On February 17, 2026, Silver Point Capital disclosed in a Securities and Exchange Commission filing that it sold out its entire position in Telephone and Data Systems (NYSE:TDS), liquidating 857,000 shares worth $33.63 million. What happened According to a Securities and Exchange Commission filing dated February 17, 2026, Silver Point Capital reported the sale of its entire stake in Telephone and Data Systems (NYSE:TDS). The fund disposed of 857,000 shares during the quarter. The quarter-end position val ...

With a market cap of $195.1 billion, AT&T Inc. (T) is a global provider of telecommunications and technology services operating through its Communications and Latin America segments. It has grown into one of the world’s largest providers of wireless, broadband, and communication services. Companies valued at $10 billion or more are generally classified as “large-cap” stocks, and AT&T fits this criterion perfectly. The company offers a wide range of consumer and business solutions, including wireless voice ...

Safe Harbor Q4 2025 Earnings Presentation Cautionary Language Concerning Forward-Looking Statements Statements included herein that are not historical facts, including without limitation statements concerning future strategy, plans, objectives, expectations and intentions, projected financial results, liquidity, growth and prospects, are forward-looking statements. Such forward-looking statements involve a number of risks and uncertainties and are subject to change at any time. In the event such risks or un ...

Azcue said free cash flow came in at EUR 2.8 billion , above the company’s base guidance of approximately EUR 2.7 billion . He added that free cash flow including employee restructuring commitments and Virgin Media O2 dividends was EUR 2.1 billion , which he said exceeded updated 2025 guidance.Chief Financial and Corporate Development Officer Juan Azcue provided full-year figures, stating revenue reached EUR 35.1 billion , up 1.5% year-over-year in constant terms. Adjusted EBITDA was EUR 11.9 billion , up 2 ...

TDS and Array to present at Raymond James 47th Annual Institutional Investors Conference [Accessibility Statement] Skip NavigationCHICAGO, Feb. 24, 2026 /PRNewswire/ -- Telephone and Data Systems, Inc. (NYSE: TDS®) and Array Digital Infrastructure, Inc. (NYSE: AD) (Array SM) will present at the Raymond James 47th Annual Institutional Investors Conference in Orlando, Fla. on March 3, 2026, at 10:25 a.m. ET.Vicki L. Villacrez, Executive Vice President and Chief Financial Officer, and Kris Bothfeld, Vice Presi ...

AT&T (NYSE:T) 2026 Conference February 24, 2026 08:35 AM ET Company ParticipantsPascal Desroches - CFOConference Call ParticipantsKannan Venkateshwar - Md and Lead AnalystKannan VenkateshwarThank you. Good morning, everyone. I'm Kannan Venkateshwar, and I lead the North American Cable Telecom and Media Research effort here at Barclays. I'm sorry we had to make this event virtual last minute, given all the travel disruptions, but I did want to acknowledge all the work of my corporate access team, who've been ...

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) reported mixed results for the fourth quarter on Friday.Cogent Communications reported quarterly losses of 64 cents per share which beat the analyst consensus estimate of losses of 95 cents per share. The company reported quarterly sales of $240.518 million which missed the analyst consensus estimate of $247.465 million.Cogent Communications shares fell 8.1% to trade at $17.08 on Monday.These analysts made changes to their price targets on Cogent Communicat ...

Verizon Communications Inc. (NYSE:VZ) is included among the 14 Best Low Volatility Dividend Stocks to Invest in. Daiwa Upgrades Verizon (VZ) as Subscriber Growth Signals Strong Momentum Ken Wolter / Shutterstock.com On February 19, Daiwa upgraded Verizon Communications Inc. (NYSE:VZ) to Buy from Outperform. The firm also raised its price target to $58 from $48. The analyst pointed to the company’s fourth-quarter performance, which showed clear momentum. Verizon reported “stellar” Q4 metrics, including 6 ...

Core Insights - AT&T Fiber has been awarded Ookla's first-ever "Best Home Internet" in the U.S. and has also been recognized as America's Fastest Home Internet for the fourth consecutive time [1][1][1] Group 1: Consumer Insights - Nearly 50% of consumers are willing to switch internet providers for better and faster service, indicating a strong demand for improved connectivity [1][1] - The recognition of AT&T Fiber as the best and fastest home internet reinforces the company's commitment to delivering a superior network that meets customer expectations [1][1] Group 2: Company Positioning - AT&T Fiber is now available at more addresses due to the completion of the Lumen deal, enhancing its market reach [1][1] - The company is the largest internet provider in the U.S., with service expanding to 32 states, and a new customer is added every 30 seconds [1][1][1] Group 3: Leadership Statements - Jenifer Robertson, executive vice president & GM of AT&T Mass Markets, emphasized that these awards solidify AT&T's leadership in seamless connectivity and the value of having all connectivity services from one provider [1][1]

Core Insights - The telecommunications giant is strategically shifting to capitalize on growing AI opportunities, positioning itself as a key player in the AI sector [1] - Lumen Technologies is transitioning from consumer fiber-optic networks to focus on essential AI business infrastructure, enhancing its resilience to market changes [2] Company Transformation - Lumen, formerly known as CenturyLink, has rebranded to emphasize its departure from traditional telecommunications services and has exited consumer fiber operations to focus on AI infrastructure [5] - The company is investing billions in upgrading its fiber network to meet the increasing bandwidth demands of AI, anticipating that businesses will double their cloud spending to $1 trillion by 2030 [5] Financial Performance - Lumen's revenue declined from $13.1 billion in 2024 to $12.4 billion in 2025, resulting in a net loss of $1.7 billion, a significant increase from a $55 million loss the previous year [7] - Capital expenditures rose to $4.4 billion in 2025 from $3.2 billion in 2024, leaving the company with a free cash flow of $371 million, which is crucial for debt repayment [8] - Lumen's debt exceeded $17 billion by the end of 2025, indicating a challenging financial position [8] Future Projections - For 2026, Lumen forecasts free cash flow of at least $1.2 billion and adjusted EBITDA between $3.1 billion and $3.3 billion, an improvement from the $2.6 billion adjusted EBITDA in 2025 [9] - The company's valuation is considered reasonable with a sales multiple of 0.65, but the potential for significant investment returns remains uncertain [10] Investment Considerations - Lumen's pivot to becoming an AI network provider presents a compelling case for investors, but the high level of debt and the need for improved financial health make it a high-risk investment [11]