Core Insights - America Movil (AMX) is a leading telecommunications company in Mexico, providing a variety of services including wireless, fixed-line, and broadband, primarily in Latin America [1] - Scotiabank has set a new price target of $19.50 for AMX, indicating a potential downside of approximately -12.26% from its current trading price of $22.23 [2][6] - AMX reported a significant increase in net income per ADR to 40 cents, surpassing the Zacks Consensus Estimate of 36 cents, with total revenues rising by 4.2% to Mex$232.9 billion [3][6] - The company experienced subscriber growth in regions such as Colombia, Argentina, and Central America, and its comprehensive financing cost decreased by 54.5% to Mex$12.9 billion [4] - Over the past year, AMX shares have surged by 30.5%, outperforming the Zacks Wireless Non-US industry growth of 22.8%, with a current market cap of approximately $67.57 billion [5][6]

America Movil, billionaire Carlos Slim’s wireless provider, posted third-quarter net income and sales that missed analyst estimates as subscriber growth fell short in the company’s home market https://t.co/WxWq6eibP2 ...

Core Viewpoint - KT Corporation's shares have declined approximately 13.5% over the past three months, underperforming the Zacks Wireless Non-US Markets growth of 10.6, despite strong underlying fundamentals and a strategic pivot towards Artificial Intelligence and Information and Communications Technology (AICT) [1][10]. Financial Performance - In Q2 2025, KT reported a revenue increase of 13.5% year over year, reaching KRW 7,427.4 billion, while operating profit more than doubled to KRW 1,014.8 billion, driven by robust performance in traditional telecom and AI initiatives [6][10]. - The AI IT business revenues grew by 13.8% year over year, and revenues from KT Cloud increased by 23%, reflecting strong data center momentum and project wins [11]. Strategic Transformation - KT is transitioning from a traditional telecom company to an AICT firm, integrating IT and AI with telecommunications to offer unique services [7]. - The company is developing a comprehensive AI lineup anchored by its proprietary Mi:dm2.0 large language model, with early contract wins from government and public sector entities [8]. - KT has partnered with Microsoft to enhance its AI capabilities, integrating an AI agent into Genie TV and planning to introduce a tailored AI model for Korea in the second half of 2025 [9]. Shareholder Returns - KT has a stable dividend policy and a KRW 1 trillion share buyback plan, with KRW 250 billion already completed, indicating strong confidence in future cash flow [13]. - The dividend for Q2 was raised by 20% year over year to KRW 600 per share, enhancing the appeal of KT shares to investors [13]. Valuation and Market Position - KT's stock is trading at a price/book multiple of 0.72X, significantly lower than the industry average of 2.22X, indicating a potential undervaluation [18]. - Compared to peers, KT's stock performance has lagged, with SK Telecom down 6.1% and América Móvil gaining 23.3% over the same period [20]. Long-term Outlook - Despite recent stock declines, KT's solid financial performance, AICT transformation, and expanding partnerships position it for sustained long-term growth [21]. - The company's disciplined expense management and aggressive share buyback program are additional positives for potential investors [21].

With a market cap of $108.8 billion, Comcast Corporation (CMCSA) is a global media and technology conglomerate headquartered in Philadelphia, Pennsylvania. Founded in 1963, Comcast has evolved from a regional cable provider into a diversified entity with significant operations in broadband, wireless, video, and voice services. Its primary consumer-facing brands include Xfinity for broadband and cable services, Sky for European entertainment, and Peacock for streaming. The company is expected to announce i ...

