Posts on VZ

Latest ideas and analyses related to Verizon Communications Inc

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TMUS , T , VZ

+12 pts



Bite the (TMUS) Bullet

By mooreideas on Sept. 21, 2022, 11:07 a.m.
Tagged topics: credit research

Views: 8, Votes: 3, Responses: 0, Attachments: 1
VZ , T , CMCSA , CHTR

+37 pts



Four key takeaways from cable and wireless earnings + CHTR 2Q22 results

By ethonomics on Aug. 1, 2022, 4:20 p.m.
Tagged topics: earnings results

Views: 21, Votes: 4, Responses: 0, Attachments: 1
VZ

+35 pts



2Q22; No Mas! The Search for Gross Adds; Lowering Estimates and PT

By RayHold on July 27, 2022, 8:59 a.m.
Tagged topics: Telecommunications

Views: 13, Votes: 5, Responses: 0, Attachments: 1
VZ

+74 pts



2Q22; No Mas! The Search for Gross Adds; Lowering Estimates and PT

By Thomasidea on July 26, 2022, 10:31 a.m.
Tagged topics: Telecommunications

Views: 19, Votes: 4, Responses: 0, Attachments: 1
T , VZ

+34 pts



Reinstate on $T at Buy; Downgrade $VZ to Neutral

By ethonomics on April 26, 2022, 5:33 p.m.
Tagged topics: deep dive , analyst downgrade

Views: 27, Votes: 2, Responses: 0, Attachments: 1
SBAC , CCI , TMUS , T , VZ , DISH

+35 pts



Towers – 1Q22 Preview: Expecting a Constructive Quarter on Strong 5G Leasing

By realjoe on April 20, 2022, 5:05 p.m.
Tagged topics: earnings preview

Views: 29, Votes: 3, Responses: 0, Attachments: 1
TMUS , CMCSA , CHTR , ATUS , VZ , SBAC , AMT , T , CCI , EQIX , FYBR , IHS , SWCH , UNIT

+37 pts



1Q22 Preview for Wireless, Cable and Telecom Infrastructure

By ethonomics on April 13, 2022, 4:21 p.m.
Tagged topics: earnings preview

Views: 37, Votes: 3, Responses: 1, Attachments: 1
DIS , WBDWV , PARA , FOXA , VZ

+41 pts



Stream of Consciousness Refreshing Media views with ratings re-instated on Warner Bros. Discovery (OW) and Paramount (N)

By rIsILAwr on April 11, 2022, 8:36 a.m.
Tagged topics: credit research

Views: 62, Votes: 2, Responses: 2, Attachments: 1
VZ

+37 pts



$VZ - new 5G revenues is the opportunity to exceed expectations

By ethonomics on March 4, 2022, 5:43 p.m.
Tagged topics: investor day

Views: 162, Votes: 4, Responses: 0, Attachments: 1
ATUS , CHTR , CMCSA , T , TMUS , VZ

+37 pts



Cable: Not as Easy to Love, but Too Good to Hate – Assessing Competitive Threats Across Broadband

By CdnInvstr on Jan. 24, 2022, 3:42 p.m.
Tagged topics: deep dive , analyst upgrade

Views: 60, Votes: 3, Responses: 0, Attachments: 1
TMUS , FYBR , CMCSA , IHS , LYV , VIAC , IHRT , DIS , SBAC , ATUS , VZ , CHTR , EQIX , AMT , AMCX , CCI , UNIT , SWCH , LGF.B , SIRI , FWONK , CCOI , FOXA , EDR , LLNW

+43 pts



US Telecom Cable and Media - opportunities for catalyst driven stories and deep value plays in 2022

By ethonomics on Jan. 11, 2022, 3:52 p.m.
Tagged topics: deep dive , analyst top pick

Views: 99, Votes: 3, Responses: 0, Attachments: 1
AMT , CCI , DLR , EQIX , TMUS , VZ , T , DISH

+48 pts



Communications Infrastructure 2022 Outlook: Another Solid Year in Prospect; Continue To Favor Towers On 5G cycle

By JH on Dec. 20, 2021, 12:28 a.m.
Tagged topics: 5G , 5G deployment , deep dive , Morgan Stanley , communications , 5G infrastructure

Views: 82, Votes: 8, Responses: 0, Attachments: 1
UNM , VZ , CHRW , MAXR , QRVO , UAL , TTWO , PING , MNST , OLED , BA , AZEK , AMGN , CL , FDX

+58 pts



Identifying laggards to buy heading into 2022

By ethonomics on Dec. 9, 2021, 2:26 p.m.
Tagged topics: 2022 outlook , buy the laggards

Views: 140, Votes: 8, Responses: 1, Attachments: 1
AMZN , MSFT , VZ , DISH , T , TMUS , ONDS , ATEX

+50 pts



Wireless is converging with cloud, and the next 5 years will see more disruption than in the past 2 decades

By mooreideas on Dec. 7, 2021, 11:56 a.m.
Tagged topics: deep dive , disruptive technology , 5G network

Views: 93, Votes: 4, Responses: 2, Attachments: 1
MSFT , CRM , DOX , EQIX , EGHT , FSLY , T , VZ

+74 pts



Oppenheimer says cloud adoption is 'accelerating on all fronts', says cloud exposure should be core holdings as we are still in the very early innings of this IT mega trend

By ethonomics on Feb. 26, 2021, 12:41 p.m.
Tagged topics: AWS , Azure , secular trends , secular growth , edge computing , Oppenheimer , cloud adoption

Views: 345, Votes: 2, Responses: 1, Attachments: 5
DIS , VZ

+34 pts



$DIS - Putting Disney+ early success into context

By mooreideas on April 9, 2020, 11:37 a.m.
Tagged topics: Disney+ , COVID-19 , stay-at-home , Marvel , Star Wars , park closures

Views: 473, Votes: 2, Responses: 0, Attachments: 0