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.
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."
Verizon Communications (NYSE:VZ) Trading Up 1.2% - Here's Why
Verizon Communications (NYSE:VZ) shares rose 1.2% to $49.24 on Friday with analysts maintaining a "Moderate Buy" consensus and an average price target of $49.02. The company recently beat Q4 earnings estimates, issued strong FY2026 EPS guidance, and increased its quarterly dividend to $0.7075, resulting in a 5.7% yield. Notably, an EVP sold a portion of their holdings, while institutional investors have adjusted their stakes in Verizon.
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.
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.
Jupiter Asset Management Ltd. Decreases Stock Holdings in Verizon Communications Inc. $VZ
Jupiter Asset Management Ltd. reduced its stake in Verizon Communications Inc. by 56% in the third quarter of last year, selling 880,445 shares and now holding 690,518 shares valued at $30.35 million. Despite this, Verizon recently increased its quarterly dividend to $0.7075, offering a 5.8% yield, and reported earnings that slightly beat analyst expectations, guiding for FY2026 EPS between $4.90 and $4.95. Verizon's stock currently holds a "Moderate Buy" consensus rating from analysts, with a target price of $49.02.
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.
INSEEGO CORP. SEC 10-K Report
Inseego Corp. has released its 2025 10-K report, revealing a 13.1% decrease in total revenues to $166.2 million, largely due to reduced sales in mobile solutions, though gross profit margin improved to 42.7%. The report details the company's focus on cloud-managed wireless WAN and 5G solutions, strategic initiatives like divestitures and debt restructuring, and challenges including reliance on key customers and supply chain risks. Inseego aims for profitable operations, positive cash flow, and expansion into enterprise and SMB markets.
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.
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.
VZ: Daiwa Capital Upgrades Verizon to 'Buy' with Raised Price Ta
Daiwa Capital has upgraded Verizon (VZ) from 'Outperform' to 'Buy', raising its price target by 20.83% from $48.00 to $58.00, signaling a positive outlook for the telecommunications company. This follows a trend of incremental positive adjustments by various analysts, although the average analyst recommendation for VZ is still "Hold" with an average target price of $49.84. GuruFocus estimates a downside of 11.9% from the current price, with an estimated fair value of $43.06.
Daiwa Securities Adjusts Verizon Communications Price Target to $58 From $48, Maintains Buy Rating
Daiwa Securities has raised its price target for Verizon Communications (NYSE: VZ) to $58 from $48, while reaffirming a Buy rating on the stock. The adjustment reflects a positive outlook for the telecommunications giant, indicating increased confidence from the securities firm.
A&O Shearman is advising Liberty Global on the commercial aspects of its acquisition of Vodafone’s stake in VodafoneZiggo
A&O Shearman is advising Liberty Global on its acquisition of Vodafone's 50% stake in VodafoneZiggo, a move that will transfer Benelux assets into the newly formed Ziggo Group. This transaction aims to unlock shareholder value for Liberty Global, with plans to list Ziggo Group on Euronext in 2027 and spin off Liberty Global's 90% holding to its shareholders. The deal also includes long-term service agreements between Liberty Global and Vodafone to ensure operational stability.
Here Are Thursday’s Top Wall Street Analyst Research Calls: Analog Devices, Chewy, Credo Technology, eBay, Fiverr, Shopify, Verizon, and More
This article summarizes top Wall Street analyst research calls for February 19, 2026, including upgrades, downgrades, and initiations for various companies like Analog Devices, Chewy, eBay, Fiverr, Shopify, and Verizon. It also provides a market overview, noting the conclusion of the fourth-quarter earnings season, current financial market trends for futures, bonds, oil, gold, and cryptocurrency, and the implication of Fed meeting minutes on future interest rate cuts.
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.
Verizon to speak at Barclays Communications and Content Symposium on February 24
Tony Skiadas, Verizon's executive vice president and chief financial officer, is scheduled to speak at the Barclays Communications and Content Symposium on Tuesday, February 24, at 8:00 a.m. ET. The session will be webcast and accessible via Verizon's Investor Relations website. Verizon, headquartered in New York City, reported revenues of $138.2 billion in 2025.
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.
