reports
- Blair Levin
NSR Policy Quick Take: DISH Seeks FCC Adjustments to Build Out
DISH just filed a letter with the FCC seeking to modify their June 2025 buildout requirements in exchange for accelerated deployments in certain markets and other commitments. It argues that its new framework “will undoubtedly benefit consumers…. (helping) sustain EchoStar’s presence as a nationwide facilities-based wireless provider, enabling Americans to be able to take advantage of innovative new technologies and competition in the wireless market (which in turn will lead to lower prices). T...
- Jonathan Chaplin
T-Mobile Announces a 35% Quarterly Dividend Increase
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors (the “Board”) has declared a cash dividend of $0.88 per share on its issued and outstanding shares of common stock, an increase of $0.23 per share or 35% from the previous quarter. The dividend is payable on December 12, 2024 to stockholders of record as of the close of business on November 27, 2024. About T-Mobile US, Inc. T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and transformative ...
T-Mobile Introduces ‘T-Priority’ Featuring the World’s First Network S...
SAN FRANCISCO--(BUSINESS WIRE)-- First responders deserve the most advanced connectivity solutions in the world, and T-Mobile is stepping up to answer the call. Today, during T-Mobile's (NASDAQ: TMUS) Capital Markets Day, CEO Mike Sievert unveiled T-Priority, a new solution built with first responders to deliver the unprecedented support they deserve every day and — especially — during massive emergencies. T-Priority includes: The world's first network slice for first responders. Built on T-Mobile's 5G Standalone Core, the network slice ensures first responders get lower latency and faster 5...
Fueled by Network Leadership and Transformative AI-Enabled Customer Ex...
SAN FRANCISCO--(BUSINESS WIRE)-- At its Capital Markets Day event today, T-Mobile US, Inc. (NASDAQ: TMUS) unveiled an ambitious three-year plan that demonstrates how the company will continue its growth momentum to unlock massive value creation into the future. T-Mobile’s senior leadership team shared a clear strategy for how the company will achieve success in the years ahead centered around the Un-carrier’s proven network, value and leading customer experience, including how it will extend its network leadership by continuing its transformation into an AI-enabled, data-informed, digital-firs...
- Jonathan Chaplin
T-Mobile and OpenAI Join Forces to Revolutionize the Customer Experien...
SAN FRANCISCO--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) and OpenAI have forged a groundbreaking multi-year agreement that will revolutionize the customer experience and reset customer success benchmarks for companies around the world. Combining T-Mobile’s deep expertise in cultivating customer relationships with OpenAI’s cutting-edge AI technology knowledge and world-class research and development experts, the two companies are custom-building the first intent-driven AI-decisioning platform of its kind, called IntentCX. With secure access to T-Mobile data and its ability to comprehend custome...
T-Mobile Announces Technology Partnership with NVIDIA, Ericsson and No...
SAN FRANCISCO--(BUSINESS WIRE)-- To further advance its 5G leadership position that is already years ahead of its closest competitor, T-Mobile (NASDAQ: TMUS) today announced a collaboration with NVIDIA, Ericsson and Nokia to design and drive the future of mobile networks with AI at the center, revolutionizing the capabilities of radio access networks (RAN) to serve customers in unprecedented ways. Leveraging T-Mobile’s 5G leadership, the NVIDIA AI Aerial platform and Ericsson’s and Nokia’s global leadership in telecommunications solutions, the consortium of companies, all founding members of t...
- Jonathan Chaplin
T-Mobile: one more thing to expect from the analyst day
We published a report covering what we expect from the analyst day on Monday. Our prior forecast didn’t include T-Mobile’s retail fiber business. Some investors have asked what the trends would look like with retail fiber included, and so we added it in this brief follow-on. We also have a new thought on how the Company might set broadband subscriber targets.
- Blair Levin
NSR Policy: The Prospects for a DBS Merger Review: This Time It Actual...
