Stevens Capital Management LP Invests $6.35 Million in Verizon Communications Inc. $VZ
Stevens Capital Management LP has purchased a new stake of 144,462 shares in Verizon Communications Inc. (NYSE:VZ) worth approximately $6.35 million during the third quarter. Other institutional investors have also adjusted their holdings in Verizon, while the company recently announced a quarterly dividend increase to $0.7075 per share. Verizon continues to receive a "Moderate Buy" consensus rating from analysts with an average price target of $49.02, reflecting positive sentiment driven by upgrade actions, strong dividend outlook, and solid Q4 earnings that beat expectations.
Telkom: Perang Harga Sudah “So Yesterday”, Kini Fokus Kualitas Layanan
Telkom, through its CEO Dian Siswarini, announced a shift in focus from price wars to service quality as its main competitive strategy. Siswarini stated that in the maturing telecommunications industry, service differentiation and network quality are now the crucial factors for success, rather than low tariffs. The company plans to leverage its extensive fiber network as a foundation to enhance overall service quality for both fixed and mobile broadband users.
AT&T and Cisco: Powering the Future of IoT with 5G Standalone
AT&T and Cisco have significantly deepened their partnership to power the future of IoT with 5G Standalone (SA) technology. This collaboration involves activating a 5G SA-native IoT platform that integrates AT&T's nationwide 5G SA core with Cisco's Mobility Services Platform. The initiative aims to provide secure, scalable, and intelligent enterprise connectivity, enabling advanced features like network slicing and optimized performance for demanding IoT applications across various industries worldwide.
Array Digital Infrastructure Inc (AD) Q4 2025 Earnings Call Highlights: Strategic Moves and ... By GuruFocus
Array Digital Infrastructure Inc (AD) reported its Q4 2025 earnings, highlighting the successful sale of its spectrum to AT&T for over $1 billion and the subsequent payout of a special dividend of $10.25 per share. The company is transitioning into a tower company, significantly strengthening its balance sheet through debt repayment and share repurchases. While optimistic about future growth, particularly from its tower portfolio and T-Mobile MLA, AD's 2026 guidance excludes DISH revenue due to ongoing disputes and faces challenges from elevated SG&A expenses and unleased "naked towers."
Results: TELUS Corporation Exceeded Expectations And The Consensus Has Updated Its Estimates
TELUS Corporation (TSE:T) saw its shares rise 7.1% after releasing strong first-quarter results, with statutory earnings per share significantly beating analyst estimates by 31%. Analysts have since updated their 2025 forecasts, showing increased optimism for TELUS's earnings potential, though the consensus price target remains stable. The company's revenue growth is also projected to outpace the wider industry, despite a slowdown compared to its historical performance.
Array Digital Infrastructure Returns to Full-Year Profitability and Issues 2026 Revenue Guidance
Array Digital Infrastructure (NYSE: AD) returned to full-year profitability in 2025, reporting $169.7 million in net income, a significant reversal from the previous year's loss. This was driven by a strategic pivot to a standalone tower model and a 58% increase in total operating revenues from continuing operations. The company also issued 2026 revenue guidance between $200 million and $215 million, reflecting its continued focus on integrating a T-Mobile Master Lease Agreement and monetizing remaining spectrum assets.
World's Most Powerful Wi-Fi Hotspot, Sonim MegaConnect, Delivers Superior Connectivity for Public Safety on FirstNet
Sonim Technologies has launched MegaConnect, an ultra-portable 5G HPUE mobile hotspot designed for public safety on FirstNet. This ruggedized device offers six times the transmission power and up to twice the speed of standard hotspots, providing enhanced coverage in challenging environments. The MegaConnect, equipped with Frore Systems' AirJet cooling, is currently the smallest and most affordable HPUE on the market, with a portable dock from Parsec expected to further boost its range later this year.
AT&T Options Trading: A Deep Dive into Market Sentiment
Large investors have shown a mixed sentiment towards AT&T (NYSE: T) through recent options trades, with a split between bullish and bearish positions. Benzinga’s scanner identified 12 uncommon options trades, with a significant amount spent on both puts and calls targeting a price range of $22.0 to $30.0 over the next three months. The article also notes AT&T's current market standing, its primary business segments, and recent analyst ratings.