Verizon to speak at Barclays Communications and Content Symposium on February 24
Tony Skiadas, Verizon's executive vice president and chief financial officer, is scheduled to speak at the Barclays Communications and Content Symposium on Tuesday, February 24, at 8:00 a.m. ET. The session will be webcast and accessible via Verizon's Investor Relations website. Verizon, a leading communications technology company, generated $138.2 billion in revenues in 2025.
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.
Verizon vs Johnson & Johnson: Which Dividend Hike Winner Is the Better Buy?
Verizon (VZ) and Johnson & Johnson (JNJ) recently increased their dividends, but offer different investment profiles. Verizon provides a higher current yield of 5.8% but carries substantial debt and has slower dividend growth. Johnson & Johnson has a lower 2.1% yield but boasts a much longer track record of dividend increases and stronger growth prospects due to its healthcare business.
Verizon to speak at Barclays Communications and Content Symposium on February 24
Tony Skiadas, Verizon's executive vice president and chief financial officer, is scheduled to speak at the Barclays Communications and Content Symposium on Tuesday, February 24, at 8:00 a.m. ET. The session will be webcast and accessible via Verizon's Investor Relations website. Verizon, headquartered in New York City, generated revenues of $138.2 billion in 2025.
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.
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.
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.
SCHD ETF gets extremely overbought: Is it a good dividend stock?
The SCHD ETF has reached an all-time high, outperforming the S&P 500 and Nasdaq 100 this year due to a rotation from growth to value stocks. While the ETF has benefited from strong performances by traditional companies, its Relative Strength Index (RSI) indicates it is deeply overbought, suggesting a potential retreat in the near future. Investors may anticipate profit-taking and a drop to the $28 level.
Inseego’s FX4200 Series Router now available to Verizon Business 5G Fixed Wireless Access customers
Inseego Corp. announced that Verizon Business has added its FX4210 5G router to its 5G Business Internet FWA portfolio. This new enterprise FWA device is designed to provide resilient and agile connectivity, balancing performance with ease-of-use for various business, public sector, and first responder customers. The FX4200 series offers high-speed, reliable 5G connections with advanced features like Wi-Fi 7, enterprise-grade security, and zero-touch setup, along with the optional X700 Wi-Fi mesh node for extended coverage.
Retirees Are Piling Into These 3 ETFs—Here’s Why
Retirees are increasingly investing in Exchange Traded Funds (ETFs) for steady income and capital preservation. This article highlights three specific ETFs: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD), Schwab US Dividend Equity ETF (SCHD), and Fidelity High Dividend ETF (FDVV), detailing their yields, sector allocations, expense ratios, and performance to explain their appeal to retirees. These ETFs offer diversification and dividend income, which are crucial for managing risk and providing financial stability during retirement.
SCHD ETF gets extremely overbought: Is it a good dividend stock?
The Schwab US Dividend Equity (SCHD) ETF has soared to a record high, outperforming the S&P 500 and Nasdaq 100 this year due to an ongoing investor rotation from growth to value stocks. While its recent rally has been strong, technical analysis suggests the ETF is now highly overbought, with the Relative Strength Index (RSI) at its highest level since May 2021, indicating a potential retreat in the coming weeks. The rotation is driven by a decline in top technology companies and increased investment in traditional sectors like defense and energy.
Verizon Communications Inc. (VZ) is attracting investor attention: Here is what you should know
This article highlights Verizon Communications Inc. (VZ) as a stock gaining investor attention. It suggests reviewing the full article for details on why VZ is currently noteworthy.
VERIZON COMMUNICATIONS INC SEC 10-K Report
Verizon Communications Inc. has released its 2025 10-K report, detailing its financial performance, business operations, and strategic initiatives. The report highlights total operating revenues of $138,191 million, increased operating income, and significant investments in network expansion and acquisitions like Frontier and Starry. Verizon faces challenges from intense competition, economic and strategic risks, and operational vulnerabilities like cyberattacks, while aiming for sustainable growth in mobility and broadband with cautious capital spending.
