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Verizon Communications (VZ)

  • Jul. 8, 2011, 4:56 PM
    iSuppli claims the HTC Thunderbolt, which has sold well through Verizon (VZ), carries the highest component cost of any phone it's analyzed. Qualcomm (QCOM) probably isn't bothered - based on iSuppli's data, there's likely over $60 worth of Qualcomm 3G and 4G chips inside each unit. Qualcomm also collects a hefty royalty on each unit sale.
    | Jul. 8, 2011, 4:56 PM | Comment!
  • Jul. 8, 2011, 3:26 PM
    While AT&T (T) is seeing slowing wireless growth, Verizon (VZ) is expected to have a standout Q2 on the back of iPhone sales and demand for 4G handsets such as HTC's (HTCCF.PK) Thunderbolt and Samsung's (SSNLF.PK) Droid Charge. Low-cost carrier MetroPCS (PCS) has also benefited from its early adoption of 4G.
    | Jul. 8, 2011, 3:26 PM | Comment!
  • Jul. 7, 2011, 10:23 AM
    Motorola Mobility (MMI) is hoping the Droid 3, announced today with Verizon (VZ), can lift its sagging Android share. The phone's impressive specs and global roaming support should appeal to business users, but the lack of 4G support is a notable omission. Motorola's first 4G device, the Droid Bionic, might be arriving in August.
    | Jul. 7, 2011, 10:23 AM | 1 Comment
  • Jul. 7, 2011, 10:18 AM
    The market for data centers for internet servers is at risk of overheating, WSJ reports. Revenue will reach $8.1B this year, but insiders say supply may outpace demand by 50% soon. Facebook, Google (GOOG) and Apple (AAPL) build their own server farms, contributing to a squeezed market for providers like Verizon's (VZ) Terremark subsidiary.
    | Jul. 7, 2011, 10:18 AM | Comment!
  • Jul. 6, 2011, 2:16 PM
    With a healthy lead over AT&T (T) in deploying 4G services, and arguably possessing the best coverage and phone lineup of any carrier, Verizon (VZ) appears comfortable offering "luxury pricing" for its service plans. The company has to hope the additional profits produced by loyal customers outweigh any defections from price-sensitive ones.
    | Jul. 6, 2011, 2:16 PM | 3 Comments
  • Jul. 6, 2011, 8:28 AM
    Verizon Wireless (VZ -1.5%, VOD) pulls the plug on unlimited data plans, an option it had put in place at least partially to encourage more AT&T (T) subscribers to defect. As consumers gobble up more bandwidth, carriers are starting to realize that all-you-can eat isn't feasible.
    | Jul. 6, 2011, 8:28 AM | 2 Comments
  • Jul. 5, 2011, 4:26 PM
    Smartphone subsidy expenses are damaging the margins of U.S. carriers, according to Moody's. The average phone subsidy is now $138, and Apple's (AAPL) iPhone is subsidized by $450. Moody's sees AT&T (T) and Verizon (VZ) weathering the storm, but believes Sprint (S), Leap (LEAP), and MetroPCS (PCS) could have a harder time.
    | Jul. 5, 2011, 4:26 PM | 2 Comments
  • Jul. 5, 2011, 2:38 PM
    Baby Boomers nearing retirement shouldn't get too conservative, as rising life expectancies plus escalating healthcare costs force a rethinking of the conventional wisdom of cashing in stocks for bonds. Mark McLaughlin's a list of 14 "stocks with staying power" as core holdings: VZ, JPM, NVS, BA, ABT, RTN, FCX, PBR, CAT, CMCSA, TJX, EPB, BWP, BDN.
    | Jul. 5, 2011, 2:38 PM | 1 Comment
  • Jul. 5, 2011, 10:44 AM
    A few days after placing total iPhone shipments at 24M-25M in Q3, DigiTimes reports that Apple (AAPL) recently placed an order for 15M iPhone 5 units, set to begin shipping in September. In addition, Verizon (VZ) may be about to cut the price of the 16GB iPhone 4 to $150.99, perhaps to clear inventory ahead of an iPhone 5 launch.
    | Jul. 5, 2011, 10:44 AM | 3 Comments
  • Jun. 24, 2011, 2:35 PM
    Goldman Sachs adds Comcast (CMCSA -0.6%) to its Conviction Buy List, eyeing higher shareholder returns from dramatically rising dividend payouts and share buybacks by 2012. Comcast likely will be the only broadband vendor, including AT&T (T) and Verizon (VZ), to increase the number of broadband subscribers, Goldman predicts.
    | Jun. 24, 2011, 2:35 PM | Comment!
  • Jun. 21, 2011, 10:10 AM
    Credit Suisse downgrades Motorola Mobility (MMI -2.8%), saying "competitive headwinds are intensifying" from Verizon (VZ +0.4%) and other Android vendors, pressuring margins going forward. The firm cuts its 2011 EPS view by 27% and lowers its price target to $19.
    | Jun. 21, 2011, 10:10 AM | 2 Comments
  • Jun. 16, 2011, 1:35 PM
    Wireless spectrum in the U.S. is so limited - and Americans' appetite for bulky media like video so voracious - that wireless broadband won't be truly able to handle it "for a long time to come," says Motorola Mobility's (MMI +2.3%) Sanjay Jha. Peak speeds of 4G networks rival wireline, but the standard broadband provided to homes by cable companies should continue to dominate.
    | Jun. 16, 2011, 1:35 PM | Comment!
  • Jun. 8, 2011, 3:53 PM
    Oppenheimer's upgrade of Verizon (VZ +1.5%) propels shares to the top of Dow gainers. “VZ has premiere wireline and wireless networks and has spent almost a decade spending substantially higher capex and is set to see very strong [free cash flow] growth going forward,” a research note says.
    | Jun. 8, 2011, 3:53 PM | Comment!
  • Jun. 3, 2011, 4:00 AM
    Verizon's (VZ) debut Q1 iPhone (AAPL) sales of 2.2M units were well short of industry-watcher estimates of 3-4M units - leading to at best a temporary setback for Android (GOOG) sales. The gap between estimated and actual iPhone shipments widened to 39.4% in Q1 from 29.3% in Q4, implying weaker than expected demand. (Digitimes)
    | Jun. 3, 2011, 4:00 AM | 2 Comments
  • May 17, 2011, 3:40 PM
    Sprint (S), once last in customer satisfaction among the biggest national wireless providers, now has the happiest subscribers, along with longtime leader Verizon Wireless (VZ), according to a new American Customer Satisfaction survey.
    | May 17, 2011, 3:40 PM | Comment!
  • May 11, 2011, 11:48 AM
    AT&T (T -0.4%) becomes the second carrier after Verizon (VZ -0.2%) to say it will sell Cisco's (CSCO +0.8%) Android-based Cius tablet computer. AT&T plans to offer the device in the fall to business customers but didn't disclose a price. (PR)
    | May 11, 2011, 11:48 AM | Comment!
Company Description
Verizon Communications Inc is a provider of communications, information and entertainment products and services to consumers, businesses and governmental agencies. Its two segments are Wireless and Wireline.