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Lockheed Martin and Verizon Showcase Drone Detection Technology
Lockheed Martin (LMT), in collaboration with Verizon (VZ), Nvidia (NVDA), Keysight Technologies (KEYS), ODC and Astris AI, recently showcased how commercial off-the-shelf technologies can make detecting and tracking unmanned aircraft systems more accessible, faster to deploy, and easier to scale for public and critical infrastructure protection. In a July demonstration in the Miami area, the NetSense Airspace Awareness-as-a-Service system demonstrated an AI-enabled system capable of identifying, tracking and monitoring UAS utilizing existing 5G networks. The technology has broad commercial applications across critical infrastructure, large-scale events at stadiums, utilities like power plants, and places like schools, hospitals and airports. City, state and federal government customers can also gain proactive monitoring and alerts from the NetSense solution.
SpaceX Plans Starlink Mobile, Telecom Stocks Drop
Shares of telecom stocks are trading lower after SpaceXoutlined plans to compete with the largest U.S. mobile carriers with its own Starlink Mobile service. During the company's earnings call, President and COO Gwynne Shotwell said she expects SpaceX to win customers from AT&T, Verizon, and T-Mobile, arguing the company's service will be stronger.EARNINGS:SpaceX reported its first quarterly results as a public company, showing its AI business growing rapidly and swinging to an adjusted profit. However, the company also disclosed nearly $16B in AI infrastructure spending for the quarter – more than six times the segment's revenue – sending the stock down as much as 10% in early Wednesday trading.PLANS TO COMPETE WITH CARRIERS:During its earnings call, the company detailed plans to compete with the largest U.S. mobile carriers. COO Gwynne Shotwell said, "I anticipate us being able to acquire quite a few of their customers, because I think our service will be better," adding that she's "quite excited about Starlink Mobile going forward.""We definitely intend to build out the terrestrial component," Shotwell said. "So, you will have not only the capacity from the satellites themselves, but you will have a build-out of the hardware and systems necessary to make a true mobile service.""We will eliminate dead zones, leveraging the – basically the satellites in orbit, it will be better during any sort of natural disaster because surprisingly, even though space movies make space look super dangerous, is a pretty quiescent environment."Bernstein analyst Laurent Yoon said the key takeaway wasn't that Starlink is suddenly becoming a direct threat to broadband and wireless incumbents, but rather that SpaceX is still investing toward that outcome, and that the debate could hang over the sector for years, not quarters.PRICE ACTION:In morning trading, shares of T-Mobile and Verizon dropped about 2.5%, AT&T slid about 2%, while Crown Castleand American Towerplunged roughly 8% and 6%, respectively.
SpaceX Seeks Urban Spectrum, AT&T and Verizon Shares Decline
Shares of AT&T (T), Verizon (VZ) and T-Mobile (TMUS) are underperforming after a news report said SpaceX (SPCX) has been seeking spectrum suited for urban and densely populated areas. Semafor reported that the company is considering acquiring competitors to obtain the spectrum or competing in a government auction scheduled for next year, in the latest sign that Musk's Starlink may be preparing to compete directly with major carriers. AT&T and Verizon shares are down about 3% in afternoon trading, while T-Mobile is roughly 2% lower.
Bain Capital and Tillman Global Holding Invest $1.5B in Eaton Fiber
Bain Capital and Tillman Global Holding announced a $1.5B investment in Eaton Fiber, an affiliate of Tillman, to accelerate the expansion of Verizon fiber broadband through fiber network deployment across the United States. The investment, which was led by Bain Capital's Special Situations team, fully funds the acquisition of Ripple Fiber and the next phase of Eaton Fiber's network expansion. In connection with the investment, Eaton Fiber has entered into a definitive agreement to acquire Ripple Fiber, a leading 100% fiber-optic internet provider and network operator. The acquisition is the first step in Eaton Fiber's buy-and-build strategy to bring Verizon fiber broadband to over a million locations outside Verizon's current fiber footprint through organic construction and disciplined acquisitions. Ripple Fiber's existing shareholders, Platform Investment Partners and KLT, will continue to back the Eaton Fiber platform alongside Tillman and Bain Capital. The investment builds on the commercial agreement between Verizon and Eaton Fiber announced in October 2025, further advancing Verizon's broadband and mobility convergence strategy. Under the agreement, Eaton Fiber funds, builds, maintains, and operates the network. Verizon serves as the exclusive retail provider of residential and small business fiber services and is responsible for sales, marketing, and end-user customer service, expanding fiber broadband availability into new areas. In connection with the transaction, Verizon will acquire Ripple Fiber's existing customers, who will transition to Verizon's fiber broadband platform over a period of time following closing, with uninterrupted service throughout the transition. Verizon will also acquire a small portion of Ripple Fiber's network and related assets adjacent to or partially within Verizon's existing fiber footprint in North Carolina and South Carolina. The transaction is expected to close before the end of 2026, subject to customary closing conditions and regulatory approvals.
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