文章核心观点 - 公司近一年来股票总回报率达38.4%,超过标普指数[1] - 公司研究分析师提供了最新和最高质量的华尔街买卖分析[1] - 分析师拥有10年投资银行从业经验,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险[1] 公司概况 - 公司名称为Verizon Communications Inc.(纽约证券交易所代码:VZ)[1] - 公司是一家通信公司,提供无线、有线和宽带服务[1] 行业概况 - 通信行业是一个多元化的行业,包括无线、有线和宽带服务等[1] - 行业内存在激烈的竞争,公司需要持续创新和提升服务质量以保持竞争力[1]

NEW YORK, Sept. 19, 2024 (GLOBE NEWSWIRE) -- Verizon Business won the IBC Innovation Award for the implementation of Verizon Intelligent Broadcast Edge within the National Hockey League’s (NHL®) broadcasting efforts. The solution was demonstrated at NAB 2024 where event-goers were able to see live productions featuring NHL content - including live NHL games from across the United States - from the mini-broadcast studio in the booth. “The IBC Innovation Award recognizes outstanding technological innovations ...

Verizon's NYSE: VZ stock price is amid a technical reversal and will likely advance 45% or more. After years of sluggish growth and uncertainty driven by the pandemic, the 5G industry is set to boom in 2025. The forecast is for widening us driven by increased network availability and use cases facilitated by AI and the IoT. The critical factor with the IoT is the speed of 5G, which allows for real-time interaction with remote devices. Verizon Communications TodayVZVerizon Communications$43.89 -0.19 (-0.43%) ...

The latest trading session saw Verizon Communications (VZ) ending at $43.88, denoting a -0.45% adjustment from its last day's close. This move lagged the S&P 500's daily loss of 0.29%. On the other hand, the Dow registered a loss of 0.25%, and the technology-centric Nasdaq decreased by 0.31%.Heading into today, shares of the largest U.S. cellphone carrier had gained 7.91% over the past month, outpacing the Computer and Technology sector's loss of 1.17% and the S&P 500's gain of 1.57% in that time.The upcomi ...

WASHINGTON, Sept. 17, 2024 /PRNewswire/ -- Grain Management, LLC ("Grain" or the "Firm"), a trusted solutions provider to the broadband and communications industry, is pleased to announce the addition of Steven R. Smith as Managing Director on the Investment Team. Smith, who has more than 30 years of experience in advancing enterprise growth in the global TMT industry, will be based in Washington, D.C. working out of the Firm's headquarters alongside Grain's global team of investment and operations professi ...

网络扩展相关 - 公司在佐治亚州萨凡纳地区新建基站并扩展网络容量提供4G LTE和5G超宽带覆盖覆盖区域包括普勒港温特沃斯萨凡纳历史街区并增强萨凡纳希尔顿黑德国际机场室内网络覆盖这是公司2023年对佐治亚州1.12亿美元投资的一部分[1] - 萨凡纳的网络扩展有望提升公司客户的网络性能支持不断增长的数据流量满足对高速服务日益增长的需求还能推出新产品和服务为客户提供更多灵活性和选择[2] - 公司在萨凡纳希尔顿黑德国际机场激活新的室内网络为旅客提供可靠快速的连接[2] 业务创新与发展相关 - 公司与Skylo Technologies合作推出基于卫星的直接到设备消息服务扩展卫星物联网覆盖范围包括运输农业海事环境监测和偏远地区的资产跟踪等行业[3] - 公司受益于5G服务和固定无线宽带连接的良好发展计划加速5G超宽带网络在全国的普及不断投资网络基础设施和生态系统其5G网络依靠大量频谱持有端到端深度光纤资源和部署大量小基站的能力来释放下一代无线技术的全部潜力[4] 营收相关 - 上个季度公司营收同比增长0.6%至327.96亿美元受定价政策推动但受宏观经济环境挑战和后付费手机升级减少影响无线设备营收降低导致营收低于市场预期2.7%公司重申2024年无线服务营收增长预期在2 - 3.5%之间[5] 竞争相关 - 公司在无线领域面临来自AT&T、Cogent Communications和TMobile US等电信巨头的激烈竞争为保持竞争力公司大力投资促销提供诱人折扣导致利润率下降同时公司资本支出较高用于支持5G超宽带网络的推出和持续建设全国范围内重要光纤资产的部署以及智能边缘网络架构的升级[6] 股票相关 - 公司目前Zacks排名为3（持有）过去一年股票涨幅为32.5%低于行业38.8%的涨幅[7] 其他公司相关 - 其他科技领域排名较好的股票有Arista Networks（ANET）、Harmonic（HLIT）和Ubiquiti（UI）UI和HLIT目前Zacks排名为1（强力买入）ANET排名为2（买入）[8] - Arista Networks为包括财富500强全球公司等客户提供产品过去四个季度平均盈利惊喜为15.02%上个季度盈利惊喜为8.25%[8] - Harmonic使媒体公司和服务提供商能够向全球消费者提供超高质量的广播和OTT视频服务过去四个季度平均盈利惊喜为32.5%[8] - Ubiquiti为服务提供商和企业提供全面的网络产品和解决方案通过有效管理其全球100多家分销商和主经销商网络提高了对未来需求的可见性和库存管理技术[9]

