Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 51.43 · gapped below the open, then crossed back over prior close. High/low 51.63 at 12:45 pm ET, 51.12 at 4:15 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of VZ revenue | Skew |
|---|---|---|---|
| SBACSBA Communications Corp | 20.10% | 0.41% | 49× |
| CCICrown Castle Inc. | 19.00% | 0.59% | 32× |
| RBBNRibbon Communications Inc. | 17.00% | 0.10% | 164× |
| PLUSEplus Inc | 17.00% | 0.30% | 57× |
| AMTAmerican Tower Corp | 14.00% | 1.08% | 13× |
| DYDycom Industries Inc | 14.00% | 0.56% | 25× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“• U.S. & Canada: AT&T Inc. ("AT&T"); T-Mobile; and Verizon Communications Inc. ("Verizon Wireless") accounted for an aggregate of 86% of U.S. & Canada property segment revenue.”
FILING10-K0001053507-25-000025cik 0001053507disclosed by AMT
“One customer, Verizon, contributed approximately 17% of our revenue in the year ended December 31, 2025.”
$144M relationship164× more of RBBN’s book than VZ’s
basisRBBN fy2025 · closed 2025-12 $845MVZ fy2025 · closed 2025-12 $138B
FILING10-K0001708055-26-000012cik 0001708055disclosed by RBBN
“On both March 31, 2025, and March 31, 2024, our accounts receivable-trade balance included a concentration of approximately 17% of invoices due from Verizon Communications Inc.”
$415M relationship57× more of PLUS’s book than VZ’s
basisPLUS fy2026 · closed 2026-03 $2.4BVZ fy2025 · closed 2025-12 $138B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001140361-25-020204cik 0001022408disclosed by PLUS
“On May 23, 2024, AST LLC and Verizon entered into a Memorandum of Understanding which provides, among other things, that Verizon will make a $45.0 million commercial payment for prepaid service revenue, creditable against future service revenue of AST LLC, subject to us receiving certain regulatory approvals for our SpaceMobile Service and entry into a definitive commercial agreement.”
FILING10-K0001780312-26-000006cik 0001780312disclosed by ASTS
“A substantial portion of Array revenues are derived from a small number of tenants concentrated in the wireless industry including Verizon, AT&T and particularly T-Mobile (collectively, large carriers).”
FILING10-K0000821130-26-000012cik 0000821130disclosed by AD
“Customers typically pay us a monthly per-subscriber fee and include many of the leading MVPDs and virtual MVPDs such as Charter, Comcast (including Sky), Cox, DISH Network (including Sling TV), Google (including YouTube TV), Hulu + Live TV, Optimum (formerly Altice USA), Verizon and Vodafone.”
FILING10-K0001193125-26-076549cik 0001803696disclosed by ADEA
“On May 10, 2023, we entered into a Carrier Managed Services Master Agreement (the "Verizon CMS Agreement") with Cellco Partnership d/b/a Verizon Wireless ("Verizon"), pursuant to which we will provide a variety of network, infrastructure and technical services that will help deliver next generation wireless services to Verizon's subscribers in our current operating areas in the southwestern US.”
FILING10-K0001104659-26-028515cik 0000879585disclosed by ATNI
“Our service provider customers include: ALLO Communications, LLC; Connect Holding II LLC (dba Brightspeed); CityFibre Holdings Limited; Conexon Connect, LLC; Cox Communications, Inc.; Gridiron Fiber Corp. (dba Lumos, a T-Mobile Fiber company); Hunter Communications; ICS Advanced Technologies; Jade Communications, LLC; Rally Networks; South Central Telephone Association, Inc.; Tombigbee Electric Power Association and Tombigbee Fiber, LLC and Verizon Communications Inc.”
FILING10-K0001406666-26-000005cik 0001406666disclosed by CALX
“Verizon Wireless 19 % 19 % 18 %”
$810M relationship32× more of CCI’s book than VZ’s
basisCCI fy2025 · closed 2025-12 $4.3BVZ fy2025 · closed 2025-12 $138B
FILING10-K0001051470-25-000089cik 0001051470disclosed by CCI
“Verizon Communications, Inc. 6.1% 9.0% 9.1%”
$338M relationship25× more of DY’s book than VZ’s
basisDY fy2026 · closed 2026-01 $5.5BVZ fy2025 · closed 2025-12 $138B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000067215-25-000012cik 0000067215disclosed by DY
“Our Pinnacle system is primarily used for public safety applications, including E911 for Verizon Communications, Inc. ("Verizon"), and a growing number of devices operating on the remaining national cellular network providers.”
FILING10-K0001554855-26-000328cik 0001865631disclosed by NN
“ChargePoint depends on connectivity from its charging stations to its data centers through several cellular service providers, such as Verizon, AT&T, Vodafone, and Semtech Corporation.”
FILING10-K0001777393-26-000013cik 0001777393disclosed by CHPT
“Our domestic wireless services are offered over Verizon's wireless network and our existing network of secure residential, outdoor and business Wi-Fi hotspots, and are offered initially only as part of our bundled service offerings to customers that subscribe to our qualifying broadband services.”
FILING10-K0001628280-26-004994cik 0001166691disclosed by CMCSA
“We have entered into interconnection agreements with Verizon for New York, New Jersey, and portions of Connecticut (including agreements with former Frontier operations for portions of Connecticut), which have been approved by the respective state commissions.”
FILING10-K0001702780-26-000013cik 0001702780disclosed by OPTU
“During 2024, Xerox entered into a five-year agreement with Verizon Business Services (Verizon) to provide their Network as a Service (NaaS) solutions framework as part of Xerox's Reinvention.”
FILING10-K0001770450-26-000009cik 0001770450disclosed by XRX
“We have executed lease agreements with Verizon and AT&T, and a similar agreement with FirstNet, and have filed notices of those agreements with the FCC.”
FILING10-K0001780312-26-000006cik 0001780312disclosed by ASTS
“We supply our products to major wireless carriers around the world, including AT&T, T-Mobile, Verizon, Telstra and Vodafone.”
FILING10-K0001736946-26-000031cik 0001736946disclosed by ARLO
“These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets.”
FILING10-K0001022652-26-000005cik 0001022652disclosed by INSG
“Verizon Wireless 20.1 % 16.8 % 7.8 %”
$566M relationship49× more of SBAC’s book than VZ’s
basisSBAC fy2025 · closed 2025-12 $2.8BVZ fy2025 · closed 2025-12 $138B
FILING10-K0001034054-25-000002cik 0001034054disclosed by SBAC
“On October 17, 2024, Array entered into the Verizon License Purchase Agreement to sell certain AWS, Cellular and PCS wireless spectrum licenses and agreed to grant Verizon certain rights to lease such licenses prior to the transaction close.”
FILING10-K0001051512-26-000011cik 0001051512disclosed by TDS
“We rely on wireless carriers, mainly AT&T and Verizon, to provide access to wireless networks for machine-to-machine data transmissions, which are an integral part of our services.”
FILING10-K0001193125-26-132104cik 0001351636disclosed by SSTI
Watchlist prices, news filtered to it, and its next report on your desk.
Verizon Communications Inc
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Telephone Communications (No Radiotelephone)
Verizon Communications Inc has 15 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either Verizon Communications Inc’s own annual report or the counterparty’s, and carries the sentence that discloses it.
VZ (Verizon Communications Inc) has 15 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: RBBN −8.28%, in the cloud bundle.