Dafinchi AI

Telephone and Data Systems, Inc.

TDS

Technology

6d

Sale of UScellular Wireless Business to T-Mobile

The sale involved extensive negotiations over several years, highlighting a major strategic pivot for the company.
The transaction included spectrum assets, which are expected to be monetized further through upcoming sales to AT&T and Verizon, projected to generate $2 billion in proceeds.
The completion of this sale is seen as a key milestone in the company's transformation and focus on infrastructure assets.

VSAT

Technology

1w

Management's Response to Shareholder Activism and Market Perception

Management engaged with Carronade Capital and emphasized ongoing portfolio review and asset value realization.
Focus on strengthening franchises, operational improvements, and strategic positioning to address perception issues.
Commitment to transparency and constructive dialogue with shareholders.

CSG Systems International, Inc.

CSGS

Technology

1w

Market Environment and Customer Spending Trends

Management notes a cautious but steady market environment, with some hesitancy in discretionary spending across industries, leading to a revenue growth forecast of 2-3% for 2025.
Despite cautiousness, strategic deals and digital transformation projects continue, indicating resilience in core markets.
The company observes ongoing consolidation in telecom and broadband markets, which can create both challenges and opportunities for CSGS.

Arlo Technologies, Inc.

ARLO

Technology

1w

Strategic Partnership with ADT for 2026 Launch

Arlo announced a strategic partnership with ADT, the largest security company in North America, in June.
The partnership involves device and service revenue, with a unique structure that is not comparable to previous deals like Verisure or Nest.
Details of the partnership are expected to be announced closer to the end of 2025 or early 2026, with a significant impact on revenue starting in 2026.

EGHT

Technology

1w

RCS Growth and Its Role in Customer Engagement Opportunities

Interest in RCS is accelerating, with upcoming launches in the U.S. and Europe within 3-4 months.
RCS offers 2-way, graphical interactions that can replace MMS and enhance customer engagement.
The company is seeing a resurgence of WhatsApp and increased RCS traffic, creating new opportunities in CPaaS.
Management views RCS as a significant growth area, especially for detailed, interactive customer communications.

Verizon Communications Inc.

VZ

Technology

4w

Accelerated C-band Deployment and Fiber Build Ahead of Schedule

C-band deployment is ahead of schedule, with nearly all sites standalone capable and on track to cover 80-90% of planned sites by year-end.
Fiber build is tracking ahead of plan, with a goal to deliver 650,000 incremental passings in 2025.
The positive impact of these infrastructure advancements supports the company's strategic growth and operational efficiency.

Verizon Communications Inc.

VZ

Technology

4w

Financial Performance Summary

Adjusted EBITDA reached a record $12.8 billion, up 4.1% year over year, exceeding guidance.
Adjusted EPS was $1.22, up 6.1% year over year.
Consolidated revenue was $34.5 billion, up 5.2% year over year, driven by wireless service and equipment revenue growth.
Free cash flow for Q2 was $5.2 billion, bringing year-to-date free cash flow to $8.8 billion, a 3.6% increase from prior year.
Net additions included over 300,000 across mobility and broadband, with core prepaid net adds positive for the fourth consecutive quarter.
Net unsecured debt improved by $6.9 billion year over year to $116 billion, with leverage ratio improving to 2.3 times adjusted EBITDA.
Verizon reported strong Q2 2025 financial results with wireless service revenue of $20.9 billion, up 2.2% year over year.

T-Mobile US, Inc.

TMUS

Technology

3w

Financial Performance Summary

ARPA growth was over 5%, the highest in 8 years, driven by customers self-selecting premium rate plans, including the new Experience Beyond plan.
Core adjusted EBITDA grew 6% year-over-year, and adjusted free cash flow reached a Q2 record of $4.6 billion, with a 26% conversion rate from service revenues.
Fiber broadband is ramping up with the launch of T-Fiber and acquisitions of Lumos and Metronet, targeting 100,000 fiber net additions this year.
Postpaid service revenues grew 9% year-over-year, accelerating from Q1, while total service revenues grew 6%, more than double the rate of closest competitors.
The business group led the industry in net additions, and 5G broadband led the industry for the 14th consecutive quarter in net additions.
T-Mobile delivered its best Q2 ever with record growth in postpaid phone nets, total postpaid net additions, and gross additions, all up double digits year-over-year.