Technology

2 articles in Technology

VZ

Verizon's First Positive Q1 Postpaid Adds In 13 Years — Frontier Convergence Is Already Working (VZ)

Verizon posted its first positive Q1 postpaid adds since 2013. Frontier fiber convergence yields 30% lower churn on bundled customers, backed by a 6.1% yield and 21 consecutive annual dividend raises.

June 30, 2026 · 10 min read

T

AT&T's 45% Fiber-Wireless Attach Rate Is The Convergence Story The Debt Overhang Narrative Is Missing (T)

AT&T's 45% fiber-to-wireless attach rate and a quantified $6.5-8.0B OBBBA tax tailwind are accelerating deleveraging — while the market still prices T as a debt-overhang story.

June 16, 2026 · 17 min read