In this article VZ Follow your favorite stocks CREATE FREE ACCOUNT A Verizon store stands on Jan. 14, 2025 in New York City. Al Drago | Getty Images Verizon forecast annual profit and free cash flow above market expectations on Friday, as aggressive promotions during the peak holiday period helped the U.S. carrier post its highest quarterly wireless subscriber additions in six years. In the fou...
In this article VZ Follow your favorite stocks CREATE FREE ACCOUNT A Verizon store stands on Jan. 14, 2025 in New York City. Al Drago | Getty Images Verizon forecast annual profit and free cash flow above market expectations on Friday, as aggressive promotions during the peak holiday period helped the U.S. carrier post its highest quarterly wireless subscriber additions in six years. In the fourth quarter, telecom operators often rely on device promotions and bundled plans to poach customers looking to switch carriers amid peak phone-buying during Black Friday and Cyber Monday deals. Verizon's promos, such as four phone lines for $100 per month, resonated with users, helping it add 616,000 monthly bill-paying wireless phone subscribers in the last three months of 2025. That trounced 417,250 additions expected, according to FactSet. Verizon is focusing on wireless and broadband convergence to fuel subscriber growth this year as its fiber assets got a boost from the Frontier acquisition. Fiber infrastructure has become a key driver of wireless subscriber growth as carriers compete on bundled offerings that combine mobile service with high-speed home internet. Verizon now has more than 16.3 million fixed wireless access and fiber broadband connections with the addition of Frontier. "Verizon will no longer be a hunting ground for our competitors," CEO Dan Schulman said. Since taking over as CEO in October, Schulman has been working to make Verizon leaner and last announced more than 13,000 job cuts to shrink costs and restructure operations. The company sees adjusted profit for 2026 between $4.90 and $4.95 per share compared with estimates of $4.76, according to data compiled by LSEG. Annual free cash flow is expected to be at least $21.5 billion, above expectations for $20.96 billion, according to Visible Alpha. Fourth-quarter revenue came in at $36.4 billion, compared with estimates of $36.06 billion.
Charter Communications press release ( CHTR ): Q4 GAAP EPS of $10.34 beats by $0.46 . Revenue of $13.6B (-2.4% Y/Y) misses by $130M . Fourth quarter total Internet customers declined by 119,000. As of December 31, 2025, Charter served 29.7 million Internet customers. Fourth quarter total mobile lines 1 increased by 428,000. As of December 31, 2025, Charter served 11.8 million mobile lines. As of D...
Charter Communications press release ( CHTR ): Q4 GAAP EPS of $10.34 beats by $0.46 . Revenue of $13.6B (-2.4% Y/Y) misses by $130M . Fourth quarter total Internet customers declined by 119,000. As of December 31, 2025, Charter served 29.7 million Internet customers. Fourth quarter total mobile lines 1 increased by 428,000. As of December 31, 2025, Charter served 11.8 million mobile lines. As of December 31, 2025, customer relationships 2 totaled 31.8 million and connectivity customers 2 totaled 30.6 million. Fourth quarter Adjusted EBITDA 3 of $5.7 billion declined by 1.2% year-over-year. Capital expenditures totaled $3.3 billion in the fourth quarter of 2025, an increase of $273 million compared to the fourth quarter of 2024. Charter currently expects full year 2026 capital expenditures to total approximately $11.4 billion. The actual amount of capital expenditures in 2026 will depend on a number of factors including, but not limited to, the pace of Charter's network evolution and expansion initiatives, supply chain timing and growth rates in Charter's residential and commercial businesses. More on Charter Communications Charter Communications, Inc. (CHTR) Presents at UBS Global Media and Communications Conference 2025 Transcript Charter Communications: Broadband Collapse Fears Are Overblown Charter Communications Q4 2025 Earnings Preview Holiday movies, key games boost viewership for Disney, Warner Bros. in December — Nielsen Seeking Alpha’s Quant Rating on Charter Communications
American Express press release ( AXP ): Q4 Non-GAAP EPS of $3.53 misses by $0.02 . Revenue of $18.98B (+10.5% Y/Y) beats by $50M . Consolidated expenses were $14.5 billion, up 10 percent year-over-year. The increase was primarily driven by higher variable customer engagement costs due to increased Card Member spending and the U.S. Platinum Card refresh. The company plans to increase the regular qu...
