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communications: Archive

Supriyo Bose

Verizon Private 5G Network Gains Traction: Can it Boost Revenues?

VZ lands a multibillion-dollar deal to deploy Private 5G across the Thames Estuary, transforming key U.K. logistics and manufacturing hubs.

ERICNo Net Change VZNegative Net Change NOKNegative Net Change

Mark Vickery

Top Analyst Reports for JPMorgan, Novartis & AT&T

JPM's strong NII outlook, NVS's blockbuster pipeline, and T's wireless momentum anchor today's top analyst picks.

JPMPositive Net Change NEEPositive Net Change NVSNegative Net Change TPositive Net Change JCIPositive Net Change APHPositive Net Change UTMDPositive Net Change PPIHNegative Net Change

Supriyo Bose

Pinterest Remains Plagued by Margin Woes: Can it Buck the Trend?

PINS ramps up global expansion and ad tech upgrades to boost engagement, but rising costs weigh on near-term margins.

SNAPNegative Net Change PINSNegative Net Change METAPositive Net Change

Anirudha Bhagat

Twilio vs. Bandwidth: Which CPaaS Stock Is the Better Buy Right Now?

TWLO's scale, AI focus and strong balance sheet give it the edge over BAND in the CPaaS growth race.

TWLOPositive Net Change BANDNegative Net Change

John Blank

Fed Chair Powell Testifies: Global Week Ahead

Markets will look to Fed boss Jerome Powell to elaborate on what his expectation for "meaningful" inflation means for the rate outlook when he testifies before Senate and House committees on Tuesday and Wednesday.

DELLPositive Net Change BAESYPositive Net Change HENKYPositive Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on? (Revised)

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over ASTS.

TPositive Net Change VZNegative Net Change IRDMPositive Net Change ASTSNegative Net Change

Aritra Chatterjee

ASTS Gains Traction in Satellite Connectivity Space: Will it Persist?

AST SpaceMobile accelerates global satellite-connectivity push with new India deal, but high valuation and falling estimates cloud outlook.

VSATPositive Net Change IRDMPositive Net Change ASTSNegative Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Anterix and Bandwidth

ATEX and BAND stand out in a volatile communications sector, leveraging 5G, IoT, and cloud demand despite macro headwinds.

BANDNegative Net Change ATEXPositive Net Change

Aritra Chatterjee

CLFD vs. COMM: Which Fiber Infrastructure Stock is a Better Buy Now?

Clearfield and CommScope ramp up innovation as demand for fiber broadband surges. Who stands to gain more in this race?

GLWPositive Net Change COMMPositive Net Change CLFDPositive Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Aritra Chatterjee

Comcast vs. Verizon: Which Telecom Stock is a Better Buy Right Now?

CMCSA and VZ ramp up broadband and pricing strategies as competition heats up in the telecom sector.

TPositive Net Change VZNegative Net Change CMCSAPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Deutsche Telekom, Telefonica and Telenor

DTEGY, TEF, and TELNY ride 5G, fiber, and cloud infrastructure momentum as demand for seamless connectivity expands.

TEFNegative Net Change DTEGYNegative Net Change TELNYNegative Net Change

Supriyo Bose

2 Communication Stocks Likely to Tide Over Industry Challenges

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks.

ATEXPositive Net Change BANDNegative Net Change

Aritra Chatterjee

AT&T & Charter: Which Stock is a Smart Investment Right Now?

CHTR's bullish estimates, rural expansion plans, and attractive valuation may give it an edge over T in fiber broadband domain.

TPositive Net Change VZNegative Net Change CHTRPositive Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on?

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over high-flying ASTS.

TPositive Net Change VZNegative Net Change IRDMPositive Net Change ASTSNegative Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCOPositive Net Change ANETPositive Net Change

Zacks Equity Research

Cisco's Strong Portfolio Aids Product Revenues: A Sign of More Upside?

CSCO's product revenues rise 15% in the fiscal third quarter, fueled by AI innovation and rising security and observability demand.

CSCOPositive Net Change FTNTPositive Net Change

Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change SANMPositive Net Change

Shreya Majumder

BB's Secure Comms Gains Traction: Will This Fuel a Turnaround?

BlackBerry's Secure Communications unit gains traction with global clients, but political uncertainty clouds near-term prospects.

FTNTPositive Net Change BBPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?

Strong datacom demand from hyperscalers and chipmakers pushes APH's Q1 segment revenues up 91%, with orders climbing 58% year over year.

APHPositive Net Change TELPositive Net Change COMMPositive Net Change

Zacks Equity Research

Verizon Gains Momentum in the Wireless Vertical: Will it Persist?

VZ gains wireless traction with 5G Ultra-Wideband expansion and faster speeds, but earnings estimates slip slightly.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Supriyo Bose

3 Communication Stocks Poised to Ride on Sector Strength

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TELNY, DTEGY and TEF are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

DTEGYNegative Net Change TEFNegative Net Change TELNYNegative Net Change

Brian Bolan

Bear Of The Day: Ciena (CIEN)

This company recently missed earnings and as a result, estimates have dropped.

CIENPositive Net Change

Zacks Equity Research

Netflix Eyes EMEA Expansion With Euro 1B Investment Plan in Spain

NFLX boosts its global push with a Euro 1B investment in Spain, anchoring its EMEA strategy amid rising streaming rivalry.

AMZNPositive Net Change NFLXPositive Net Change DISPositive Net Change