reports
- Jonathan Chaplin
T-Mobile selling 3.45GHz portfolio
We just learned that T-Mobile is selling the remainder of its 3.45GHz portfolio to Columbia Capital. The transaction was filed with the FCC 10 days ago; we just picked up on it. This follows a swap in which T-Mobile got 2.5GHz licenses in exchange for some of its 3.45GHz licenses back in May. T-Mobile is now out of 3.45GHz entirely. Our quick thoughts in this very brief note.
- Jonathan Chaplin
Dish / DTV reportedly close to a deal
Bloomberg and the WSJ both reported this afternoon that the companies are close to a deal. They claim an announcement could come by Monday. The only new data points that we picked up were that DTV is the acquirer, and AT&T and TPG will remain investors (and presumably remain in control). In addition, the stories claim that Sling will be part of the sale.
Verizon to support Florida and Georgia communities affected by Hurrica...
Verizon to support Florida and Georgia communities affected by Hurricane Helene Call/Text/Data usage incurred by customers in hardest hit counties will be waived from Sept. 26-Oct. 5 For media: Regular updates can be found . What you need to know: Verizon to waive domestic call, text, and data usage for postpaid consumer, small business customers,* and Verizon Prepaid customers impacted by the storm in parts of Florida and Georgia from Sept. 26-Oct. 5, 2024.For prepaid customers using Straight Talk, Tracfone, Total Wireless, Simple Mobile, Walmart Family Mobile, Net10, GoSmart, and Page P...
- Jonathan Chaplin
Verizon & AT&T Model and Valuation Updates
We have updated our Verizon and AT&T models following commentary at recent conferences, with the changes being so few that we’ve combined the updates into one note. Verizon phone and broadband adds look set to beat consensus modestly in 3Q, with a bigger beat FCF. AT&T phone adds should beat handily, but their fiber adds will miss on the work stoppage in the Southeast; FCF will also miss, but this is a timing issue.
T-Mobile Customers Calling 988 for Mental Health Support Will Now Be R...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile continues to lead the wireless industry in taking steps to get customers access to the mental health support they need, continuing the important focus of Suicide Prevention Month into the future. As of last week, T-Mobile customers who call the will have their calls routed to to their actual location, directly connecting them with counselors who are familiar with their local community’s resources and services. Previously, 988 calls were routed to crisis centers based on area codes, which means mobile callers could be connected to counselors in diff...
Verizon is ready to keep customers connected ahead of Hurricane Helene
Verizon is ready to keep customers connected ahead of Hurricane Helene Year-round preparedness, network infrastructure and mobile assets are the foundation of Verizon’s response plan for potential Hurricane Helene ALPHARETTA, Ga., Sept. 25, 2024 (GLOBE NEWSWIRE) -- As potential Hurricane Helene approaches the Florida coast, Verizon remains committed to keeping communities and first responders connected. Verizon's Response Team has prepared year-round to respond to extreme weather situations, like hurricanes, by taking part in emergency drills, fortifying the network infrastructure, and ...
Moody's Ratings says Charter's credit ratings are unaffected by the pr...
Moody's Ratings (Moody's) says Charter Communications, Inc.'s (Charter or the company) Ba2 Corporate Family Rating (CFR), all other credit ratings and the negative outlook are unlikely to be affected by its proposed transaction with Liberty Broadband Corporation (parent of GCI, LLC (B1 Stable)). O...
T-Mobile Enhances Project 10Million Program and Announces New Partners...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Since 2020, T-Mobile (NASDAQ: TMUS)’s $10.7 billion (P10M) initiative has delivered reliable and affordable internet service to more than 6 million young learners across the U.S., but even with that progress the need for connectivity has only continued to rise. Technology use in education has seen a massive surge over the past five years that spans classroom and homework. School-related tasks from digital assignments to research, video streaming, video lessons, and web calls require more data. And a vast majority of students are working from homes with mult...
- Blair Levin
NSR Policy: The DBS Deal and the 12 GHz Band
While investors contemplate the financial implications and regulatory prospects of a potential DISH/DirecTV deal, one generally overlooked element of the transaction is the role the 12 GHz band could play in the value creation through the deal. In this note we analyze that potential which could be more disruptive to the market than generally understood; stated differently, the value of the deal could be more about spectrum than synergy.
Verizon Business and SK Shieldus team up to bolster cybersecurity offe...
Verizon Business and SK Shieldus team up to bolster cybersecurity offerings SEOUL, South Korea, Sept. 24, 2024 (GLOBE NEWSWIRE) -- Verizon Business and SK Shieldus have agreed to collaborate to deliver cybersecurity solutions to South Korean and Asian enterprises operating on a global scale. This strategic relationship will leverage Verizon Business' extensive global reach and SK Shieldus' deep-rooted expertise to provide comprehensive, world-class protection addressing the unique needs of Asian businesses. By combining their strengths in real-time threat intelligence, vulnerability asse...
Meet the Nation’s Fastest Prepaid Provider – Metro by T-Mobile
BELLEVUE, Wash.--(BUSINESS WIRE)-- Life moves pretty fast, but not as fast as Metro by T-Mobile (NASDAQ: TMUS). Ookla, a global leader in network intelligence and connectivity insights, today shared its first ever analyzing network performance among prepaid brands. To no surprise, Metro takes the cake as the fastest prepaid wireless brand in the country — even outranking Verizon and AT&T as can be seen in — and ties as the most consistent network experience. This press release features multimedia. View the full release here: Fastest Overall Prepaid Provider (Graphic: Business Wire) Here’s w...
