Workflow
Telecom Services
icon
Search documents
Rogers CEO says private investors are showing interest in its sports biz - report (RCI:NYSE)
Seeking Alpha· 2025-09-26 15:16
Private investors are showing interest in taking a stake in Rogers Communications' (NYSE:RCI) sports and entertainment business, Bloomberg reported on Friday, citing the company's CEO, amid consideration for public listing of the sports assets. Rogers, which has increased its ownership of ...
Raymond James Considers AT&T (T) a Top Large-Cap Total Return Opportunity
Yahoo Finance· 2025-09-26 15:09
Group 1 - AT&T Inc. is considered one of the best value stocks in Goldman Sachs' portfolio, with a price target raised from $31 to $33 by Raymond James analyst Frank Louthan, who maintains a Buy rating [1][2] - Louthan highlighted three key metrics for telecommunication companies: Wireless post-paid subscriber growth, EPS, and free cash flow growth, indicating that AT&T is effectively executing its strategy and is expected to perform well in these areas [2] - AT&T is recognized as a top large-cap total return opportunity for the next 12 months, supported by stable wireless demand, disciplined capital allocation, and consistent cash generation [2][3] Group 2 - JPMorgan analyst Sebastiano Petti praised AT&T's capital return strategy, which includes $20 billion in share repurchases until 2027, as a factor supporting his Buy rating [3] - The company is expected to gain market share in the convergence market due to recent acquisitions, including Lumen's consumer fiber business and spectrum from EchoStar [3]
中国移动咪咕《我能来回穿梭女儿国》获奖,以微短剧为媒铸牢中华民族共同体意识
Huan Qiu Wang· 2025-09-26 07:58
该剧讲述了,男主陆阳意外穿越到一个名为西梁女国(新疆库车)的奇异世界,凭借其超凡的智慧与领 导力,揭开西梁女国背后的阴谋。而他也在这场跨越时空的冒险中,找到了属于自己的真爱与归宿。 来源:环球网 首届铸牢中华民族共同体意识短视频短剧推介表彰活动顺利举办,由咪咕出品文旅短剧《我能来回穿梭 女儿国》斩获"优秀微短剧"。 作为庆祝新疆维吾尔自治区成立70周年诚意之作,该剧积极响应国家广电总局 "跟着微短剧去旅行"创 作计划,与新疆库车地方政府合作,展示库车地区的自然风光、民族特色和历史文化底蕴,为当地的特 色民族文化和旅游事业注入新的活力,也为观众呈现了一部集奇幻、浪漫、历史于一体的精彩短剧。 咪咕数媒近年来持续拓展 "微短剧 +" 的边界,从《我家后厨通古今》的文化创新到《花裙彩面踏春 芳》的非遗传承,再到《"球神" 归来》的体育表达,不断丰富内容矩阵。(田心) ...
BCE (NYSE:BCE) FY Conference Transcript
2025-09-25 13:02
BCE FY Conference Summary Company Overview - **Company**: BCE Inc. (NYSE: BCE) - **Event**: FY Conference held on September 25, 2025 Key Points Industry and Market Dynamics - BCE has acquired Ziply, focusing on the U.S. fiber market, which is underpenetrated compared to Canada, where fiber penetration is approximately 75% versus about 50% in the U.S. [2][3] - The U.S. fiber market presents significant growth opportunities due to a lack of infrastructure build-out by telcos over the past decade [3] - BCE plans to double its U.S. fiber footprint over the next three years, aiming for approximately 3 million locations by 2028 [5] - The strategy involves not competing directly with major players like AT&T or Verizon but rather taking market share from cable providers [6] Financial Performance and Strategy - BCE emphasizes free cash flow over net adds, indicating a shift in focus towards profitability rather than just subscriber growth [8][9] - Churn rates have improved, with a reduction of 12 basis points, indicating better customer retention strategies [10] - The company has 8 million fiber homes in Canada and aims to manage penetration effectively as growth slows [11][12] Competitive Positioning - BCE's strategy in Quebec involves increasing fiber penetration from below 30% to mid-40%, challenging cable competitors [14] - The company is exploring partnerships and bolt-on acquisitions to enhance its market position and drive returns [7] Technology and AI Integration - BCE is positioning itself to capitalize on AI and business transformation, providing end-to-end solutions for enterprise customers [18][20] - The company is not looking to replicate large language models but rather to partner with hyperscalers to deliver integrated solutions [19][24] - BCE has secured over 500 megawatts of