Verizon Communications Inc
Why Verizon Needed to Diversify Its Wireless Business
Verizon’s wireless business accounts for more than 70% of its revenues. However, the business has recently seen falling revenue growth.
Warren Buffett Has Bought Verizon Stock, Should You?
Sprint’s liquidity must be maintained to fund capital investments
Sprint is cutting down on operating costs to manage high capital expenditures. But marginal cash flows aren’t alleviating Sprint’s liquidity concerns.
What Are the Valuation Metrics for AT&T?
AT&T was trading at a current year’s PE multiple of ~12.8x on October 27, 2016. This figure is higher than Verizon Communications’ (VZ) comparable PE multiple of ~12.4x.
Why Sprint Raised Its Fiscal 2018 Outlook
In fiscal 2018, Sprint expects cash capital expenditure (excluding leased devices) of $5.0 billion–$5.5 billion as it ramps up its densification plan.
What Is Comcast’s Opinion about 5G?
In the telecom world, 5G (fifth-generation) is generating a lot of hype, as it could provide 10x–100x faster wireless speeds than 4G.
What T-Mobile’s Technical Indicators Hint At
Now let’s take a look at T-Mobile’s technical indicators and compare them to those of its peers in the telecommunications space.
Investors Park Funds in Large-Cap ETFs in July
In July 2015, investors poured approximately $23 billion in US ETFs with 50% of total investments in equity funds.
Why T-Mobile’s Service Revenues Continue to Rise in 1Q17
T-Mobile (TMUS) once again led the industry in year-over-year service revenue percentage growth in 1Q17. This marks the 12th consecutive quarter that TMUS has led the industry in this metric.
Why Charter Stock Rose 3.6% on July 31
Charter posted second-quarter results on July 31 before the market opened. The company delivered better-than-expected earnings and revenues.
What Do Wall Street Analysts Recommend for T-Mobile?
As of February 11, 2016, ~78.6% of analysts surveyed have given “buy” recommendations for T-Mobile, 17.9% have given “hold” recommendations, and ~3.6% have given “sell” recommendations.
What Drove Sprint’s Fiscal 3Q17 Earnings Growth?
Sprint’s (S) solid fiscal 3Q17 financial results suggested that the company is indeed holding its own in an intensely competitive wireless market.
AT&T’s wireline margins expand slightly in 4Q14
Despite the decline in wireline revenue, the segment’s operating income grew marginally by ~1% year-over-year, or YoY, during 4Q14.
Verizon Aims Higher with Yahoo Acquisition
After 11 long months of uncertainty and many negotiations, Verizon (VZ) has completed its $4.5 billion acquisition of Yahoo’s core Internet assets. Let’s look at what’s in store for the US telecom space.
What to Expect of DISH’s 4Q17 Revenue
DISH Network will release its 4Q17 earnings before the market opens on February 20, 2018. As per Yahoo Finance, DISH’s revenue in 4Q17 is expected to be $3.5 billion.
A Look at Frontier’s Growth and Challenges in 2017
Frontier’s outlook for 2017 Frontier Communications (FTR) expects moderate improvements in its customer and revenue trends, cost containment, and synergy realization in 2017. It expects synergy realization from the integration of AT&T’s (T) and Verizon’s (VZ) wireline businesses in Connecticut and CTF (California, Texas, and Florida) markets. Frontier completed the acquisition of AT&T’s and Verizon’s […]
Verizon’s Mean Target Price Has Risen
Verizon (VZ) stock offers a potential upside of ~9.5% going forward compared to its current market price of $54.03.
What Could a Net Neutrality Rollback Mean for Netflix?
The net neutrality principle is a subject of ongoing debate. Net neutrality rules say that all Internet traffic should be treated equally.
What Sprint Foresees for Revenue Growth in Fiscal 1Q17
Wall Street expects Sprint’s (S) total revenues to rise ~3.0% YoY (year-over-year) to ~$8.25 billion in fiscal 1Q17 (ended June 2017).
What Are AT&T’s 5G Technology Plans?