American Express press release ( AXP ): Q4 Non-GAAP EPS of $3.53 misses by $0.02 . Revenue of $18.98B (+10.5% Y/Y) beats by $50M . Consolidated expenses were $14.5 billion, up 10 percent year-over-year. The increase was primarily driven by higher variable customer engagement costs due to increased Card Member spending and the U.S. Platinum Card refresh. The company plans to increase the regular quarterly dividend on its common shares outstanding by approximately 16 percent, from $0.82 to $0.95 per share, beginning with the first-quarter 2026 dividend declaration. More on American Express American Express Downgraded As Trump Floats Credit Card Rate Cap Trump, Interest Rates, And American Express: A 10% Cap Won't Break Anything American Express Company (AXP) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript American Express Q4 earnings preview: What to expect Earnings week ahead: TSLA, META, MSFT, AAPL, T, BA, V, MA, GM, CVX, XOM, and more
To some in financial markets it’s known as the debasement trade. To others it’s selling, hedging or even “quiet quitting” America. Whatever they call it, currency traders from Tokyo to New York started piling back in last week, unleashing a selloff that drove the US dollar into its deepest slide since President Donald Trump ’s April trade-war salvos. At the heart of it, again, is Trump, whose seco...
To some in financial markets it’s known as the debasement trade. To others it’s selling, hedging or even “quiet quitting” America. Whatever they call it, currency traders from Tokyo to New York started piling back in last week, unleashing a selloff that drove the US dollar into its deepest slide since President Donald Trump ’s April trade-war salvos. At the heart of it, again, is Trump, whose second term in office has witnessed an almost 12% tumble in Bloomberg Dollar Spot Index to its lowest since 2022. His renewed tariff threats, effort to intimidate the Federal Reserve into cutting interest rates, claims to dominance over the Western Hemisphere and willingness to take on European allies by pushing for a US takeover of Greenland led many investors to pull back their dollar exposure. Political polarization and mounting fiscal risks at home aren’t helping either. Others are back buying insurance to protect against a deeper decline that would drag the value of their US stocks and bonds down along with it, in turn adding more weight. Also lurking is the suspicion, which burst into view publicly this week , that for all the lip service US officials give to having a strong dollar policy, the administration wants — or at least won’t stand in the way of — a weaker currency that would make US products cheaper overseas. That’s leading to a conclusion that’s been steadily taking hold across financial markets: The US president’s America-first, zero-sum world view and stark break with the post-war economic order is creating new risks for foreign investors who have snapped up US assets for years — and, in turn, helped finance the government’s debt burden by buying trillions of dollars worth of Treasury bonds . The dollar is “moving along the path of least resistance – weaker,” said Padhraic Garvey , head of research for the Americas at ING Bank in New York. “It’s the unwritten preference of the administration — but not too weak, too fast — and not getting to uncomfortable level...
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) just picked up another notable win in the AI cloud race. The company has reportedly signed a $750 million, three-year cloud deal with AI startup Perplexity, giving the fast-growing firm another place to run its increasingly heavy workloads. Under the agreement, Perplexity will use Microsoft's Azure platform and its Foundry service t...
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) just picked up another notable win in the AI cloud race. The company has reportedly signed a $750 million, three-year cloud deal with AI startup Perplexity, giving the fast-growing firm another place to run its increasingly heavy workloads. Under the agreement, Perplexity will use Microsoft's Azure platform and its Foundry service to deploy AI models, including those from OpenAI, Anthropic, and xAI, according to Bloomberg. For Perplexity, the move is about flexibility. As demand for AI compute keeps climbing, relying on just one cloud provider can be limiting. This isn't a clean break from Amazon Web Services, which has long been Perplexity's main cloud partner. The company said it isn't shifting spending away from AWS, signaling a deliberate multi-cloud strategy rather than a switch.
China and the United Kingdom are expected to sign more business deals as the British delegation, which comprises 54 companies, heads to Shanghai from Beijing as part of Keir Starmer’s visit, the first by a UK prime minister since 2018 The UK delegation will attend a reception in Shanghai on Friday evening, according to Peter Burnett, chief executive of the China-Britain Business Council. A busines...
