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Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks’ Frontier AI...

Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.

Verizon Communications stock has delivered a strong 3-year performance, yet the valuation checks send a mixed signal rather than a clear bargain or clear premium. With the shares recently around US$50 and a mid-range value score, investors are weighing solid recent returns against an only partly supportive valuation picture. Over the past 3 years, Verizon Communications has returned about 77.2%, which puts extra focus on whether the current price already reflects much of that...

Verizon has been treading water for the past six months, holding steady at $48.69. The stock also fell short of the S&P 500’s 12.9% gain during that period.

Cogent Communications' 14% weekly rebound follows a narrower Q2 loss and margin gains, but revenue declines, Sprint runoff and debt risks keep the setup mixed.

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

TDS reported second-quarter progress in its fiber expansion and tower infrastructure operations, while updating 2026 guidance for both TDS Telecom and Array Digital Infrastructure (NYSE:AD). Management also said it would not provide further updates or take questions regarding TDS’s pending proposal

Here's a look at AT&T stock in light of the competitive threat from SpaceX.

Telephone and Data Systems (NYSE:TDS) reported second-quarter progress in its fiber expansion and tower operations, while lowering revenue expectations for its telecom business amid continued pressure from legacy copper and cable services. The company also said Array Digital Infrastructure completed

Array Digital Infrastructure Inc (AD) boosts full-year EBITDA outlook on 65% revenue surge, while navigating Dish wind-down costs and T-Mobile integration.

AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.

TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.

AST SpaceMobile targets Aug. 5 for launching BlueBirds 11-13 and will report Q2 earnings Aug. 10, key tests for its satellite constellation amid stock volatility.

Verizon’s second quarter was met with a positive market reaction, despite revenue coming in below Wall Street expectations. Management credited improved customer additions and reduced churn for the company’s solid operational performance. CEO Dan Schulman highlighted that postpaid phone net additions reached the highest level in five years and attributed the improvement to Verizon’s updated customer value proposition and disciplined cost management. The company also noted early progress in cross

SPCX heads into its first public earnings report amid a 16.6% post-IPO drop, Starship progress and concerns over valuation, debt and AI expansion.

Verizon Communications (NYSE:VZ) jumped recently after posting earnings. Profit beat estimates and rose year over year, but revenue missed estimates. The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign. The Bull […]

Moby summary of Ribbon Communications Inc.'s Q2 2026 earnings call

Ribbon Communications (NASDAQ:RBBN) reported second-quarter 2026 revenue of $192 million, up 18% sequentially but down 13% from a year earlier, as stronger IP Optical demand and enterprise activity offset continued softness in its Cloud and Edge business tied largely to lower Verizon sales. Chief E

Verizon has signed a $1 billion agreement with Google.

Verizon raised its 2026 outlook as lower churn, reduced subsidy costs, broadband growth and AI fiber deals strengthen earnings and cash flow.

AT&T, T-Mobile and Verizon all grew Q2 EPS and boosted shareholder returns, but subscriber trends, guidance and stock reactions diverged sharply across the three telecom giants.

Verizon Communications Inc (VZ) reports robust free cash flow and strategic advancements, despite a slight dip in total revenue.

The Standard & Poor's 500 index shed 0.6% this week amid mixed corporate earnings and continued worr

Moby summary of Verizon Communications Inc.'s Q2 2026 earnings call

Verizon Communications (NYSE:VZ) raised its full-year 2026 outlook for mobility and broadband service revenue, adjusted earnings per share and free cash flow after reporting improved subscriber trends, lower churn and stronger operating leverage in the second quarter. Chief Executive Officer Dan Sc

Free cash flow rose 24.4% as adjusted EBITDA margin reached a record 40.1%

VZ beat Q2 earnings estimates on record margins, stronger subscriber growth and higher cash flow, prompting Verizon to raise its 2026 earnings outlook again.

Verizon Communications (VZ) raised its full-year earnings outlook on Friday amid phone subscriber ga