NEW YORK, Dec. 11, 2024 (GLOBE NEWSWIRE) -- Verizon, a leader in wireless innovation, today announced the launch of Enhanced Video Calling powered by network slicing, currently available on iPhone. Enhanced Video Calling is a new technology feature allowing Verizon’s gold-standard network to intelligently adapt and manage data from video communication applications like Facetime, WhatsApp and Zoom to provide an even better experience for iPhone users. Network slicing, the technology on which Enhanced Video C ...

TOKYO , Dec. 04, 2024 (GLOBE NEWSWIRE) -- Verizon Business is supporting Japan’s EBARA Corporation and its subsidiaries to strengthen EBARA’s global cybersecurity monitoring and cyber intelligence capabilities. As part of EBARA’s ongoing IT infrastructure transformation, the company’s technology teams are now deploying Verizon’s Managed Security Incident and Event Management (MSIEM) capabilities. Founded in 1912, EBARA Corporation is one of the world’s leading industrial manufacturers, employing over 19,800 ...

NEW YORK, Dec. 03, 2024 (GLOBE NEWSWIRE) -- The time of holiday gifting is upon us and Verizon is making it easier to get your loved ones special gifts – at special prices – with Holiday Deal Days. Now through December 17, Verizon has extra savings on the perfect holiday gifts, plus smartphones, Xbox gaming bundles and streaming services, all on us. These deals are for a limited time only and while supplies last, so get in on the special savings while you can: For the kids asking for their first connected d ...

IRVINE, Calif., Nov. 27, 2024 (GLOBE NEWSWIRE) -- In response to the Mountain Fire that burned through Ventura County, Verizon is reinforcing its commitment to the community with a $25,000 donation to the American Red Cross. This funding aims to provide crucial support for local wildfire relief efforts and resource needs. “Verizon remains steadfast in its commitment to supporting communities, particularly during challenging times, by offering much-needed resources,” said Steven Keller, Pacific Market Presid ...

Verizon Communications Inc. (VZ) has completed a trial across a live metro network to test the efficacy of its fiber infrastructure for handling huge AI (artificial intelligence) workloads. The trial was accomplished using Ciena Corporation’s (CIEN) WaveLogic 6 Extreme (WL6e) coherent optical solution and passed through nine reconfigurable optical add-drop multiplexers (ROADMs).Leveraging Ciena’s optical solution, Verizon was able to transfer 1.6 Tb/s of data in a live fiber network over a 118 km Boston met ...

I believe that Verizon (NYSE: VZ ) represents a compelling investment opportunity for a solid bunch of fundamental reasons. As a cornerstone player in the U.S. telecom oligopoly, VZ boasts several key attributes that make it an attractive investment. These attributes includeAs an investor who started my path five years ago with my own capital, I represent a blend of hands on experience and academic background in corporate finance. Due to my relatively young age I thrive on discovering long-duration growth o ...

NEW YORK, Nov. 22, 2024 (GLOBE NEWSWIRE) -- Verizon Communications Inc. (“Verizon”) (NYSE, NASDAQ: VZ) today announced the accepted amounts as of the Original Early Participation Date (as defined in the Early Results Press Release (as defined below)) and pricing terms of its previously announced six separate offers to purchase for cash, the outstanding series of debt securities (each a “Security” and collectively, the “Securities”) listed in the table below, on the terms and subject to the conditions set fo ...

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A month has gone by since the last earnings report for Verizon Communications (VZ) . Shares have lost about 1.5% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Verizon due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Verizon Beats on Q3 Earnings, Revenues Miss D ...

