Browsing Tag
Verizon Communications
17 posts
Verizon (NYSE: VZ) adds 406,000 phone lines. Why is the stock falling?
Verizon delivered its strongest third-quarter wireless subscriber growth in five years, raised earnings guidance and announced a US$2 billion-plus Amazon Web Services agreement. Yet its shares declined as investors weighed weaker equipment revenue, the timing of AI infrastructure income and the emerging competitive challenge from SpaceX.
Are satellites becoming the missing coverage layer for global mobile networks?
AT&T, T-Mobile, Verizon, TELUS, Bell, Vodafone and Orange are increasingly integrating satellite connectivity into conventional mobile networks. The emerging model could turn satellites into a standard coverage and resilience layer, although spectrum competition and SpaceX's expanding wireless ambitions raise a more disruptive possibility.
SpaceX spectrum deal sends T-Mobile down 13% as Starlink Mobile targets US carriers
SpaceX has agreed to acquire nationwide low-band spectrum from Grain Management, filling an important coverage gap in Starlink Mobile while raising a new competitive question for established US wireless operators.
Verizon plans equity in MobileX as Ergen’s CONX takes controlling stake
Ergen's CONX will take control of MobileX at a $200M valuation while Verizon converts debt to equity, tightening his grip on two rival prepaid brands.
Verizon (NYSE: VZ) jumps 6% as AI fiber widens the turnaround story
Verizon stock jumped 6% as subscribers and cash flow improved. Can its Google AI fiber deal add a durable new growth engine?
Why Comcast (CMCSA) finally split: inside the NBCUniversal and Sky spinoff
Comcast (CMCSA) splits in two: NBCUniversal and Sky to spin off into a separate public company under Cavanagh; Angelakis returns as Comcast CEO. Read inside.
Alphabet (GOOGL) replaces Verizon (VZ) in Dow as AI tilt deepens, GOOGL up 3.7%
Alphabet (GOOGL) joins the Dow on June 29, replacing Verizon (VZ) after 22 years and lifting Magnificent Seven Dow weight to a record. Full executive read.
AST SpaceMobile just launched three BlueBirds, but can ASTS still hit its 2026 target?
AST SpaceMobile launches BlueBirds 8, 9 and 10 as ASTS faces a crucial deployment test. Discover what the mission means for satellite broadband growth now.
Charter Communications (NASDAQ: CHTR) wins FCC nod for $34.5bn Cox acquisition
FCC approves Charter's $34.5B Cox acquisition, creating a 38M-subscriber broadband giant. What it means for Comcast, rural America, and CHTR investors. Read more.
Cisco Unified Edge is here—and it could change how enterprises run AI forever
Cisco unveils Unified Edge to bring data-center power to the edge for real-time AI workloads. Find out what this means for enterprises and investors now.