China and the United Kingdom are expected to sign more business deals as the British delegation, which comprises 54 companies, heads to Shanghai from Beijing as part of Keir Starmer’s visit, the first by a UK prime minister since 2018 The UK delegation will attend a reception in Shanghai on Friday evening, according to Peter Burnett, chief executive of the China-Britain Business Council. A business forum will be held, followed by lunch on Saturday before the group departs the country. “I think we signed some more deals this morning, including a very exciting MOU [memorandum of understanding] between the China-Britain Business Council and Suzhou of Jiangsu province, to create an innovation hub,” he said, noting that start-ups looking to expand in China would be given a warm welcome in the city. Advertisement The visit had been seen as a critical test of Starmer’s push for a pragmatic “reset”, particularly as Britain seeks to balance an increasingly coercive Washington under US President Donald Trump and a Beijing it has long labelled a “national security threat”. Describing the trip as “a huge relief”, Burnett said there had been “a great sense of optimism” because it was the first trip by a UK prime minister to China in years. Advertisement “It’s been kind of almost irresponsible that there hasn’t been outreach from a prime minister for eight years, so we’re really pleased that that is happening,” he added.
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Exxon Mobil Exxon: Oil Is Everywhere, Energy Isn't (Earnings Preview) Exxon Mobil: Strong Business, Weak Risk-Reward Ahead Of Q4 (Rating Downgrade) Exxon Mobil Vs. Chevron: One Oil Giant Stands Above The Other Exxon Mobil Non-GAAP EPS of $1.71 beats by $0.02, revenu...
Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha Seeking Alpha More on Exxon Mobil Exxon: Oil Is Everywhere, Energy Isn't (Earnings Preview) Exxon Mobil: Strong Business, Weak Risk-Reward Ahead Of Q4 (Rating Downgrade) Exxon Mobil Vs. Chevron: One Oil Giant Stands Above The Other Exxon Mobil Non-GAAP EPS of $1.71 beats by $0.02, revenue of $82.31B beats by $640M Q4 preview: Chevron profit seen sliding sharply; Exxon stands out amid Venezuela-linked oil risks
Trump taps Kevin Warsh to lead the Federal Reserve toggle caption Tasos Katopodis/Getty Images North America President Trump plans to nominate Kevin Warsh to be the next chair of the Federal Reserve, in hopes that Warsh will follow his roadmap towards much lower interest rates. Trump has repeatedly complained that the current Fed Chairman, Jerome Powell, is too timid about cutting rates, even thou...
Trump taps Kevin Warsh to lead the Federal Reserve toggle caption Tasos Katopodis/Getty Images North America President Trump plans to nominate Kevin Warsh to be the next chair of the Federal Reserve, in hopes that Warsh will follow his roadmap towards much lower interest rates. Trump has repeatedly complained that the current Fed Chairman, Jerome Powell, is too timid about cutting rates, even though the Fed is supposed to operate at arms length from the White House. Powell's term as Fed chair expires in May. With Warsh, Trump may be hoping to have a more compliant central banker. Warsh served on the Fed's governing board from 2006 to 2011 after working as an economic adviser in the George W. Bush administration. He beat out other shortlist contenders for the Fed job, including National Economic Council director Kevin Hassett and Fed Governor Chris Waller. Sponsor Message "I have known Kevin for a long period of time, and have no doubt that he will go down as one of the GREAT Fed Chairmen, maybe the best," Trump wrote in a social media post. "On top of everything else, he is "central casting," and he will never let you down." Warsh will undoubtedly face questions during his confirmation hearing about whether he's willing to buck pressure from the president. But with a friendly Republican Senate, he seems likely to win confirmation. Warsh has ties to Wall Street During the financial crisis, Warsh served as the Fed's primary ambassador to Wall Street, where he made good use of the contacts he'd made while working at Morgan Stanley. He's currently a visiting fellow at Stanford's Hoover Institution. While Trump is counting on Warsh to lower interest rates despite inflation that is well above the Fed's target, Warsh was on the opposite side of the fence during his previous term at the central bank. He frequently warned of inflation that didn't materialize, even as the unemployment rate hovered near 10%. Warsh could join a divided Fed While the Fed chair serves as the publ...