文章核心观点 - 推荐投资Verizon Communications Inc.，因其是优质的“乏味收入”来源，股息率高、股价有吸引力、财务状况良好且有增长潜力 [1][2] 行业特点 - 北美电信行业地位稳固，成熟公司主导市场，竞争和颠覆空间有限 [1] 公司表现 - Verizon过去一年跑赢标普500指数，股息率达6.1% [2] - 目前股价处于过去十年未见的水平，是有吸引力的买入时机 [3] 财务状况 - 2024年第二季度利息支出17亿美元（第一季度为13亿美元），但仍可控，该季度调整后EBITDA达123亿美元 [3] - 截至2024年6月30日，净无担保债务1228亿美元，杠杆比率为2.5倍（第一季度后为2.6倍），有效利率为5.1% [3] - 第二季度经营活动现金流166亿美元，自由现金流58亿美元 [5] - 2024年上半年股息支出55亿美元，自由现金流派息率为65%（上半年自由现金流85亿美元） [6] - 净债务减少约34亿美元，无担保债务获惠誉A - 评级 [6] - 重申2024财年指引，调整后EBITDA同比增长1 - 3%，调整后每股收益在4.50 - 4.70美元之间，当前年度股息在中点处占比58% [6] 业务发展 - 年初向AST SpaceMobile投资1亿美元，近期宣布与Skylo合作推出卫星消息服务，为拓展城市市场做好准备 [4] - 与Frontier Communications达成协议，将以20亿美元全现金收购其光纤业务，预计18个月内完成，将大幅提升光纤网络规模 [6] 股息情况 - 股息同比增长1.9%，连续18年增加股息支付 [7] - 目前远期市盈率为8.9倍，是提供基本服务的高盈利公司，股票具有性价比 [7]

Verizon Communication, Inc. (VZ) recently disclosed that it is set to incur a severance charge between $1.7 billion and $1.9 billion in the third quarter of 2024. In a bid to trim operating costs, the telecom giant announced a voluntary separation program in June for management staff based in the United States. Per the program, about 4,800 employees are expected to depart by the end of March, 2025 and over half of these workers are set to leave by the end of September 2024. The company is also planning to d ...

What you need to know: Verizon Business in partnership with Ericsson will host its third Innovation Session of 2024 at Capital One Arena in Washington, D.C. on September 17The session will feature panel discussions from industry experts at Google, U.S. Customs and Border Protection, U.S. Secret Service, NHL, Monumental Sports & Entertainment and Ericsson NEW YORK, Sept. 13, 2024 (GLOBE NEWSWIRE) -- Verizon Business is set to bring the latest iteration of its Innovation Sessions tour to Capital One Arena in ...

ALPHARETTA, Ga., Sept. 13, 2024 (GLOBE NEWSWIRE) -- Verizon recently turned on new cell sites, bringing fast and reliable 4G LTE and 5G Ultra Wideband service to residents and visitors of Pooler, Port Wentworth, and Savannah, including the Historic District. Whether enjoying connecting with friends and family while on the move, connecting their smart homes through Verizon Home Internet, or using Verizon service for small business or enterprise applications, Verizon customers in the Savannah area just got a ...