Core Insights - Uniti Fiber has appointed Heather Orrico as president of Enterprise Sales to enhance its enterprise sales strategy and growth in the southeastern U.S. [1] Company Overview - Uniti Fiber is a business unit of Uniti (NASDAQ: UNIT) that provides customized enterprise-grade fiber, ethernet, dark fiber, voice, unified communications, colocation, and managed connectivity solutions [7] - The company serves over 375,000 business, state and local government, and education locations across 35 markets in six southeastern states [7] Leadership Background - Heather Orrico has over 20 years of experience in telecommunications, with a strong background in engineering, operations, and sales [2] - She previously held leadership roles at Comcast, including vice president for the Texas region, and has been recognized for her sales performance and team-building capabilities [2][3] Achievements and Initiatives - Orrico has been a Presidents Club honoree multiple times, with consistent year-over-year sales and revenue growth, and was named Leader of the Year in 2023 [3] - She has a commitment to leadership development, having created programs to enhance leadership skills and launched a podcast discussing the impact of emerging technologies on business growth [4][5] Vision and Commitment - Orrico expressed her commitment to leveraging Uniti's fiber infrastructure to help businesses thrive in a digital environment and emphasized the importance of the sales team in achieving success [5]

Core Insights - CapWealth Advisors, LLC disclosed a purchase of Lumen Technologies shares worth approximately $9.92 million, acquiring 704,970 additional shares, which increased the quarter-end value of Lumen's position by $14.54 million due to both share addition and market price movement [1][2]. Company Overview - Lumen Technologies reported a total revenue of $12.69 billion and a net income loss of $1.65 billion for the trailing twelve months (TTM) [4]. - The company's market capitalization stands at $9.25 billion, with shares priced at $8.82 as of February 2, 2026, reflecting a 76.4% increase over the past year [4][6]. - Lumen Technologies serves approximately 4.5 million broadband subscribers and provides integrated technology and communications services, including cloud and IT solutions, fiber infrastructure, and broadband [7]. Investment Position - Following the recent purchase, Lumen Technologies constitutes 3.3% of CapWealth's 13F reportable assets, with top stock holdings including PLTR, LUMN, WMB, MSFT, and GLW [6]. - The one-year alpha for Lumen Technologies is 62.11 percentage points compared to the S&P 500, indicating strong performance relative to the market [6]. Financial Performance - Despite being an internet service provider, Lumen Technologies has faced challenges, reporting a significant loss of $1.65 billion over the past year, which is over $1 billion more than the previous year's loss [9].

Core Viewpoint - EchoStar Corp's shares experienced a significant increase due to a $23 billion deal to sell a portion of its wireless spectrum portfolio to AT&T Inc, which is expected to enhance AT&T's 5G network capabilities [1][2]. Group 1: Deal Details - The agreement with AT&T is an all-cash transaction involving EchoStar's 3.45 GHz and 600 MHz spectrum licenses [2]. - The sale aims to provide AT&T with mid-band and low-band airwaves to strengthen its 5G network and fiber infrastructure [2]. - The deal is anticipated to close by mid-2026, subject to regulatory approval [2]. Group 2: Market Reaction - Following the announcement, EchoStar shares surged by 14.5%, reaching $58.32 [2]. - Analysts have adjusted their price targets for EchoStar in light of the deal [2]. Group 3: Analyst Ratings - TD Cowen analyst Gregory Williams maintained a Buy rating on EchoStar and raised the price target from $28 to $67 [4]. - Deutsche Bank analyst Bryan Kraft also maintained a Buy rating, increasing the price target from $43 to $67 [4]. - Morgan Stanley analyst Benjamin Swinburne kept an Equal-Weight rating and raised the price target from $25 to $59 [4].