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Verizon: Steady Growth, Reliable Dividends, And A Defensive Moat
Seeking Alpha· 2025-12-04 11:11
Core Insights - Verizon's stock price has declined by 5% following the last article, underperforming the benchmark [1] - The company is currently trading at a forward P/E ratio of approximately 9, indicating a potentially undervalued position in the market [1] Company Analysis - Verizon's recent stock performance suggests a negative market sentiment, which may present a buying opportunity for investors looking for value [1] - The forward P/E ratio of 9 indicates that the market may be pricing in lower growth expectations for Verizon compared to its peers [1] Market Context - The analysis reflects broader trends in the communication sector, where companies may be facing challenges that impact stock performance and investor confidence [1]
X @Bloomberg
Bloomberg· 2025-12-04 09:07
Reliance Industries has started work on an initial draft prospectus for a listing of Jio Platforms in what is expected to be India’s biggest-ever initial public offering https://t.co/Lrz7MrQhRh ...
Vodafone to gain control of and fully consolidate Safaricom
Globenewswire· 2025-12-04 07:02
Core Insights - Vodafone Group's African subsidiary, Vodacom, is set to acquire a 20% stake in Safaricom Plc, Kenya's leading telecom operator, increasing its ownership to 55% [1][8] - The acquisition involves purchasing 15% from the Government of Kenya for €1.36 billion (KES 204 billion) and 5% from Vodafone for €0.45 billion (KES 68 billion) [1][4] - The acquisition is expected to close in the first quarter of 2026, pending regulatory approvals in Kenya, South Africa, and Ethiopia [5][6] Transaction Rationale - The acquisition allows Vodafone and Vodacom to gain controlling ownership of a successful telecom and financial services business in Africa [3] Company Overview - Safaricom, listed on the Nairobi Securities Exchange, has a market capitalization of €7.7 billion and is the largest telecom company in Kenya [4] - The company has a significant portfolio, including a majority shareholding in Safaricom Ethiopia and the M-Pesa fintech platform, which has over 100 million daily transactions and 38 million customers in Kenya [4] - For the six months ending September 30, 2025, Safaricom's service revenue in Kenya increased by 9.3%, driven by a 14% growth in M-Pesa revenue [4]
Verizon: High-Yield Cash Flow Powerhouse Poised For A Major Turnaround
Seeking Alpha· 2025-12-04 03:19
Company Overview - Verizon (VZ) is one of the largest telecom companies in the US, recently expanding through acquisitions and announcing a CEO change that has already led to significant strategic moves and improvements [1]. Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities and technology, and has researched over 1000 companies in total [1]. Investment Focus - The analyst has transitioned from writing a blog to a value investing-focused YouTube channel, covering hundreds of companies, with a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1].
中国移动发布消费级四足机器人,面向儿童陪伴、老人照护等场景
Xin Lang Cai Jing· 2025-12-04 02:17
新浪科技讯 12月4日上午消息,近日,中国移动正式发布家庭服务型具身智能产品 ——"灵犀"四足机器 人。作为中国移动首款消费级四足机器人,"灵犀" 以 "拟人化交互" 和 "场景化服务" 为核心设计理念, 可深度适配儿童陪伴、老人照护、家庭安全守护等多元需求。 科技爱好者钟女士通过移动爱家App成功报名 "智创体验官计划",成为北京地区首批线下体验 "灵犀" 机器人的用户。她坦言,家中既有儿童陪伴教育的需求,也有老人独自活动的安全顾虑。在充分了解钟 女士的家庭情况与居住环境后,北京移动工程师现场演示 "灵犀" 四足机器人核心功能,并针对不同场 景提供一对一操作指导。 据悉,"灵犀" 四足机器人深度融合 AI 大模型技术,具备强大的自然语言理解与持续学习能力,可精准 理解用户意图,并逐步适配每个家庭的独特生活习惯:家人外出时,它能按预设路线全屋自动巡逻,依 托高清摄像头与环境传感器实时监测燃气泄漏、异常闯入等安全隐患,第一时间向用户手机推送警报; 针对老年群体,它可在设定时间 "主动问安",若检测到老人长时间停留卫生间或意外跌倒,将立即前 往查看并通知家人;面对儿童,它能语音互动、播放儿歌、讲述故事,还可通过灵 ...
Dycom Industries (NYSE:DY) Conference Transcript
2025-12-03 21:32
Dycom Industries (NYSE:DY) Conference December 03, 2025 03:30 PM ET Company ParticipantsDan Peyovich - CEOConference Call ParticipantsSteve Fisher - Machinery Engineering Construction U.S. Building Materials AnalystSteve FisherGood afternoon, everyone. Welcome back here. I'm Steve Fisher, UBS Machinery Engineering Construction U.S. Building Materials Analyst. We are thrilled to have the management of Dycom here with us. We have Dan Peyovich, CEO, and we have Callie Tomasso here as well. Just one quick discl ...
X @The Wall Street Journal
Exclusive: Karen Winnick, the widow of telecommunications titan Gary Winnick, is fighting to keep control of the legendary Casa Encantada property. The residence is slated to be sold at a foreclosure auction in two weeks. https://t.co/RMjiSdqd8t ...
【公告全知道】6G+商业航天+芯片+卫星导航+华为!公司产品应用于星网计划、嫦娥探月工程等国家重大航天项目
财联社· 2025-12-03 15:42
《公告全知道》每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收 购、业绩、解禁、高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前 寻找到投资热点,防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①6G+商业航天+芯片+卫星导航+华为!这家公司产品可满足6G宏基站场景需求且应用于星网计划、嫦娥 探月工程等国家重大航天项目;②商业航天+芯片+PCB+固态电池+军工!这家公司多次参与包括载人空 间站、运载火箭等航天军工项目;③人工智能+无人机!公司与华为云联合打造机器人产品。 前言 ...
Arqit and Sparkle achieve quantum-resistant encryption at the speed of light
Globenewswire· 2025-12-03 14:00
LONDON, Dec. 03, 2025 (GLOBE NEWSWIRE) -- Arqit Quantum Inc. (NASDAQ: ARQQ, “Arqit”), a global leader in quantum-safe encryption, and Sparkle, a Tier 1 global telecoms operator, have successfully demonstrated quantum-resilient data transmission across Sparkle’s optical network in Greece. The proof of concept (POC), implemented over Sparkle metropolitan optical ring in Athens, shows how Arqit’s encryption technology can be embedded directly into the optical transport layer, protecting high-capacity networks ...
Airbus Cuts 2025 Delivery Target
Seeking Alpha· 2025-12-03 12:30
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Good morning! Here is the latest in trending:No DEI programs: AT&T (T) committed to ending DEI initiatives, as it seeks FCC's nod for its $1.02B spectrum deal with U.S. Cellular.Beating traffic: Archer Aviation (ACHR) unveiled plans for an air taxi network to service the Miami metropolitan area.Turn off the tap: The EU reached a deal to stop Russian gas imports by late 20 ...