Core Viewpoint - Verizon is positioned as a strong investment opportunity for income-focused investors, particularly due to its reliable dividend and recent leadership change, which may enhance its growth potential [3][4][14] Financial Performance - Verizon's forward price-to-earnings (P/E) ratio is 9.29x, significantly lower than the sector average of 14.33x, indicating potential value for investors [1] - The company reported a 5.2% year-over-year increase in total revenue to $34.5 billion, with earnings per share rising to $1.18 from $1.09 [6] - Operating cash flow for the first half of the year was $16.8 billion, with free cash flow at $8.8 billion, demonstrating solid profitability [7] Dividend Information - Verizon offers a forward dividend yield of 6.54%, with a quarterly dividend of $0.678 per share and a payout ratio of 57.27% [1] - The company has a 20-year track record of consecutive dividend increases, reinforcing its commitment to providing consistent income [3] Market Position and Growth - Verizon is one of the largest telecom companies in the U.S., focusing on wireless and broadband services [2] - The U.S. telecommunications sector is projected to grow at a 6.6% compound annual growth rate from 2024 to 2030, making telecom stocks attractive for income-focused investors [5] Leadership Change - The appointment of Dan Schulman, former PayPal CEO, as the new CEO is expected to influence Verizon's strategic direction and innovation [4][14] Analyst Insights - Analysts have a consensus "Moderate Buy" rating for VZ stock, with an average price target of $48.19, suggesting a potential upside of about 15.4% from the current share price of $41.75 [13] - RBC Capital and Raymond James have raised their price targets to $46 and $47, respectively, citing improved cash flow and disciplined spending [12] Future Outlook - Verizon's management has set guidance for 2025, projecting adjusted EBITDA growth of 2.5% to 3.5% and free cash flow between $19.5 billion and $20.5 billion [11] - The company is investing in technology partnerships and initiatives like the 6G Innovation Forum to position itself for future growth [8][9][10]

Leadership Changes - Verizon has appointed Dan Schulman as the new CEO, succeeding Hans Vestberg, effective immediately [1][2] - Schulman, previously CEO of PayPal, has been on Verizon's board since 2018 and was elected lead independent director in December [2] - The transition comes as Verizon approaches the completion of its acquisition of Frontier Communications [2][6] Company Performance - Under Vestberg's leadership, Verizon has been criticized for underperformance, with stock prices dropping about 30% over the past five years [3][4] - The stock fell by 5% following the announcement of Schulman's appointment [4] - Analysts suggest that Verizon struggled to articulate a clear strategy and adapt to market changes under Vestberg [3] Strategic Focus - Schulman aims to guide Verizon towards increased customer focus and financial growth, emphasizing that the company is at a critical juncture [2][5] - Verizon has invested approximately $200 billion in wireless spectrum and networks over the past seven years, averaging nearly $18 billion annually [7] - The company is entering a new era in the wireless industry, focusing on fiber broadband as it competes with AT&T and T-Mobile [6] Future Outlook - Schulman is expected to bring a fresh perspective to Verizon, leveraging his experience in telecom and fintech to change the company's direction [5] - Vestberg will remain as a special advisor until October 2026 to oversee the integration with Frontier Communications [6]

Evercore ISI has maintained its "Outperform" rating for Verizon Communications Inc. (NYSE:VZ), despite recommending to "hold" the stock due to leadership changes and industry uncertainty.Verizon appoints former PayPal CEO Dan Schulman as its new CEO, succeeding Hans Vestberg, leading to a 4% decline in stock price.The leadership transition is expected to focus on expanding Verizon's market share and achieving growth in key financial metrics under Schulman's guidance.On October 6, 2025, Evercore ISI maintain ...

Verizon Communications on Monday named former PayPal boss Dan Schulman as its new chief executive officer, replacing Hans Vestberg in a leadership transition aimed at steering the telecom giant through slowing growth in the wireless market.The move comes as Verizon is battling rising competition against the backdrop of slowing subscriber growth and cautious consumers unwilling to buy premium plans offered by wireless carriers.Schulman, 67, led PayPal for nearly a decade before stepping down in 2023, steerin ...

That announcement coming in the early hours of this morning. Why the change. What's going on there.So my sense is that Verizon is looking for answers for its growth problem. And they really have trailed AT&T and Verizon for several quarters, actually a couple of years now. And, you know, they've thrown they've made a lot of moves, taken a lot of action to try and course correct here and go from shared donor to share gainer in that postpaid wireless business, the contract business.And it just hasn't worked. ...

T-Mobile is tapping the high-grade bond market Monday https://t.co/ScBb4qna3e ...