Array Digital (AD) Earnings Call Transcript
Array Digital (AD) recently held its earnings call, detailing the successful sale of its wireless operations and spectrum to AT&T for over $1 billion, which enabled significant debt reduction and a special dividend. The company is now focusing on expanding its fiber business, with increased targets for marketable fiber addresses and substantial capital expenditure plans. Additionally, Array Digital addressed the ongoing dispute with DISH Wireless regarding unpaid contractual obligations and outlined strategies for managing its tower portfolio and monetizing remaining spectrum holdings.
Zscaler and Airtel Launch AI & Cyber Threat Research Center
Zscaler and Bharti Airtel have partnered to launch the AI & Cyber Threat Research Center – India, a multi-stakeholder initiative aimed at enhancing national cyber resilience and accelerating trusted AI adoption. The center will focus on protecting critical sectors, building a talent pipeline, and fostering collaboration between public and private entities. It will leverage Zscaler's global intelligence and Zero Trust Exchange platform, combined with Airtel's local operational reach, to proactively address evolving cyber threats in India.
Array Digital (AD) Earnings Call Transcript
Array Digital (AD) held its earnings call to discuss a transformative 2025, marked by the sale of wireless operations to AT&T for over $1 billion. The company outlined its 2026 strategic objectives, including aggressive fiber build-out goals for TDS Telecom, targeting 2.1 million service addresses and increased capital expenditures. Array Digital Infrastructure is focusing on optimizing its tower operations, monetizing remaining spectrum, and managing potential naked towers while dealing with a contractual dispute with DISH Wireless.
Barrington Research Reaffirms "Outperform" Rating for Climb Global Solutions (NASDAQ:CLMB)
Barrington Research has reaffirmed its "Outperform" rating for Climb Global Solutions (NASDAQ:CLMB), setting a price target of $136.00, which suggests a potential upside of 14.59%. While Barrington maintains a positive outlook, other analysts have issued "Hold" ratings, resulting in an average "Hold" rating for the stock among tracked analysts. Climb Global Solutions, trading near $118.68, has a market cap of approximately $547 million and institutional ownership of nearly 50%.
Inseego Corp. (NASDAQ:INSG) Q4 2025 Earnings Call Transcript
Inseego Corp. reported strong Q4 2025 results, exceeding guidance with $48.4 million in revenue and $6 million in adjusted EBITDA, marking its third consecutive quarter of sequential growth. The company successfully expanded its Fixed Wireless Access (FWA) footprint by securing deals with all three major U.S. Tier 1 carriers (T-Mobile, AT&T, and Verizon) for its FX4100 and FX4200 products. Inseego also strengthened its capital structure by retiring all preferred stock at a significant discount and is focused on product expansion and scaling its enterprise wireless broadband platform for continued growth in 2026.
ARRAY DIGITAL INFRASTRUCTURE, INC. SEC 10-K Report
Array Digital Infrastructure, Inc. (formerly United States Cellular Corporation) reported a significant financial turnaround for fiscal year 2025, with net income reaching $172.3 million following the execution of a major master license agreement with T-Mobile. The company has rebranded to focus on its position as the fifth-largest tower owner in the U.S. and is currently executing strategic asset sales of spectrum licenses to Verizon, AT&T, and T-Mobile.
Array Digital Infrastructure, Inc. Reports Q4 and Full Year 2025 Results
Array Digital Infrastructure reported significant growth for the full year 2025, with total operating revenues rising to $163.0 million and a net income of $169.7 million. The company completed several strategic spectrum sales to T-Mobile and AT&T, issuing substantial special dividends to shareholders while providing 2026 revenue guidance between $200 million and $215 million.
The Great Fiber Pivot: A Deep Dive into Cogent Communications (Nasdaq: CCOI)
Cogent Communications (Nasdaq: CCOI) is undergoing a significant transformation, evolving from a low-cost internet transit provider into a strategic infrastructure play. This pivot, driven by the acquisition of Sprint's wireline assets and a focus on the AI economy, comes with high debt levels and a recent dramatic shift in dividend policy. The article explores the company's historical background, business model, financial performance, competitive landscape, risks, and opportunities, concluding that CCOI is a high-risk, high-reward investment in the AI era.
