Core Insights - The utility industry is poised for growth, particularly in nuclear power, as AI and cloud computing drive increased electricity demand in the U.S. [1][4] - Southern Company, with a market capitalization of over $100 billion, is a significant player in the utility sector, providing a range of services including electric and gas utilities, telecommunications, and wholesale energy [2][10]. Nuclear Power Positioning - Southern Company is well-positioned in the nuclear sector, operating eight nuclear units across three plants, including the recently completed Vogtle Units 3 and 4, which are the first new commercial units built in the U.S. in nearly 30 years [6][7]. - The Vogtle Units took approximately 15 years to build and cost over $36 billion, positioning Southern Company advantageously as nuclear demand is expected to rise [7]. Financial Performance and Growth - Southern Company anticipates an 8% annualized load growth through 2029, translating to 5% to 7% annualized long-term earnings-per-share growth [10]. - The company has a strong dividend history, with 24 consecutive annual increases and a current dividend yield of 3.2% [11]. Investment Considerations - The stock's annualized investment returns could reach 8% to 10%, supported by its stable dividend and low beta of 0.38, indicating resilience during market downturns [12]. - Despite a recent stock price increase of about 16% over the past year, the current price-to-earnings ratio of 21 may not represent a bargain, suggesting a more attractive valuation could be around 17 to 18 times earnings [13][14].

Company Overview - Wesco International is a FORTUNE 500® company headquartered in Pittsburgh, Pennsylvania, with approximately $22 billion in annual sales in 2024 [2] - The company specializes in business-to-business distribution, logistics services, and supply chain solutions, offering a diverse portfolio including Electrical and Electronic Solutions, Communications and Security Solutions, and Utility and Broadband Solutions [2] - Wesco employs around 20,000 people and operates more than 700 sites across approximately 50 countries, providing a local presence and a global network for its customers [2] Earnings Call Information - Wesco International will hold its second quarter 2025 earnings conference call on July 31, 2025, at 10:00 a.m. ET [1] - Dial-in details for live access include a North America toll-free number (1-877-443-5356) and an international number (1-412-902-6614) [2] - A replay of the earnings call will be available until August 7, 2025, with specific toll-free and international numbers provided for access [2]

PLANO, Texas, July 9, 2025 /PRNewswire/ -- Ribbon Communications Inc. (Nasdaq: RBBN), a leading supplier of real-time communications technology and IP optical networking solutions, today announced that it will report financial results for the second quarter of 2025 after the close of the market on Wednesday, July 23, 2025. Following the release, Ribbon Communications will host a conference call with the financial community at 4:30 p.m. ET to discuss the results.Conference Call Details and WebcastDate: Wedne ...

Key Takeaways ASTS has deployed five Bluebird satellites and plans to launch Block 2 BB satellites in 2025. ASTS' valuation significantly exceeds that of satellite peers competing in the same space. Research and Development costs jumped 67.6% in Q1, adding margin pressure in a volatile macro environment.AST SpaceMobile (ASTS) has effectively deployed its initial set of five commercial satellites in low earth orbit. Named Bluebird, these satellites feature over 5,600 cells within the premium low-band spect ...

Hubbell (NYSE: HUBB ) offers utility and electrical solutions to the overall utility market, including smart meters, communications systems, electrical transmission, light industrial, and wireless communications. I believe the company will benefit from some megatrends, including electrification, grid upgrades, and data center expansions. I amAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores provide a framework for evaluating stocks based on value, growth, and momentum [2][3][4][5][6] Zacks Style Scores - Each stock is rated from A to F based on value, growth, and momentum characteristics, with A being the highest score [3] - The Value Score focuses on identifying undervalued stocks using financial ratios like P/E and Price/Sales [3] - The Growth Score assesses a company's financial health and future growth potential through earnings and sales projections [4] - The Momentum Score identifies stocks with favorable price trends and earnings outlooks [5] - The VGM Score combines all three Style Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically outperformed the S&P 500, achieving an average annual return of +23.62% since 1988 [7] - There are typically over 800 stocks rated 1 or 2, making it essential to utilize Style Scores for selection [8] Investment Strategy - To maximize returns, investors should focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B [9] - The direction of earnings estimate revisions is crucial; stocks with lower ranks but high Style Scores may still face downward price pressure [10] Company Spotlight: Twilio Inc. - Twilio Inc. is a cloud communications platform founded in 2007 and listed on NYSE in 2016, enabling real-time communications within software applications [11] - Twilio holds a Zacks Rank of 3 (Hold) and has a VGM Score of B, indicating potential for growth [12] - The company is forecasted to achieve year-over-year earnings growth of 22.3% for the current fiscal year, with a recent earnings estimate increase [12] - With strong Growth and VGM Style Scores, Twilio is recommended for investors' consideration [13]

