David Ramos Thesis In my previous analysis of Verizon Communications, Inc. (NYSE:VZ), I assigned a "sell" rating despite my models indicating a fair price of $40.4. This rating was primarily influenced by concerns related to the company's substantial debt. In this follow-up article, I will increase the rating to "hold", highlighting the persistent challenges tied to Verizon's financial obligations, nevertheless, investors' willing to go into it and therefore pushing momentum. Upon reevaluating the compa ...

威瑞森荣获奖项 - 威瑞森荣获欧文市市长企业卓越奖[1] 威瑞森在欧文市的贡献 - 威瑞森在欧文市长期以来一直是商业社区的重要成员[2] - 威瑞森在欧文地区拥有Hidden Ridge企业园区，为数千名员工提供工作场所[4] 威瑞森在欧文的教育支持 - 威瑞森通过Verizon创新学习项目在欧文支持教育，为13000多名学生提供免费技术、互联网接入和创新STEM学习[6] 威瑞森在欧文社区和全国的投资 - 威瑞森通过Citizen Verizon计划在欧文社区和全国进行全面投资，推动经济、环境和社会进步[7] 威瑞森在达拉斯-沃斯堡大都会区的网络升级 - 威瑞森在达拉斯-沃斯堡大都会区为客户进行了网络升级，以满足数据使用量增加的需求[8] 威瑞森的业务和财务状况 - 威瑞森是全球领先的技术和通信服务提供商，总部位于纽约市，2023年实现了1340亿美元的营收[9]

Verizon (VZ 5.99%) stock is making big gains Tuesday following the publication of its fourth-quarter earnings report. The company's share price was up 5.8% as of 2:15 p.m. ET, according to data from S&P Global Market Intelligence.Verizon posted non-GAAP (adjusted) earnings per share of $1.08 on revenue of $35.1 billion. Earnings for the period were in line with Wall Street's expectations, but the 0.6% sales decline that the business posted was less than expected. The telecom giant beat the average analyst s ...

财务数据和关键指标变化 - 2023年全年无线服务收入为767亿美元,同比增长3.2% [13] - 2023年全年调整后EBITDA为478亿美元,自由现金流为187亿美元 [13] - 公司连续17年提高股息,自由现金流股息支付率约59% [13] - 公司2023年的资本支出和财务杠杆都有所下降 [13] 各条业务线数据和关键指标变化 - 移动业务方面,2023年第四季度后付费手机净增加449,000户,其中消费者业务和企业业务表现均不错 [19][20][22] - 宽带业务方面,2023年全年新增超过170万宽带用户,其中固定无线接入新增超过150万,光纤新增24.8万 [23] - 5G私有网络和企业解决方案业务持续增长,与大型企业如港口、汽车和钢铁行业签订了更多合同 [25][26] 各个市场数据和关键指标变化 - C-Band网络部署后,消费者业务在这些市场的表现明显优于非C-Band市场,包括毛利率和客户流失率 [37] - 公司正在加大在郊区和农村市场的网络部署,以满足消费者和企业客户的需求 [27] 公司战略和发展方向及行业竞争 - 公司将继续专注于无线服务收入增长、调整后EBITDA和自由现金流的提升,以实现更多的债务减免 [30][31] - 公司认为行业整体保持健康,并有信心凭借最佳网络和灵活的产品方案获得应得的市场份额 [28][63] - 公司正在进一步优化营销和销售模式,包括区域化分销、调整销售人员激励等,以提高运营效率 [17] 管理层对经营环境和未来前景的评论 - 管理层对2024年的无线服务收入增长、调整后EBITDA和自由现金流表示乐观 [51][52][53][57] - 管理层认为公司已做好准备,拥有最佳网络资产和优秀的团队,能够在2024年进一步提升业绩 [12][62] 问答环节重要的提问和回答 问题1 **John Hodulik 提问** 询问了消费者业务的毛利率和客户流失率情况 [68][69] **管理层回答** 表示在C-Band部署市场,消费者业务的毛利率和客户流失率均有所改善,反映了网络优势和产品方案的优势 [69][70] 问题2 **Craig Moffett 提问** 询问了行业整体的后付费用户增长预期 [127][128] **管理层回答** 表示行业整体增长情况难以预测,但公司有信心凭借优质产品和服务获得应得的市场份额 [129][130] 问题3 **Walter Piecyk 提问** 询问了公司何时会考虑股票回购,以及相关的财务杠杆目标 [165][166] **管理层回答** 表示公司的资本配置优先顺序是:1.投资于业务 2.持续增加股息 3.偿还债务。当财务杠杆降至2.25倍时,公司会考虑股票回购,最终目标是降至2倍左右 [166]

