Action (VZ) Verizon Forum Analyses

Aktien Stammtisch

@Aktien_Stammtisch

4Sem.·

$VZ (+0,21 %) | Verizon Q3'24 Earnings Highlights

🔹 Adj EPS: $1.19 (Est. $1.18) 🟢; DOWN -2.5% YoY

🔹 Revenue: $33.3B (Est. $33.44B) 🔴; Flat YoY

🔹 Adjusted EBITDA: $12.5B; UP +2.5% YoY

🔹 Free Cash Flow (YTD): $14.5B

FY24 Guidance:

🔹 Ad EPS Guidance: $4.50–$4.70 (Est. $4.57) 🟡

🔹 Wireless Service Revenue Growth: 2.0%–3.5%

🔹 FY2024 Adjusted EBITDA Growth: 1.0%–3.0%

🔹 Capital Expenditures: $17.0B–$17.5B

Q3 Segment Performance:

Verizon Consumer:

🔹 Revenue: $25.4B; UP +0.4% YoY

🔹 Wireless Service Revenue: $16.4B; UP +2.6% YoY

🔹 Retail Postpaid Phone Net Additions: 81,000 (vs. -51,000 in Q3 2023)

🔹 Retail Postpaid Phone Churn: 0.84%

🔹 Fixed Wireless Net Additions: 209,000

🔹 Fios Internet Net Additions: 39,000

🔹 Segment EBITDA: $11.0B; UP +1.8% YoY

🔹 Segment EBITDA Margin: 43.4% (vs. 42.8%)

Verizon Business:

🔹 Revenue: $7.4B; DOWN -2.3% YoY

🔹 Wireless Service Revenue: $3.5B; UP +2.9% YoY

🔹 Retail Postpaid Net Additions: 281,000

🔹 Postpaid Phone Net Additions: 158,000

🔹 Retail Postpaid Phone Churn: 1.12%

🔹 Fixed Wireless Net Additions: 154,000

🔹 Segment EBITDA: $1.6B; DOWN -3.7% YoY

🔹 Segment EBITDA Margin: 21.8% (vs. 22.1%)

Operational Highlights:

🔹 Total Wireless Service Revenue: $19.8B; UP +2.7% YoY

🔹 Retail Postpaid Net Additions: 349,000

🔹 Retail Postpaid Phone Churn: 0.89%

🔹 Broadband Net Additions: 389,000 (ninth consecutive quarter over 375,000)

🔹 Fixed Wireless Net Additions: 363,000

🔹 Total Broadband Connections: 11.9M; UP +16% YoY

🔹 Fixed Wireless Revenue: $562M; UP $215M YoY

CEO Commentary:

🔸 "This quarter marked transformative strategic moves with continued operational excellence. We delivered strong mobility and broadband results, and are on track to meet full-year 2024 guidance. Our new offerings, such as myPlan, myHome, and Verizon Business Complete, are resonating well with customers. The pending acquisition of Frontier Communications and our Vertical Bridge tower agreement set us up for disciplined growth into the future."

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Aktien Stammtisch

@Aktien_Stammtisch

1Mo·

Earnings next week 🗓️

31

9 Commentaires

Dirty30@Dirty30

1Mo

Awesome. The depot finally crashes again 🥴

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Kate

@Iwanowitsch

1Mo·

The enemy of the best is often the good.

I have these ETFs in my portfolio:

Some, if not all, have outperformed the MSCI World at times.

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At the moment they are all about the same weighting and should be increased further. While I am trying to implement a growth strategy with equities, these ETFs are intended to generate passive income.

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Objectively speaking, I would have to sell the $FUSD (+0,13 %) as it further increases the US share and overlaps heavily with at least two of the other ETFs. In other words, it reduces diversification in all respects.

But on the other hand $FUSD (+0,13 %) also the one with the best past return and will probably remain so in the future.

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One approach could be to take the US weighting and overlaps into account in the ETF weighting of the portfolio and implement it as follows, for example:

$TDIV (+0,25 %) 40%

$GGRP (+0,33 %) 30%

$FGEQ (+0,15 %) 15%

$FUSD (+0,13 %) 15%

If the ETFs were weighted in this way, the following allocations would result:

Countries/Regions:

USA 56.4%

Canada 4.4%

Europe 33.2%

Asia 5.4%

Top 10 weighting:

$MSFT (-0,03 %) 3%

$AAPL (+0,18 %) 3%

$VZ (+0,21 %) 2,3%

$CVX (+0,04 %) 2,1%

$ROG (+1,02 %) 2%

$NVDA (-0,07 %) 1,9%

$PFE (+0,15 %) 1,7%

$HSBA (+0,27 %) 1,6%

$IBM (+0,41 %) 1,4%

$AVGO (+0,17 %) 1,4%

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What do you think of this allocation example? Do you have any suggestions for improvement or comments?

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9 Commentaires

Chris@Psychedelic_Sunflower

1Mo

$GGRP or $FGEQ. Liquidate the remainder and invest in the selected ETF.

