Verizon Communications Inc

On June 13, 2017, Verizon (VZ) sealed the acquisition of Yahoo, marking the end of a deal that was announced in July 2016.

T-Mobile (TMUS) ended the first quarter of 2017 with approximately 72.6 million subscribers, a growth of ~1.1 million compared to the previous quarter.

Analysts have given CCI a mean price target of $106.83, implying a rise of 7.1% from its current level of $99.75.

CCI’s higher price-to-FFO multiple reflects the company’s ability to yield consistent capital value and its distribution of reliable and steady dividends.

It’s extremely important for REITs to maintain optimum debt levels, and managers work constantly to leverage balance sheets in the best possible ways.

REITs (real estate investment trusts) typically have to pay 90% of their taxable income to shareholders to qualify as an equity.

The changing political scenario under the Trump administration has led to the anticipation of widespread M&A activity in the telecom industry.

Many wireless providers are now opting for 5G (fifth-generation) technology for higher speeds and network reliability.

Crown Castle is expected to ride high on higher profitability, and analysts expect it to register significant AFFO (adjusted funds from operations) growth.

The SPDR S&P 500 Growth ETF (SPYG) has generated a YTD return of 13.3% versus 4.3% from the SPDR S&P 500 Value ETF (SPYV).

Sprint’s device leasing has helped it to regain its financial position. The take rates of Sprint’s leasing plans have continued to surpass its installment plans in the last few quarters.

The take rate of Sprint’s (S) leasing plans continued to surpass its installment plans in fiscal 3Q16. Its take rate of leasing plans reached ~43.0% that quarter.

AT&T (T) is continuing to invest significantly in Mexico. The company expects this investment to start paying off in 2017, which should help its profitability going forward.

T-Mobile’s earnings in the last few quarters In the last few quarters, T-Mobile (TMUS) has managed to beat analysts’ EPS (earnings per share) estimates. T-Mobile delivered another solid quarter in 4Q16, with strong subscriber metrics and adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) growth. T-Mobile added 1.2 million net postpaid customers, with 933,000 […]

The potential acquisition of Charter Communications (CHTR) could be seen as another attempt by Verizon (VZ) to pursue revenue growth outside its traditional carrier business.

On January 13, 2017, Dish Network’s (DISH) stock closed at $62.27. In this series, we’ll explore Dish Network’s spectrum holdings and the broadcast spectrum auction.

Time Warner (TWX) has high-quality content assets, and AT&T (T) has extensive customer relationships across the wireless, video, and fixed broadband platforms.

In 2016, Charter Communications (CHTR) completed its merger with Time Warner Cable and Bright House Networks.

Vodafone’s EBITDA was ~7.9 billion euros in fiscal 1H17, compared to ~8 billion euros in fiscal 1H16. Its EBITDA margin rose to 29.2% in fiscal 1H17.

A look at weekend holiday smartphone activations shows that Apple could have a reason to worry about its iPhone business.

In this part of the series, we’ll look at some value-centric measures for AT&T (T) compared to the other major companies in the US wireless space.

If BA manages to achieve its estimated returns and asset allocation, the weighted-average expected rate of return on plan assets would be short of 7%.

Early this year, Charter Communications (CHTR) completed its merger with Time Warner Cable and Bright House Networks, making Charter the second-largest US cable player.

Like Verizon, AT&T (T) also saw a revenue decline in its US wireless business in the last quarter on a year-over-year basis.

Verizon considers 5G to be a game changer. It also believes that 5G implementation will save costs for the company.

AT&T already spent $10.3 billion in capex in the first half of 2016 and expects to spend a total of $21 billion in 2016.

Cisco’s Collaboration business saw revenues rise by 10% YoY in fiscal 3Q16. Revenues in this segment rose from $972 million in fiscal 3Q15 to $1.1 billion in fiscal 3Q16.

A hike in interest rates increases the cost of borrowing for companies. Most publicly traded companies carry at least some debt to fund their operations, and higher borrowing costs can cause their profit margins to contract.

T-Mobile has been adding low-band spectrum holdings.

Verizon’s (VZ) Marni Walden talked about how the company currently views quad-play offerings.

Comcast (CMCSA) has two primary business segments, Cable Communications and NBCUniversal.

In this part of our series, we’ll look at the performance of Vodafone’s AMAP—short for Africa, the Middle East, and Asia-Pacific—segment in fiscal 1H16.

The IYZ ETF generated investor returns of 4.3% in the trailing-12-month period, 5.2% in the trailing-one-month period, and 7.9% in the trailing three years.

AT&T changed its segment reporting structure. Its new segments are Business Solutions, Entertainment and Internet Services, Consumer Mobility, and International.

Verizon’s wireline segment revenue decreased ~2.2% year-over-year to ~$9.4 billion during the quarter.

Verizon launched its Custom TV service in April. A skinny bundle service, it gives more choices to customers, allowing them to select their TV channels

Apple (AAPL) is starting an annual iPhone Upgrade Program for its new iPhone models at Apple’s US retail stores starting September 25, 2015.

Since the merger, AT&T has extended bundled video and wireless offerings, such as its All in One Plan, which is being offered to DIRECTV and AT&T customers.

If spreads widen further, high-grade bonds will become more attractive because yields and prices are inversely related. A rise in yields indicates falling prices.

Netflix is grabbing eyeballs with its original content and taking advantage of an audience prone to hyper-consumption or binge viewing.

After Sprint CEO Marcelo Claure joined the company, Sprint added ~30,000 postpaid connections in fiscal 3Q14 and ~211,000 postpaid connections in fiscal 4Q14.

The Gigabit Pro service can provide much faster speeds than those offered by Verizon (VZ) FiOS, AT&T GigaPower, and Google Fiber.

According to Verizon, the AWS-3 spectrum acquisition helped it gain depth in its spectrum holdings.

Verizon (VZ) reported its 4Q14 results on January 22, 2015. We’ll analyze the company’s quarterly performance while focusing on Verizon’s wireless revenues.

Investment-grade bonds are both U.S. Treasuries issued by the U.S. Treasury Department and corporate bonds issued by high-quality corporate borrowers.

AT&T completed the $2.5 billion acquisition of Iusacell in January 2015. Iusacell is a wireless provider with 70% coverage in Mexico.

AT&T plans to focus more on business customers in 2015. The company’s Business Solutions segment caters primarily to enterprises, government, wholesale customers, and carriers.

In December 2014, Adobe announced that it had been recognized by Gartner as a leader in the 2014 “Magic Quadrant for Digital Marketing Hubs” research report.

The US telecom industry has matured. It reached saturation levels in core voice services. Telecom companies don’t have the opportunity to gain access to new untapped customers.

High fixed costs result in high operating leverage. Acquiring new customers significantly increases a telecom company’s profitability.