August 5th was a very painful day for shareholders of telecommunications company Uniti Group (NASDAQ: UNIT ). The stock dropped 10.4% after management announced financial results for the second quarter of the company's 2025 fiscal year. ThisCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-dep ...

Financial Performance - TELUS reported consolidated operating revenues of $5 billion, a 3% year-over-year increase[35] - Adjusted EBITDA reached $1.8 billion, up 1% year-over-year[35] - Free cash flow increased by 11% year-over-year to $535 million[35] - Capital expenditures (excluding real estate) decreased by 2% year-over-year to $657 million[35] Customer Growth & Operations - Total customer additions were 198,000, with industry-leading postpaid mobile phone churn of 0.90%[8] - Mobile phone net additions were +55,000[10] - Connected device net additions were +112,000[10] - Internet net additions were +27,000[13] - TV net additions were +12,000[13] TELUS Health - TELUS Health external revenues grew by 16% year-over-year to $517 million[27] - TELUS Health Adjusted EBITDA increased by 29% year-over-year to $91 million[27] - TELUS Health covered 157.1 million lives, including 79.3 million added due to the Workplace Options acquisition and a change in definition[27] Strategic Initiatives - Strategic infrastructure expansion includes a $2 billion investment to expand PureFibre in Ontario and Quebec[8] - A definitive agreement was announced with La Caisse, who will acquire a 49.9% interest in Terrion for $1.26 billion[49] - Terrion is valued at over $2.5 billion and is expected to reduce TELUS' net debt by approximately $1.26 billion[49]

Shenandoah Telecommunications Company provides broadband services through its high speed, state-of-the-art fiber optic and cable networks to residential and commercial customers in eight contiguous states in the eastern United States. The Company's services include: broadband internet, video, voice, high-speed Ethernet, dark fiber leasing, and managed network services. The Company owns an extensive regional network with over 17,700 route miles of fiber. For more information, please visit www.shentel.com. Mr ...

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing earnings picture in determining near-term stock price movements makes the Zacks rating system highly useful for individual investors, since it can be difficult to make decisions based on rating upgrades by Wall Street analysts. These are mostly dr ...

Financial Performance - Telefónica Group reported H1 2025 revenue of €18013 million, a decrease of 3.3% year-over-year, but an organic growth of 1.5%[20] - Service revenue reached €16263 million, down 3.3% year-over-year, with an organic increase of 1.6%[20] - The company's H1 2025 EBITDA was €5867 million, a 4.6% decrease year-over-year, but an organic growth of 0.8%[20] - Net Financial Debt stood at €27609 million, a decrease of 5.5%[20] - Free Cash Flow (FCF) from continuing operations was €291 million, a decrease of 42.4%[20] Strategic Initiatives - Telefónica is on track with its strategic review for H2 2025, focusing on customers, infrastructure advantages, industrial rationalization, and financial flexibility[13, 97] - The company is accelerating portfolio transformation in Hispam, with the sale of T Argentina for €12 billion and binding agreements for T Colombia (~€368 million), T Uruguay (FV ~€389 million), and T Ecuador (FV ~€330 million)[16, 17, 19] Operational Highlights - Spain experienced improved EBITDAaL-CapEx (+2.8%, +0.8% quarter-over-quarter) and consistent service revenue growth (+1.0%) and EBITDA growth (+1.0%)[22] - Brazil showed record EBITDA growth (+8.6%) since Q4 2023 and a robust EBITDAaL-CapEx margin (16.3%, +1.0 percentage points)[22] - Germany is focused on mitigating the impact of 1&1 migration, with commercial momentum and B2P transformation, achieving an H1 EBITDAaL-CapEx margin of 12.0% (+0.1 percentage points)[22] Guidance and Sustainability - The company reaffirmed its 2025 guidance, expecting organic revenue growth, organic EBITDA growth, organic EBITDAaL-CapEx growth, CapEx/Sales less than 12.5% organic, and FCF similar to 2024[25] - Telefónica Tech's revenue for H1 2025 was €1074 million, with an organic growth of 9.6%[78] - Telefónica Infra has 29.1 million FTTH JV premises passed, representing 35% of Telefónica's FTTH footprint[81]