Here’s What the Street Thinks About AT&T Inc. (T)’s Lumen’s Mass Markets Fiber Business Acquisition
The article discusses Wall Street's mixed reactions to AT&T Inc.'s (T) acquisition of Lumen’s Mass Markets fiber business. RBC Capital reiterated a "Buy" rating and raised its price target to $31, citing the acquisition's strategic benefits for long-term growth and protection against wireless competition. Barclays, however, maintained a "Hold" rating with a $26 price target. The acquisition, valued at $5.75 billion, is expected to significantly expand AT&T's fiber subscriber base and infrastructure.
TELUS Stock: Quiet Telecom Turnaround Play US Investors Are Missing
TELUS Corp (T) has reset its dividend, cut costs, and is focusing on AI-enabled fiber and 5G, yet its stock is still undervalued compared to North American peers. The company is transitioning from an investment-heavy expansion phase to harvesting returns, aiming to improve cash flow and de-risk its dividend for US income and defensive-growth investors. While offering diversification and exposure to tech and health units, investors should consider currency risks and the company's ability to execute its cost-saving and growth strategies.
SK Telecom Stock: Hidden 6% Yield Bet Tied to Nvidia-Led AI Boom
SK Telecom, a South Korean telecom company, is transitioning from a traditional wireless carrier to an AI and data-center infrastructure player within the Nvidia ecosystem. This move offers investors a compelling dividend yield and exposure to the global AI build-out, positioning the company as a potential high-yield entry point into Asia's AI infrastructure. Despite muted recent share performance, its strategic shift towards AI services and data centers, coupled with a generous dividend, makes it an interesting consideration for US investors seeking income and AI exposure with geographical diversification.
DFW deals roundup: Caterpillar completes buyout, fintech raises $25 million
DFW has seen recent merger and acquisition activity, including Caterpillar completing a buyout. Additionally, a McKinney-based fintech company called Uptiq successfully raised $25 million in a Series B funding round.
VanEck’s Gaming ETF Faces Steep Early-Year Decline
The VanEck Video Gaming and eSports ETF has experienced a significant decline of 16% in early 2026 due to its concentrated exposure to major industry players and broader macroeconomic pressures on growth-oriented ETFs. Despite short-term volatility and a cautious market sentiment, the long-term investment thesis for the gaming sector remains intact, driven by AI integration and the expansion of competitive gaming. Investors are advised to consider a new analysis from February 18 to determine whether to buy or sell the ETF.
AT&T and Cisco: Powering the Future of IoT with 5G Standalone
AT&T and Cisco are expanding their strategic partnership to advance the future of IoT with 5G Standalone (SA) technology. This collaboration will commercially activate a 5G SA-native IoT platform, integrating AT&T’s nationwide 5G SA core with Cisco’s Mobility Services Platform. The aim is to deliver enhanced connectivity for demanding IoT applications such as connected vehicles, smart cities, and digital healthcare, focusing on ultra-low latency, security, and scalability.
Vodafone Group: Why This ‘Boring’ Telecom Stock Suddenly Matters
Vodafone Group is undergoing a significant transformation, selling off non-core assets and merging its UK operations to reduce debt and focus on high-margin infrastructure. This restructuring, coupled with a focus on sustainable dividends, positions VOD as a potential high-yield, infrastructure-tilted play for long-term investors. Despite historical underperformance and regulatory risks, the company's pivot into 5G and AI infrastructure, along with its valuation discount compared to US telecom peers, might make it an attractive opportunity for those seeking diversification and income.
Hiya and O2 Telefónica Launch Branded Calling, Expanding Coverage for More than 90% of the German Mobile Market
Hiya and O2 Telefónica have partnered to launch Branded Calling across Germany, reaching over 90% of the mobile market. This initiative aims to restore trust in phone calls by displaying verified caller names for businesses, thereby improving answer rates and operational efficiency in a market known for low call answer rates. The service is automatically enabled on all O2 Telefónica brands and partner networks, setting a new standard for voice services.
