In this part of the series, we’ll look at some value-centric measures for AT&T (T) among the major companies in the US wireless space.
In 2016, AT&T (T) announced a definitive agreement to acquire Time Warner (TWX) in a stock-and-cash transaction valued at $107.50 per Time Warner share.
The AT&T–Time Warner deal should create a vertically integrated company with content and distribution assets that could help grow AT&T’s long-term earnings.
Now, let’s take a closer look at AT&T (T), which has been investing heavily in capital expenditure (capex) to improve its network and buy additional spectrum for future use.
During the Deutsche Bank Media, Internet and Telecom Conference on March 8, 2017, John Stephens, AT&T’s chief financial officer, talked about the company’s guidance for 2017.
BlackBerry (BBRY) has three primary business segments: Software and Services, Mobility Solutions, and Service Access Fees.
BlackBerry (BBRY) stock has fallen 8.5% in the last 12 months. It fell 28% in 2016 and 14.2% in 2015.
Last December, BlackBerry entered a brand licensing agreement with TCL, one of the top ten vendors in China’s smartphone market.
Instant messaging is quickly becoming the primary mode of communication in enterprises. Blackberry has the capabilities to provide secure and encrypted messaging services.
In February 2017, BlackBerry (BBRY) announced an agreement to license its software and services used in the production of secure BlackBerry Android (GOOG) (GOOGL) smartphones in Asian markets.
Earlier this month, BlackBerry (BBRY) introduced the VAI (or value-added integrator) program.
BlackBerry (BBRY) will announce its fiscal 4Q17 earnings on March 31, 2017. Analysts estimate that the company will post revenues of ~$288.5 million.
PayPal (PYPL) is facing a class action lawsuit filed in Chicago that’s seeking ~$10.0 million in damages.
Juniper Networks’ 14-day MACD is 0.10, indicating a rising trading trend. Its 14-day RSI is 52, which shows the stock is entering overbought territory.
In 1Q17, Juniper Networks (JNPR) expects to see revenues of $1.17 billion–$1.23 billion and a non-GAAP gross margin of 62.5%.
Juniper Networks (JNPR) repurchased $313.0 million in shares and paid $153.0 million in dividends in fiscal 2016.
Juniper Networks’ (JNPR) GAAP gross margin in 4Q16 was 62.7%. That compares to 63.8% in 4Q15 and 62.2% in 3Q16.
In fiscal 2016, Juniper’s Networks Services segment’s revenue rose to about $1.5 billion, from $1.3 billion in fiscal 2015, a rise of 13.0% YoY.
Revenue from Juniper’s Security business fell 27.0% YoY (year-over-year) to $318.0 million in fiscal 2016, from $435.6 million in fiscal 2015.
Juniper Networks’ Switching revenue rose 12.0% YoY (year-over-year) in fiscal 2016 to $858.0 million, from $768.3 million in fiscal 2015.