PHOENIX--(BUSINESS WIRE)--Cable One, Inc. (NYSE: CABO) (the "Company†) today announced it has entered into a definitive agreement to acquire all of the equity interests in Mega Broadband Investments Holdings LLC ("MBI†) that it does not already own. Full ownership of MBI will provide Cable One with a larger and more geographically diversified operating footprint in attractive markets and unlock efficiency opportunities from increased scale. MBI is a leading provider of broadband services across. ...

Core Viewpoint - TELUS Corporation's leadership team and board members have demonstrated confidence in the company's value and growth prospects by acquiring additional shares, while the company is actively repurchasing shares as part of its normal course issuer bid (NCIB) to enhance shareholder value [1][3][4]. Group 1: Shareholder Actions - Several members of TELUS' board and executive leadership, including CEO Darren Entwistle, acquired a total of 357,090 TELUS shares in November and December, indicating strong confidence in the company's long-term growth [1]. - As of December 31, 2025, senior officers and board members collectively hold approximately 2.4 million TELUS common shares, with Darren Entwistle taking his entire salary in TELUS shares since 2024, reinforcing alignment with shareholder interests [2]. Group 2: Share Repurchase Program - TELUS has repurchased 2,299,753 common shares at an average price of $17.3932 per share, representing an 18% discount to the average share price over the past year, as part of a $500 million share buyback program initiated on December 17, 2025 [3][4]. - The share repurchases are part of TELUS' strategy to address the perceived undervaluation of its shares and are aligned with its deleveraging program, aiming for a net debt to adjusted EBITDA ratio of approximately 3.3 times by the end of 2026 [4]. Group 3: Financial Performance and Growth Targets - TELUS is committed to achieving a minimum 10% compounded annual growth rate in free cash flow through 2028, which supports its deleveraging efforts and overall financial health [4]. - The company is systematically stepping down its discounted dividend reinvestment plan (DRIP) starting in the first quarter of 2026, reflecting its strong operational and financial performance [4]. Group 4: Company Overview - TELUS operates in over 45 countries, generating more than $20 billion in annual revenue and serving over 20 million customer connections through its broadband services [7]. - The company is focused on leveraging technology for positive human outcomes and has made significant contributions to community initiatives, including over $6 million in bursaries to students in Canada [7].

Core Viewpoint - Comcast Corporation (NASDAQ:CMCSA) is viewed as a strong telecom investment, but UBS has maintained a Neutral rating and a $36 price target due to mixed financial conditions ahead of Q4 earnings [1]. Financial Performance Expectations - UBS has slightly reduced its revenue expectations for Comcast, forecasting a 0.8% growth in total company revenue for Q4, alongside a 9.6% decrease in EBITDA, leading to stagnant revenue and a 1.6% EBITDA decline for the entire year [2]. - For 2026, UBS anticipates a 1.9% revenue increase but a more significant 4.8% EBITDA decline, primarily due to the full-year impact of the NBA deal on content profitability and slow connection upgrades [3]. Network Expansion - Comcast announced the completion of its network expansion in Litchfield County, which will enable reliable high-speed internet access for 22,000 new homes and businesses in the area, including nearby communities such as Morris, Thomaston, Torrington, and Watertown [4]. Company Overview - Comcast operates as a media and technology company through various segments, including Residential Connectivity & Platforms, Business Services Connectivity, Media, Studios, and Theme Parks [5].

Investment bank JPMorgan just published its highly anticipated list of 47 top stock picks for 2026, a carefully curated selection of companies the firm believes will deliver outsized returns over the coming year. The list spans a wide range of industries, from technology and healthcare to financials, energy, and consumer discretionary. Yet only one name from the telecommunications sector made the cut: AT&T (T). JPMorgan assigns AT&T an “Overweight” rating and sets a one-year price target of $33 per share ...

SAN JOSE, Calif.--(BUSINESS WIRE)---- $CALX #calix--Today, Calix, Inc. (NYSE: CALX) released initial findings from a national study commissioned by Calix Market Insights, revealing critical insights for broadband service providers (BSPs) about subscriber buying behavior. The study, conducted by independent research firm Wakefield Research, highlights the behavior of "switchers,†the subscribers who change BSPs and often signal where the market is heading. These insights make one thing clear: Experiences are ...

Core Viewpoint - The investment thesis for Boston Omaha Corporation has not materialized as expected, leading to a decision to sell the remaining shares after years of holding [3][15]. Company Overview - Boston Omaha Corporation was initially seen as a promising investment, drawing comparisons to Berkshire Hathaway due to its focus on three main businesses: billboards, broadband, and insurance [6][5]. - The company had notable successes, including a significant return on its minority investment in Dream Finders Homes and rapid growth in its billboard business [7]. Recent Performance - Recent business results have been disappointing, with billboard revenue growing only 2.5% year over year, and broadband assets failing to deliver expected cash flow [8]. - The asset management business is being wound down due to unsuccessful capital raising efforts [9]. Management Issues - There have been significant management concerns, including excessive bonuses awarded to co-CEOs and a lack of effective communication with investors [10][11]. - The abrupt departure of co-CEO Alex Rozek raised further red flags, as he received a substantial payout for his stake in the company [10]. Investor Sentiment - Despite some recent efforts to boost investor confidence, such as an upsized buyback program and insider share purchases, the overall sentiment remains negative due to the lack of tangible business improvements [12]. - The stock is perceived to be undervalued relative to its net asset value, but the market's skepticism towards management and the business model persists [13][14].