NYC Pension Funds Sue AT&T Over Workforce Data Disclosure
The New York City Employees' Retirement System and other city pension funds have filed a lawsuit against AT&T Inc., alleging the company violated securities law. The lawsuit claims AT&T declined to share information about its workforce demographics and excluded a related shareholder proposal from its proxy solicitation. This action highlights increasing investor demands for corporate transparency regarding workforce diversity, with New York City Comptroller Brad Lander stating, "We must not let corporations hide information about the diversity of their workforces from shareholders and the public.”
NYC Pension Groups Claim AT&T Violated Securities Law
Four New York City public pension funds have filed a complaint against AT&T Inc., alleging the company violated securities law by excluding a shareholder proposal from its 2026 proxy materials. The proposal requests that AT&T publicly disclose its Consolidated EEO-1 Report, which details workforce demographics by race, ethnicity, and gender. The pension funds argue that AT&T's exclusion of the proposal, despite previously disclosing the report voluntarily, constitutes "irreparable" harm to shareholders' voting rights.
NYC Pension Funds Sue AT&T Over Blocked Diversity Disclosure Proposal
Four New York City public pension funds have sued AT&T Inc. for unlawfully excluding a shareholder proposal that would require the telecommunications company to publicly disclose detailed workforce demographic data. The funds argue that AT&T violated federal securities law by refusing to include the proposal in its 2026 proxy materials, which seeks the public disclosure of its Consolidated EEO-1 Report, thereby depriving shareholders of a vote on a significant policy issue.
Sezzle adds phone service offer
Sezzle, a buy now, pay later company, is expanding its offerings by introducing mobile phone service plans to its subscribers. These plans, utilizing AT&T's 5G network through a partnership with Gigs, will be available at cheaper rates for Sezzle subscribers, aiming to grow the company's subscription business. This move is part of Sezzle's strategy to help users manage their financial journeys and provide savings on essential services.
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
This article compares AST SpaceMobile (ASTS) and Arista Networks (ANET), two key players in the connectivity sector. While AST SpaceMobile is building a global cellular broadband network in space and has seen significant price performance, it faces high operating costs and competition, leading to a Zacks Rank of "Strong Sell." Arista Networks, on the other hand, offers a broad range of data center and campus Ethernet switches, boasts strong revenue growth, superior profitability, and holds a "Hold" rating, making it the better investment option according to the analysis.
Liberty Global To Acquire Vodafone’s Stake in VodafoneZiggo and Transfer Regional Benelux Assets into New Company Called Ziggo Group
Liberty Global announced a definitive agreement to acquire Vodafone's 50% stake in VodafoneZiggo for €1.0 billion in cash and a 10% stake in a new entity, Ziggo Group. This new Benelux company will hold Liberty Global's interests in VodafoneZiggo and Telenet, with plans for a local listing on Euronext in 2027 and a spin-off of Liberty Global's 90% stake to its shareholders. The transaction aims to unlock value for shareholders, create a regional powerhouse in converged telecom services, and is expected to close in the second half of 2026.
Verizon Rides on Strength in Consumer Segment: Will it Sustain?
Verizon's Consumer segment is showing strong momentum, primarily driven by postpaid phone subscriber growth and fixed wireless access broadband expansion. The company's strategy of competitive offers, bundled solutions, and improved customer experience is leading to healthy customer retention and revenue growth. However, Verizon faces significant competition from rivals T-Mobile and AT&T, who are also reporting strong subscriber growth and investing heavily in 5G and fiber.
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
This article compares AST SpaceMobile (ASTS) and Arista Networks (ANET), two key players in the communications-technology sector, to determine which is a better investment. AST SpaceMobile aims to provide global cellular broadband from space, while Arista Networks specializes in high-performance data center and cloud networking. Despite AST SpaceMobile's recent stock performance, Arista Networks is identified as the better buy due to its stronger profitability, stable growth, and superior Zacks Rank.
AT&T (T) Network Powers Sezzle's New Mobile Plan Launch
Sezzle has launched Sezzle Mobile, an unlimited mobile phone plan starting at $29.99 monthly, which operates using AT&T's network infrastructure. While AT&T shows strong profitability and institutional ownership, the company's financial health presents a complex picture with significant leverage and potential financial distress signals. These factors, alongside high valuation metrics, suggest investors should exercise careful consideration.
