-- 威瑞森通訊公司 (Verizon Communications，股票代碼：VZ) 週一上調了全年盈利預期，並公佈了第一季業績，高於市場預期。同時，這家電信巨頭在第一季意外增加了後付費電話用戶。 該公司目前預計，2026 年調整後每股收益將在 4.95 美元至 4.99 美元之間，高於先前預測的 4.90 美元至 4.95 美元，年增長率為 5% 至 6%。 FactSet 目前對該公司非 GAAP 每股盈餘的普遍預期為 4.90 美元。該股在最近的盤前交易中上漲了 3.9%。 上週，競爭對手 AT&T (股票代碼：T) 維持了全年盈利預期，並公佈了優於預期的第一季業績。 截至 3 月底的第一季度，威瑞森調整後每股收益從去年同期的 1.19 美元增至 1.28 美元，高於華爾街預期的 1.21 美元。營業收入成長2.9%至344.4億美元，但低於分析師平均預期的348.2億美元。 該公司本季新增5.5萬零售後付費手機用戶，去年同期則減少了28.9萬人。 FactSet網站上八位分析師的平均預期為減少8.81萬用戶。 執行長丹·舒爾曼在一份聲明中表示：“我們2026年第一季的業績表明，我們的轉型不僅在推進，而且勢頭強勁。這種穩健的策略已經帶來了更健康的經濟效益、更低的客戶流失率，以及十多年來首次在第一季度實現後付費手機用戶淨增長。” 據該公司稱，行動和寬頻服務收入成長1.6%至約229億美元，其中包括1月因網路中斷導致的無線服務收入成長80個基點的負面影響。服務及其他收入從2025年同期的280.9億美元小幅增長至287.6億美元。根據一份簡報，寬頻淨新增用戶總數為34.1萬，低於去年的35.3萬。 2026年，零售後付費電話淨新增用戶預計將達到Verizon先前發布的75萬至100萬用戶預期範圍的上半部。 該公司繼續預計，隨著向可持續的基於用戶數量的成長模式轉型，今年無線服務收入成長將基本持平。該公司也重申了對行動和寬頻服務收入成長2%至3%的預測。
Related Articles
Equities
Canada's Retail Sales Momentum May Fade Later in The Year, Says National Bank
Statistics Canada's advance estimate points to a 0.6% month-over-month nominal increase in March retail sales, said National Bank of Canada after Friday's data.Given the surge in gasoline prices that occurred in the month, this figure heavily reflects higher prices at the pump. As a result, in real terms, retail sales could register a contraction in the final month of Q1, noted the bank.Nonetheless, for the quarter, information received to date indicates that real retail sales could grow at a 4.7% annualized pace, following a 2.0% decline in the previous quarter -- marking the strongest quarterly performance since Q4 2024, stated National Bank.This is all the more impressive as it is occurring against a backdrop of demographic contraction, pointed out the bank.Indeed, the most recent figures from StatsCan indicate that the country's population declined for a second consecutive quarter -- an unprecedented development.As a result, real retail spending per capita is tracking a 5.2% increase in Q1, a rebound from the sluggish prints seen in 2025. Still, National Bank thinks that this momentum could fade fast as the year progresses.As a result of the conflict in the Middle East, households will face an erosion in purchasing power in the coming months. This, combined with a mortgage interest-payment shock and a still fragile labor market, could weigh on discretionary spending going forward, according to the bank.
$$CXY
Australia
Cinemark Likely to Benefit From Release Slate, Wedbush Says
Cinemark (CNK) is set to benefit from a more consistent release slate over the next several quarters and further market share gains, Wedbush said in a Monday note."The summer slate, especially in Q3, is shaping up very nicely," the report said.The note said theater investments, including laser projectors, premium seats and screens, IMAX expansion, and strategic pricing could drive market share gains. It also pointed to other benefits such as new builds and returning cash to shareholders.For its Q1 results due May 1, Wedbush expects Cinemark to post Q1 revenue of $638 million, against consensus of $629 million, and a loss of $0.03 per share, against consensus of $0.16 loss.Wedbush kept its outperform rating and a $37 price target.Price: $29.40, Change: $+0.92, Percent Change: +3.23%
$CNK
Asia Markets
Swiss Market Index Closes Little Changed; Santhera Shares Jump
The blue-chip Swiss Market Index was down 0.03% on Monday's close, as investors gear up for a busy week of corporate updates, economic data prints and key monetary policy decisions.Santhera Pharmaceuticals (SANN.SW) secured a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use to expand the approval of its Duchenne muscular dystrophy drug Agamree to include the treatment of children who are at least two years old. The drug is currently approved for use on patients aged four and above. The Swiss specialty pharmaceutical company's shares gained 8.38% at closing.Meanwhile, RBC Capital Markets reiterated its outperform rating on Lonza Group (LONN.SW), with a price target of 670 francs, amid expectations that the Swiss pharmaceutical manufacturer's upcoming first-quarter update would be "uneventful." At the end of the trading day, the stock was up 1.83%."We do not see the Q1 qualitative update on 8 May to be a major catalyst for the stock now that Vacaville-specific commentary will no longer be provided, and any further weakness in Specialized Modalities should not be a surprise. We have also taken the opportunity to refresh and add to our commercial product (Enflonsia) and pipeline trackers. There has been some clinical progress, but consensus forecasts have been pushed out a little (aggregate peak sales estimates are unchanged)," the research firm said, noting that it views Lonza as an "attractive and undervalued compounding investment story."The local economic news calendar was empty for the day, while the release of the Swiss KOF Economic Barometer and the UBS & CFA Society Switzerland's economic sentiment index for April, as well as the country's March retail sales figures are on the agenda over the coming days. Market watchers are also awaiting the rate decisions of the US Federal Reserve, the European Central Bank, and the Bank of England.
$^SSMI$LONN.SW$SANN.SW