NYSE

Verizon Communications INC

11 stories

$178B Market cap · 2026-10-13

@negligible_cap Oct 9 1 click

Negligible Capital on X

If I wanted to buy a traditional telco like $VZ $T or $TMUS I'd probably post something like this to crush terminal value for a year or 2 then move in https://t.co/lxEl3f1IBL https://t.co/HEYcNFl7Uq

@ACapitalLP Oct 9

A Capital on X

Is Starlink Mobile impact on $VZ $TMUS $T perception vs. reality given the actual buildout requirements (capex, timing, etc.)? 🤷‍♂️ https://t.co/1BE8NqSufn

@LaughingH20Cap Oct 9

Laughing Water Capital on X

@MPORielly @FierceNetwork_ 2/2) Elon knows that this is not enough. He wouldn't buy one shoe unless he thought the next shoe would soon be available. That is $NN. Just based on how much mkt cap $VZ and $T are down, they should want it too if only for defensive reasons.

@LaughingH20Cap Oct 9

Laughing Water Capital on X

@MPORielly @FierceNetwork_ 1/2) clearly not enough low band to stand up a MNO. https://t.co/Am2muUazRE This is the equivalent of buying only one shoe. It doesn't do the job. Theoretically that makes $VZ, $T etc more motivated to participate in a bidding war for the next piece of available low band $NN

@stockgutter Oct 8

SG on X

let me be the curmudgeon and point out that these announcements by Elon often don't proceed at quite the pace that the market expects. FSD, solar roof tiles, etc... placing some stinkbids in the overnight for $VZ $T. https://t.co/Uyt8txNAb9

@LaughingH20Cap Sep 24

Laughing Water Capital on X

@darkstarsats 2/x $NN) This why $T bought 20 mhz of low band from $ECHO. $VZ and $TMUS have more subs than $T and about the same amount of low band. Logically, $VZ and $TMUS must also be dealing with low band congestion.

@negligible_cap Sep 21 1 click

Negligible Capital on X

$TMUS, $VZ, $T, teleco's continuing underperformance today after getting sold hard last week. GS last week blamed Instinct and Muse for the selloff given their ability to negotiate and cancel bills: "While US telcos traded down (TMUS -5.5%; AT&T-2% & VZ -3%) on concerns on X chatter around Meta’s Muse and rival AI agent Instinct has focused on their new ability to make outbound calls to U.S. businesses, including negotiating phone and cable bills on behalf of users. This could become a risk for telcos because AI agents can wait on hold, escalate with support teams, switch users to cheaper plans, remove add-ons and claim credits at scale—potentially increasing pressure on ARPU, retention economics and customer-service costs. The same risk applies to European names as these AI assistant role out. But its NOT just telcos as other industries could also face pressure -industries most at risk are those with recurring bills, negotiable pricing, confusing add-ons, high churn incentives and customer-service friction—including cable/broadband, insurance, utilities, banks/credit cards, subscriptions, travel, healthcare billing, retail returns, auto leasing and gyms. If AI agents can persistently call, wait on hold, compare offers, cancel services, claim credits and renegotiate terms on behalf of customers, companies that rely on inertia or under-claimed discounts could face higher retention discounts, lower add-on revenue, more support volume and weaker pricing power. PS – have been using Instinct for a week of so – its pretty impressive once you get past the hesitance of giving access to parts of your life (not brave enough on a bank account) – book restaurants, tennis courts, highlight must read emails – its also picks up inaccuracies of emails and sources what is inaccurate." - GS Sean Johnstone

@kab604 Aug 13

kab60 on X

If limited to large caps, Verizon looks kinda interesting here? $vz Revenue accelerating into H2 (4% in Q4?), FCF ramping, '27 guided to be better than '26, yet analysts expect sub 2% rev growth next year? Google contract signed (>$1B rev), others should follow.

@LaughingH20Cap Jan 28 1 click

Laughing Water Capital on X

Think signal value for $NN is very high here. Ajit Pai, Brendan Carr’s mentor at the FCC, is Pres and CEO of CTIA. Execs from $VZ and $T are chair and vice chair. Unlikely they put Mariam on the board unless $NN future is bright. 💯% Pai knows what is happening behind FCC doors. https://t.co/4Jtm3aiAf9

@LaughingH20Cap Nov 26 1 click

Laughing Water Capital on X

@FishOnCapital IMHO best to view this in context of the pod w/ the banker from the 600 MHz. To paraphrase, all of the likely buyers wanted the 600, but AT&T won b/c they were able to move fastest. I suspect $VZ, $TMUS & others will be ready to move fast for $NN's 900. https://t.co/5gRpmej4Bk

[PQ] VZ: New CEO Announced

Verizon appointed its independent lead director as CEO.

VZ $178B

Nongaap Investing Oct 26 1 click

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