Core Viewpoint - Echoar's shares have surged to an all-time high, increasing over 250% in the past year, largely due to its stake in SpaceX and speculation around SpaceX's potential IPO valuation of $800 billion, which has been denied by Elon Musk [1][7]. Company Overview - Echoar, formerly known as Dish, has transitioned into a retail wireless business with Boost Mobile and offers 5G network deployments, broadband, and satellite services [2][3]. - The company has experienced a significant awakening after years of stagnation, primarily driven by the monetization of its assets, particularly its spectrum licenses [4][5]. Financial Developments - Echoar's balance sheet shows approximately $35 billion in intangible assets, mainly from spectrum licenses, which the company is beginning to monetize [5][6]. - A notable transaction occurred when SpaceX purchased a portion of Echoar's spectrum for about $17 billion, providing Echoar with $8.5 billion in cash and an equivalent amount in proposed equity in SpaceX [6][7]. - Echoar's estimated stake in SpaceX is around 2.7%, which could be valued at approximately $20 billion if SpaceX's IPO reaches the speculated $800 billion valuation, against Echoar's current market cap of about $23 billion [8]. Business Performance - Despite the recent stock surge, Echoar's core business segments, including pay TV, retail wireless, and broadband services, have shown revenue declines, with expectations for continued declines in the upcoming year [9]. - The company recorded a $16 billion asset impairment due to the decommissioning of parts of its 5G network, which was intended to compete with larger carriers like T-Mobile, Verizon, and AT&T [9][10]. Market Sentiment - Echoar has been identified by analysts as an overlooked stock with potential for significant gains, as noted by City, which included it in a list of stocks that have flown under the radar [11].

Core Points - TELUS Corporation announced the commencement of cash offers to purchase up to C$500,000,000 of its outstanding notes across seven series [1][2] - The offers are subject to certain conditions, including a Financing Condition, which must be satisfied or waived for the offers to proceed [11] Offer Details - The offers will expire at 5:00 p.m. (Eastern time) on December 11, 2025, unless extended or terminated earlier by the company [5] - Settlement for accepted notes is expected to occur three business days after the expiration date, anticipated to be December 16, 2025 [6] - Holders of notes accepted for purchase will receive the Total Consideration in cash, along with accrued and unpaid interest [7][8] Notes Information - The offers include various series of notes with different outstanding amounts, interest rates, and maturity dates, such as: - 3.95% Notes, Series CAB due February 2050: C$105,257,000 - 4.10% Notes, Series CAE due April 2051: C$78,105,000 - 4.40% Notes, Series CU due January 2046: C$233,187,000 - 4.40% Notes, Series CL due April 2043: C$600,000,000 - 4.70% Notes, Series CW due March 2048: C$475,000,000 - 2.85% Notes, Series CAF due November 2031: C$750,000,000 - 4.75% Notes, Series CR due January 2045: C$400,000,000 [4] Conditions and Management - The company reserves the right to increase or waive the Maximum Purchase Amount and may accept more or less of any series of notes at its discretion [3][10] - CIBC World Markets Inc., BMO Nesbitt Burns Inc., RBC Dominion Securities Inc., Scotia Capital Inc., and TD Securities Inc. are acting as lead dealer managers for the offers [12]

Core Insights - TELUS Corporation has announced a pause in dividend growth and plans to step down its Discounted Dividend Reinvestment Plan (DRIP) starting in early 2026, while maintaining its current quarterly dividend of $0.4184 per share [1] - The company aims to reduce its net debt to EBITDA leverage ratio to approximately 3 times by the end of 2027, with an expected improvement to about 3.3 times by the end of 2026 [1] - TELUS projects a minimum 10% compounded annual growth rate in free cash flow from 2026 to 2028, with an anticipated free cash flow of approximately $2.15 billion in 2025 and $2.4 billion in 2026 [1] Financial Strategy - The company plans to systematically reduce its Discounted DRIP from 2% to 1.75% for dividends declared in February and May 2026, further decreasing to 1.5% for dividends in August and November 2026, and to 1% in 2027, with no discount starting in 2028 [1] - TELUS expects a cash dividend coverage ratio of approximately 75% of free cash flow for the years 2026 to 2028, aligning with its long-term guidelines [1] Business Operations - TELUS is focusing on strategic partnerships, including a potential partner for TELUS Health, and plans to accelerate the monetization of significant real estate and copper assets [1] - The company has improved its leverage ratio to 3.5 times as of September 30, 2025, aided by partnerships, hybrid note issuances, and non-core asset divestitures [1]

Core Points - Telephone and Data Systems, Inc. (TDS) has declared dividends for the fourth quarter of 2025 on its Common Shares, Series A Common Shares, Series UU Preferred Shares, and Series VV Preferred Shares [1][5]. Company Overview - TDS was founded in 1969 and provides broadband services and wireless infrastructure through its subsidiaries, TDS Telecom and Array Digital Infrastructure, Inc. [2][3]. Dividend Details - TDS will pay a quarterly dividend of $0.04 per Common Share and Series A Common Share, payable on December 30, 2025, to holders of record on December 15, 2025 [5]. - The company will also pay a quarterly dividend of $414.0625 per share on its 6.625% Series UU Preferred shares, with holders of depositary shares receiving $0.4140625 per depositary share, also payable on December 30, 2025 [5]. - Additionally, TDS will pay a quarterly dividend of $375.0000 per share on its 6.000% Series VV Preferred shares, with holders of depositary shares receiving $0.3750000 per depositary share, payable on the same date [5].