Shares of telecommunications giant Verizon (VZ 5.50%) jumped 5.7% through 11:30 a.m. ET after meeting analyst forecasts for Q4 earnings and beating on sales Tuesday morning.Heading into its fourth and final quarterly report for 2023, Wall Street had forecast that Verizon would earn $1.08 per share (adjusted for one-time items) on sales of $34.6 billion. Verizon hit the earnings number on the nose and edged out sales projections, delivering $35.1 billion in sales for the quarter. Verizon sales and earningsBu ...

Verizon Communications Inc. (VZ) reported healthy fourth-quarter 2023 results with the top and bottom lines beating the respective Zacks Consensus Estimate. The telecom giant is witnessing significant 5G adoption and wireless traction. Strong demand for fixed wireless products also led to healthy broadband performance with total broadband net additions of 413,000, including 375,000 fixed wireless net additions.Verizon witnessed solid momentum in the wireless business with 449,000 total postpaid phone net ad ...

Verizon通信公司财报 - Verizon通信公司2023年第四季度营收为351.3亿美元，同比下降0.3%[1] - 每股收益为1.08美元，较去年同期的1.19美元有所下降[1] - Verizon的营收超出了Zacks Consensus Estimate的348.2亿美元，增长了0.90%[2] - 公司的每股收益也超出了预期，为1.07美元[2] Verizon业务表现 - 无线零售后付费业务的流失率为1.5%，略高于分析师平均预期的1.4%[5] - 无线零售后付费手机的净用户增长为13.1万，低于分析师平均预期的13.852万[5] - 宽带业务的净用户增长为3.9万，低于分析师平均预期的4.646万[5] - Fios互联网的净用户增长为5.3万，低于分析师平均预期的6.38万[5] - 企业营收为76.2亿美元，低于分析师平均预期的78.2亿美元，同比下降3.6%[5] - 其他消费者业务营收为15.9亿美元，低于分析师平均预期的15.3亿美元，同比下降11.5%[5] - 无线设备业务营收为64.4亿美元，高于分析师平均预期的58.5亿美元，同比下降1.4%[5] - 服务业务营收为189.3亿美元，高于分析师平均预期的190.9亿美元，同比增长2.6%[5] - 消费者业务总营收为269.5亿美元，高于分析师平均预期的264.5亿美元，同比增长0.7%[5] - 消费者无线服务营收为160.3亿美元，略低于分析师平均预期的160.6亿美元[5] - 企业和公共部门业务营收为37.2亿美元，高于分析师平均预期的39.1亿美元，同比增长142.9%[5] Verizon股票表现 - Verizon股票在过去一个月中表现良好，涨幅为5.6%，表现优于Zacks S&P 500综合指数的2.1%[5] - 公司目前的Zacks排名为3（持有），预示着在短期内可能与整体市场表现一致[5]

Key TakeawaysVerizon swung to a loss of $2.57 billion or 64 cents a diluted share in the fourth quarter of 2023.The company's earnings were dragged down by a $7.8 billion loss on account of special items.Revenue of $35.1 billion was better than expected, but lower compared to $35.25 billion for the same period last year.Verizon's (VZ) fourth quarter earnings were dragged into the red due to a $7.8 billion loss on special items despite posting better-than-expected revenue. The company's shares were up a litt ...

Verizon Communications (VZ) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $1.07 per share. This compares to earnings of $1.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 0.93%. A quarter ago, it was expected that this largest U.S. cellphone carrier would post earnings of $1.17 per share when it actually produced earnings of $1.22, delivering a surprise of 4.27%.Over the last f ...

About this content About William Farrington William kickstarted his career as a researcher and reporter for a global legal publication, covering everything from public law to M&A. Before moving to Proactive Investors, he worked as a reporter for a major fintech company with a focus on cryptocurrency and blockchain technology. Harking from Queensland, Australia, William obtained first-class honours in journalism and media from Birkbeck University before going on to complete an MA in creative and critical ...