Company delivers robust, high-quality 5G and fiber subscriber growth as more customers choose converged connectivity servicesDALLAS, July 23, 2025 /PRNewswire/ -- AT&T Inc. (NYSE: T) reported strong second-quarter results that demonstrate its ability to grow the right way by attracting high-quality 5G and fiber subscribers, while growing service revenues, resulting in improved consolidated revenues and earnings growth."We are winning in a highly competitive marketplace, with the nation's largest wireless an ...

Core Viewpoint - Verizon Communications has shown solid performance in the first half of 2025, with stock growth of nearly 9%, outperforming the S&P 500 index, which increased by 1% [1] Group 1: Financial Performance - Verizon's operating revenue fell by 2.1% year over year in 2023 but saw a slight increase of 0.6% in 2024 [2] - In the first quarter of 2025, total operating revenue grew by 1.5% year over year, and earnings climbed by 5.5% [6] - The company's dividend yield exceeds 6%, making it attractive compared to Treasury yields, and it has increased its dividend for 18 consecutive years, paying over $11 billion in cash dividends in 2024 [9] Group 2: Strategic Initiatives - Verizon is in the process of closing a $20 billion acquisition of Frontier Communications, which will enhance its fiber internet capabilities [4] - The company aims to double its fixed-wireless access customers to 8 million to 9 million by 2028 and expand coverage to 90 million households [4] - The long-term goal with Frontier is to expand broadband access to 100 million premises, with 35 million to 40 million being fiber passings [5] Group 3: Market Position and Outlook - Verizon is a major player in the mature wireless market and is leveraging its existing infrastructure and brand recognition to deploy new solutions more rapidly [8] - Management is guiding for continued growth in wireless service revenue and higher growth in postpaid phone net additions in 2025 compared to 2024 [7] - The company's payout ratio for dividends was about 59% of earnings in the first quarter of 2025, with a trailing-12-month free cash flow yield of nearly 11%, providing a margin of safety for the dividend [10] Group 4: Investment Considerations - While Verizon's stock may not outperform the broader market in the long term, it is considered a top dividend stock due to its ability to pay and increase dividends consistently [11]

Core Insights - Tucows Inc. (TCX) has outperformed both the industry composite stocks and the S&P 500, gaining 22.6% in the past month compared to a 0.5% decline in the industry and a 4.7% growth in the S&P 500 [1][2] Financial Performance - In Q1 2025, Tucows reported an 8% year-over-year increase in revenues to $94.6 million, with gross profit rising 29% to $23.5 million and adjusted EBITDA increasing 225% to $13.7 million [3] - Despite a net loss of $15.1 million, this represents a significant improvement over the previous year, with all core units contributing to the gains [3] Strategic Initiatives - Tucows has implemented targeted cost reductions and restructured its Ting fiber operations to focus on partnerships, enhancing operational efficiency and profitability [4][6] - The pivot of Ting towards partnerships has improved capital efficiency, allowing the company to preserve capital and enhance unit economics [6] Business Segment Performance - Wavelo is emerging as a high-margin growth engine, gaining traction with large telecom providers globally and focusing on AI-driven efficiencies [7] - Tucows Domains continues to deliver consistent value despite market saturation, with margin growth and steady transaction volume [8] Market Positioning - Tucows benefits from stable, recurring revenue streams, resulting in lower volatility compared to its industry, with a beta of 0.83 [9] - The company is well-positioned to capitalize on favorable industry trends, with the fiber internet and telecom software markets projected to grow 12-15% annually through 2030 [10] Overall Outlook - The stock momentum of Tucows is attributed to foundational progress rather than hype, with a focus on strengthening the balance sheet and aligning growth strategies with macro trends [11]

Core Insights - WOW! Internet, TV & Phone has partnered with the Columbus Clingstones to provide fiber internet at Synovus Park, enhancing fan engagement and connectivity during the inaugural season [1][2][3] Group 1: Partnership Details - WOW! is the exclusive fiber internet provider for the Columbus Clingstones at their newly renovated stadium, Synovus Park, which accommodates 5,500 fans [1][2] - The partnership includes various promotions, such as the Hot Dog Race and fan giveaways, to enhance the game-day experience [2][3] Group 2: Company Overview - WOW! serves nearly 2 million residential, business, and wholesale customers across 20 markets, primarily in the Midwest and Southeast [5] - The company offers a wide range of services, including high-speed internet, cable TV, home and mobile phone services, and business data solutions [5] - WOW! has been recognized as a top employer, winning the Best & Brightest Company to Work For award for seven consecutive years [5]

