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Verizon Communications Inc. (VZ) Presents at Barclays Communications and Content Symposium 2026 Transcript
Seeking Alpha· 2026-02-24 15:27
Core Viewpoint - The event features a presentation led by Kannan Venkateshwar from Barclays, focusing on North American cable, telecom, and media research, with participation from Verizon's CFO, Tony Skiadas [1]. Group 1 - Kannan Venkateshwar is the leader of the North American cable, telecom, and media research at Barclays [1]. - Tony Skiadas, CFO of Verizon, is participating in the event, indicating a focus on Verizon's financial and operational insights [1].
满格信号连接万家灯火-菏泽联通以担当守护团圆时刻
Qi Lu Wan Bao· 2026-02-24 14:03
齐鲁晚报.齐鲁壹点宋秋梅通讯员陈芳 节前谋划,精准部署迎大考。针对春节返乡人流集中的特点,公司依托大数据分析历年通信规律,锁定高铁站、高速沿线、农村区域、大型商超等流量核 心场景,制定专项保障方案。通过网络扩容、参数精调、干扰清理,对重点区域基站进行全方位优化,提前筑牢高速稳定的信息大动脉。同时,开展拉网 式安全隐患排查,聚焦核心机房、传输线路等关键设施,落实闭环管理,确保网络运行安全可控。 节日值守,全时响应保畅通。春节期间,公司严格执行领导带班和关键岗位24小时专人值班制度,组建云网、维护、服务等多部门联动的应急团队,配备 应急通信车和充足备件,明确"10分钟级"响应标准。机房内,运维人员紧盯屏幕,实时监控网络运行状态;寒风中,抢修人员穿梭在大街小巷、田间地 头,快速处置各类网络故障。从交通枢纽到乡村院落,他们用脚步丈量责任,用行动守护通信畅通。 服务暖心,央企担当显本色。营业厅"不打烊",客服热线7×24小时在线,工作人员耐心解答用户咨询,高效办理业务。针对老年客户、返乡游子等重点群 体,推出专属服务举措,用心解决急难愁盼问题。公司领导深入一线营服,走访慰问坚守岗位的员工,送上组织关怀与新春祝福,叮嘱大 ...
山东移动菏泽分公司完成巨野金山旅游区春节网络保障
Qi Lu Wan Bao· 2026-02-24 14:03
作为通信保障主力军,山东移动菏泽分公司提前谋划保障方案,成立专项保障工作组,制定"一点一策"通信保障方案,组建 技术骨干应急专班,压实各环节责任。工作人员对金山旅游区周边的核心机房、基站、交通要道线路等开展拉网式排查,对 重点区域进行网络优化扩容,开通通信车1辆,扩容小区10处。活动期间,后台人员对网络进行实时监测和动态调整,确保游 客在景区内通话清晰、上网流畅。 通信网络是春节团圆的"情感纽带",移动人的坚守,只为让每一位游客都能顺畅传递思念、分享团圆喜悦。菏泽分公司将持 续提升网络服务质量,以更优数智支撑赋能文旅发展! 齐鲁晚报.齐鲁壹点宋秋梅通讯员马明科 新春的钟声敲响,万家灯火共庆团圆之时,巨野金山文化旅游区内游人如织、热闹非凡。在这场新春文旅盛宴的背后,有一 群移动人默默坚守,以"不打烊"的服务守护着通信畅通,用满格信号传递着新春的温暖与力量。 经度:116.221978 纬度:35,2344833 坐标系:WGS844标系 地址, 山东省菏泽市中野县 陶线金山景区 泰王避暑山庄 0分晚报 国齐鲁青白 ...
Verizon (NYSE:VZ) 2026 Conference Transcript
2026-02-24 14:02
Verizon 2026 Conference Summary Company Overview - **Company**: Verizon (NYSE: VZ) - **Date**: February 24, 2026 - **Key Speaker**: Tony Skiadas, CFO of Verizon Core Industry Insights - **Telecommunications Industry**: The wireless and broadband markets are described as robust and resilient, with high demand for connectivity remaining strong. The integration of Frontier Communications is expected to enhance Verizon's market position and service offerings. Key Points and Arguments Operational Changes and Strategy - Verizon is undergoing significant operational changes aimed at improving customer experience and shareholder value. The company is at a critical inflection point, focusing on network excellence and responsible growth in mobility and broadband [5][6]. - A renewed sense of excitement within the company has been noted, with bold actions taken to drive $5 billion in cost savings, some of which will be reinvested in customer service [6][7]. Financial Guidance for 2026 - Verizon expects to add 750,000 to 1 million postpaid phone net adds, which is a significant increase compared to previous years [11]. - Mobility and broadband service revenue is projected to grow by 2%-3% in 2026, with adjusted EPS growth expected between 4% and 5% [11][12]. - Free cash flow is anticipated to grow by at least 7%, reaching approximately $21.5 billion [12]. Capital Allocation Framework - Verizon's capital allocation priorities include investing in the business (CapEx of $16-$16.5 billion), maintaining a strong balance sheet, paying dividends (20th consecutive year of dividend increase), and share buybacks (up to $25 billion authorized over three years) [12][13][14]. Fiber and Broadband Strategy - Verizon aims to pass 40-50 million premises with fiber in the medium term, with a goal of at least 2 million premises passed in 2026 [29]. - The company has over 5.7 million fixed wireless access (FWA) subscribers and plans to continue growing this segment alongside fiber [30]. Cost Management and Efficiency - Verizon is targeting $5 billion in operational expense savings, which will provide flexibility for growth investments and operational efficiency [33]. - The company has reduced its workforce by 13,000, with a focus on rationalizing IT platforms and improving customer experience to reduce call volumes [34]. AI Integration - AI is being leveraged to enhance customer experience and operational efficiency, with initiatives aimed at reducing customer service handling times and optimizing network performance [58][59]. Market Position and Competitive Landscape - The wireless industry is expected to maintain healthy growth, with Verizon's offers resonating well in the market. The company is focused on sustainable volume growth and improving customer loyalty [16][18]. - The partnership with cable companies is seen as a strong revenue source, with a long-term agreement in place to enhance market positioning [46]. Additional Important Insights - The company is cautious about future pricing strategies, acknowledging potential pressures on average revenue per user (ARPU) due to competitive dynamics [22][24]. - Verizon's approach to spectrum management includes a build versus buy analysis, ensuring that the company maintains a strong balance sheet while pursuing growth opportunities [48][49]. This summary encapsulates the key points discussed during the Verizon 2026 conference, highlighting the company's strategic direction, financial outlook, and operational initiatives.
