Telecommunications Services
Search documents
Better Dividend Stock: Ares Capital vs. Verizon Communications
The Motley Fool· 2025-12-17 08:43
Income investors should like both of these dividend stocks.Income investors have many great dividend stocks from which to choose. Two stocks that are especially popular due to their high yields are Ares Capital (ARCC 0.94%) and Verizon Communications (VZ 0.26%).Which of these two is the better dividend stock? Here's how Ares Capital and Verizon stack up against each other. The case for Ares CapitalAny argument for Ares Capital must start with the company's ultra-high dividend yield of 9.5%. Sometimes such l ...
Ooma: Margin Expansion And EPS Growth Make The Risk Worth It (NYSE:OOMA)
Seeking Alpha· 2025-12-15 18:58
Ooma, Inc. (NYSE: OOMA ) is an American company, just over 20 years in business that's based in Sunnyvale, California. It provides cloud-based voice and communications services, offerings that include VoIP phone systems aimed at home, business, and mobileI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity ma ...
What Makes Amer Movil (AMX) a New Buy Stock
ZACKS· 2025-12-12 18:01
Investors might want to bet on Amer Movil (AMX) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power o ...
Why Fast-paced Mover Lumen (LUMN) Is a Great Choice for Value Investors
ZACKS· 2025-12-11 14:56
Momentum investors typically don't time the market or "buy low and sell high." In other words, they avoid betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Who doesn't like betting on fast-moving trending stocks? But determining the right entry point isn't easy. Often, these stocks lose momentum once their valuation moves ahead of their future growth potential. In such a situation, invest ...
Amdocs (NasdaqGS:DOX) FY Conference Transcript
2025-12-10 12:02
Amdocs Conference Call Summary Company Overview - Amdocs primarily supports the telecommunications (telco) industry, serving major clients such as AT&T, T-Mobile, and Vodafone [1][4] - The company operates mainly in the IT domain, focusing on monetization activities for telco customers, including mobile applications, billing, and network system integration [1][2] Core Business Model - Amdocs is unique as it combines product development and system integration, allowing for a product-led services model [2][3] - The company emphasizes accountability by managing both products and services, which mitigates the typical blame-shifting seen in complex projects [3] Market Position - Amdocs is recognized as the market leader in its domain, with a broad customer base across North America, Europe, and APAC [4] - The company has phased out $600 million of non-core low-margin business to focus on higher-margin, strategic initiatives [9] Growth Strategies - Amdocs is pivoting towards cloud and AI-focused initiatives, with cloud migration now accounting for approximately 30% of its business and growing at a double-digit rate [9][10] - The introduction of GenAI technologies is seen as a significant growth engine, with the development of a platform called Cognitive Core aimed at enhancing customer interactions and operational efficiency [11][12] Customer Engagement and Expansion - The company is expanding its product and service portfolio, including new platforms for fiber rollout and eSIM, and has secured significant contracts, such as a large deal with AT&T for cloud migration [15][16] - Amdocs is also targeting new geographic markets, including Japan, where it has previously had no presence [16] Competitive Landscape - Amdocs faces competition not only from other tech companies but also from internal IT departments of its clients, which can be a significant barrier [22] - The company maintains strong partnerships with major cloud providers like Microsoft and AWS, which are seen as beneficial for its business model [24][25] Financial Performance and Outlook - Amdocs reports that 65% of its revenue comes from managed services, with 75% being recurring, providing a high level of visibility into future earnings [26][27] - The company anticipates continued margin expansion, driven by efficiencies gained through GenAI technologies, while also investing heavily in these capabilities [29][30] Key Challenges - The company acknowledges macroeconomic pressures affecting sales cycles and customer priorities, particularly with major clients like T-Mobile [27][28] - Despite these challenges, Amdocs maintains strong relationships with its customers, positioning itself as a strategic partner in their core operations [28] Conclusion - Amdocs is well-positioned to leverage its unique business model and technological advancements in GenAI and cloud services to drive future growth and maintain its leadership in the telco industry [30]
National Bank Raises TELUS (TU) Price Target to C$21.50, Keeps Outperform Rating
Yahoo Finance· 2025-12-10 02:19
TELUS Corporation (NYSE:TU) is included among the 15 Dividend Stocks Paying 4%+ Yield in 2025. National Bank Raises TELUS (TU) Price Target to C$21.50, Keeps Outperform Rating On December 4, National Bank analyst Adam Shine raised the firm’s price target on TELUS Corporation (NYSE:TU) to C$21.50 from C$21 and maintained an Outperform rating on the shares. In the third quarter of 2025, TELUS Corporation (NYSE:TU) posted revenue of C$5.06 billion, up 0.2% from the same period last year. Though the revenue ...