AT&T (T) announced on January 2, 2018, that it expects to become the first US carrier company to roll out the real 5G network in some markets.
What Is Dish Network’s Wireless Spectrum Strategy ?
Dish Network (DISH) has filed an application with the FCC to participate as a potential spectrum bidder.
Why Netflix Is Streaming Low-Quality Video on AT&T and Verizon
Netflix has been streaming low-quality videos for subscribers on AT&T and Verizon Communications’ (VZ) wireless networks. Here’s why.
Why Do T-Mobile’s Service Revenues Keep Rising?
T-Mobile (TMUS) once again led the US wireless sector in YoY (year-over-year) service revenue percentage growth in 3Q17.
Sprint and Possible EBITDA Growth in Fiscal 4Q16
Sprint’s EBITDA margin could be impacted by elevated competitive intensity in the industry in fiscal 4Q16.
Why AT&T Is Eyeing Market Share in Mexico
Mexico has been a huge success story and should be a long-term value creator for AT&T (T).
T-Mobile’s EBITDA Grow despite Higher Expenses
T-Mobile’s (TMUS) adjusted EBITDA grew ~14.8% YoY (year-over-year) to $3.2 billion in the third quarter.
Insights into Verizon’s Fios Video Trend
In 3Q17, Verizon lost 18,000 Fios video customers compared to 36,000 net additions in 3Q16.
What Drove Sprint’s Fiscal 1Q17 Earnings Growth
Sprint’s earnings in the last few quarters Sprint’s (S) strong fiscal 1Q17 (ended June 2017) results indicate that a turnaround is on track. Sprint has begun to recover from years of customer losses and continues to make progress on customer retention, acquisition, and expense optimization initiatives. In fiscal 1Q17, Sprint’s earnings grew significantly YoY (year-over-year). Its […]
AT&T’s customer base continues modest growth in 4Q14
AT&T’s connected devices increased 21% year-over-year during 4Q14. The company added 1.9 million customers and connections in the fourth quarter.
Why an attractive smartphone lineup is important for Verizon
The quality and variety of the smartphone lineup is an important parameter for any telecom company. For Verizon, it’s even more important, as it’s trying to increase the popularity of its Edge program by attracting customers to upgrade their devices faster.
Charter Communications’ Key Technical Levels Going into 2018
On January 22, 2018, Charter Communications (CHTR) was trading 5.5% above its 100-day moving average.
Cloud Space Continues to See Consolidation in June
The SMAC (social, mobile, analytics, and cloud) revolution has forced technology players to look for various avenues of growth in the rapidly changing environment.
High-Grade Bond Yields Rose as Spreads Touched Their Lowest Level
Last week, high-grade bond yields rose after upbeat US inflation and retail sales data raised the possibility of a rate hike by the year’s end.
Snap May Challenge Sony In This $125 Billion Market
Snap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
How T-Mobile Is Managing Its Service Revenue Growth
T-Mobile’s equipment revenues rose ~78.4% YoY to reach ~$2.7 billion in 4Q16, as the company promoted its equipment installment plans.
Key Technical Levels to Watch in AT&T Stock
Now let’s take a look at AT&T’s technical indicators and compare them to those of its competitors in the telecommunications space.
How Did Sprint Manage Costs in Fiscal 2017?
As Sprint is the fourth-largest mobile carrier company in the United States, it’s making significant efforts to tap more market share in the wireless space.
Verizon’s Revenue Growth Should Slow down in 1Q15
Verizon (VZ) will report its 1Q15 results on April 21, 2015. It’s the largest US telecom company. It had a market capitalization of $200.08 billion as of April 13, 2015.
Users consume more data on Verizon and Sprint networks
People consume more data via Wi-Fi because it’s much cheaper than cellular data plans—6.8 GB using Android phones and 8.9 GB using Apple iPhones.
Why Does Verizon Still Have an Advantage in Network Performance?
Network performance is the key factor affecting customer retention. Verizon (VZ) continues to pursue its three-tier network performance strategy.
A Look at AT&T’s Current Valuations
On April 12, 2018, AT&T (T) stock closed at $35.16. It fell 13.3% in the trailing year.
