Core Insights - TDS Telecom has significantly transformed in 2025, completing the largest transaction in its history with the sale of its wireless business and launching a new tower company, Array, which is now operational [1][2] - The company ended 2025 with 1.06 million marketable fiber service addresses and aims to increase this to 2.1 million by 2026, marking a growth of 300,000 addresses [1][2] - TDS reported total operating revenues of $330.7 million for Q4 2025, a 12% increase from $295.3 million in Q4 2024, and a total revenue of $1,228.2 million for the year, down 5% from $1,297.0 million in 2024 [1][2] Financial Performance - TDS Telecom's net income for Q4 2025 was $37.2 million, or $0.32 per diluted share, compared to $1.0 million, or $0.01 per diluted share in Q4 2024 [1][2] - For the full year 2025, net income attributable to TDS common shareholders was $48.2 million, or $0.39 per diluted share, compared to a loss of $141.4 million, or $(1.24) per diluted share in 2024 [1][2] - Array's site rental revenues grew by 51% year over year, contributing to a total operating revenue of $60.3 million in Q4 2025, compared to $26.1 million in Q4 2024 [2][3] Operational Highlights - TDS Telecom deployed 140,000 new marketable fiber service addresses in 2025, with fiber net additions of 44,900 [1][2] - The company repaid $150 million of debt in January 2026 and repurchased 1,765,863 common shares for $67.4 million in Q4 2025 [1][2] - Array paid a special dividend of $10.25 per share on February 2, 2026, following the sale of wireless spectrum to AT&T for $1.018 billion [1][2] 2026 Guidance - TDS estimates total operating revenues for TDS Telecom in 2026 to be between $1,015 million and $1,055 million, with adjusted EBITDA projected between $310 million and $350 million [1][2] - Array's estimated total operating revenues for 2026 are projected to be between $200 million and $215 million, with adjusted EBITDA expected to be between $50 million and $65 million [1][2] - Capital expenditures for TDS Telecom are estimated to be between $550 million and $600 million for 2026, compared to $406 million in 2025 [1][2]

Core Insights - Chunghwa Telecom Co., Ltd. (CHT) reported a revenue of approximately $2.1 billion, exceeding the estimated $1.8 billion, indicating strong financial performance [1][3] - The Consumer Business Group experienced a revenue increase of 5.9%, significantly contributing to overall performance, while the Enterprise Business Group faced a decline of 7.9% [4][5] - CHT maintains a low debt-to-equity ratio of 0.10 and a current ratio of 1.50, reflecting strong financial health and good liquidity [1][6] Financial Performance - In Q4 2025, CHT's total revenue increased by 0.5% to NT$ 65.65 billion (approx. $2.1 billion USD) [4] - The Consumer Business Group's revenue rose to NT$ 39.54 billion (approx. $1.25 billion USD), while the Enterprise Business Group's revenue decreased to NT$ 22.02 billion (approx. $0.70 billion USD) [4] - Total operating costs and expenses rose by 0.7% to NT$ 54.15 billion (approx. $1.72 billion USD), leading to a decrease in operating income by 2.2% to NT$ 11.38 billion (approx. $0.36 billion USD) [5] Financial Metrics - CHT's price-to-earnings (P/E) ratio is approximately 27.26, and the price-to-sales ratio is about 4.34 [6] - The enterprise value to sales ratio is around 4.40, and the enterprise value to operating cash flow ratio is approximately 13.86 [6]

Core Viewpoint - AT&T Inc. is highlighted as a strong investment opportunity for 2026, with UBS maintaining a Buy rating and a price target of $31, driven by solid Q4 results and positive growth guidance [1]. Financial Performance - For Q4 2025, AT&T reported adjusted earnings of $0.52 per share, exceeding analyst expectations of $0.46, attributed to over $1 billion in cost savings and growth in its convergence strategy [2]. - Quarterly revenues reached $33.5 billion, a 3.6% increase year-over-year, surpassing Wall Street's expectations of approximately $32.9 billion [3]. - The adjusted EBITDA for the quarter increased by over 4% year-over-year, with margins expanding by 20 basis points, driven by service revenue growth in 5G, fiber, and fixed wireless offerings [3]. Annual Performance - For the full fiscal year, adjusted earnings were $2.12 per share, nearly 9% higher than 2024, and free cash flow totaled $16.6 billion, near the upper end of management's target range [4]. - Management projected adjusted earnings for 2026 to be between $2.25 and $2.35 per share, with free cash flow expected to exceed $18 billion, supported by anticipated organic growth in advanced home internet revenues of over 20% annually through 2028 [5]. Business Overview - AT&T provides a range of telecommunications, media, and technology services, including wireless and wireline communications, broadband, and pay-TV offerings across the United States [5].

