Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund returned 7.46% compared to a 12.60% return for the Russell 2000 Value Index. In the first three quarters of 2025, the Fund returned 13.77%, compared to 9.04% for the index. As the firm’s focus is on a diligent, disciplined, and patient process, it expects the fund to outperform in dow ...

Verizon Communications Inc. (NYSE:VZ) is one of the stocks on Jim Cramer’s radar recently. When a caller mentioned that they have had a position in the stock for the past two years, Cramer commented: “I’m going to liberate you from Verizon. Nope, I don’t want you, I want you to scale out of Verizon. It does yield 6.7%.” Stock market reports printed on a sheet of paper. Photo by RDNE Stock Project on Pexels Verizon Communications Inc. (NYSE:VZ) provides wireless, broadband, and wireline services. The c ...

Rogers Communications Inc. (NYSE:RCI) is one of the stocks Jim Cramer put under the spotlight. When a caller sought Cramer’s advice on the stock during the lightning round, he said: “You know, it’s better than just a pure cable company, and I think that’s why people like it. It’s not expensive. It’s a good company. It’s based in Canada, doesn’t share our problems. I like it.” A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Ro ...

Core Insights - InterDigital, Inc. will present at three upcoming investor conferences, with live webcasts and archived replays available [1][3] Company Overview - InterDigital is a global research and development company focused on wireless, video, artificial intelligence (AI), and related technologies [2] - The company designs and develops foundational technologies that enable connected and immersive experiences across various communications and entertainment products and services [2] - InterDigital licenses its innovations worldwide to companies in sectors such as wireless communications, consumer electronics, IoT devices, automotive, and cloud-based services like video streaming [2] - As a leader in wireless technology, InterDigital has developed innovations used in products and networks from early digital cellular systems to 5G and advanced Wi-Fi technologies [2] - The company is also a leader in video processing and encoding/decoding technology, with significant AI research intersecting with wireless and video technologies [2] - Founded in 1972, InterDigital is listed on Nasdaq [2]

Core Insights - EchoStar reported $3.61 billion in revenue for Q3 2025, a year-over-year decline of 7.1% [1] - The EPS for the quarter was $0.83, a significant improvement from -$0.52 a year ago [1] - Revenue fell short of the Zacks Consensus Estimate of $3.76 billion, resulting in a surprise of -3.83% [1] - The company achieved an EPS surprise of +167.48%, compared to a consensus estimate of -$1.23 [1] Revenue Breakdown - Pay-TV revenue was $2.34 billion, below the estimated $2.42 billion, reflecting a -10.6% change year-over-year [4] - Revenue from All Other & Eliminations was -$11.69 million, better than the estimated -$18.35 million, showing a -77.9% change year-over-year [4] - Broadband and Satellite Services revenue was $345.82 million, slightly below the estimated $355.4 million, also a -10.6% change year-over-year [4] - Wireless revenue reached $938.95 million, compared to the estimated $1.01 billion, marking a +4.8% change year-over-year [4] Stock Performance - EchoStar's shares have returned -5.2% over the past month, contrasting with the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market in the near term [3]

Core Insights - Comcast Corporation reported better-than-expected third-quarter earnings with adjusted earnings per share of $1.12, exceeding analyst expectations by $0.02 [1] - Revenue declined 2.7% year-over-year to $31.2 billion but surpassed the consensus estimate of $30.7 billion [1] - Adjusted EBITDA decreased by 0.7% to $9.7 billion [1] Revenue Breakdown - The revenue decline was attributed to tough comparisons with last year's results, which included contributions from the Paris Olympics [2] - The wireless business added a record 414,000 lines, growing domestic wireless revenue by 14% to $1.25 billion, partially offsetting broadband customer losses of 104,000 [2] Segment Performance - Theme Parks revenue surged 18.7% to $2.7 billion following the successful May opening of Epic Universe in Orlando [3] - The Studios division reported a 6.1% revenue increase to $3 billion, driven by the blockbuster performance of Jurassic World Rebirth, which generated nearly $900 million globally [3] - Business Services continued to perform well, with connectivity revenue up 6.2% to $2.6 billion and EBITDA rising 4.5% to $1.5 billion [3]

Third Quarter 2025 Results October 30, 2025 ©2025 InterDigital, Inc. All Rights Reserved. 1 Disclaimers Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 21E of the Exchange Act, including but not limited to statements related to our outlook for Q3 and full year 2025, and other financial and business goals. Forward-looking statements are based on our expectations as of the date of this presentation and are subject to a number of risks, uncertainti ...

Core Insights - Comcast experienced a smaller loss of broadband and video customers in Q3 than anticipated by Wall Street, positively impacting both its revenue and profit margins [1] - The company's wireless business showed significant growth during the same period, contributing to overall performance [1] Customer Metrics - The reduction in customer losses for broadband and video services indicates a more stable customer base than previously expected [1] - This performance suggests potential resilience in the company's core service offerings despite competitive pressures [1] Financial Performance - The better-than-expected customer retention helped buoy Comcast's top-line revenue and bottom-line profit figures for the quarter [1] - The growth in the wireless segment adds a new revenue stream, enhancing the company's financial outlook [1]

The data from the courts is very clear. There was an element of promotion and marketing and deals that drove it. How would you summarize it.Look, we had really strong growth, as you indicated, and we're really comfortable with our growth is, as I think you're probably aware, we've been focusing on customers that want to buy both wireless and broadband from us and where we can do that, even if it's promotional, that's a good customer to pick up because they have great lifetime values and over time they'll ch ...

Core Insights - Verizon Communications Inc. is viewed positively by Jim Cramer, who highlights its strong cash flow and attractive dividend yield of 7% [1] - Cramer notes that Verizon's performance has improved, stating it is "not as bad as it used to be" and acknowledges the company's 6% dividend as a positive factor [1] Company Overview - Verizon provides a range of services including wireless, broadband, and wireline communication, as well as networking, security, IoT, and managed communication services [1] Investment Perspective - While Verizon is considered a viable investment option, there are suggestions that certain AI stocks may offer greater upside potential and lower downside risk [1]