How Was T-Mobile’s Prepaid Customer Growth in 4Q15?
During the quarter, T-Mobile’s prepaid subscribers increased robustly by ~8.1% YoY to reach ~17.6 million.
Verizon Registers Strong Revenue Growth in Q3 2018
Verizon’s wireless revenues rose ~6.5% YoY to reach $23.0 billion in the third quarter.
Could Sprint’s EBITDA Grow in Fiscal 2018’s Third Quarter?
In fiscal 2018’s second quarter, Sprint realized $100 million in YoY net cost reductions.
Can AT&T Continue Its Earnings Growth in 3Q17?
AT&T (T) will report its results for 3Q17 on October 24, 2017. Wall Street analysts are expecting the company’s earnings to increase in 3Q17.
Analyzing Sprint’s Distribution Strategy in Fiscal 2017
In its quarter ended March 31, 2017, Sprint (S) reported total revenues of ~$8.5 billion, compared to ~$8.1 billion in March 2016.
AT&T’s Big Investment Plans for Mexico: 4G LTE
A few days back, AT&T announced that it plans to invest $3 billion to extend its 4G LTE network across Mexico.
Wall Street’s Take on CenturyLink Leading up to Its 1Q16 Earnings
As of April 11, 2016, ~52.6% of Wall Street analysts’ recommendations for CenturyLink’s stock were “holds,” 15.8% were “sells,” and ~31.6% were “buys.”
John Paulson’s Paulson & Co. buys a new position in CBS in 1Q14
Paulson initiated a new position in CBS Corp. (CBS) last quarter. The position accounts for 1.35% of Paulson’s $20 billion 1Q 2014 portfolio.
Verizon’s Stock Performance and Moving Averages
On February 22, 2018, Verizon had a moving average convergence divergence (or MACD) of -0.69.
Concerns Surrounding the T-Mobile-Sprint Merger
T-Mobile believes that integrating T-Mobile and Sprint networks would take two to three years and would look similar to MetroPCS’s integration with T-Mobile.
AT&T: What the Technical Indicators Suggest
On April 4, 2018, AT&T was trading 2.1% below its 100-day moving average.
The Sound of Crickets at Twitter: Why It’s Lost Momentum
Twitter’s momentum fades suddenly While Twitter (TWTR) appeared to be pulling up its socks earlier this year when it reported an increase in its number of regular subscribers, a closely watched metric for social media companies such as Twitter, Facebook (FB) and Snap (SNAP), it has not behaved well for investors recently. Twitter added 9.0 […]
Analyzing Trends in Sprint’s Postpaid Phone Churn Rate
An increase in churn rate is negative for telecom companies because they have to deal with additional acquisition costs associated with customers.
Street Talk on AT&T: Analyst Recommendations after the 3Q17 Results
As of November 8, 2017, of the 30 analysts from various brokerage firms tracking AT&T (T) stock, 20 recommend a “hold,” while nine recommend a “buy.”
Analyzing the Impact of the Latest Regulatory Liberties on AT&T
In this article, we’ll discuss the overall regulatory environment in relation to net neutrality, business data services (or BDS), and privacy.
Verizon Best of Top 4 US Wireless Carriers in Network Performance
Verizon commanded the best customer retention rate among the top four carriers in the US in 2Q15.
Why T-Mobile Expects Stable Postpaid Growth in 2018
Under its existing revenue accounting standards, T-Mobile (TMUS) continues to expect its postpaid phone ARPU in 2018 to be stable compared to 2017.
Sprint Boosted Adjusted EBITDA with Cost Savings
Sprint (S) has been making serious efforts to cut its costs to revive its profits in the wireless space and has been eliminating more than $1 billion in costs in each of the past four years.
What Are T-Mobile’s Capex Plans for 2017?
T-Mobile (TMUS) is continually investing in capex (capital expenditure) to improve its network. By deploying more low-band spectrum, it continues to enhance its network.
Why Sprint’s Prepaid Net Additions Are Still Pressured
While Sprint (S) appears to be making progress on the postpaid side, it’s losing more subscribers than the company is gaining on the postpaid side.