AT&T Inc. (NYSE:T) ranks among the stocks with the lowest forward PE ratios. On January 28, AT&T Inc. (NYSE:T) reported its fourth-quarter 2025 earnings results, showcasing modest service revenue growth and sustained momentum in its fiber division. For the fourth quarter of 2025, the telecom giant reported a 1.0% year-over-year increase in consolidated service revenue, with adjusted EBITDA growing by 4.1%. Meanwhile, the total revenue for the quarter came in at $33.5 billion, beating analyst projections of ...

On February 2, 2026, CapWealth Advisors, LLC disclosed a buy of Lumen Technologies (NYSE:LUMN) shares worth an estimated $9.92 million, based on quarterly average pricing, in a Securities and Exchange Commission (SEC) filing. Lumen Technologies delivers integrated communications and fiber infrastructure services to business and residential customers worldwide. What happened According to a Securities and Exchange Commission (SEC) filing dated February 2, 2026, CapWealth Advisors, LLC bought 704,970 addi ...

Group 1 - Viasat, Inc. has achieved a 338.99% total return over the past twelve months, with shares reaching a 52-week high of $46.49 as of January 28, 2026 [2] - Morgan Stanley raised its price target for Viasat from $12 to $51 on January 16, 2026, while maintaining an 'Equal Weight' rating, reflecting updated modeling and a shift to a sum-of-the-parts valuation [3] - The company launched a unified global Ka-band satellite network for government and military customers, enhancing resilience, coverage, and performance [4] Group 2 - Viasat, Inc. operates in the global satellite communications sector, providing broadband, mobility, and secure government solutions across commercial and defense markets [5]

The key focus for Verizon Communications Inc. ( VZ ) remains on 2026 execution on its “aggressive transformation” under new CEO Dan Schulman’s leadership. This includes increasing subscription share gains across wireless mobility and broadband to underpin sustainedAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. ...

The key focus for Verizon Communications Inc. ( VZ ) remains on 2026 execution on its “aggressive transformation” under new CEO Dan Schulman’s leadership. This includes increasing subscription share gains across wireless mobility and broadband to underpin sustainedAnalyst’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 next 72 hours. I wrote this article myself, and it expresses my own opinions. ...

Core Viewpoint - AT&T's stock rose 4.32% to $25.11 following analyst upgrades and a strong fourth-quarter 2025 earnings report, indicating renewed investor interest in the company's earnings stability [1][3]. Group 1: Company Performance - AT&T's trading volume reached 62.3 million shares, which is approximately 37% above its three-month average of 45.6 million shares, reflecting heightened market activity [1]. - The fourth-quarter results demonstrated continued strength in AT&T's wireless and broadband businesses, contributing to the stock's performance on a generally down day for the broader market [3][4]. - The company has experienced a growth of 547% since its IPO in 1983, showcasing its long-term value creation [1]. Group 2: Financial Positioning - The report highlighted AT&T's positioning as a cash-generative telecom operator, with sales growth and steady subscriber trends indicating that network investments are yielding consistent operating performance [4]. - A recent multi-part U.S. dollar bond issuance has provided AT&T with balance-sheet flexibility, while management reiterated plans for 5G and fiber expansion [5]. - Investors are closely monitoring whether AT&T's execution will continue to support dividends and buybacks without increasing leverage, as these factors will influence relative valuation in the future [5].

AT&T (NYSE:T), a provider of wireless voice and data services, broadband, and digital television, closed Wednesday at $24.08, up 4.70%. The stock moved higher after Q4 results beat EPS and revenue expectations, and management reiterated strong guidance alongside a new buyback program. Trading volume reached 72.9 million shares, about 50% above its three-month average of 45.7 million shares. AT&T IPO'd in 1983 and has grown 9,770% since going public. How the markets moved today The S&P 500 slipped 0.03% t ...