Inseego's FX4200 Series Router now available to Verizon Business 5G Fixed Wireless Access customers
Inseego Corp. announced that its FX4210 5G router is now available to Verizon Business 5G Fixed Wireless Access (FWA) customers. This device is designed to provide high-performance, resilient, and agile connectivity with easy deployment and management options for various businesses and public sector clients. The FX4200 series offers multi-gig 5G performance, advanced security, Wi-Fi 7 with WPA3, and zero-touch setup, alongside the Inseego Connect cloud management platform and optional X700 Wi-Fi mesh node for extended coverage.
Inseego Corp. FX4210 5G Router Added to Verizon Business 5G FWA Portfolio
Inseego Corp.'s FX4210 5G router has been added to Verizon Business’s 5G Business Internet Fixed Wireless Access (FWA) portfolio. This aims to provide high-performance, easy-to-manage connectivity for various business sectors, including small to medium-sized businesses, public sectors, and first responders. The FX4210, along with the Inseego X700 Wi-Fi mesh node, offers features like zero-touch setup, integrated security, and Wi-Fi 7 support, enhancing enterprise wireless networks.
Bank of America Tumbles 7% While Verizon, J&J, and Chevron Rally on Dividend Hikes
While Bank of America saw a significant 7.04% drop due to investor flight from the financial sector, blue-chip dividend stocks like Verizon, Johnson & Johnson, and Chevron rallied last week. Johnson & Johnson raised its dividend by 4.8%, Verizon announced a new quarterly dividend and a $25 billion buyback program, and Chevron increased its dividend by 4%. This performance indicates an ongoing rotation into safer blue-chip investments, particularly in the telecom and energy sectors, amidst shifting interest rate expectations and concerns about AI disruption impacting other market segments.
Verizon Rose 26% in the Last 30 Days. Here’s Where the Stock Could Be Headed in 2026
Verizon Communications Inc. stock has risen 26% in the last 30 days, trading near $49 per share, driven by strong Q4 results, a confident 2026 outlook, and a significant increase in mobility and broadband net adds. The company's valuation model suggests a target price of $60, implying a 23% upside, indicating that the stock is currently undervalued. This positive outlook is supported by accelerating earnings and free cash flow growth, increased dividends, and a new share repurchase program.
NEOS Investment Management LLC Buys 178,825 Shares of Verizon Communications Inc. $VZ
NEOS Investment Management LLC increased its stake in Verizon Communications Inc. (NYSE:VZ) by 50.8% in Q3, acquiring an additional 178,825 shares to own a total of 530,517 shares worth $23.32 million. Several other institutional investors also modified their holdings, with hedge funds and institutional investors collectively owning 62.06% of the company's stock. Analysts have a "Moderate Buy" rating for Verizon with an average price target of $49.02, and the company recently increased its quarterly dividend.
Skandinaviska Enskilda Banken AB publ Raises Stock Holdings in Verizon Communications Inc. $VZ
Skandinaviska Enskilda Banken AB publ significantly increased its stake in Verizon Communications Inc. by 48.9% in the third quarter, bringing their total holdings to 1,341,074 shares valued at $58.94 million. Other institutional investors also adjusted their positions in Verizon, while an insider sold a portion of their holdings. Verizon recently reported strong quarterly earnings, exceeding analyst expectations, and announced a dividend increase.
Verizon Communications Inc. $VZ Shares Sold by Fifth Third Bancorp
Fifth Third Bancorp has reduced its stake in Verizon Communications Inc. by 5.0%, selling 21,989 shares, though other institutional investors have slightly increased their holdings. Verizon's EVP Joseph J. Russo also sold a portion of his shares, while analysts maintain a "Moderate Buy" rating with an average target price of $49.02. The company recently increased its quarterly dividend to $0.7075 per share, representing an annualized yield of 5.8%.
T-Mobile stock (TMUS) set for post-holiday test after Wells Fargo target lift and €2.5 billion bond sale
T-Mobile (TMUS) stock finished up 2.25% at $219.50 before the Presidents Day holiday, with Wells Fargo raising its price target to $235 and maintaining an Overweight rating. The company announced an upcoming dividend of $1.02 per share and plans to sell €2.5 billion in euro-denominated senior notes. Post-holiday trading will test if TMUS can hold the $220 level, with competitive pricing from AT&T and Verizon remaining a key risk.