Core Insights - Verizon will relocate its New York headquarters to Vornado's PENN 2 office tower as part of a 19-year lease, occupying nearly 200,000 square feet of office space [2][3] - The PENN 2 building features modern amenities, including over 25,000 square feet of outdoor space and a flagship retail location for Verizon [3][4] - Vornado's PENN DISTRICT aims to create a vibrant corporate environment, integrating dynamic workspaces and employee-focused design [4][6] Company Overview - Vornado Realty Trust is a fully integrated real estate investment trust (REIT) with a focus on premier office and retail assets in New York City, Chicago, and San Francisco [10] - The company emphasizes sustainability, with 100% of its in-service office buildings LEED certified and over 95% certified LEED Gold or Platinum [10] Project Details - PENN 2 includes a modern curtain wall, a triple-height lobby, and 30,000 square feet of curated retail space, along with extensive outdoor green spaces [4][5] - The PENN DISTRICT campus, which includes PENN 1 and PENN 2, offers a total of 4.4 million square feet of premium office space and improved access to public transportation [6][8] - Tenants in the PENN DISTRICT have access to Vornado's WorkLife program, which includes a comprehensive amenity package featuring a wellness center and flexible workspaces [7]

Core Viewpoint - Growth investors are increasingly focused on identifying stocks with above-average financial growth, which can lead to solid returns, but finding such stocks is challenging due to inherent volatility and risks [1] Group 1: Company Overview - Telefonica Brasil (VIV) is highlighted as a recommended stock due to its favorable Growth Score and top Zacks Rank [2] - The company has a historical EPS growth rate of 1.5%, but projected EPS growth for this year is expected to be 8.3%, significantly outperforming the industry average of 1.1% [5] Group 2: Key Growth Metrics - Earnings growth is a critical factor for growth investors, with double-digit growth being particularly attractive [4] - Telefonica Brasil has an asset utilization ratio (sales-to-total-assets ratio) of 0.44, indicating higher efficiency in generating sales compared to the industry average of 0.39 [7] - The company's sales are projected to grow by 1.2% this year, while the industry average is stagnant at 0% [7] Group 3: Earnings Estimate Revisions - Positive trends in earnings estimate revisions are correlated with stock price movements, and Telefonica Brasil has seen its current-year earnings estimates revised upward by 1.4% over the past month [9][8] - The combination of a Zacks Rank 2 and a Growth Score of B suggests that Telefonica Brasil is positioned as a potential outperformer for growth investors [11]

Core Viewpoint - The market anticipates a year-over-year decline in Telus's earnings despite an increase in revenues, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Telus is expected to report quarterly earnings of $0.17 per share, reflecting a year-over-year decrease of 5.6%, while revenues are projected to be $3.68 billion, up 1.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a stable outlook from covering analysts [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Telus is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -6.63%, suggesting a bearish sentiment among analysts [12]. Historical Performance - In the last reported quarter, Telus exceeded expectations by posting earnings of $0.18 per share against an expected $0.15, achieving a surprise of +20.00% [13]. Over the last four quarters, the company has consistently beaten consensus EPS estimates [14]. Investment Considerations - Despite the potential for an earnings miss, other factors may influence stock performance, making it essential to consider the Earnings ESP and Zacks Rank before making investment decisions [15][16].

Core Viewpoint - Verizon is facing threats of legal action and a potential smear campaign from Byron Allen, a media mogul, after the company reduced its advertising budget with his media group, Allen Media Group (AMG) [1][5][10]. Group 1: Legal Threats and Advertising Budget - Byron Allen has threatened to sue Verizon for alleged racial discrimination after the company backed out of a $15 million annual advertising deal with AMG [1][10]. - Verizon claims that the threats from Allen and AMG are baseless and represent an attempted shakedown [4][5]. - The company plans to reduce its advertising spending with AMG by 30% in 2025 and 2026, bringing the budget down to $5 million from $15 million [10][11]. Group 2: Historical Context and Partnerships - Verizon and AMG previously collaborated on a diversity, equity, and inclusion initiative aimed at increasing media spending in Black-owned media companies [12][13]. - Allen has a history of suing major media companies for racial discrimination, having recently settled a $10 billion lawsuit against McDonald's [16][18]. - The political climate has shifted, impacting DEI programs, as seen in Verizon's agreement to end its DEI initiatives during its merger with Frontier Communications [15].

Retirement is complicated, and you only get one chance to do it right. Don't miss out because you didn't know what was out there. The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns. The Value Portfolio specializes in building retirement portfolios and utilizes a fact-based research strategy to identify investments. This includes ext ...