Group 1 - ATN International (ATNI) is a notable stock in the Computer and Technology sector, currently outperforming its peers with a year-to-date return of 6.4% compared to the sector average of -11.2% [4] - The Zacks Rank for ATN International is 1 (Strong Buy), indicating a positive earnings outlook and strong analyst sentiment, with a 74.7% increase in the consensus estimate for full-year earnings over the past three months [3][4] - ATN International belongs to the Wireless National industry, which has an average year-to-date return of 9.7%, indicating that ATNI is slightly underperforming its industry [6] Group 2 - Another stock in the Computer and Technology sector, Spotify (SPOT), has shown a year-to-date return of 33.6% and has a Zacks Rank of 2 (Buy) with a 20.7% increase in the consensus estimate for its current year EPS over the past three months [5] - The Computer and Technology sector is ranked 8 in the Zacks Sector Rank, which measures the strength of individual sector groups [2]

Ceragon Networks® and FibeAir® are registered trademarks of Ceragon Networks Ltd. in the United States and other countries. CERAGON® is a trademark of Ceragon, registered in various countries. Other names mentioned are owned by their respective holders. ROSH HA'AIN, Israel, April 29, 2025 /PRNewswire/ -- Ceragon (NASDAQ: CRNT), a leading solutions provider of end-to-end wireless connectivity, today announced that its management will participate in the 20th Annual Needham Technology, Media, & Consumer 1x1 Co ...

Group 1 - COPT Defense (CDP) reported quarterly funds from operations (FFO) of $0.65 per share, matching the Zacks Consensus Estimate and showing an increase from $0.62 per share a year ago [1] - The company posted revenues of $187.86 million for the quarter ended March 2025, exceeding the Zacks Consensus Estimate by 1.15%, but down from $193.27 million year-over-year [2] - COPT Defense has surpassed consensus revenue estimates four times over the last four quarters, while it has only exceeded consensus FFO estimates once in the same period [2] Group 2 - The stock has underperformed, losing approximately 14.8% since the beginning of the year, compared to a decline of 6.1% for the S&P 500 [3] - The current consensus FFO estimate for the upcoming quarter is $0.66, with expected revenues of $186.9 million, and for the current fiscal year, the estimate is $2.66 on revenues of $731.67 million [7] - The Zacks Industry Rank places the REIT and Equity Trust - Other sector in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8]

Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. TMUS on Thursday, with a price target of $285, up from $280.Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance.  The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company’s hist ...

T-Mobile US (TMUS) Q1 2025 Earnings Call April 24, 2025 04:30 PM ET Company Participants Cathy Yao - SVP - Investor RelationsMike Sievert - President and CEOSrini Gopalan - COOPeter Osvaldik - Executive VP & CFOBenjamin Swinburne - Head of U.S Media ResearchMike Katz - President-Business GroupSam McHugh - Managing DirectorJohn Saw - EVP & CTOTimothy Horan - Managing DirectorCallie Field - President of T-Mobile Business GroupUlf Ewaldsson - President of TechnologyKannan Venkateshwar - Managing DirectorJonath ...

Group 1 - AT&T exceeded Wall Street estimates for wireless subscriber additions in Q1, gaining 324,000 net monthly bill-paying wireless phone subscribers compared to the expected 258,300 [1] - The company's strategy of bundling high-speed fiber services with 5G mobile offerings and aggressive trade-in promotions contributed to this growth [1][3] - AT&T's total revenue increased by 2% to $30.6 billion, surpassing analysts' expectations of $30.35 billion [6] Group 2 - The company has seen a higher-than-expected trend in device upgrades since the announcement of reciprocal tariffs in early April, which may lead to increased demand in the second half of the year [3] - More than 40% of AT&T customers using fiber also opted for wireless plans, indicating a strong cross-selling opportunity [6] - AT&T plans to commence share repurchases in Q2 and has reaffirmed its free cash flow and adjusted profit forecasts for the year [7] Group 3 - In contrast, rival Verizon reported higher subscriber losses in Q1 due to recent price hikes and increased industry-wide promotions [8] - T-Mobile is expected to report its results after the market closes on Thursday, indicating ongoing competitive dynamics in the telecom sector [8]