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Spencer Soper looks at Amazon’s decision to close its Amazon Go convenience stores. Tech Across the Globe Apple’s blowout sales: The company delivered record quarterly revenue fueled by a 23% jump in iPhone sales, but investors remain concerned about the rising costs of c...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Spencer Soper looks at Amazon’s decision to close its Amazon Go convenience stores. Tech Across the Globe Apple’s blowout sales: The company delivered record quarterly revenue fueled by a 23% jump in iPhone sales, but investors remain concerned about the rising costs of components, particularly memory chips. Kioxia’s new boss: The Japanese flash memory maker promoted Hiroo Oota to chief executive officer, succeeding Nobuo Hayasaka, who has led the company since 2019. SAP’s disappointing results: The German software maker shed €38.7 billion ($46.3 billion) in market value, dropping to the second-most valuable European public company behind Siemens, after reporting cloud sales growth that fell short of expectations. Revalued German robotics startup RobCo raised $100 million from investors including Lightspeed Venture Partners, pushing its valuation to more than $500 million. The firm is one of many startups trying to use AI to build physical robots to handle a range of tasks. Empty shelves A hollowed out Amazon Go convenience store on the ground floor of the company’s Seattle headquarters — where prices on the last few Gatorades and Slim Jims have been slashed — will close today, shutting the door on the online retail giant’s once audacious bid to disrupt physical retail by eliminating cashiers and check-out registers. I walked through the empty store this week after Amazon announced 16,000 layoffs on top of an earlier round of 14,000 job cuts in October. A lone employee stocked a beer cooler, with alcohol being the only product Amazon couldn’t sell entirely through machines. It’s hard to believe that when the store first opened eight years ago , a line snaked around the block with the first customers eager to get a glimpse of what then represented the future of retail. At the time, Amazon planned to use pilot locations to feel out shopper ta...
(RTTNews) - Church & Dwight Co Inc. (CHD) announced a profit for fourth quarter that Drops, from last year The company's bottom line totaled $143.5 million, or $0.60 per share. This compares with $189.2 million, or $0.76 per share, last year. Excluding items, Church & Dwight Co Inc. reported adjusted earnings of $205.7 million or $0.86 per share for the period. The company's revenue for the period...
(RTTNews) - Church & Dwight Co Inc. (CHD) announced a profit for fourth quarter that Drops, from last year The company's bottom line totaled $143.5 million, or $0.60 per share. This compares with $189.2 million, or $0.76 per share, last year. Excluding items, Church & Dwight Co Inc. reported adjusted earnings of $205.7 million or $0.86 per share for the period. The company's revenue for the period rose 3.9% to $1.644 billion from $1.582 billion last year. Church & Dwight Co Inc. earnings at a glance (GAAP) : -Earnings: $143.5 Mln. vs. $189.2 Mln. last year. -EPS: $0.60 vs. $0.76 last year. -Revenue: $1.644 Bln vs. $1.582 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Buzzing AI Stocks on Wall Street. On January 27, Mizuho analyst Vijay Rakesh upgraded the stock from Neutral to Outperform with a price target of $370.00. The firm sees robust global WFE tailwinds for AMAT. Being the number 2 WFE supplier, Mizuho sees AMAT benefiting from accelerating US/Taiwan/JP Capex. It expects global WFE spending to grow 13%...
