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SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers.
AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.
SpaceX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, AT&T and T-Mobile. SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals announced last year, giving Starlink airwaves to expand into mobile services. "The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build out terrestrial," SpaceX President Gwynne Shotwell said during a post-earnings call on Tuesday.
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.
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.
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
In January, a headhunter from search firm Spencer Stuart started calling restaurant industry executives with a proposition: Would you come to Cracker Barrel as the next CEO? Cracker Barrel’s decision to select a 69-year-old former restaurant executive to lead the chain highlights the emerging practice of boards calling in retired chief executives from the sidelines to help engineer high-profile turnarounds. In recent years, Boeing Verizon Communications and others have all chosen once-retired CEOs.
A 2.8% Social Security raise barely covers a trip to the grocery store, so retirees are quietly rebuilding their paychecks around five dividend stocks with track records stretching back through every recession of the past two decades.
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.
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%
Verizon Communications Inc (NYSE:VZ, XETRA:BAC) shares rose about 3% on Friday morning after the company reported second quarter results that beat Wall Street expectations for adjusted earnings and raised its full-year outlook, despite revenue coming in below forecasts. The company reported...
Verizon cited accelerating momentum across its mobility and broadband businesses, stronger cash generation and improving subscriber trends for its optimistic outlook for this fiscal.
Verizon (VZ) delivered earnings and revenue surprises of +2.36% and -3.00%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Verizon Communications gained a net 184,000 postpaid phone connections in the second quarter, beating Wall Street’s expectations on a metric that gauges new lucrative customers.
Verizon raised its annual forecast for adjusted profit and free cash flow, as the network provider's latest unlimited 5G plans and rewards programs helped it add more wireless subscribers than expected in the June quarter. The company is in the midst of a strategic transition under new CEO Dan Schulman, rolling out simplified mobile plans, a new loyalty program and bundled wireless-broadband offerings to improve customer additions after trailing rivals in subscriber growth. Verizon gained 184,000 monthly-bill paying wireless subscribers in the second quarter, surpassing estimates of 103,900 additions by analysts polled by FactSet.
Today Earnings: American Express, Verizon, Charter Communications, HCA Healthcare, Volkswagen, Canadian National Railway Economic data: Commerce Department data on new home sales for June, S&P flash U.
Verizon Communications and Charter Communications will post Q2 results on Friday amid a tumultuous time for telecommunications companies.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, June 24, including earnings out from American Express (AXP) and Verizon (VZ), as well as the latest reading on US new home sales.
Verizon is set to round out the Big Three telecommunications companies reporting earnings this week, and its cost-cutting push is likely to come into focus alongside potential competition risks from SpaceX. Rivals AT&T and T-Mobile reported earlier this week, with both beating on earnings but missing on revenue. As Verizon stock has outperformed both this year, the company likely faces a higher bar when it reports before the open Friday.
American Express and Verizon both report Q2 earnings the same morning, and the prediction markets, analyst ratings, and price targets are telling three different stories about which stock Wall Street actually trusts heading into the print.
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