The Truth About Shenandoah Telecom: Is This Tiny Internet Stock About To Blow Up?
The article discusses Shenandoah Telecommunications Company (SHEN), a regional fiber and wireless provider, examining its potential as an investment. It highlights SHEN's fiber-first strategy in underserved Mid-Atlantic areas and its customer experience focus as key differentiators against larger carriers. While not a "hype" stock, the piece suggests SHEN could be an interesting long-term play for investors focused on infrastructure and rural connectivity, despite its small-cap volatility.
AT&T, T-Mobile, Verizon Hit With Location Sharing Patent Suits
AT&T, T-Mobile, Verizon, and Samsung Electronics are facing separate patent infringement lawsuits from Texas-based Piney Woods Mobility LLC. The lawsuits, filed in the US District Court for the Eastern District of Texas, allege infringement related to location-sharing programs and services such as Verizon Family, T-Mobile Family Mode, AT&T Secure Family, and SmartThings. Piney Woods claims these companies encourage infringement by promoting services that allow users to locate family members and generate alerts.
The Truth About BCE Inc: Hidden Dividend Beast Or Busted Dinosaur Stock?
This article analyzes BCE Inc., a Canadian telecom giant, to determine if its high dividend yield and recent price drop make it a worthwhile investment or a value trap. It explores the company's business model, stock performance, social sentiment, and compares it to competitors, concluding that BCE is better suited for income-focused investors willing to accept volatility rather than those seeking quick, high-growth returns.
Verizon Communications Inc. $VZ Stake Lessened by Zions Bancorporation National Association UT
Zions Bancorporation National Association UT recently decreased its stake in Verizon Communications Inc. (NYSE:VZ) by 16.1% during the third quarter, while other institutional investors made minor adjustments to their holdings. An executive insider also sold a significant number of shares. Verizon's stock recently opened at $49.00, and the company announced an increased quarterly dividend with a 5.8% yield.
Vanguard Group Inc. Raises Stock Position in Verizon Communications Inc. $VZ
Vanguard Group Inc. increased its stake in Verizon Communications Inc. by 0.3% in the third quarter, bringing its total holdings to 373,904,749 shares valued at approximately $16.43 billion. Verizon also raised its quarterly dividend to $0.7075, offering a 5.8% yield, and reported strong Q3 earnings with $1.09 EPS on $36.38 billion revenue. Analysts have a consensus "Moderate Buy" rating for the stock with a target price of $49.02.
Verizon Communications Inc. $VZ Shares Sold by M&G PLC
M&G PLC reduced its stake in Verizon Communications Inc. by 7.7% in Q3, selling 43,841 shares and retaining 525,274 shares valued at $23.11 million. This comes as Verizon beat quarterly EPS estimates, set strong FY 2026 guidance, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating with a target price of $49.02.
Crown Castle Inc. $CCI Shares Sold by Tobam
Tobam recently reduced its stake in Crown Castle Inc. (NYSE:CCI) by 43.9% in Q3, selling 13,748 shares and retaining 17,564 shares valued at approximately $1.695 million. This divestment comes as several brokerages have lowered their price targets for Crown Castle, which currently holds a consensus "Hold" rating and a target price of $100.61. The U.S. communications-infrastructure REIT, trading near $90.55, specializes in 4G/5G infrastructure including towers, small cells, and fiber.
LSV Asset Management Boosts Stock Holdings in Alarm.com Holdings, Inc. $ALRM
LSV Asset Management significantly increased its stake in Alarm.com Holdings, Inc. (NASDAQ:ALRM) by 160% in the third quarter, acquiring an additional 37,600 shares to own a total of 61,100 shares valued at $3.24 million. Other hedge funds also adjusted their holdings in the software maker. The stock currently has a consensus "Hold" rating from analysts with an average price target of $64.67, while insiders have been both buying and selling shares.
Verizon Weighs Up to 20,000 Layoffs as New CEO Takes Charge
The article discusses the potential for significant layoffs at Verizon, possibly affecting up to 20,000 employees, as the new CEO takes over. This move comes as the company seeks to streamline operations and adapt to changing market conditions. The exact scale and timing of these job reductions are still under consideration.
