Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]

Group 1: Partnership and Technology Integration - KT Corporation has partnered with Trimble Inc. to enhance precise positioning services in South Korea, integrating Trimble RTX Fast with KT's telecom infrastructure [1][8] - Trimble RTX Fast provides real-time centimeter-level positioning, significantly improving safety and performance in critical applications compared to traditional GPS [2][3] - The collaboration aims to support automotive OEMs in developing Advanced Driver Assistance Systems (ADAS) and Vehicle-to-Everything (V2X) applications, ensuring ASIL-certified accuracy [3][4] Group 2: KT's Strategic Initiatives - KT is transforming into an AICT company, launching a Korean AI model with Microsoft and enhancing its media business through AI innovations, resulting in a 10.2% year-over-year increase in AI/IT revenues in Q1 2025 [5][6] - The company is focusing on B2B growth by launching KT Secure Public Cloud and targeting various sectors to accelerate AI and cloud adoption [6] - KT has streamlined its operations by selling two subsidiaries and cutting low-margin businesses to concentrate on growth areas [5][6] Group 3: Market Performance - KT's stock has increased by 21.6% over the past three months, outperforming the Zacks Wireless Non-US industry, which grew by 17.5% [7]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that t ...

Core Insights - AT&T Inc. is focusing on fiber densification to bridge the digital divide by expanding into underserved communities, with a recent agreement with PRIME FiBER to offer wholesale fiber broadband services in Arizona [1][7] - The company aims to reach 60 million fiber locations by the end of 2030, which is crucial for 5G deployment and enhancing broadband connectivity [2][7] - An integrated fiber expansion strategy is expected to improve user experience through steady 5G deployments in various venues, including stadiums and airports [3][7] Company Strategy - AT&T's fiber expansion will support both enterprise and consumer markets, enhancing broadband access and user experience [3] - The acquisition of mid-band spectrum (C-Band) will provide significant bandwidth for better coverage in rural and urban areas [3] Competitive Landscape - Verizon Communications is also expanding its fiber-optic networks to support 4G LTE and 5G standards, with a focus on capital expenditures for network densification [4] - T-Mobile US is investing in fiber broadband to reach 12-15 million customers by 2030, offering various service plans with competitive features [5] Financial Performance - AT&T's stock has surged 46.5% over the past year, outperforming the industry's growth of 21.9% [6] - The company trades at a forward price-to-sales ratio of 1.59, which is below the industry average [9]

Group 1 - The US Department of Justice Antitrust Division has closed its investigation into the proposed transaction between United States Cellular Corporation and T-Mobile, but the transaction still requires approval from the Federal Communications Commission (FCC) [1] - United States Cellular Corporation serves 4.4 million retail connections across 21 states and had 4,100 employees as of March 31, 2025 [2] - Telephone and Data Systems, Inc. owns approximately 83 percent of United States Cellular Corporation [2] Group 2 - Telephone and Data Systems, Inc. provides services to around 5.5 million connections nationwide through its subsidiaries, including UScellular and TDS Telecom [3] - TDS was founded in 1969 and has approximately 7,800 employees as of March 31, 2025 [3]

Market Overview - The "Italy Telecom Operators Country Intelligence Report" provides an executive-level overview of the telecommunications market in Italy, including detailed forecasts of key indicators up to 2029 [2][4] - Total telecom and pay-TV service revenue in Italy is projected to decline at a CAGR of 0.5% from 2024 to 2029, primarily due to decreases in mobile voice & messaging, fixed voice, and pay-TV segments [3][8] - Mobile data service revenue is expected to grow at a five-year CAGR of 2.2%, driven by increasing mobile data consumption from online gaming and video streaming, higher demand for 5G smartphones, and a steady rise in mobile data ARPU [3][8] Regulatory Environment - The report reviews the regulatory environment and trends, including developments related to spectrum licensing, DTT migration, and IoT regulations, with a focus on the next 18-24 months [8] Telecom Services Market Outlook - Fixed broadband service revenue is forecasted to grow at a CAGR of 2.1% during the forecast period, supported by gains in fiber subscriptions and government efforts to expand broadband connectivity [3][8] - The report includes historical figures and forecasts of service revenue from fixed telephony, broadband, mobile voice, mobile data, and pay-TV markets [8] Competitive Landscape - The report examines the positioning of leading players in the telecom and pay-TV services market, including subscription market shares across segments [8] - Company snapshots provide analysis of the financial position of leading service providers in the telecommunications and pay-TV markets, including TIM Italy (Telecom Italia), Vodafone Italy, WindTre, and Iliad Italy [10] Key Topics Covered - The report covers demographic and macroeconomic context in Italy, the competitive landscape, and underlying assumptions behind published forecasts [8]