Lumen unveils network tools to counter AI traffic, offers tips for smaller providers
Lumen Technologies has launched its Multi-Cloud Gateway (MCGW) to address the challenge of moving AI-generated data quickly and securely across various cloud and data center environments in major U.S. markets. This new service, part of Lumen's cloud-based telecom strategy, provides private connectivity for data-rich sectors and aims to transform traditional telecom interconnections into programmable cloud fabrics. Lumen also offered advice for smaller providers, emphasizing the need for modernized network design, increased automation, and predictable private connectivity to manage growing AI traffic effectively.
Liberty Global Reports Q4 2025 Results
Liberty Global announced its Q4 2025 financial results, highlighting improved commercial momentum in its telecom operations and continued focus on value creation for shareholders. CEO Mike Fries emphasized that the company met all full-year guidance metrics for VMO2, VodafoneZiggo, and Telenet, and delivered substantial reshaping of its operating model, resulting in over $400 million in non-core asset disposals. The company closed 2025 with strong corporate cash and made significant progress in extending maturities across its credit silos, positioning itself for increased shareholder value in 2026.
Sezzle Mobile Launches with Unlimited 5G Plans Starting at $29.99
Sezzle has launched Sezzle Mobile, an unlimited 5G mobile phone plan starting at $29.99 per month, running on AT&T's network and powered by Gigs. This new offering expands Sezzle's ecosystem, allowing users to manage mobile connectivity alongside financial tools within the app. It aims to provide an affordable and transparent alternative to traditional mobile plans, further solidifying Sezzle's position as an all-in-one financial hub.
Unlimited 5G for $29.99: Sezzle adds low-cost phone plan to its app
Sezzle (NASDAQ: SEZL) has launched Sezzle Mobile, an unlimited 5G phone plan on the AT&T network, available through its app for Sezzle Anywhere subscribers starting at $29.99 per month. This move expands Sezzle's offerings beyond payments, positioning it as a broader financial and services hub. The plan offers unlimited prioritized 5G data, talk, text, HD streaming, and Canada/Mexico roaming, aiming to provide a significantly more affordable alternative to typical U.S. mobile plans.
Lumen Investor Day to detail multi-year growth, earnings plan
Lumen Technologies (NYSE: LUMN) will host an Investor Day on February 25, 2026, where its senior leadership will present the company's next phase of transformation. This will include outlining its commercial engine, product pipeline, financial framework, and a multi-year growth strategy aimed at strengthening earnings power and creating long-term value. The event will be webcast live and a replay, along with summary materials, will be available on Lumen’s Investor Relations website.
AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote
New York City public pension funds have sued AT&T (NYSE:T) for removing a shareholder proposal on workforce diversity reporting from its 2026 annual meeting agenda, alleging the company stopped publishing race, ethnicity, and gender data for its employees in 2024. Despite the lawsuit, AT&T's stock saw little after-hours movement, as investors appear more focused on upcoming webcasts from its CFO and COO regarding financial guidance and capital return targets. The legal action coincides with proxy season, highlighting ongoing tensions between investors' demands for transparency and companies' efforts to limit ballot proposals.
Plano offers $20M in incentives for AT&T’s new multibillion-dollar HQ
Plano is offering AT&T a $20 million incentive package and a 65% property tax rebate over 25 years to establish its new global headquarters in the city. The telecom giant must invest a minimum of $1.4 billion in construction, build 2 million square feet of space, employ 10,000 workers, and occupy the site for 25 years. This move is expected to have significant economic implications for downtown Dallas, AT&T's previous home.
Investors heavily search AT&T Inc. (T): Here is what you need to know
This article indicates that AT&T Inc. (T) is a frequently searched stock among investors. It suggests that there is significant public interest in the company, prompting Yahoo Finance users to seek information. The piece implies it will provide key details about AT&T for those interested.
AT&T sued by New York City pension funds for excluding diversity proposal
New York City public pension funds have sued AT&T for refusing to allow shareholders to vote on a proposal requiring the company to disclose its workforce breakdown by race, ethnicity, and gender. The funds argue that AT&T's exclusion of the proposal, citing a recent SEC policy change, causes irreparable injury. AT&T previously disclosed this information between 2021 and 2023 but stopped in 2024 without explanation.