Core Insights - Lumen Technologies, Inc. (LUMN) has experienced a significant stock surge of 334% over the past year, outperforming the S&P 500 and its peers in the communications sector [1][9] - The company is focusing on growth through AI, cloud services, and network-as-a-service (NaaS) solutions, securing $8.5 billion in Private Connectivity Fabric (PCF) deals with major tech companies [9][10] Company Overview - Lumen, based in Monroe, LA, provides a wide range of integrated products and services to clients in business and mass markets, leveraging its extensive terrestrial and subsea fiber optic network across multiple regions [3] - The company operates in over 60 countries, with a significant portion of its revenue generated in the United States [3] Strategic Goals for 2025 - Lumen aims to achieve strong financial targets in revenue, EBITDA, and free cash flow by enhancing operational excellence, establishing a foundation for the AI economy, and transforming telecom economics [4][5] - The company plans to streamline its network and product offerings, reducing complexity and improving customer experience [4][12] Technological Advancements - Lumen's new multi-cloud, AI-ready network architecture is designed to reduce costs and latency by minimizing cross-connects and ports, enabling seamless connectivity for enterprises [6] - The company is also advancing its Digital platform with NaaS solutions that provide customizable connectivity and enhanced data security [10] Financial Outlook - For 2025, Lumen expects adjusted EBITDA to be between $3.2 billion and $3.4 billion, reflecting challenges from legacy business declines and transformation costs [13] - Capital spending is projected at $4.1 billion to $4.3 billion, with free cash flow anticipated between $700 million and $900 million [13] Competitive Positioning - Lumen's valuation is attractive, trading at a price-to-sales ratio of 0.35, significantly lower than the industry average of 1.57 [15] - The company faces competition from major players like Verizon, AT&T, and T-Mobile, which have higher trading multiples [16] Future Prospects - Lumen is targeting $1 billion in savings by 2027 through network and product streamlining, with expectations of $250 million in cost savings in the current year [12][17] - The company is positioned for long-term growth in AI and telecom, despite facing macroeconomic uncertainties and legacy revenue challenges [17]

Company Overview - BTQ Technologies Corp. is a global quantum technology company focused on securing mission-critical networks and is accelerating the transition from classical networks to the quantum internet [5] - The company is backed by a broad patent portfolio and delivers a full-stack, neutral-atom quantum computing platform with end-to-end hardware, middleware, and post-quantum security solutions for various sectors including finance, telecommunications, logistics, life sciences, and defense [5] Appointment of Dr. Sean Kwak - Dr. Sean Kwak has been appointed as a Strategic Advisor to BTQ Technologies, bringing extensive experience in applied quantum technology [1][4] - He established Korea's first private quantum research lab at SK Telecom in 2011 and led the development of the country's premier telco quantum-security program [2] - Kwak's previous roles include Executive Vice President at ID Quantique and CEO of Genesis Quantum Inc., focusing on commercializing quantum key distribution technologies [3] Strategic Goals and Contributions - Dr. Kwak's mandate at BTQ includes spearheading market operations in Korea, forming partnerships with leading telecom and defense organizations, and advising on the rollout of post-quantum cryptography and quantum communication products across the Asia-Pacific region [4][8] - His expertise in quantum R&D and commercialization is expected to enhance BTQ's ability to scale current and future products, reinforcing the company's mission to accelerate quantum advantage [4]

Company Overview - BCE Inc. is Canada's largest communications company, providing advanced Bell broadband Internet, wireless, TV, media, and business communications services [3]. Upcoming Conference Call - BCE Inc. will hold its second-quarter 2025 results conference call on August 7, 2025, at 8:00 am eastern, featuring CEO Mirko Bibic and CFO Curtis Millen [1]. - Participants can join the call by dialing toll-free numbers, and a replay will be available until September 7, 2025 [2]. Community Initiatives - Through the "Bell for Better" initiative, the company is investing in social and economic prosperity, including the Bell Let's Talk initiative that promotes mental health awareness and anti-stigma campaigns across Canada [4].

Key Takeaways SBAC gains from rising mobile data usage and carriers' high capital spending on networks. Long-term tower leases with built-in rent escalators support SBAC's stable revenues. Tower expansions into high-growth markets aid SBAC's growth; steady dividend hikes boost shareholders' value.SBA Communications' (SBAC) portfolio is well-positioned to gain from wireless carriers’ high capital spending for network expansion amid growth in mobile data usage. The long-term leases with its tenants assure s ...