renewable hydroelectric power for its data centers, enhancing its operational capabilities [26] Cost Management and Infrastructure - BCE aims to reduce costs by automating processes and simplifying operations, with a target of $1.5 billion in cost savings by 2028 [30][31] - The company views its infrastructure as a valuable asset, considering potential monetization strategies while maintaining strategic control [32][33] Future Outlook - BCE is focused on increasing its capital efficiency and scrutinizing asset ownership to ensure optimal returns [34] - The company is committed to leveraging its fiber infrastructure to drive growth and profitability in both Canadian and U.S. markets [16][34] Additional Insights - The Canadian wireless pricing environment is stabilizing, with double-digit increases in flanker pricing compared to the previous year [8] - BCE's approach to AI is cautious, emphasizing the importance of tangible business outcomes over mere buzzwords [21][24] This summary encapsulates the critical insights and strategic directions discussed during the BCE FY Conference, highlighting the company's focus on growth, profitability, and technological integration in a competitive landscape.
U.S. Latino immigrants generate $1.6 trillion in GDP, report says
CNBC· 2025-09-24 22:46
Economic Impact of U.S. Latinos - U.S. Latino immigrants contributed $1.6 trillion to GDP in 2023, with overall purchasing power reaching $4.1 trillion [1] - Latino GDP increased by 50% from 2015 to 2023, while non-Latino GDP grew by only 17% during the same period [2] - California's Latino GDP was $989 billion in 2023, projected to exceed $1 trillion by 2025 [3] Consumer Spending Trends - U.S. Latinos are filling the spending gap as baby boomers age, with their share of consumption growing by over 3% annually [4] - Actual consumer spending among Latinos increased nearly 5% annually, compared to 2.4% for non-Latinos [4] - The Latino consumer is seen as a significant driver of economic growth across various sectors [5] Business Opportunities and Market Dynamics - Brands targeting Latino consumers are experiencing accelerated growth, indicating a shift in marketing strategies [6] - Companies like Modelo, T-Mobile, and Dr. Pepper have successfully captured significant shares of the Latino market, leading to increased sales and market positions [8] - The WNBA has seen substantial growth in Latino viewership, reflecting the increasing influence of this demographic in sports [8] Potential Economic Risks - Mass deportations could result in a loss of over 19.5 million workers, significantly impacting economic activity [7] - A simulation predicts a potential decline in total GDP by $2.3 trillion, or 7.7% [9]
Scary Times: The Plot That Nearly Crippled the UN's Networks Could Succeed Tomorrow (NASDAQ: SMX)
Accessnewswire· 2025-09-24 17:00
NEW YORK, NY / ACCESS Newswire / September 24, 2025 / The news cycle barely had time to breathe before the story broke: federal agents uncovered a sprawling SIM farm hidden across abandoned properties around New York City. At its peak, it was primed to unleash 30 million text messages per minute, threatening to cripple cell networks just as world leaders convened for the UN General Assembly. ...
The First National Bank & Trust Company of Newtown Expands Partnership with Comcast Business to Support Banking Across Bucks County, PA
Businesswire· 2025-09-24 14:05
NEWTOWN, Pa.--(BUSINESS WIRE)--Comcast Business is powering The First National Bank & Trust Company of Newtown, a trusted community bank serving Bucks County, PA, with advanced connectivity solutions across 11 local branches. The Comcast Business technology, including Ethernet Network Services and Dedicated Internet, link all branches to the main office, powering real-time communication, encrypted transactions, and fast data transfers for modern banking operations such as deposits, withdraw. ...
