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Verizon Earnings: Very Good Quarter, But Only On The Surface
Seeking Alpha· 2025-07-22 16:41
Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of t ...
New Strong Buy Stocks for July 14th
ZACKS· 2025-07-14 11:10
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Penguin Solutions, Inc. (PENG) : This designer and developer of enterprise solutions has seen the Zacks Consensus Estimate for its current year earnings increasing 14.2% over the last 60 days. Eledon Pharmaceuticals, Inc. (ELDN) : This clinical stage biotechnology company has seen the Zacks Consensus Estimate for its current year earnings increasing 23.8% over the last 60 days. KDDI Corporation (KDDIY) : This Japanese telecommu ...
Verizon Communications Remains A Compelling Value Play
Seeking Alpha· 2025-07-07 05:58
Group 1 - The telecommunications industry is highlighted as a significant area of interest, with a specific focus on AT&T as a long-term investment [1] - Crude Value Insights provides an investment service centered on oil and natural gas, emphasizing cash flow and the potential for value and growth [1] Group 2 - Subscribers to Crude Value Insights gain access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production firms, and live discussions about the sector [2] - A promotional offer is available for a two-week free trial to engage with oil and gas investment opportunities [3]
KT Corp. (KT) Is a Great Choice for 'Trend' Investors, Here's Why
ZACKS· 2025-07-01 13:50
When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...
VoIP-Pal Files Antitrust Lawsuit Against Google, Apple, and Samsung
Globenewswire· 2025-06-12 15:57
Core Viewpoint - VoIP-Pal.com Inc. has filed a new federal antitrust lawsuit against major tech companies and telecom providers, alleging a coordinated effort to suppress competition in standalone Wi-Fi Calling, marking a significant shift from patent enforcement to broader statutory actions [2][4][5]. Group 1: Antitrust Lawsuit Details - The lawsuit names Google, Apple, and Samsung as primary defendants, with AT&T, Verizon, and T-Mobile identified as co-conspirators in the alleged suppression of competition [2][4]. - This is the third major legal action taken by VoIP-Pal, focusing on what the company claims is a long-standing structure of exclusion and control over mobile voice infrastructure [2][4]. - The complaint seeks to represent approximately 373 million U.S. mobile subscribers who have allegedly been harmed by exclusionary practices that limit access to non-carrier Wi-Fi-based calling [5]. Group 2: Legal Framework and Company Position - VoIP-Pal is shifting its legal strategy from asserting patent rights to challenging market dominance and exclusion of competition under various statutes, including the Sherman Act and the Telecommunications Act of 1996 [4][5]. - The company has developed key technologies since 2005 aimed at providing affordable voice services over Wi-Fi, but claims it has been systematically denied access to the necessary infrastructure [5][6]. - VoIP-Pal encourages federal and state regulators to examine the systemic barriers described in its filings and remains open to constructive engagement with all parties involved [6]. Group 3: Company Background - VoIP-Pal.com Inc. is a publicly traded corporation based in Waco, Texas, with a portfolio of patents related to Voice-over-Internet Protocol (VoIP) technology that it seeks to monetize [7].
AT&T: Is This Telecom Giant a Buy or a Bye for Your Portfolio?
MarketBeat· 2025-06-05 16:11
Core Viewpoint - AT&T is experiencing renewed investor interest as its stock price has increased nearly 50% over the past year, indicating a critical juncture in its strategic plans [1]. Group 1: Growth Strategy - AT&T is investing heavily in fiber optic and 5G networks, which are essential for future revenue and market position [2]. - The company connected infrastructure to 29.5 million homes and businesses with fiber internet by Q1 2025, adding 261,000 new fiber customers in that quarter [2]. - AT&T plans to acquire Lumen Technologies' Mass Markets fiber business for $5.75 billion, expected to finalize in the first half of 2026, which will add approximately one million new fiber customers and expand reach to over four million locations [3]. Group 2: Financial Performance - AT&T aims to have around 60 million total fiber locations by the end of 2030, which could significantly enhance service revenues [4]. - The company generated $3.1 billion in free cash flow in Q1 2025 and targets over $16 billion for the year, supporting network upgrades, dividends, and debt reduction [9]. - AT&T currently pays an annual dividend of $1.11 per share, yielding 4.05%, which is financially sustainable at about 20.32% of cash flow [9]. Group 3: Market Position and Competition - Over 40% of AT&T Fiber households also use AT&T wireless, which can increase Average Revenue Per User (ARPU) and customer loyalty [6][7]. - The telecommunications industry is highly competitive, with AT&T facing pressure on prices and profit margins, necessitating substantial investment to remain competitive [9]. - The Business Wireline segment is experiencing revenue decline, requiring AT&T to transition customers to newer fiber and internet-based solutions [9]. Group 4: Stock Outlook - The 12-month stock price forecast for AT&T is $28.71, indicating a potential upside of 3.92% based on 25 analyst ratings [9]. - AT&T plans to repurchase at least $3 billion of its stock by the end of 2025 as part of a $10 billion share buyback initiative, which may enhance share value [9]. - Despite concerns over debt, AT&T's strategy focused on high-growth fiber and 5G networks, supported by healthy free cash flow, presents a cautiously optimistic outlook for investors [10][11].
