AI efficiency measures, equivalent to 15% of i ...
打造“直播保障专网”,临沂联通护航临沭曹洼大集数字经济新业态
Qi Lu Wan Bao· 2026-02-27 08:42
齐鲁晚报.齐鲁壹点通讯员沈慧卿许洪钊 春节后的临沭曹洼大集更加火爆,吸引着各地游客纷至沓来,农民日报等直播活动轮番上演,更是一度荣登央视,让全国的观众感受这一方的烟火气。为 保障现场信号稳定畅通,一场别开生面的直播保障测试正有序开展。 联通网络优化工程师手持测试设备,密切监控着屏幕上的数据变化。一位使用抖音进行直播的本地商户欣喜地反馈:"最近直播不再卡顿,画面流畅多 了!"这一变化得益于临沂联通针对特色集市场景创新部署的直播业务保障机制。 作为山东特色经济的重要载体,"山东大集"近年来直播交易量激增,传统网络保障模式难以满足高并发需求。临沂联通以曹洼大集为试点,聚焦高并发直 播场景痛点,突破传统网络保障模式,构建"智能识别+专属调度+可视感知"三位一体的业务保障体系。本次直播保障引入智算板卡能力,实现业务智能 识别。同时,通过RFSP(无线业务优先级)策略,为签约直播保障用户优先分配网络资源,即使在小区利用率高达70%的繁忙时段,直播业务也能获得稳定 传输保障。 在曹洼大集的对比测试中,保障卡上行速率明显优于普通用户,展现了专项保障的实际效果。这一模式打破传统网络优化思路,实现从"全面覆盖"到"业 务精准保障 ...
ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages KDDI Corporation Investors to Inquire About Securities Class Action Investigation - KDDIY
TMX Newsfile· 2026-02-27 00:00
New York, New York--(Newsfile Corp. - February 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of KDDI Corporation (OTC Pink: KDDIY) resulting from allegations that KDDI may have issued materially misleading business information to the investing public.SO WHAT: If you purchased KDDI securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee ...
Verizon Sets Manhattan Headquarters at Penn 2
Under30CEO· 2026-02-26 16:21
Verizon Communications plans to open a new Manhattan headquarters at Penn 2, a redeveloped office tower near Penn Station, marking a high-profile commitment to New York’s core business district. The move places one of the nation’s largest telecom companies at the center of a major real estate renewal effort led by Vornado Realty Trust.The decision signals confidence in top-tier offices and transit-rich locations. It also adds momentum to the Penn District overhaul, which has aimed to refresh the area around ...
Deutsche Telekom Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-26 15:59
Höttges said the group’s midterm review showed it was “on good track” for most CMD targets, but flagged two areas of underperformance: DTX service revenues (which he linked to slower growth in Germany) and indirect costs as a percentage of service revenues. He said the company was “doubling down on efficiencies” to mitigate the gap.For 2026, management guided to group EBITDA of around EUR 47.4 billion (about 6% growth), free cash flow of around EUR 19.8 billion (about EUR 3 billion foreign exchange-adjusted ...
Millicom(TIGO) - 2025 Q4 - Earnings Call Transcript
2026-02-26 14:02
Millicom International Cellular (NasdaqGS:TIGO) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsBart Vanhaeren - CFOEduardo Nieto Leal - Financial ProfessionalLeonardo Olmos - Director of Equity ResearchLivia De Luca - Executive Director of Equity ResearchMarcelo Benitez - CEOConference Call ParticipantsAndreas Johnsen - VP and Senior AnalystPhani Kanumuri - Equity Research AnalystOperatorHello, everyone, and welcome to our Q4 2025 results call. This event is being recorded. Our spea ...