Core Points - Rogers Communications Inc. has announced the commencement of separate cash offers to purchase up to C$400,000,000 of its outstanding senior notes [1][2] - The offers are subject to certain conditions and may be adjusted at the company's discretion [1][12] Offer Details - The total amount of notes purchased and the allocation among different series will be determined by the company [3] - The offers will expire at 5:00 p.m. (Eastern time) on July 18, 2025, unless extended [5][6] - The settlement date for accepted notes is expected to be July 23, 2025 [7] Notes Information - The company is offering to purchase various series of senior notes, including: - 4.25% Senior Notes due 2049 with an outstanding amount of C$300 million [4] - 2.90% Senior Notes due 2030 with an outstanding amount of C$500 million [4] - 3.30% Senior Notes due 2029 with an outstanding amount of C$500 million [4] - 3.25% Senior Notes due 2029 with an outstanding amount of C$1,000 million [4] - 4.25% Senior Notes due 2032 with an outstanding amount of C$1,000 million [4] - 3.65% Senior Notes due 2027 with an outstanding amount of C$1,500 million [4] Total Consideration - The total consideration for each series will be based on the fixed spread and the yield of the applicable Canadian reference security [5] - Holders of accepted notes will also receive accrued and unpaid interest in addition to the total consideration [9] Dealer Managers - The company has retained Merrill Lynch Canada Inc., RBC Dominion Securities Inc., Scotia Capital Inc., and TD Securities Inc. as joint lead dealer managers for the offers [13]

Core Points - Rogers Communications, Inc. has initiated cash offers to purchase any and all outstanding notes up to a maximum of US$1,250,000,000 aggregate Total Consideration [1][2] - The acceptance of notes will be based on specified Acceptance Priority Levels, with no proration for accepted series [1][8] - The Offers will expire on July 18, 2025, at 5:00 p.m. Eastern time, unless extended [5][6] Offer Details - The Total Consideration for each series of notes will be determined based on fixed spreads and U.S. Treasury reference security yields as of July 18, 2025 [8][9] - Holders of accepted notes will receive cash payments for both Total Consideration and accrued interest on the Settlement Date, expected to be July 23, 2025 [10][7] - The Offers are subject to conditions, including the Consideration Cap Condition, which limits the total amount payable [11][16] Acceptance Priority Levels - The Offers include multiple series of senior notes with varying principal amounts and maturity dates, each assigned an Acceptance Priority Level [3][4] - The highest Acceptance Priority Level is 1, and the lowest is 8, determining the order of acceptance for purchase [8][12] Additional Information - The Company has engaged several financial institutions as joint lead dealer managers for the Offers [17] - D.F. King & Co., Inc. will serve as the Information and Tender Agent for the Offers [18] - Holders are advised to check with their intermediaries for specific submission deadlines related to the Offers [20]

本文来自微信公众号：IT时报 （ID：vittimes），作者：郝俊慧，编辑：王昕，原文标题：《二次号码 焕新，换一个"干净"的手机号码》，题图来自：AI生成 最近，上观新闻一篇关于"二次号码焕新"的报道，引发了消费者共鸣。顾先生为孩子新办了一个手机 号，本想换绑至微信账号上，结果提示该号已被注册，无法换绑。 按照客服指引，顾先生尝试在运营商App里申请"一键焕新"，却又被告知"并非该运营商用户，无法操 作"，一头雾水的顾先生，最终只得无奈销号，重办新卡。 越来越多的用户有过类似的遭遇：新办的手机号却无法注册微信、云闪付等常用App，一查才发现，这 张卡是"二次放号"的回流号码，早已在别人名下活跃多年。 据工信部披露，截至2025年5月末，全国移动电话用户总数已达18.07亿。如此庞大的用户体量，不仅加 剧了码号资源的紧张，也推动运营商不得不加速清退、回收、重放闲置号码。 根据《中华人民共和国电信条例》，国家对电信资源统一规划、集中管理、合理分配，施行有偿使用制 度。电信网码号，正是用于实现电信功能且有限的资源。《电信服务规范》则规定，移动电话号码冻结 时限（该号码注销后至重新启用所需的时间）最短为90日。 ...

Core Leasing Revenue and Growth - Consolidated core leasing revenue increased from $2005 million in 2022 to $2163 million in 2023, and further to $2202 million in 2024[6] - Domestic core leasing revenue increased from $1602 million in 2022 to $1676 million in 2023, and further to $1720 million in 2024[9] - International core leasing revenue increased from $403 million in 2022 to $487 million in 2023, but decreased to $482 million in 2024[11] - Net organic growth for consolidated core leasing revenue was 46% in 2022, 42% in 2023, 23% in 2024, and 11% in 1Q25[6] - Net organic growth for domestic core leasing revenue was 45% in 2022, 44% in 2023, 22% in 2024, and 10% in 1Q25[9] - Net organic growth for international core leasing revenue was 53% in 2022, 37% in 2023, 25% in 2024, and 16% in 1Q25[11] Capital Allocation and ROIC - Total capital allocation was $22274 million in 2021, $21291 million in 2022, $8367 million in 2023, $11522 million in 2024, and $2319 million in 2025 YTD[14] - The leverage ratio decreased from 73x in 2021 to 69x in 2022, 63x in 2023, and 61x in 2024, then increased to 64x in 1Q25[14] - Return on Invested Capital (ROIC) was 107% in 2Q23, 108% in 3Q23, 108% in 4Q23, 103% in 1Q24, 103% in 2Q24, 102% in 3Q24, 106% in 4Q24, and 100% in 1Q25[14] Customer Concentration - In 1Q25, T-Mobile accounted for 362% of domestic site leasing revenue, AT&T Wireless accounted for 304%, and Verizon Wireless accounted for 204%[18] - In 1Q25, Telefonica accounted for 202% of international site leasing revenue, America Movil accounted for 189%, and TIM accounted for 156%[18] Site Portfolio - The company owned 39,311 sites at the end of 2023 and 39,749 sites at the end of 2024[19]