Verizon

Based in New York, Verizon is widely regarded as one of USA's flagship telecom operators. Its scale — about 105k people, around $134B in turnover — translates into genuine strategic weight across North America.

Talent density and engineering culture have become a quiet competitive moat, particularly as the sector consolidates around fewer global champions.

“Verizon is, in its category, exactly the kind of compounding regional champion the next decade of capital allocation will reward.”

The outlook remains constructive: order books, hiring patterns and capex guidance all point to a multi-year expansion phase.