4 Stocks Offering Strong Shareholder Yield for a Resilient Portfolio
ZACKS· 2025-09-24 13:51
Core Viewpoint - Investors should focus on shareholders' yield, which encompasses dividend yield, net buyback yield, and debt reduction yield, to gain a comprehensive understanding of how companies return value to shareholders [2][3]. Shareholders' Yield Calculation - Shareholders' yield is calculated as: - Shareholder's Yield = Dividend Yield + Net Buyback Yield + Debt Reduction Yield [3][9]. - This metric provides a more holistic view of a company's capital allocation compared to just dividend payments [3]. Benefits of Shareholders' Yield - Focusing on shareholders' yield allows investors to identify companies that effectively reward their shareholders, leading to more informed investment decisions [3][5]. - A higher shareholders' yield often indicates steady income streams and potential capital appreciation, contributing to superior long-term performance [5]. Company Examples - **Canadian Natural Resources Limited (CNQ)**: - Offers a competitive dividend yield of approximately 5.28% and has increased its dividend payout 17 times in the past five years, reflecting an annualized growth rate of 23.3% [8][10]. - Reduced long-term debt from $16.02 billion in 2020 to $13.74 billion in December 2024 and repurchased $2.66 billion worth of common stock in 2024 [11]. - **Bain Capital Specialty Finance (BCSF)**: - Provides a high dividend yield of 11.59% and has increased its dividend payout four times in the past five years, with an annualized growth rate of 6.4% [13]. - Reduced its debt from $1.46 billion in 2020 to $1.39 billion in 2024, indicating a focus on long-term financial stability [14]. - **CSX**: - Has a dividend yield of approximately 1.57% and has increased its dividend payout five times over the past five years, resulting in an annualized growth rate of 8.9% [15]. - Repurchased shares worth $2.2 billion in 2024 and had $2.6 billion in total repurchase authority remaining as of December 31, 2024 [16]. - **Verizon Communications (VZ)**: - Offers a dividend yield of around 6.28% and has increased its dividend payout six times in the past five years, reflecting an annualized growth rate of almost 2% [17]. - Reduced long-term debt from $123.17 billion in 2020 to $121.38 billion in December 2024, maintaining a solid balance sheet [18].
BT boss attacks ‘government-inflicted costs’
Yahoo Finance· 2025-09-24 13:39
Core Viewpoint - The CEO of BT, Allison Kirkby, criticized the high costs imposed by the UK government, claiming they hinder British businesses' competitiveness compared to their European counterparts [1][2]. Group 1: Government Costs and Business Impact - BT claims to pay "10 times the amount our peers pay" in business rates, energy levies, and regulatory costs compared to companies in Germany and the Netherlands [2]. - The company has already reached "peak government-inflicted costs," with the 2024 Budget costing an additional £100 million primarily due to increased employer National Insurance contributions [3]. - British companies face the highest electricity prices in the developed world, with UK electricity costs being approximately 50% higher than in Germany or France and four times more expensive than in the US [4][5]. Group 2: Economic Outlook and Fiscal Stability - Kirkby emphasized the need for greater fiscal stability, stating that the UK is currently a "sluggish, high inflation market" and must return to growth [7]. - Economists estimate that the upcoming Budget must address a £20 billion shortfall in public finances, which could pose challenges for the Chancellor [6][7]. Group 3: Industry Concerns and Recommendations - Business lobby groups have urged the Chancellor to avoid raising taxes on businesses, reflecting a growing backlash against anti-growth policies [8]. - The CEO of EnQuest highlighted a 90% reduction in investment in the North Sea over the past decade, leading to a shift from being a gas exporter to importing half of its fossil fuel needs [9]. - Recommendations include cutting windfall taxes on the oil and gas sector to help address public finance issues [10].
AT&T (T) Maintains 2025 Guidance, Plans $20 Billion Stock Buybacks Through 2027
Yahoo Finance· 2025-09-24 12:46
AT&T Inc. (NYSE:T) ranks among the hot stocks to invest in right now. On September 8, AT&T Inc. (NYSE:T) reiterated its financial projection for the full year 2025 and reaffirmed its plan to repurchase $20 billion worth of shares between 2025 and 2027. The telecom giant stated that it remains on course to meet its previously declared financial goals, which include raising adjusted EBITDA, adjusted EPS, and consolidated service revenue. Ken Wolter / Shutterstock.com During the third quarter, AT&T Inc. (N ...