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Seventrader

@7Trader

1Mo·

First purchase from Verizon
$VZ (+0,21 %)

P/E ratio below 10,

rising profits,

rising dividend (>6%)

EUR 168 bn market cap

Verizon is a major player in the global telecommunications industry. The company plays a critical role in providing communications services to millions of customers (primarily) in the United States.

The ongoing expansion into new technologies and developments, such as 5G and IoT, makes Verizon an important player in this sector.

Verizon's core businesses:

WirelessVerizon offers a wide range of wireless services, including voice, data and Internet services. The company is known for its high-performance networks and innovative technologies.

Landline: In addition to wireless, Verizon also offers landline services, including Internet, television and telephony.

Enterprise customersVerizon is a major provider of communications solutions for businesses of all sizes.

26.09

Verizon

Acheté x120 à 44,70 $US

5 363,94 $US

16

19 Commentaires

Lance@IsaiGM

1Mo

High price you paid

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Dividendenopi

@Dividendenopi

3Mo·

Since I'm the dividend daddy, I used the reset to increase my position. This is not about performance, but about a reliable, decent dividend. The figures were really not as bad as the 6% setback today suggests.

22.07

Verizon

Acheté x100 à 35,80 €

3 580,00 €

19

22 Commentaires

Tino@parlania

3Mo

Well, whether the dividends will really remain reliable for years 🤔

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Hennington Research

@HennRes

4Mo·

What we can expect from tomorrow:

Monday:

SAP ($SAP (+0,41 %)) Verizon, Communications ($VZ (+0,21 %)) Ryanair Holdings ($RYAAY),
Truist Financial ($TFC (-0,28 %)) report figures

Tuesday:

Existing property sales (June)
Alphabet ($GOOGL (+0,93 %)), Tesla ($TSLA (+0,2 %)), Visa ($V (-0,04 %)), Coca-Cola ($KO (+0,04 %)), GE Aerospace ($GE (+0 %)), Comcast ($CMCSA (-0,28 %)), United Parcel Service ($UPS (+0,05 %)) report figures

Wednesday:

S&P Global Flash Composite U.S. PMI (July)
New real estate sales (June)
Advance International Trade (June)
Advance retail inventories (June)
Advance wholesale stocks (June)
Thermo Fisher Scientific ($TMO), IBM ($IBM (+0,41 %)), ServiceNow ($NOW (+0,81 %)), AT&T ($T (+0,01 %)) report figures

Thursday:

Gross Domestic Product (GDP) (Q2)
Durable goods orders (June)
FigVie ($ABBV (+0,25 %)), AstraZeneca ($AZN (+0,67 %)), Union Pacific Corp ($UNP (+0,22 %)), Unilever ($UL (+0,46 %)), Honeywell International ($HON (+0,15 %)) - report figures

Friday:

Personal Consumption Expenditure (PCE) Index (June)
Consumer Sentiment (July)
Bristol Myers Squibb ($BMY (+0,06 %)), Colgate-Palmolive ($CL (-0,1 %)), 3M ($MMM (-0,43 %)) report figures

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3 Commentaires

Hennington Research@HennRes

4Mo

In the picture: The Burgtheater in Vienna, founded in 1776, is one of the most renowned theaters in the German-speaking world. It is located on the Ringstrasse. The building, designed by Karl Friedrich Schinkel, was opened in 1888 and is an important architectural landmark. The Burgtheater has a long tradition and is one of the most important cultural institutions in Austria.

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Aktienfoxx

@Aktienfoxx

4Mo·

+++ Quarterly figures next week+++

Looking forward to:

what about you?

15

7 Commentaires

Jannik@Jxnnxk

4Mo

$MSFT are you not interested?

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Max M.

@Max1871

6Mo·

Opinion on the purchase?

14.05

Verizon

Acheté x20 à 37,57 €

751,40 €

17

4 Commentaires

FunFun@__FunFun__

6Mo

Stable company and one of the better UN in the telecom sector in my opinion. Telekom is still number 1 for me tbh but closely followed by verizon and then probably nippon telephone/telegram (NTT)

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Hennington Research

@HennRes

6Mo·

T-Mobile ($TMUS (-0,07 %) ) and Verizon ($VZ (+0,21 %) ) are, according to WSJ are in talks to split up U.S. Cellularone of the last major regional wireless providers in the US. The potential separate transactions are intended to give both buyers access to valuable radio frequencies spectrum.

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Patrick

@Patrick1987

7Mo·

Hello 🙋‍♂️ How do you handle the following problem? I would like to $SHEL (+0,74 %) and $VZ (+0,21 %) (if a suitable opportunity arises) into my securities account, which is not the problem, but I would like to save them subsequently with a savings plan, which is not possible :/ this does not work with my broker ...

Do you have a second broker for such circumstances or how do you handle this?

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7 Commentaires

Markus@_xempex_

7Mo

You answered that question yourself. If you absolutely want to make a savings plan on the stocks, there is no way around opening a second custody account. Neobrokers are definitely a good option for savings plans on shares due to the fees.

Of course, you can also ask your custody account provider whether they will set this up for you.

P.S. Mind, I think a second custody account is generally a good thing.

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