AT&T Sued By New York City Pension Funds For Excluding Shareholder Vote On Workforce Diversity Data: Report
New York City pension funds are suing AT&T for blocking a shareholder vote that would require the company to disclose its workforce diversity data (race, ethnicity, and gender). AT&T cited a November SEC policy change allowing companies to reject shareholder proposals on a "reasonable basis." The plaintiffs, including pension funds representing police, teachers, and other education workers, argue that SEC regulations do not excuse AT&T from making this disclosure and that the company abruptly stopped publicly reporting this data in 2024 without explanation.
AT&T Lawsuit: NYC Pension Funds Challenge Diversity Data Block for 2026 Meeting - News and Statistics
Four New York City public pension funds have sued AT&T, alleging the company wrongly refused a shareholder vote on disclosing its workforce breakdown by race, ethnicity, and gender for its 2026 annual meeting. The funds claim AT&T is improperly using a recent SEC policy change to block the proposal, despite previously disclosing this data from 2021-2023. This lawsuit highlights broader tensions as many companies deemphasize diversity efforts following recent political pressure.
AT&T sued by New York City pension funds for excluding diversity proposal
Four New York City public pension funds are suing AT&T for refusing to allow a shareholder vote on their proposal that would require the telecommunications company to publicly disclose its workforce's diversity breakdown. The funds argue that AT&T is wrongly citing a new SEC policy to exclude the proposal, despite having previously disclosed this information between 2021 and 2023. They seek an injunction to prevent AT&T from soliciting shareholder proxies that exclude their proposal, emphasizing the issue's importance, particularly as many companies de-emphasize diversity initiatives.
Alaska Communications brings safer GenAI controls to local businesses
Alaska Communications is partnering with SurePath AI to offer businesses in Alaska secure, enterprise-grade capabilities for Generative AI (GenAI) adoption. This collaboration aims to provide robust AI governance, enabling businesses to leverage GenAI's benefits like increased productivity and problem-solving while ensuring data security and compliance. SurePath AI's platform allows for real-time monitoring and management of GenAI usage, helping to enforce policies and protect sensitive data.
Lumen lightens multicloud network management, expands intercity abilities
Lumen Technologies is enhancing its enterprise network services with a new Multi-Cloud Gateway service and upgraded metro data center connectivity, aiming to simplify multicloud network management and expand intercity capabilities. The Multi-Cloud Gateway provides a programmable fabric for dynamically managing connectivity routes to hyperscalers and on-premises environments, while network expansions include 100 Gb/s speeds in 16 US markets and plans to grow fiber assets to 58 million miles by 2031. This initiative follows Lumen's strategic divestiture of its consumer fiber business, allowing it to focus investments on digital network services for enterprise customers.
AT&T sued by New York City pension funds for excluding diversity proposal
New York City public pension funds have sued AT&T for refusing a shareholder vote on a proposal requiring the company to disclose its workforce's racial, ethnic, and gender breakdown. The funds argue that AT&T's exclusion of the proposal, citing a recent SEC policy change, is wrongful and causes "irreparable" injury. This lawsuit comes amidst a broader trend where many companies are de-emphasizing diversity, equity, and inclusion efforts, especially after recent political crackdowns.
AT&T to Webcast Fireside Chats with CFO and COO at Upcoming Investor Conferences
AT&T announced it will webcast fireside chats featuring CFO Pascal Desroches and COO Jeff McElfresh at several upcoming investor conferences. Desroches will speak at the Barclays Communications and Content Symposium and the Deutsche Bank Media, Internet & Telecom Conference, while McElfresh will present at the Morgan Stanley Tech, Media & Telecom Conference. AT&T also reiterated its 2026 and multi-year financial and operational guidance and capital returns plans.
AT&T to Webcast Fireside Chats with CFO and COO at Upcoming Investor Conferences
AT&T will webcast fireside chats with CFO Pascal Desroches and COO Jeff McElfresh at several upcoming investor conferences in late February and early March 2026. Pascal Desroches will speak at the Barclays Communications and Content Symposium and the Deutsche Bank Media, Internet & Telecom Conference, while Jeff McElfresh will speak at the Morgan Stanley Tech, Media & Telecom Conference. AT&T also reiterated its 2026 and multi-year financial and operational guidance and capital returns plans.
