Group 1 - The U.S. Department of Justice settled its lawsuit regarding Hewlett Packard Enterprise Co's $14 billion acquisition of Juniper Networks Inc, allowing the merger to proceed with certain conditions [1] - The settlement requires the merged entity to divest HPE's Instant On wireless networking business and to license the source code for Juniper's Mist AI software [1] Group 2 - HPE's stock increased by 13.3%, reaching $20.69, marking its highest level since February and moving away from a consolidation phase at $18 [2] - HPE is now less than 3% below its year-to-date and year-over-year breakeven levels [2] Group 3 - Juniper Networks' stock rose by 8.4% to $39.90, achieving a 14-year high and entering positive territory for 2025 [3] - If this price movement continues, it could represent Juniper's best single-session gain since January 2024 [3] Group 4 - Options trading activity surged for both stocks following the news, with HPE seeing 53,000 calls exchanged, significantly above its intraday average [4] - Juniper's options activity also increased, with 7,332 calls traded, six times the typical volume for this period [4]

Core Insights - The article highlights the 40th anniversary of Canada's first wireless call, marking a significant milestone in the evolution of wireless communication in Canada [2][4] - Rogers Communications has played a pivotal role in this journey, investing $45 billion in wireless technology over four decades, leading to various innovations in mobile communication [3][4] Company Overview - Rogers Communications is recognized as Canada's leading communications and entertainment company, publicly traded on both the Toronto Stock Exchange and the New York Stock Exchange [5] - The company was founded in 1960 by Ted Rogers, starting with the purchase of a radio station in Toronto [4] Technological Milestones - The evolution of wireless technology is outlined, starting from 1G voice calls to the current 5G capabilities, which offer faster speeds and lower latency [3] - In July 1985, mobile networks managed only 100 calls per day, whereas today, Canadians make 100 million calls and use 6.5 billion megabytes of data daily on Rogers' network [4] Leadership and Innovation - Tony Staffieri, President and CEO of Rogers, emphasizes the company's legacy of leadership and innovation in connecting Canadians through reliable networks [3]

INVESTOR PRESENTATION May 13, 2025 Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are intended to be covered by the "safe harbor" created by those sections, including statements regarding our future performance, ability to enter into future partnerships, future portfolio and ability to obtain future regulatory approval. All ...

Key Takeaways SBAC stock gained 9.3% in 3 months, outperforming the industry's 0.3% rise. Long-term leases, 5G buildout and global tower expansion are boosting SBAC's revenue outlook. Dividend hikes and $122.9M in share buybacks reinforce SBAC's shareholder return strategy.Shares of SBA Communications (SBAC) have rallied 9.3% in the past three months, outperforming the industry's upside of 0.3%.SBAC’s extensive and geographically diverse wireless communication infrastructure portfolio is well-positioned t ...

AT&T’s proposed settlement of a class action lawsuit involving data breaches reportedly received a judge’s preliminary approval Friday (June 20).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The judge ruled that ...

Core Viewpoint - Rogers Communications Inc. has successfully closed a CDN$7 billion equity investment from Blackstone and other Canadian institutional investors, aimed at reducing debt and enhancing operational control over its wireless network [2][4]. Group 1: Investment Details - The CDN$7 billion investment is managed by Blackstone and supported by major Canadian institutional investors including Canada Pension Plan Investment Board, Caisse de dépôt et placement du Québec, Public Sector Pension Investment Board, British Columbia Investment Management Corporation, and Investment Management Corporation of Ontario [2][4]. - Blackstone has acquired a non-controlling interest in a new subsidiary of Rogers that owns part of the wireless backhaul transport infrastructure, while Rogers retains full operational control of its network [3]. Group 2: Strategic Implications - The transaction is seen as a demonstration of investor confidence in Rogers and its assets, with the company aiming to unlock the unrecognized value of critical assets and commit to de-leveraging its balance sheet [4].

AT&T TodayTAT&T$27.72 +0.36 (+1.30%) 52-Week Range$17.42▼$29.03Dividend Yield4.01%P/E Ratio18.60Price Target$28.71Add to WatchlistInvestor focus on AT&T NYSE: T is starting to sharpen, with the company’s stock price making a healthy upward move of nearly 50% over the past year as of early June 2025. This renewed market interest comes as the telecommunications heavyweight nears a critical crossroads in its strategic plans. AT&T is actively channeling funds into future-focused growth areas while also managin ...

Core Viewpoint - SBA Communications (SBAC) has shown strong performance with a 12% increase in share price year to date, significantly outperforming the industry average of 0.9% [1] Financial Performance - In Q1 2025, SBA Communications reported adjusted funds from operations (AFFO) per share of $3.18, exceeding the Zacks Consensus Estimate of $3.12, although this represents a 3.3% decline from the same quarter last year [2] - The Zacks Consensus Estimate for 2025 FFO per share has been slightly revised upward to $12.72 [3] Market Trends and Growth Drivers - The growth in mobile technology, particularly 4G and 5G networks, along with increased mobile data usage, is driving demand for SBA Communications' infrastructure assets [4] - The company has a stable site-leasing business model, primarily generating revenue from long-term tower leases with built-in rent escalators, which supports high operating margins [5] - SBA Communications is expanding into both domestic and select international markets, acquiring 344 communication sites for $58 million and building 67 towers in Q1 2025 [6] Shareholder Value Initiatives - The company has demonstrated a commitment to shareholder value through dividend increases, with a recent quarterly cash dividend of $1.11 per share, marking a nearly 13% increase from the previous quarter [7] - Over the past five years, SBA Communications has increased its dividend five times, achieving a five-year annualized growth rate of 19.97% [7] - As of April 28, 2025, the company has $1.5 billion remaining under its stock buyback authorization, having repurchased 583,000 shares for $122.9 million in Q1 2025 [8][10]

ViaSat (VSAT) is expected to deliver a year-over-year increase in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may move l ...

Marqeta (MQ) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 60%. A quarter ago, it was expected that this transaction processing services provider would post a loss of $0.06 per share when it actually produced a loss of $0.05, delivering a surprise of 16.67%. Over the last four quarters, th ...