Sprint’s Year-to-Date Stock Performance in 2018
On August 17, Sprint had a 14-day RSI reading of 67. T-Mobile, AT&T, and Verizon had 14-day RSI readings of 67, 62, and 73, respectively.
Verizon Closing Call Centers to Control Costs
Verizon’s expenses increased 19.9% YoY (year-over-year) to $29.2 billion in 4Q17.
Investors keep providing liquidity to investment-grade bonds
While issuers’ activity waned last week, many investors continued to pore over the new issues that hit the corporate bond market (LQD).
AT&T’s Value Proposition in the US Telecom Space
As of April 5, 2016, globally, AT&T was the largest telecom player by market capitalization. China Mobile (CHL) followed.
Can Oath Make More Money for Verizon?
Verizon’s (VZ) media-focused business, Oath, reported a revenue fall of 6.9% YoY (year-over-year) to $1.8 billion in the third quarter.
Understanding Sprint’s Capex Guidance
Sprint (S) spent $1.13 billion on cash capital expenditures, excluding leased devices, in the first quarter of fiscal 2018.
Why Is AT&T Offering DirecTV as an Over-the-Top Service?
AT&T is planning to enter the IP-based video delivery market by offering DirecTV as an OTT (over-the-top) service in the fourth quarter of 2016.
Is Sprint’s Prepaid Segment Turning a Corner?
In fiscal 4Q16, Sprint added 180,000 prepaid subscribers as compared to 264,000 losses in fiscal 4Q15.
Verizon’s Global Enterprise revenues should follow declining trend
In the first three quarters of 2014, Verizon’s Global Enterprise revenues declined by ~4.2%. They’re expected to decline by ~4% year-over-year in 2014.
Verizon Plans to Cut almost 7% of Its Workforce
Last week, Verizon (VZ) reported that ~6.8% of its total workforce had agreed to leave the company as part of its buyout program.
Verizon Edge penetration rate doubles in 4Q14
According to Verizon, its Edge penetration rate increased significantly during 4Q14. Higher Edge penetration should positively impact its 4Q14 earnings.
Is Verizon Interested in Comcast?
On April 19, Bloomberg reported, citing Verizon Communications’ (VZ) CEO, Lowell McAdam, that Verizon is open to merger discussions with either Comcast (CMCSA), The Walt Disney Company (DIS), or CBS (CBS).
AT&T Keeps 5G Promise
AT&T’s (T) mobile 5G service went live in the United States on December 21 in time for Christmas.
Inside Sprint’s Customer Base
The performance of a mobile carrier’s network determines its customer base. Sprint (S) has been focusing on upgrading its network to keep its customers.
A Price Target Update for Sprint
Of the 22 analysts covering Sprint stock on December 27, only 14% rated it as a “buy,” while 23% rated it as a “sell,” and 63% rated it as a “hold.”
AT&T’s Valuation in January 2018
AT&T’s scale As of January 9, 2018, AT&T’s (T) market capitalization was ~$230.2 billion, making it the largest US wireless service provider in terms of market capitalization. In comparison, Verizon’s (VZ) market capitalization was ~$210.5 billion, T-Mobile’s (TMUS) was ~$54.6 billion, and Sprint’s (S) was ~$22.8 billion. Bollinger Band AT&T stock closed at $37.49 on January 9, near […]
Reading Sprint’s Moving Averages and Relative Strength
Now let’s take a look at Sprint’s (S) technical indicators and compare them to those of its competitors in the US telecommunications industry.
What We Learned from Sprint’s Brief Unlimited Plan Offer
For a period of one week in June, Sprint (S) offered an aggressively priced unlimited wireless plan.
Why Is Sprint Cutting Jobs?
According to Sprint, it has planned to rationalize annual costs by at least $2 billion from fiscal 2016.
AT&T Aims to Boost Advertising Business through Xandr
AT&T (T) has named its advertising and analytics division Xandr, which it believes will drive advertising revenue to 170 million subscribers.