Bargain Hunting May Contribute To Initial Rebound On Wall Street
RTTNews· 2026-02-24 13:58
The major U.S. index futures are currently pointing to a slightly higher open on Tuesday, with stocks likely to regain ground following the sell-off seen in the previous session.Traders may look to pick up stocks at reduced levels following yesterday's slump, which dragged the Dow down to its lowest closing level in a month.Buying interest may be somewhat subdued, however, as uncertainty about tariffs continues to weigh on investors' minds.Traders may also be reluctant to make significant moves ahead of th ...
Telefônica Brasil Q4: The Cash Machine Is Working Again
Seeking Alpha· 2026-02-24 13:15
Group 1 - The analyst covers stocks primarily in Brazil and Latin America, with occasional insights on global large caps [1] - The research focuses on undercovered stocks, indicating a niche investment strategy [1] - The analyst has a beneficial long position in the shares of VIV, suggesting confidence in the stock's performance [2] Group 2 - The articles and analyses provided are for educational and informational purposes, emphasizing the need for individual due diligence [3] - There is no compensation received from companies mentioned, indicating an independent analysis [2] - The analyst's views may not reflect those of the platforms they contribute to, highlighting the subjective nature of the analysis [3]
20 Years on Wall Street Taught Me: Boomers Feel Safe With 5 High-Yield Dividend Giants
247Wallst· 2026-02-24 12:46
Core Insights - The article emphasizes the importance of dividend-focused investing, highlighting that dividends have historically contributed significantly to total returns in the stock market [4]. Company Analysis Altria - Altria Group Inc. is a major player in the tobacco industry, offering a 6.12% dividend yield and primarily selling cigarettes under the Marlboro brand [5]. - The company sold 35 million shares of Anheuser-Busch InBev, representing 18% of its holdings, and announced a $2.4 billion stock repurchase plan [6]. - Goldman Sachs has rated Altria as a Buy with a target price of $72 [6]. Clorox - Clorox Co. provides a reliable 4.04% dividend yield and is known for its consumer and professional cleaning products [7]. - The company operates through four segments, including Health and Wellness and Household products [8]. - Jefferies has rated Clorox as a Buy with a target price of $151 [9]. Kimberly-Clark - Kimberly-Clark Corp. has a 4.66% dividend yield and has raised its dividend for 53 consecutive years [10]. - The company announced an acquisition of Kenvue Inc. for $48.7 billion, expected to close in the second half of 2026 [14]. - Argus has rated Kimberly-Clark as a Buy with a target price of $120 [14]. PepsiCo - PepsiCo, Inc. reported solid third-quarter earnings with a 3.36% dividend yield and is trading at 18 times forward earnings [15]. - Activist investor Elliott Investment Management has taken a $4 billion stake in PepsiCo, aiming to unlock value through strategic changes [16]. - UBS has rated PepsiCo as a Buy with a target price of $190 [17]. Verizon - Verizon Communications Inc. offers a 5.62% dividend yield and trades at 9.13 times its estimated 2026 earnings [18]. - The company operates in two segments, providing a range of communication services to consumers and businesses [19][20]. - TD Cowen has rated Verizon as a Buy with a target price of $51 [20].
Telefónica(TEF) - 2025 Q4 - Earnings Call Transcript
2026-02-24 10:00
Telefónica (NYSE:TEF) Q4 2025 Earnings call February 24, 2026 04:00 AM ET Speaker10Good morning, and welcome to Telefónica's conference call to discuss January to December 2025 results. I'm Torsten Achtmann from Investor Relations. Before proceeding, let me mention that the financial information contained in this document has been prepared under international financial reporting standards as adopted by the European Union. This financial information is unaudited. This conference call and webcast, including t ...
Telefónica(TEF) - 2025 Q4 - Earnings Call Presentation
2026-02-24 09:00
***Este documento está clasificado como USO INTERNO por TELEFÓNICA. ***This document is classified as INTERNAL USE by TELEFÓNICA. Disclaimer This document and any related conference call or webcast (including any related Q&A session) has been prepared by Telefónica, S.A. ("Telefónica" or the "Company", and together with its subsidiaries the "Telefónica Group") exclusively for its use during the presentation of financial results. The Company does not assume any liability for the content of this document if u ...
European markets set for broadly positive open as traders assess tariff landscape
CNBC· 2026-02-24 06:59
This photograph shows European countries' flags waving in front of the European Parliament building in Strasbourg, eastern France, on June 6, 2024. (Photo by SEBASTIEN BOZON / AFP) (Photo by SEBASTIEN BOZON/AFP via Getty Images)LONDON — European stocks are expected to open flat to higher on Tuesday as investors assess the new global trading landscape after U.S. President Donald Trump's latest tariff move.The U.K.'s FTSE index is seen opening unchanged, Germany's DAX and France's CAC 40 up around 0.25%, resp ...