Core Insights - Rogers Communication reported revenue of $3.77 billion for the quarter ended June 2025, reflecting a 1.3% increase year-over-year, but slightly below the Zacks Consensus Estimate of $3.78 billion, resulting in a surprise of -0.39% [1] - The company's EPS was $0.82, down from $0.85 in the same quarter last year, but exceeded the consensus estimate of $0.80, leading to an EPS surprise of +2.5% [1] Financial Performance - The stock of Rogers Communication has returned +17.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change, and currently holds a Zacks Rank 2 (Buy) [3] Key Metrics - Wireless Subscriber - Postpaid mobile phone gross additions were 362 thousand, below the average estimate of 387.2 thousand [4] - Total Home Phone Subscribers stood at 1.45 million, slightly below the average estimate of 1.46 million [4] - Total Postpaid mobile phone subscribers reached 10.91 million, exceeding the average estimate of 10.82 million [4] - Postpaid churn was reported at 1%, better than the average estimate of 1.1% [4] - Prepaid mobile phone gross additions were 135 thousand, below the average estimate of 142.57 thousand [4] - Total prepaid mobile phone subscribers remained at 1.16 million, matching the average estimate [4] - Cable Subscriber net additions were 16 thousand, surpassing the average estimate of 9.61 thousand [4] - Total Customer Relationships in cable reached 4.83 million, exceeding the average estimate of 4.7 million [4] - Retail Internet net additions were 26 thousand, slightly above the average estimate of 24.32 thousand [4]

Group 1 - Verizon Communications reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.18 per share, and up from $1.15 per share a year ago, representing an earnings surprise of +3.39% [1] - The company posted revenues of $34.5 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.76%, compared to year-ago revenues of $32.8 billion [2] - Over the last four quarters, Verizon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Verizon shares have increased about 2.1% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The current consensus EPS estimate for the coming quarter is $1.20 on revenues of $33.88 billion, and for the current fiscal year, it is $4.68 on revenues of $137.15 billion [7] Group 3 - The Zacks Industry Rank indicates that the Wireless National industry is currently in the bottom 27% of over 250 Zacks industries, which may impact Verizon's stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Verizon was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market in the near future [6]

针对此次事件，Verizon发言人明确表示，该数据集为旧数据，与公司当前客户信息无关。Verizon强 调，公司已采取多项措施保护用户数据安全，并建议公众保持警惕，但无需因该事件产生不必要的担 忧。截至目前，Verizon尚未披露该数据库的具体年份或来源，但表示将进一步调查此事。 作为美国最大的无线通信服务商，Verizon近年来多次遭遇数据安全事件。2025年4月，Verizon曾证实其 一家供应商因安全漏洞导致750万用户信息泄露，涉及用户移动和在线订阅详情。更早的2022年5月， Verizon员工数据泄露事件导致员工全名、电子邮件地址、公司ID和电话号码等信息外泄。此外，2017 年Verizon因云服务器安全配置错误，导致600万客户个人数据泄露。（青山） 根据SafetyDetectives披露的样本数据，该数据库包含Verizon用户的姓名、性别、出生日期、税号、身份 证号码、完整地址及电话号码等敏感信息。尽管样本数据看起来"真实可信"，但SafetyDetectives团队表 示无法确认其是否确实属于Verizon客户。发布者在论坛中以"有偿出售"的方式兜售该数据库，进一步引 发了外界对数据真 ...