Rogers to Adopt Comcast’s Industry-Leading Network Design Across Its F...
TORONTO & PHILADELPHIA--(BUSINESS WIRE)-- Rogers Communications will begin an industry-first implementation of Comcast's leading network design the two companies announced today. With this collaboration, Rogers will advance its roadmap to deliver faster speeds, enhanced reliability, and lower latency across its footprint like what Comcast has made accessible to more than 60 million homes and businesses in the U.S. The effort continues Comcast's expansion of its global technology platform, allowing service providers across the globe to deliver next-generation connectivity and entertainment expe...
Verizon named Official Telecommunication Services Sponsor for FIFA Wor...
Verizon named Official Telecommunication Services Sponsor for FIFA World Cup 26™ and Official Tournament Supporter for FIFA Women’s World Cup 2027™ Deal marks first-ever agreement between FIFA and the world-class network providerVerizon will power experiences for fans and customers leading up to, during, and after FIFA World Cup 26™, while also ensuring state-of-the-art connectivity across stadiumsCollaboration to ensure everyone across the tournament can follow every second of the action NEW YORK, Sept. 24, 2024 (GLOBE NEWSWIRE) -- An agreement between Verizon and FIFA was announced...
Verizon nombrado patrocinador de telecomunicaciones de la Copa Mundial...
Verizon nombrado patrocinador de telecomunicaciones de la Copa Mundial FIFA 26™ y patrocinador de la Copa Mundial Femenina FIFA 27™ El acuerdo marca la primera colaboración entre la FIFA y el proveedor de red de clase mundialVerizon impulsará experiencias para los fanáticos y clientes antes, durante y después de la Copa Mundial de la FIFA 26™, al mismo tiempo que garantizará conectividad de última generación en todos los estadiosGracias a esta colaboración, todos los asistentes al torneo podrán seguir minuto a minuto todo lo que suceda sobre el terreno de juego NEW YORK, Sept. 24, 2024 (...
Verizon Business delivers mission-critical connectivity to South Carol...
Verizon Business delivers mission-critical connectivity to South Carolina Army National Guard The South Carolina Army National Guard has selected Verizon as its primary wireless communications partnerContract includes more than 1,000 lines of service, ranging from smartphones to data devices COLUMBIA, S.C., Sept. 24, 2024 (GLOBE NEWSWIRE) -- Verizon Business today announced a new contract with the South Carolina Army National Guard (SCARNG), becoming the primary wireless communications provider of the state-based military component. The deal encompasses connectivity for more...
Verizon Business inks 5G connected-vehicle deal with teledriving car-s...
Verizon Business inks 5G connected-vehicle deal with teledriving car-share company Vay What you need to know: Now live in Las Vegas, offers remotely driven electric vehicles (EV) that can be rented by the minute. When requesting a car through the app, a Vay teledriver delivers a vehicle to the user and picks it up after the journey is complete. Upon delivery, the user takes over and drives to their destination like in a regular car. Verizon Business is providing 5G connectivity to Vay vehicles and custom data plans to help Vay handle the massive amounts of data generated by its teleoperate...
Comcast Leverages Edge Compute to Enhance Streaming Experience for Con...
PHILADELPHIA--(BUSINESS WIRE)-- Comcast is leveraging edge compute technology to put more computing power closer to consumers to deliver a better Internet experience for applications like streaming and gaming and to develop a standardized platform for providers to distribute their content across Comcast’s network. The company will deploy Qwilt’s Open Edge platform, creating the most distributed content delivery network (CDN) in the U.S. This press release features multimedia. View the full release here: Comcast will deploy Qwilt's Open Edge platform, creating the most distributed content deliv...
T-Mobile Agrees to Sell $2.5 Billion of Senior Notes
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that T-Mobile USA, Inc., its direct wholly-owned subsidiary (“T-Mobile USA” or the “Issuer”), has agreed to sell $700,000,000 aggregate principal amount of its 4.200% Senior Notes due 2029 (the “2029 Notes”), $900,000,000 aggregate principal amount of its 4.700% Senior Notes due 2035 (the “2035 Notes”) and $900,000,000 aggregate principal amount of its 5.250% Senior Notes due 2055 (the “2055 Notes,” and collectively with the 2029 Notes and the 2035 Notes, the “notes”) in a registered public offerin...
Comcast Is Harnessing Leading-Edge Cloud and AI Tech to Transform the ...
PHILADELPHIA--(BUSINESS WIRE)-- Today Comcast unveiled Janus, an initiative that leverages leading-edge cloud and AI/ML technology to transform the way its core network will deliver next-generation Internet experiences to customers today, and into the future. Janus maximizes network performance and efficiency by virtualizing Comcast’s core network, unlocking the ability to deliver consistently faster speeds and even more reliable Internet service so customers can stream live sports in 4K, stay connected when extreme weather hits, or use their increasing number of devices to videoconference, VR...
Verizon supports Davis Fire relief efforts with $10,000 donation
Verizon supports Davis Fire relief efforts with $10,000 donation Funding to aid communities hardest hit by the wildfire IRVINE, Calif., Sept. 23, 2024 (GLOBE NEWSWIRE) -- In light of the Davis Fire that has impacted Washoe County, Nevada, Verizon is reinforcing its commitment to the communities it serves by donating $10,000 to the . This funding is intended to support local relief efforts. “We send support and strength to those affected by the Davis Fire," said Steven Keller, Pacific Market President at Verizon. "Verizon understands the importance of support during times of crisis, and...
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