Exploring Analyst Estimates for Ooma (OOMA) Q1 Earnings, Beyond Revenue and EPS
ZACKS· 2025-05-26 14:15
Core Insights - Ooma (OOMA) is expected to report quarterly earnings of $0.18 per share, reflecting a 28.6% increase year-over-year [1] - Analysts forecast revenues of $64.82 million, indicating a 3.7% year-over-year growth [1] - The consensus EPS estimate has remained unchanged over the last 30 days, suggesting stability in analyst projections [1] Revenue Projections - Analysts estimate 'Revenue- Product and other' to reach $4.56 million, representing an 11.1% increase from the previous year [4] - 'Revenue- Subscription and services' is projected to be $60.92 million, showing a year-over-year change of 4.3% [4] Gross Margin Insights - The consensus for 'Gross Margin- Subscription and services' is expected to be 70.7%, an improvement from the year-ago figure of 70% [4] Stock Performance - Ooma shares have increased by 8.7% in the past month, outperforming the Zacks S&P 500 composite's 8.2% increase [5] - Ooma holds a Zacks Rank 3 (Hold), indicating it is expected to closely follow overall market performance in the near term [5]
Millicom (Tigo) cancels 3,096,305 treasury shares
Globenewswire· 2025-05-21 16:52
Core Viewpoint - Millicom International Cellular S.A. has approved the cancellation of 3,096,305 treasury shares, reducing its issued share capital to USD 253,500,000 represented by 169,000,000 shares [1][2]. Company Overview - Millicom is a leading provider of fixed and mobile telecommunications services in Latin America, operating under the TIGO® and Tigo Business® brands [3]. - The company offers a variety of digital services, including mobile financial services (TIGO Money), local entertainment (TIGO Sports), pay TV (TIGO ONEtv), high-speed data, voice services, and business-to-business solutions such as cloud and security [3]. - As of March 31, 2025, Millicom employed approximately 14,000 people and served over 46 million customers, with a fiber-cable footprint covering more than 14 million homes [3]. - Founded in 1990, Millicom is headquartered in Luxembourg, with principal executive offices located in Doral, Florida [3].
Sunrise Communications AG(SNRE) - 2025 Q1 - Earnings Call Presentation
2025-05-19 11:02
19 May 2025 1 Disclaimer No Offer to Sell or Solicit This presentation is not an offer to sell or a solicitation of offers to purchase or subscribe for any securities of Sunrise Communications AG (Sunrise) in any jurisdiction. This document is not a prospectus within the meaning of the Swiss Financial Services Act, the Prospectus Regulation (EU) 2017/1129 or the UK version of Regulation (EU) 2017/1129 as it forms part of domestic law by virtue of the European Union (Withdrawal) Act 2018 (as amended) or unde ...
Here's How Many Shares of Verizon Communications You Should Own to Receive $5,000 in Annual Dividend Income
The Motley Fool· 2025-05-10 08:47
Core Viewpoint - Verizon Communications is recognized for its high dividend yield, making it attractive to income investors [2][10] Dividend Analysis - Verizon currently pays a quarterly dividend of $0.6775 per share, equating to an annual dividend of $2.71 per share [3] - To achieve $5,000 in annual dividend income, an investor would need to own approximately 1,846 shares, requiring an investment of around $81,000 [4][5] - The number of shares required for $5,000 in annual income may change if Verizon adjusts its quarterly dividend payment [6] Dividend Growth Potential - Verizon has increased its dividend for 18 consecutive years, with the latest hike announced in September 2024 [7] - The company's current dividend payout ratio is 64.23%, providing flexibility for future increases [8] - Verizon generated free cash flow of $3.6 billion in Q1 2025, up from $2.7 billion year-over-year, and expects free cash flow of $17.5 billion to $18.5 billion for the full year [9] Capital Allocation and Business Performance - CEO Hans Vestberg emphasized that supporting and growing dividends is a priority after investing in the business [10] - Verizon's stock has risen nearly 10% this year, outperforming major market indexes [10] - The company is experiencing strong business growth, leading in total wireless service revenue and expanding broadband market share [13]