Core Viewpoint - AT&T is significantly enhancing its fiber internet strategy through a $5.75 billion acquisition of Lumen's Mass Markets fiber business, which will add approximately 1 million fiber subscribers and 4 million passed locations, expanding its presence in major metro areas [1][2]. Expansion Plans - Prior to the acquisition, AT&T aimed to pass 50 million fiber locations by the end of 2029; with the Lumen deal, this target has been raised to 60 million by the end of 2030, effectively doubling the current scale of its fiber network [2]. - The acquisition will allow AT&T to expand its fiber reach without incurring all the capital expenditures typically associated with such growth, as it plans to partner with an equity investor post-transaction [4][5]. Financial Strategy - AT&T intends to maintain a net debt to adjusted EBITDA ratio of around 2.5 after the Lumen deal closes and the equity partner is found, while also planning to repurchase $10 billion of its own shares through the end of 2026 [6]. - The company expects to generate free cash flow of at least $16 billion this year, with its stock trading at over 12 times free cash flow, indicating a solid value proposition despite not being as cheap as in previous years [11]. Growth Opportunities - Lumen's fiber business has a penetration rate of approximately 25%, significantly lower than AT&T's 40% and half of its long-term target of 50%. Improving this penetration rate presents a low-cost growth opportunity for AT&T [8]. - There is potential for AT&T to sell its wireless services to the 1 million acquired fiber customers, as about 40% of AT&T's fiber customers are also wireless customers, which could lead to lower churn and higher lifetime value [9]. Strategic Acquisition - The acquisition of Lumen's fiber assets provides AT&T with an immediate increase in fiber subscribers and a pathway to expand its fiber network beyond previous plans, while also ensuring financial prudence through equity partnerships [10].

Eligible customers can now access a new bundled streaming offer for six months on Optimum, the first of many the company plans to provide through the DVM™ CAMBRIDGE, United Kingdom, May 20, 2025 (GLOBE NEWSWIRE) -- Bango (AIM: BGO), the leader in subscription bundling, today announces a new licensing agreement with Optimum, a leading U.S. telecommunications provider, operated by Altice USA. Through this collaboration, Optimum customers can access compelling subscription bundles, powered by the Digital Vendi ...

Altice USA (ATUS) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Company Participants Sarah Freedman - VP - IRDennis Mathew - CEO & ChairmanMarc Sirota - Chief Financial OfficerRobert Palmisano - Senior Equity Research Associate Conference Call Participants Michael Rollins - AnalystJonathan Chaplin - Lead AnalystCraig Moffett - Partner & Senior AnalystSam McHugh - Analyst Operator Greetings, and welcome to the Altice USA Q1 twenty twenty five As a reminder, this conference is being recorded. It is now my pl ...

Altice USA (ATUS) Q1 2025 Earnings Call May 08, 2025 08:30 AM ET Speaker0 Greetings, and welcome to the Altice USA Q1 twenty twenty five As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Sarah Friedman, Vice President of Investor Relations. Speaker1 Thank you. Welcome to the Altice USA Q1 twenty twenty five earnings call. We are joined today by Altice USA's Chairman and CEO, Dennis Matthew and CFO, Mark Sarota, who together will take you through the presentation ...

Lumen (LUMN 12.04%) stock is soaring higher Monday. The telecom company's share price was up 11% as of 3:30 p.m. ET. Meanwhile, the S&P 500 was down 0.3% and the Nasdaq Composite was down 0.5%. Lumen's valuation is surging today thanks to positive analyst coverage. The company's stock is still down roughly 21% across 2025's trading, but it's up 219% over the last year. Raymond James upgrades its rating on Lumen stock In a note published before the market opened this morning, Raymond James raised its rating ...