Last Thursday, the New York Times ran a story any investor in media could have written several years ago headlined “Satellite TV Is in Trouble. DirecTV’s Dispute with Disney Shows Why: While the Cable TV Business is Declining Quickly, Satellite TV is Decaying Even Faster.”
- Jonathan Chaplin
T-Mobile: what to expect at the analyst day
We cover what we expect T-Mobile to say at the analyst day with respect to: 2026 targets; new medium-term targets; FWA capacity and strategy; the fiber thesis in light of recent transactions, and; how their pricing strategy may shift. We also cover our thoughts on how investors will likely approach valuation, once new targets are set.
- Jonathan Chaplin
- Jonathan Chaplin
Frontier & Verizon: the process isn’t over yet
Two of the most common questions we have received in the past week have been: 1) what are the odds of a new competing bid emerging and 2) what are the prospects of shareholders extracting a higher bid from Verizon without a competing bid. We cover our thoughts on both through an examination of nine prior telecom deals in this report.
Get iPhone 16 Pro on Us, Yearly iPhone Upgrades and America’s Leading ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) will offer iPhone 16 and iPhone 16 Plus, which are built for Apple Intelligence1 with the all-new A18 chip, Camera Control, powerful upgrades to the advanced camera system, the Action button to quickly access useful features, and a big boost in battery life; iPhone 16 Pro and iPhone 16 Pro Max are powered by the A18 Pro chip and built for Apple Intelligence, featuring larger display sizes, Camera Control, innovative pro camera features, and a huge leap in battery life; Apple Watch Series 10, the thinnest Apple Watch yet, featuring the ...
T-Mobile Hometown Grants Reach 25 New Communities, Bringing the Grand ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) today announced its latest 25 Hometown Grant recipients, who will each receive up to $50,000 in funding from T-Mobile to kickstart local development projects that enhance and strengthen their communities. This press release features multimedia. View the full release here: T-Mobile’s Hometown Grants Reach 25 New Communities, Bringing the Grand Total to Over $14 Million in Funding The latest grantees will tally to 325 towns enhanced through the Un-carrier's five-year ongoing community revitalization program (Photo: Business Wire) The Un-...
T-Mobile US Inc: 2 directors
Three Directors at T-Mobile US Inc bought/gave away/sold 276,118 shares at between 0.000USD and 196.628USD. The significance rating of the trade was 69/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's...
T-Mobile Conducts the First Ever Wireless Emergency Alert Via Satellit...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Hurricanes, tornadoes, fires - the type of catastrophic events that often trigger a wireless emergency alert - don't care about wireless coverage zones. Soon it won't matter. This press release features multimedia. View the full release here: T-Mobile Starlink satellite-to-smartphone technology to bring critical emergency alerts to 500,000+ square miles of land currently unreachable with earth-based cell towers. Emergency alerts will work for everyone – even Verizon, AT&T and other wireless provider customers will receive critical emergency alerts. (Photo: Bu...
T-Mobile to Offer All New iPhone 16 Lineup
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile will offer iPhone 16 and iPhone 16 Plus, built for Apple Intelligence1 with the all-new A18 chip, Camera Control, powerful upgrades to the advanced camera system, the Action button to quickly access useful features, and a big boost in battery life; iPhone 16 Pro and iPhone 16 Pro Max, powered by the A18 Pro chip and built for Apple Intelligence, featuring larger display sizes, Camera Control, innovative pro camera features, and a huge leap in battery life; Apple Watch Series 10, the thinnest Apple Watch yet, featuring the biggest, most advanced displ...
- Jonathan Chaplin
- Jonathan Chaplin
The deal Verizon or AT&T should do next
We published a note on the impact of a potential Verizon acquisition on Frontier’s shareholders yesterday. We followed with a note on the impact of a deal on Verizon shareholders later. Blair covered regulatory considerations. We wrote a quick note following the deal announcement. And we hosted a call where we talked through evolving thoughts.
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