Unhidea explains global investment research, selected interviews and market briefs. Explore source attribution, dates, key assumptions and the reasoning behind each article.
Net additions of 406 thousand postpaid phone subscribers led Verizon to raise its full-year guidance for subscriber additions, earnings per share and free cash flow; however, revenue per account continued to decline and fixed wireless broadband additions also slowed.
J.P. Morgan ·
The Simplicity plan drove third-quarter postpaid phone net additions above expectations, while acquisition costs also fell; broadband growth, account revenue and the durability of the transformation remain key considerations.
Morgan Stanley ·
Postpaid phone net additions were the strongest for the same quarter in five years, while customer acquisition and retention costs fell; however, revenue per account continued to decline year over year, and fixed wireless broadband growth slowed further.
Bernstein ·
Reduced device subsidies lifted margins, while postpaid phone net additions and free cash flow exceeded expectations. The company raised its full-year guidance, but revenue fell short of consensus and revenue per account declined year over year.
Goldman Sachs ·