一、涉及公司 Verizon Communications Inc. (NYSE:VZ)[1] 二、核心观点与论据 （一）业绩成果 1. **客户与业务增长** - 在客户增长和业务量方面，消费者和企业的新增用户数（gross adds）和用户流失率（churn）有良好的发展势头和改善，后付费电话净增用户达239,000人。宽带业务持续增长，新增389,000宽带用户，提前15个月达到固定无线接入（FWA）400 - 500万的目标[4][5]。 2. **财务状况** - 无线服务收入健康，年初至今增长3.1%。调整后的息税折旧摊销前利润（EBITDA）达到125亿美元的新高，推动年初至今现金流达145亿美元，虽吸收约25亿美元的增量现金税，但与去年基本一致，业务现金流生成能力强劲，有足够资金和灵活性执行资本配置优先事项[6]。 （二）宽带业务战略 1. **长期目标** - 计划随着时间推移将宽带覆盖范围扩大到1亿多家庭，包括光纤（Fios）和固定无线接入（FWA）。对于光纤，2025年将自有有机Fios建设速度提高到65万新的可销售数量（open for sale），Frontier交易完成后，建设速度将提高到每年100万以上新的[OFS]。到2028年将覆盖3000万以上家庭，之后达到3500 - 4000万[11]。 - 对于FWA，目标是到2028年将用户基数翻倍，达到800 - 900万用户，覆盖家庭从6000万增加到9000万[13]。 2. **业务现状** - 目前Fios有超过700万用户，总宽带用户超过1200万。FWA目前有超过400万用户，是一个有长期增长空间的可持续业务[24][12]。 （三）资本支出（CapEx） 1. **2025年资本支出** - 2025年资本支出指导为175 - 185亿美元，增长归因于三个关键驱动因素：C - Band的推广（2025年将从今年年底的70%的计划站点提高到80 - 90%）、Fios建设（达到65万新的可销售数量并为未来预定位光纤）以及宽带多住户单元（MDU）解决方案的推出[14][20]。 （四）Frontier收购 1. **收购理由与进展** - 这是扩大总可寻址市场（TAM）和宽带业务的好机会，是一个良好的自建与收购分析结果，无法在18个月或两年内自建1000万家庭，收购在经济上很划算。目前团队专注于监管审批流程，预计需要18个月，收购将增加收入、EBITDA、现金流和每股收益（EPS）[36]。 2. **协同效应** - 到第三年至少有5亿美元的运营费用协同效应，主要体现在网络整合、接入成本和将Verizon的销售、分销和营销引擎应用于Frontier资产三个方面，虽未包含收入协同效应，但看到将移动业务引入Frontier用户群的潜力，有助于减少用户流失[42][43][44]。 （五）税收与政策相关 1. **税收影响** - 现金税是今年的逆风因素，今年吸收约25亿美元的现金税增长，全年可能接近30亿美元，随着奖金折旧（bonus depreciation）的逐步取消，在当前立法下，这一情况将延续到2025年[32]。 2. **政策期待** - 期待与新政府在税收改革方面合作，由于在宽带基础设施、移动和宽带业务的投资创造就业机会，希望恢复税收减免。在频谱政策方面，期待与联邦通信委员会（FCC）合作推进频谱政策，使频谱可用于商业用途[28][30]。 - 对于宽带公平、接入和部署（BEAD）计划，将继续参与现有美国救援计划（ARP）下的投标，BEAD进程较慢，但团队已准备好参与，该计划不影响长期宽带战略[31]。 （六）业务融合与其他业务方面 1. **业务融合** - 认为融合是需求导向的，目前只有约15%的移动用户有融合套餐，凭借MyPlan和MyHome等产品竞争，加入Frontier后，对融合发展更有信心[48]。 2. **移动业务** - 市场既强劲又有弹性，后付费电话用户增长部分来自预付费到后付费的迁移、移民、企业用户多设备需求和年轻人群等。MyPlan和C - Band的价值主张持续得到认可，预付费业务在本季度有改善，总无线业务开放了1000多个分销点，对2025年预付费业务收入增长有希望[53][74]。 - 对于无线服务收入，2024年年初至今增长3.1%，2025年定价调整、消费者业务量改善、企业业务稳定增长、FWA业务规模扩大、预付费业务逆风减弱、促销摊销（promo amortization）逆风达到峰值等因素将共同影响服务收入的持续健康增长[77][78][79][80][81]。 - 在5G货币化方面，固定无线接入（FWA）是5G最大的用例，私人网络业务持续有进展，与国际足联（FIFA）和麦迪逊广场花园（MSG）家族公司等签署了协议，预计2025年私人网络收入将更有意义[83][85][86]。 3. **光纤业务** - Fios仍在增长，而其他宽带提供商在萎缩，Fios的渗透率超过40%，看好将执行能力应用于Frontier资产后的前景，看到融合带来的用户流失（churn）等好处[106][108]。 4. **成本与AI应用** - 从成本角度注重成本转型，今年EBITDA增长约7500万美元，在消费者业务的客户服务和企业的托管服务方面做了工作，与HCL的交易将在2025年开始节省成本，自愿离职计划也将节省成本。AI可在网络优化、客户服务等多方面提高效率，节省成本，同时也看到AI作为需求驱动因素的机会，如与超大规模企业（hyperscalers）在暗光纤方面的交易[111][112][113][114][115][116]。 5. **资本分配与去杠杆化** - 有四个资本分配优先事项：投资业务（如C - Band和Frontier投资）、维持股息（连续18年股息增长）、去杠杆化（第三季度末无担保杠杆率为2.5倍，目前专注于偿还债务，债务招标35亿美元，达到2.25倍杠杆率时将考虑回购股票）[127][128][129]。 三、其他重要内容 1. **客户质量与支付趋势** - 客户质量高，平均FICO信用评分为724，消费者和企业的支付趋势非常稳定，应收账款情况健康，支付趋势已恢复到正常历史水平，客户具有韧性，坏账与业务量增长趋势相符[52]。 2. **iPhone升级周期** - 客户选择更长时间持有设备，升级周期仍然很平缓，平均升级周期超过40个月，目前较2024年年初至今下降约11%，公司在客户保留方面保持自律[64][65]。 3. **竞争环境与定价** - 目前竞争环境稳定，在即将到来的黑色星期五之前没有看到竞争环境和促销活动的变化，公司的服务产品在市场上反响良好。2024年进行了15亿美元的定价调整，未来定价将与客户价值主张保持一致，虽用户流失率略高于期望，但收入有所增加[66][69][70][71]。 4. **固定无线接入（FWA）产品特性** - FWA是即插即用的，可以为家庭提供电力、流媒体、游戏等功能，速度快、可靠性高，即将推出的MDU解决方案将使速度达到1G，客户净增数持续超过100%，净推荐值（NPS）分数高[93][94]。 5. **卫星合作与竞争** - 与AST SpaceMobile的合作有助于在偏远地区保持客户连接，目前没有受到卫星宽带的显著竞争[102][104]。