CELLCO PARTNERSHIP: $13.7M Department of Agriculture Contract
Summary
Verizon (CELLCO PARTNERSHIP) received a $13.7M BPA call from the USDA for wireless services. This is a routine, small-value contract renewal that has no material impact on Verizon's financials or stock performance.
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Key Takeaways
- 1.The $13.7M contract is immaterial to Verizon's $134B revenue.
- 2.No related legislation or presidential actions directly connect to this award.
- 3.Investors should not expect any stock movement from this routine renewal.
Market Implications
The contract has no meaningful market implications. Verizon's stock is driven by broader telecom industry trends, subscriber growth, and capital allocation, not by a $13.7M government service renewal. No other publicly traded companies are materially impacted.
Full Analysis
The contract award is a Blanket Purchase Agreement call under an existing USDA wireless services BPA, valued at $13.7M over roughly 3.5 years. The recipient, CELLCO PARTNERSHIP, is a wholly owned subsidiary of Verizon Communications Inc. ($VZ). For Verizon, which reported $134B in revenue for FY2025, this contract represents less than 0.003% of annual revenue — a negligible amount. The contract covers wireless services and service-enabled devices for the USDA, a standard government telecom procurement. No related legislation directly authorizes this specific award; the listed bills are unrelated to wireless services or USDA operations. Supply chain beneficiaries are not identifiable at this scale; Verizon likely uses its own network infrastructure and standard device suppliers. Historically, similar small-value telecom renewals have no discernible impact on Verizon's stock price or earnings. The contract is a routine administrative action with no investment significance.
Intelligence Surface
Cross-referenced against federal contracts, SEC insider filings & congressional trade disclosures
No confirming evidence found yet from contracts, insider trades, or congressional activity
What the bill does
Direct award of a Blanket Purchase Agreement call for wireless services and devices to Verizon via its CELLCO PARTNERSHIP subsidiary.
Who must act
U.S. Department of Agriculture (Office of the Chief Financial Officer) awarding to CELLCO PARTNERSHIP (Verizon Communications Inc.)
What happens
$13.7M obligated over approximately 3.5 years, representing roughly $3.9M per year, which is less than 0.003% of Verizon's annual revenue.
Stock impact
Negligible financial impact on Verizon's $134B revenue base. The contract is a routine renewal of existing wireless service agreements with a federal agency.
Connected Signals
Matched on shared policy language across AI analyses, with ticker & timing weight
Related Presidential Actions
Executive orders & memoranda affecting the same sectors or companies
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Contract Details
Recipient
CELLCO PARTNERSHIP
Award Amount
$13,742,867
Awarding Agency
Department of Agriculture
Sub-Agency
Office of the Chief Financial Officer
Contract Type
BPA CALL
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