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communications: Archive

Zacks Equity Research

Qualcomm Renews Apple Patent Deal: Can QTL Regain Momentum?

QCOM renews its Apple patent deal through 2027, offering licensing visibility as weaker smartphone demand pressures QTL revenue.

QCOMPositive Net Change ERICPositive Net Change IDCCPositive Net Change

Zacks Equity Research

Can Verizon's Latest Motorola Device Offers Drive Customer Growth?

VZ expands its Motorola lineup with device discounts, flexible upgrades, loyalty rewards and AI benefits for attracting and retaining customers.

VZNegative Net Change TNegative Net Change TMUSPositive Net Change

Zacks Equity Research

Ultralife Upgraded to Neutral on Backlog & Product Commercialization

ULBI's upgrade to Neutral reflects record backlog, product commercialization, manufacturing improvements and broader opportunities from vertical integration.

ULBIPositive Net Change

Supriyo Bose

Should You Bet on TMUS After Dividend Hike Amid Macro Uncertainty?

T-Mobile's 15% dividend hike, stronger cash flow, and service revenue growth bolster its case, while competition, macro pressures and $84.6B in debt pose risks.

TMUSPositive Net Change TNegative Net Change VZNegative Net Change

Supriyo Bose

Should CCOI Be in Your Portfolio After Plummeting 80.7% in a Year?

Cogent's 80.7% plunge reflects debt and cash-flow concerns, but rapid wavelength growth, expanding margins and asset sales offer signs of a potential recovery.

CCOIPositive Net Change TNegative Net Change VZNegative Net Change

Zacks Equity Research

BB Q2 Earnings Top, Sales Up Y/Y on QNX Strength, FY27 Outlook Raised

BlackBerry's record QNX revenue, licensing surge and stronger margins powered Q2 growth and higher fiscal 2027 revenue and EBITDA guidance.

BBNegative Net Change CIENNegative Net Change NTAPPositive Net Change ADSKNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Match Group, monday.com, Ubiquiti and Semtech

monday.com is gaining from AI adoption and larger customers, with revenue growth and rising AI ARR highlighting its expansion.

SMTCPositive Net Change MTCHNegative Net Change UINegative Net Change MNDYNegative Net Change

Supriyo Bose

Should VIAV Be in Your Portfolio After a 196.4% Gain in a Year?

VIAV's 196.4% rally reflects AI data-center demand, Spirent opportunities, stronger margins and broader testing exposure across 6G and wireless markets.

VIAVPositive Net Change GLWPositive Net Change OOMANegative Net Change

Shreya Majumder

ONDS' $56M Defense Bet: Can 3 Buyouts Build an Autonomous Warfare Stack?

Ondas is acquiring three defense technology businesses for $56 million, adding AI sensing, resilient communications and GPS-independent capabilities.

ONDSPositive Net Change DPRONegative Net Change UMACPositive Net Change

Aritra Chatterjee

Keysight's CSG Gains Momentum: Can AI Infrastructure Drive Growth?

KEYS' CSG is gaining momentum as AI infrastructure, high-speed connectivity and 6G development fuel strong growth across key businesses.

KEYSPositive Net Change TERPositive Net Change VIAVPositive Net Change