How AT&T Intends to Fund the Mexico Spectrum Purchase
AT&T placed a $76.0 million bid in the Mexico spectrum auction. The spectrum AT&T is buying in Mexico is suited for 5G mobile networks.
AT&T’s 5G Segment: Progess Continues
AT&T’s (T) progress in the 5G space continues. AT&T is enthusiastic about the future of 5G technology, which should improve data speeds.
Inside AT&T’s Expectations for Its New Streaming Service
At a recent analyst briefing, AT&T provided more details about its upcoming streaming service.
Street Talk on T-Mobile: Analyst Recommendations after the 3Q17 Results
As of November 13, of the 30 analysts actively tracking T-Mobile stock, 23 recommend a “buy,” while one recommends a “sell,” and six recommend a “hold.”
What’s Driving Capex at Verizon?
Verizon has been spending big on capex to improve its network and acquire additional spectrum for future use.
Verizon’s 3Q16 Earnings Exceed Expectations as Sales Disappoint
On October 20, Verizon (VZ) posted EPS (earnings per share) for 3Q16 that handily beat the consensus estimate, but sales were disappointing.
Why AT&T Believes Mexico Is a Good Growth Opportunity
In Mexico, AT&T added 633,000 wireless net subscribers in 1Q17 compared to 529,000 in 1Q16. In Latin America, DIRECTV added 91,000 video subscribers in 1Q17.
Comcast and Its Peers Target the Programmatic Ad Market: Why?
Like other companies, Comcast is aiming to grab a share of the programmatic advertising market. The programmatic advertising market in the United States is quickly approaching $9 billion.
Did Dan Loeb’s Third Point buy T-Mobile stake ahead of a merger?
Third Point said in its 4Q investor letter that it had an opportunity to establish a position in T-Mobile (TMUS) in November when the company conducted a secondary offering at $25.
Why Verizon Continued to Lose FiOS Video Customers
Verizon (VZ) reported wireline segment revenues of $7.4 billion in the third quarter.
Verizon: Analyst Recommendations and Target Price
Of the 33 analysts tracking Verizon (VZ) stock, 24.0% of them have recommended a “buy” for the stock.
Technical Indicators for AT&T: A Peer Comparison
On December 29, 2016, AT&T (T) was trading 6.6% above its 100-day moving average of $40. In comparison, T-Mobile (TMUS) was trading 16.1% above its 100-day moving average
A Look at Charter Communications’ Earnings Growth in 4Q17
In 3Q17, Charter Communications (CHTR) reported adjusted EBITDA of $3.8 billion, compared to $3.6 billion in 3Q16.
AT&T or Verizon: Which Is Expected to Report Faster EPS Growth?
Verizon (VZ) reported adjusted EPS of $4.71 in 2018 compared to $3.74 in 2017, a ~25.9% YoY (year-over-year) rise.
Must-know: Sprint is resorting to price cuts
Sprint’s price cuts are clearly aimed at gaining net subscribers at the expense of its competitors. Sprint is the only major US telecom company that kept losing subscribers.
Putting T-Mobile’s Television Move in Perspective
T-Mobile’s revenues grew about 8.0% YoY (year-over-year) to over $10.0 billion in 3Q17, outpacing Verizon’s 2.5% revenue growth.
Verizon’s Focus on Broadband through Wireline
Verizon is managing the secular challenges of the pay-TV space by focusing on its broadband offering in FiOS.
How Analysts View Charter Communications in March 2018
Of the 26 analysts tracking CHTR, 20 rated the stock as a “buy,” one rated the stock as a “sell,” and five rated the stock as a “hold.”
AT&T’s Latest Valuation Metrics
AT&T’s scale On December 26, 2017, AT&T’s (T) market capitalization was ~$239.8 billion, making it the largest US wireless player in terms of market capitalization. In comparison, Verizon’s (VZ) market capitalization was ~$217.1 billion, T-Mobile’s (TMUS) was ~$53.1 billion, and Sprint’s (S) was ~$23.2 billion. Bollinger Band On December 26, AT&T stock closed at $39.06, near its […]