Core Viewpoint - Verizon's recent performance indicates a troubling trend in subscriber growth, with significant losses in the first quarter of 2025 following a brief gain at the end of 2024 [1][8] Subscriber Performance - In the first quarter of 2025, Verizon added 1.7 million consumer wireless retail postpaid phone subscribers on a gross basis, but this represents a 1% decline year over year, resulting in a net loss of 356,000 subscribers [2] - The company lost 194,000 net consumer retail postpaid phone subscribers in the first quarter of 2024, despite gaining 367,000 subscribers in the fourth quarter of 2024, indicating a volatile subscriber base [3] Revenue Trends - Total wireless service revenue for Verizon rose by 2.7% year over year, despite the ongoing subscriber losses [3] Customer Retention Strategies - Verizon introduced a three-year price lock on wireless plans to improve customer retention, although this excludes fees and perks associated with the plans [4] - The company also guarantees that existing customers can access the same promotions on new phones with trade-ins as new customers, which may increase costs but aims to reduce churn [5] Competitive Landscape - Competitors like AT&T are also implementing customer-friendly policies, such as bill credits for service outages, which may limit the effectiveness of Verizon's new strategies [6] - The industry is seeing a trend towards customer-first policies, which could dilute the impact of Verizon's initiatives on subscriber growth [6] Economic Considerations - The potential impact of tariffs on smartphones could increase costs for Verizon's free phone offers, and an economic slowdown may lead consumers to downgrade plans or seek cheaper alternatives [7] - Verizon's position in a potentially slowing economy, combined with its need to catch up with competitors, presents challenges for future subscriber growth [8]

Core Insights - Rogers Communications has been ranked as the most reliable 5G wireless network in Canada by umlaut, reinforcing its leadership in network reliability [1][2] - The company has won umlaut's "Best in Test" wireless benchmark award for seven consecutive years, demonstrating top performance in voice, data, and reliability [2][3] - Rogers has invested over $40 billion in its networks over the last decade and plans to invest an additional $4 billion in capital investments this year [4] Company Commitment - The company is dedicated to providing Canadians with the best networks and plans, emphasizing the importance of reliability for customers [3] - Rogers' 5G network now reaches more than 2,500 communities across Canada, showcasing its commitment to expanding network coverage [4] Benchmarking and Recognition - Umlaut, a global leader in independent benchmarking, conducts extensive drive tests and uses crowdsourced data to measure network performance across over 200 mobile networks in more than 120 countries [3]

For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Orange (ORANY) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Orange is one of 608 individual stocks in the Computer and Technology sector. Collectively, these companies sit at #7 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Ran ...

Financial Data and Key Metrics Changes - Wireless service revenue increased by 2.7%, reaching the high end of the guided range [8][19] - Adjusted EBITDA reached $12.6 billion, marking a 4% growth and the highest reported result ever [9][19] - Free cash flow improved by over $900 million compared to the previous year, totaling $3.6 billion [9][19] - Adjusted EPS was $1.19 for the quarter, up 3.5% year over year [19] Business Line Data and Key Metrics Changes - Consumer postpaid phone net losses were 356,000, attributed to recent pricing actions [16] - Prepaid net adds were 137,000, the best performance since the TracFone acquisition [11][16] - Broadband offerings, including Fios and fixed wireless access, added 339,000 net customers, continuing to gain market share [18] Market Data and Key Metrics Changes - The company is on track to deploy C band to 80-90% of planned sites by year-end [10] - Fixed wireless access is expected to reach 8-9 million subscribers by 2028 [12] - The company aims to cover over 100 million premises with broadband offerings over time [12] Company Strategy and Development Direction - The company is focused on growing wireless service revenue, expanding adjusted EBITDA, and generating strong free cash flow [14] - A multiyear business transformation is underway, emphasizing customer-first strategies and targeted offerings [25][39] - The company is committed to enhancing customer experience through AI and personalized services [23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the current macroeconomic landscape and emphasized the essential nature of connectivity services [6][7] - The company anticipates improved churn rates in the second half of the year due to new pricing strategies and customer retention initiatives [50] - Management remains optimistic about achieving better consumer postpaid phone net adds in 2025 compared to 2024 [66] Other Important Information - The company is pursuing a pending acquisition of Frontier to enhance its broadband capabilities [9][21] - The Verizon Value Guarantee, which includes a three-year price lock and free phone guarantee, is expected to drive customer loyalty and revenue growth [31][36] Q&A Session Questions and Answers Question: Impact of tariffs on handsets and telecom equipment - Management indicated that tariffs on handsets could lead to increased costs for consumers, but they are prepared to manage these challenges without compromising capital expenditures [45][46] Question: Churn expectations with new plans and promotions - Management expects churn to improve in the second half of the year, attributing recent increases to specific pricing actions that were necessary for revenue stability [50] Question: March and April gross adds improvement - The company reported double-digit growth in gross adds in April, largely driven by the successful launch of the Verizon Value Guarantee [65] Question: Consumer behavior changes due to tariffs - Management noted no significant shifts in consumer behavior, with stable payment trends and continued demand for connectivity services [75][80] Question: Business EBITDA growth sustainability - Management expressed confidence in sustaining business EBITDA growth, attributing it to ongoing cost transformation efforts and a shift towards higher-margin wireless services [68][81]