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

Spending about $8 billion on spectrum, Musk is coming for the carriers’ lunch
Verizon reports Q3 results tonight before market open; EPS is expected at $1.27 and revenue at $34.85 billion

Last quarter’s EPS of $1.30 beat expectations, marking the sixth consecutive time it met or beat them
But on October 9, news broke that SpaceX had bought nationwide 800 MHz spectrum for about $8 billion. Verizon plunged 8.8% in a single day—its worst day since 2002

The three carriers lost about $39 billion in market value in one day
Citi says SpaceX won’t launch its nationwide network until 2029 at the earliest, so it won’t solve the problem anytime soon

I don’t think tonight’s earnings alone can turn things around. A 6.4% dividend yield and a forward P/E of 8.5x won’t fend off the “fourth carrier” narrative either. Watching, not chasing
Invalidation: tonight’s results beat expectations and the company raises its full-year guidance, or evidence confirms SpaceX’s network buildout is progressing far slower than expected

Do you think Verizon can bounce back on earnings tonight, or will SpaceX keep beating it down?
$VZ $TMUS $T
#Verizon #Musk
This is not investment advice. DYOR; trading involves risk.

Verizon wins Google’s data center fiber contract worth over $1 billion, with shares up 3.5% during the day 📈

This deal not only highlights the crucial value of traditional telecom companies in building AI infrastructure, but also once again proves that amid the AI boom, the surge in data traffic continues to drive sustained warming in demand for computing infrastructure, benefiting the upstream supply chain first.

From Bitcoin mining to AI computing power, the need for network infrastructure will only grow bigger and bigger, and even traditional industry giants can take a share in the new cycle.

👉 View the original special topic: https://followin.io/zh-Hans/trendingTopic/10000002261

#Verizon #Google #TradFi

Verizon’s stock rises 3.5%, successfully securing a Google data-center fiber contract worth over $1 billion!

This massive order not only validates Verizon’s competitiveness in the infrastructure space, but also once again underscores the urgency of data-center buildouts and network infrastructure amid the explosive demand for AI compute power. As Google continues to expand its cloud business, the need for high-speed networking keeps growing. Upstream order growth across the industry chain is the clearest signal.

Traditional tech giants are also continually sharing in the benefits of the AI era, and the market has responded positively—voting with its feet. What do you think this collaboration will mean for the communications industry?

👇 Feel free to leave your thoughts in the comments

#Verizon #Google #Technology News

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

Verizon’s stock price rises 3.5%, successfully securing a data center fiber contract worth over $1 billion from Google.

This large-scale partnership not only highlights Google’s continued investment in infrastructure, but also reflects the steady growth in demand for data centers and bandwidth amid the AI boom. As the backbone of the digital economy, fiber networks are entering a new phase of growth opportunities.

How do you see this trend, where traditional tech giants continue to share the benefits of AI and cloud computing development through deep collaboration with internet giants?

👇 Feel free to leave your thoughts in the comments
🔍 View the original article: https://followin.io/zh-Hans/trendingTopic/10000002261

#Verizon #Google #Tech News

🚨 $1,000 MILLION IN FIBER: Verizon and Google close the year's infrastructure deal 📡

While the market debates whether Artificial Intelligence is in a bubble, the giants are quietly securing the real data highways in the shadows.
Verizon has just raised its annual financial outlook after sealing a $1,000 million megadeal with Google to expand its fiber-optic network.

📡 1. Artificial Intelligence doesn’t float in the cloud by magic.
This move confirms that Alphabet $GOOGL isn’t holding back when it comes to securing the physical infrastructure where its models operate.
📊 2. A strategic breather for Telecoms. While the tech sector struggles to prove immediate revenue in its software divisions, companies that own the essential physical assets collect tolls from Wall Street titans.
🪙 3. The mirror for decentralized infrastructure. Global demand for bandwidth and connectivity has no ceiling. As the network gets saturated, solutions that connect real infrastructure with the efficiency of smart contracts in $ETH become the next logical step in scalability.

💡Smart money doesn’t chase hype smoke: it’s buying the cables and the silicon on which the next decade’s economy will be built.
👇Do you think physical infrastructure and DePIN projects will be the big winners in this cycle, or will attention swing back to software applications?
I’m reading your comments! 💬👇
#Verizon #Google