X @外汇交易员
外汇交易员· 2025-12-09 02:34
美国联邦通信委员会(FCC)表示,可能禁止中国移动、中国电信和中国联通接入美国通信网络,以防范自动拨号骚扰电话。FCC给予这些公司两周时间作出回应。中国移动、中国电信和中国联通必须解决其在该机构自动拨号缓解数据库中的认证问题,并对它们的存在提出质疑。如果FCC将它们移除数据库,美国所有中继服务商和语音服务提供商将被要求停止直接接受来自移动、联通和电信的电话。🗒️此前FCC已禁止这三家公司在美国运营。2019年,FCC以国家安全风险为由,驳回了中国移动在美国提供电信服务的申请;FCC又分别于2021年和2022年撤销了中国联通、太平洋网络及其全资子公司ComNet以及中国电信美洲公司的美国运营许可。FCC近期还决定撤销对中国政府所属或控制的测试实验室的认可。今年3月,FCC称正在调查9家被列入国家安全关注名单的中国公司,其中包括中国联通、华为、中兴以及太平洋网络。 ...
Ooma Reports Fiscal Third Quarter 2026 Financial Results
Businesswire· 2025-12-08 21:15
SUNNYVALE, Calif.--(BUSINESS WIRE)--Ooma, Inc. (NYSE OOMA), a smart communications platform for businesses and consumers, today released financial results for the fiscal third quarter ended October 31, 2025. Third Quarter Fiscal 2026 Financial Highlights: For more information about non-GAAP net income and Adjusted EBITDA, see the section below titled "Non- GAAP Financial Measures" and the reconciliation provided in this release. "Ooma delivered solid Q3 financial results, with $67.6 million in revenue and $ ...
TDS Swings to a $40M Profit — So Why Did One Investor Sell $43.9 Million of Shares?
The Motley Fool· 2025-12-03 15:49
Core Insights - TDS has transitioned from a significant loss to profitability, indicating operational stabilization after years of volatility [10] - Silver Point Capital has reduced its stake in TDS, selling 1.3 million shares, which reflects a decrease in the fund's exposure to the company [2][11] Company Overview - TDS reported a total revenue of $4.9 billion and a net income of -$143.2 million for the trailing twelve months (TTM) [4] - The company has a dividend yield of 0.4% and its stock price was $39.41 as of the latest report [4] Recent Performance - In the third quarter, TDS generated $308.5 million in revenue, a 6% decrease year-over-year, but achieved a net income of $40.2 million, recovering from a $100.4 million loss in the prior year [12] - The company has initiated a share repurchase program, buying back over 1 million shares and approving a new $500 million buyback authorization, signaling management's confidence in its fiber-first strategy [12] Market Position - TDS operates as a leading U.S. telecommunications provider, offering a diversified portfolio that includes wireless, broadband, and managed services [6][9] - The company serves a wide range of customers, including individual consumers, businesses, and government entities, focusing on integrated connectivity solutions [6][9] Investment Implications - The reduction of Silver Point Capital's stake in TDS, now representing 2.4% of the fund's reportable assets under management (AUM), places TDS outside the fund's top five holdings [3][11] - Despite the recent profitability, TDS's stock remains discounted compared to its mid-2000s highs, which may influence long-term investor sentiment [10]
X @Bloomberg
Bloomberg· 2025-12-01 15:30
Spain’s government is set to mandate that local telecommunications firms such as Telefónica and Cellnex Telecom install power backup systems to ensure phone and internet services during major disasters. https://t.co/ccKtK0uhnp ...