verizon

🔎 *Verizon (VZ) — Stronger Fundamentals Attract Attention*

Verizon has emerged as one of the more interesting companies to watch following its latest quarterly results.

The telecommunications company reported approximately *406,000 net additions in postpaid phone subscribers*, significantly exceeding market expectations.

Verizon also raised its full-year earnings outlook and announced an artificial intelligence infrastructure agreement with Amazon Web Services valued at approximately *$2 billion*.

These developments are particularly noteworthy because telecommunications companies have recently faced concerns about potential competition from satellite-based communication services, including SpaceX.

Verizon's results suggest that its core wireless business continues to demonstrate resilience.

The important question now is whether improved operating performance can support sustained investor demand beyond the initial reaction to earnings.
$SPACE #SpaceX #Verizon

#earningsseason

🚨 Verizon Surprises Wall Street as Subscriber Growth Nearly Doubles Expectations!
Verizon ($VZ.US ) delivered a strong third-quarter earnings update on October 26, reporting 406,000 net additions of monthly-paying wireless subscribers, nearly DOUBLE the 209,439 expected by analysts.
The telecommunications giant also raised its full-year adjusted earnings forecast to $5.04–$5.06 per share, representing expected annual growth of 7%–7.5%.
But the biggest surprise goes beyond wireless services.
🚀 Verizon announced an AI infrastructure agreement worth more than $2 BILLION with Amazon Web Services.
The deal highlights how major telecommunications companies are positioning themselves to benefit from the growing demand for artificial intelligence infrastructure.
Verizon shares climbed approximately 2.4% in premarket trading following the announcements.
The key takeaway: stronger customer growth, improved earnings guidance and a multibillion-dollar AI agreement are putting $VZ.US in the spotlight as earnings season accelerates.
#Verizon #artificialintelligence #WallStreet

约 80 亿美元买频谱，马斯克要抢运营商饭碗
Verizon 今晚盘前出 Q3，预期 EPS 1.27 美元、营收 348.5 亿美元

上季度 EPS 1.30 美元超预期，是连续第 6 次达标
但 10 月 9 日那天，SpaceX 约 80 亿美元买下全国 800MHz 频谱的消息一出，Verizon 单日跌 8.8%，2002 年以来最惨一天

三家运营商一天蒸发约 390 亿美元市值
花旗说 SpaceX 全国开网最早 2029 年，远水解不了近渴

我觉得今晚财报本身翻不了篇，6.4% 股息加 8.5 倍预期市盈率也挡不住“第四家运营商”的叙事，观察不追
失效位：今晚超预期且上调全年指引，或 SpaceX 建网进展被证实远慢于预期

你觉得今晚 Verizon 是靠财报翻身，还是继续被 SpaceX 压着打？
$VZ $TMUS $T
#Verizon #马斯克
以上不构成投资建议，DYOR，交易有风险。

Verizon拿下谷歌超10亿美元数据中心光纤合同，股价盘中上涨3.5%📈

这单不仅展现了传统通信企业在AI基础设施建设中的重要价值，也再次印证了AI热潮下，数据流量爆发带动算力基础设施需求持续升温，上游供应链最先受益。

从比特币挖矿到AI算力，对网络基础设施的需求只会越来越大，传统巨头也能在新周期中分一杯羹。

👉查看原专题：https://followin.io/zh-Hans/trendingTopic/10000002261

#Verizon #Google #TradFi

Verizon股价上涨3.5%，成功从谷歌拿下价值超10亿美元的数据中心光纤合同。

这笔大额合作不仅凸显了谷歌在基础设施建设上的持续投入，也反映出AI热潮下，对数据中心和带宽需求的不断增长。光纤网络作为数字经济的基础设施，正在迎来新的增长机遇。

传统科技巨头通过与互联网巨头的深度合作，持续分享AI和云计算发展的红利，这波你怎么看？

👇 欢迎在评论区留下你的看法
🔍 查看原文：https://followin.io/zh-Hans/trendingTopic/10000002261

#Verizon #Google #科技新闻

Verizon 股价上涨 3.5%，成功拿下谷歌超 10 亿美元数据中心光纤合同！

这份巨额订单不仅验证了 Verizon 在基础设施领域的竞争力，也再次印证了 AI 算力需求爆发下，数据中心建设与网络基础设施的紧迫性。谷歌持续扩张云业务，对高速网络的需求水涨船高，产业链上游订单增长就是最明确的信号。

传统科技巨头也在不断分享 AI 时代的红利，市场用脚投票给出了正面回应。你怎么看这次合作对通信行业的影响？

👇欢迎在评论区留下你的看法

#Verizon #Google #科技动态

https://followin.io/zh-Hans/trendingTopic/10000002261

🚨 $1,000 MILLONES EN FIBRA: Verizon y Google cierran el acuerdo de infraestructura del año 📡

Mientras el mercado debate si la Inteligencia Artificial está en burbuja, los gigantes están asegurando en la sombra las verdaderas autopistas de datos.
Verizon acaba de elevar sus previsiones financieras anuales tras sellar un megacontrato de $1,000 millones de dólares con Google para expandir su red de fibra óptica.

📡 1. La Inteligencia Artificial no flota en la nube por arte de magia.
Este movimiento confirma que Alphabet $GOOGL no está escatimando en caja cuando se trata de asegurar la infraestructura física donde operan sus modelos.
📊 2. Un respiro estratégico para las Telecoms, Mientras el sector tecnológico sufre por demostrar ingresos inmediatos en sus divisiones de software, las empresas que poseen los activos físicos esenciales cobran peaje a los titanes de Wall Street.
🪙 3. El espejo para la infraestructura descentralizada, La demanda global de ancho de banda y conectividad no tiene techo. A medida que la red se satura, las soluciones que conectan infraestructura real con la eficiencia de contratos inteligentes en $ETH se vuelven el siguiente paso lógico de escalabilidad.

💡El dinero inteligente no persigue el humo del hype: está comprando los cables y el silicio sobre los que se construirá la economía de la próxima década.
👇¿Crees que la infraestructura física y los proyectos DePIN serán los grandes ganadores de este ciclo, o la atención volverá a las aplicaciones de software?
¡Te leo en los comentarios! 💬👇
#Verizon #Google