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Buzzing AI Stocks on Wall Street. On January 27, Mizuho analyst Vijay Rakesh upgraded the stock from Neutral to Outperform with a price target of $370.00. The firm sees robust global WFE tailwinds for AMAT. Being the number 2 WFE supplier, Mizuho sees AMAT benefiting from accelerating US/Taiwan/JP Capex. It expects global WFE spending to grow 13% year-over-year in 2026 and 12% in 2027, a notable acceleration from its prior forecasts. Mizuho anticipates higher capital spending from Taiwan Semiconductor Manufacturing from 2026 to 2028, forecasting TSMC’s 2026 capex rising about 32% year on year to $54 billion and increasing further in 2027. Mizuho Upgrades Applied Materials (AMAT) to Outperform on Global WFE Tailwinds Portogas D Ace/Shutterstock.com The firm also highlighted better-than-expected tool spending guidance from Intel and stronger demand tied to high-bandwidth memory, representing an estimated 30% of revenue. These trends are likely to support demand for AMAT’s advanced platforms used in leading-edge manufacturing “…with Foundry/Logic ~65% of AMAT’s revenues, HIGHER CAPEX from TSMC (2330.TW), covered by Kevin Wang, Buy, TWD2,200PT with 2026–28E capex “significantly higher” than 2023–25, INTC tool capex better in 2026E, and DRAM with HBM upside at ~30% of Revs” Mizuho further added how China is becoming less of a headwind as ex-China WFE revenues, which are around 70%, are accelerating faster. “With SIGNIFICANT global WFE tailwinds and upside from TSMC/INTC capex spend expectations, we are UPGRADING AMAT to Outperform and take our PT to $370.” Applied Materials, Inc. (NASDAQ:AMAT) is a leader in materials engineering solutions engaged in the provision of manufacturing equipment, services, and software to the semiconductor, display, and related industries. While we acknowledge the potential of AMAT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If ...
Summit Global Investments decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 27.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 9,209 shares of the semiconductor company's stock after selling 3,414 shares during the period. Summit Global Investments' holdings in Taiwan Semiconductor Manufacturing wer...
Summit Global Investments decreased its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 27.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 9,209 shares of the semiconductor company's stock after selling 3,414 shares during the period. Summit Global Investments' holdings in Taiwan Semiconductor Manufacturing were worth $2,572,000 at the end of the most recent reporting period. Several other institutional investors also recently bought and sold shares of the business. Westfuller Advisors LLC lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 2.2% during the 3rd quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company's stock valued at $434,000 after acquiring an additional 34 shares in the last quarter. BankPlus Wealth Management LLC raised its position in Taiwan Semiconductor Manufacturing by 1.6% in the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company's stock valued at $640,000 after purchasing an additional 35 shares during the period. Bank of Jackson Hole Trust lifted its stake in shares of Taiwan Semiconductor Manufacturing by 7.5% during the third quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company's stock worth $140,000 after purchasing an additional 35 shares in the last quarter. Catalyst Private Wealth LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.8% in the third quarter. Catalyst Private Wealth LLC now owns 1,407 shares of the semiconductor company's stock worth $393,000 after buying an additional 38 shares during the period. Finally, Venture Visionary Partners LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 1.1% in the third quarter. Venture Visionary Partners LLC now owns 3,540 shares of the semiconductor company's stock worth $989,000 after buying an additional 39 shares during the pe...
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) projected March-quarter revenue growth of 13% to 16% after reporting a record December quarter. The company said December-quarter revenue hit $143.8 billion, up 16% year over year, with earnings per share of $2.84, a roughly 19% gain. Products revenue totaled $113.7 billion, led by iPhone sales, which rose about 23% and set regional rec...
This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) projected March-quarter revenue growth of 13% to 16% after reporting a record December quarter. The company said December-quarter revenue hit $143.8 billion, up 16% year over year, with earnings per share of $2.84, a roughly 19% gain. Products revenue totaled $113.7 billion, led by iPhone sales, which rose about 23% and set regional records. Services also reached an all-time high, up about 14% year over year, underscoring recurring revenue strength beyond hardware. Company gross margin climbed to 48.2%, above the high end of guidance, helped by favorable product mix and operating leverage. Management flagged constrained iPhone supply for the March quarter, citing advanced-node SoC availability and expected memory price inflation as headwinds. CFO Kevan Parekh said guidance reflects those constraints while assuming ongoing demand. CEO Tim Cook highlighted strong upgrade activity and double-digit growth in emerging markets, including Greater China and India, which boosted results. Apple raised expectations for continued margin durability and reiterated heavy investment in AI and services, noting a new collaboration with Google to develop future foundation models. Inherently, this quarter simply served to show that Apple has remained firmly stuck to its gadgets and services, yet in the short term, development will rely on improved supply and lower costs.