reports
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
TMUS T-MOBILE US INC.
VKTX VIKING THERAPEUTICS
TYL TYLER TECHNOLOGIES INC.
PLAY DAVE & BUSTER'S ENTERTAINMENT INC.
PEGA PEGASYSTEMS INC.
MCRI MONARCH CASINO & RESORT INC.
CRK COMSTOCK RESOURCES INC.
CHH CHOICE HOTELS INTERNATIONAL INC.
AIT APPLIED INDUSTRIAL TECHNOLOGIES INC.
MLR MILLER INDUSTRIES INC.
TPB TURNING POINT BRANDS
DESP DESPEGAR.COM CORP.
CNX CNX RESOURCES CORPORATION
ADT ADT INC
TSSI TSS INC
WH WYNDHAM HOTELS & RESORTS INC.
SOFI SOFI TECHNOLOGIES INC
AZ A2Z SMART TECHNOLOGIES CORP
PNRG PHINERGY LTD
T-Mobile Rallies for Hurricane Relief, Pledging Up to $1 Million for O...
BELLEVUE, Wash.--(BUSINESS WIRE)-- This MLB World Series, every home run goes further with the Un-carrier's Rally for Relief. T-Mobile (NASDAQ: TMUS) today announced that it will donate $25,000 for every home run hit during the World Series presented by Capital One, in addition to $10 when anyone texts ‘RALLY’ to 90999, for a total of up to $1 million. In partnership with the American Red Cross, Rally for Relief will support communities affected by hurricanes and tropical storms in 2024, including Hurricanes Helene and Milton. This press release features multimedia. View the full release here:...
- Blair Levin
What if Elon Can Deliver a Gig? Where it Matters and Where it Doesn’t
As part of our election impact series, we recently published an analysis of how Elon Musk might influence telecommunications policy under a potential Trump Administration to benefit his Starlink service. While the note prompted significant feedback, nothing in the reaction causes us to reconsider what we wrote. Still, the reaction prompted us to do a second note laying out several paths a Trump Administration could take that would benefit Starlink related to the BEAD program and would work to d...
- Jonathan Chaplin
T-Mobile 3Q24 Results Review & Model Update
This note covers results in detail and updates to the model. We discussed our initial take on results, guidance, our evolving thoughts on fiber wholesale, and spectrum transaction in a separate note. Results were great. We increased postpaid phone adds, ARPU, and EBITDA. Consensus estimates need to move up too.
- Jonathan Chaplin
TMUS: quick thoughts following the 3Q24 call
In this (not so quick) note we cover our quick take on results, our thoughts on guidance, our evolving thoughts on AT&T’s fiber wholesale comment, T-Mobile’s sale of 3.45GHz licenses, and their failure to sell 800MHz licenses. We will publish another note later tonight covering results in more detail as well as our changes to the model.
T-Mobile Delivers Industry-Leading Growth in Customers, Service Revenu...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS): Industry-Leading Customer Growth Fueled by Best Network and Best Value Combination(1) Postpaid net account additions of 315 thousand, best in industry Postpaid net customer additions of 1.6 million, best in industry Postpaid phone net customer additions of 865 thousand, best in industry, highest Q3 in a decade Postpaid phone churn of 0.86%, record low for Q3 High Speed Internet net customer additions of 415 thousand, best in industry Translating Industry-Leading Customer Growth into Industry-Leading Financial Per...
- Jonathan Chaplin
FYBR Quick Hit: Glendon Letter Confirms Intention to Vote Against the ...
Glendon Capital, which owns ~10% of Frontier’s shares have issued a letter this morning stating that they will be voting against the deal at the current price. This is the third shareholder to publicly express opposition. We expect more similar announcements in due course. We have been recommending investors vote against the deal at $38.50. Here is our comprehensive analysis of what we think the asset is worth to Verizon and what Verizon can afford to pay,
- Jonathan Chaplin
VZ: quick thoughts following the analyst day
The event just wrapped. The big things for us were the new targets for fiber and FWA, the new articulation of their FWA strategy (this is a big deal), new capex guidance, a change in leverage targets, and our struggles with how they articulate capital allocation priorities. On broadband strategy, there were surprises in how they articulated their fiber strategy and their FWA strategy, with implications for Verizon, Frontier and other broadband assets, and for Cable.
- Blair Levin
NSR Policy: FCC Votes to Provide T a Big Step Towards 4.9 GHz Win
One of the few spectrum battles happening in the near-term is the battle over whether the FCC should transfer control of the 4.9 GHz spectrum band, currently licensed to local public safety groups, to the FirstNet Authority (FNA). This would have the effect of making 50 megahertz of spectrum, reportedly worth between $3 and $14 billion, available for exclusive commercial use by T at no cost to the company. A coalition supported by VZ and TMUS opposed the reallocation. As we anticipated, the F...
- Jonathan Chaplin
FYBR Quick Hit: Another Shareholder Voting Against the Deal
This morning, another shareholder, Carronade Capital has come out with a letter urging Frontier shareholders to vote against the deal. Carronade, which owns ~2MM shares of Frontier, has said that the Verizon offer of $38.50 doesn’t represent fair value of Frontier. They believe Frontier has an intrinsic value of at least $48.60 per share on a standalone basis before a fair share of synergies from the transaction.
- Blair Levin
NSR Policy: Musk and BEAD: Further Thoughts
As part of our election impact series, we recently published an analysis of how Elon Musk might influence telecommunications policy under a potential Trump Administration to benefit his Starlink service. Few notes we have written have stirred the level of surprise and consideration that note produced. Nothing in the reaction causes us to reconsider what we wrote but we repeatedly heard one question that we believe deserves further elaboration. That question is how could Musk, at this late date, ...
Miller Electric Drives Autonomous Vehicle Operations with T-Mobile 5G ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Visitors at Jacksonville, Florida's revitalized waterfront will soon be able to experience the future of fully autonomous public transit. T-Mobile (NASDAQ: TMUS) and Miller Electric Company today announced a collaboration to use a 5G private network to connect a fleet of autonomous vehicles (AVs) along the city’s waterfront and urban core as part of Jacksonville’s program. Jacksonville-based Miller Electric will use a 5G private network from T-Mobile’s Advanced Network Solutions (ANS) to support the operations of the new bus-shaped, fully autonomous shuttle...
- Jonathan Chaplin
Verizon’s New Fiber Strategy: What to expect from the analyst day
Verizon will lay out their new fiber strategy at their analyst day on Tuesday. In this report, we try to anticipate what they might do. We suspect they will extend the build in Frontier markets, accelerate the build in their own markets, and possibly explore out-of-market builds off-balance-sheet. Taken together, these efforts could increase fiber locations to 38-43MM over the next few years.
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc sold 42,769 shares at 216.260USD and the significance rating of the trade was 80/100. 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 directors over the last two years clearl...
T-Mobile Announces Redemption of Sprint 7.625% Notes due February 15, ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that Sprint LLC, its wholly-owned subsidiary, will redeem on November 15, 2024, the full $1,500,000,000 outstanding aggregate principal amount of its 7.625% Notes due February 15, 2025 (CUSIP No. 85207U AJ4) (the “notes”), at a redemption price equal to 100% of the principal amount of the notes being redeemed, plus accrued but unpaid interest to, but not including, the redemption date. Payment of the redemption price for the notes will be made through the facilities of The Depository Trust Company...
- Jonathan Chaplin
- Jonathan Chaplin
FYBR Quick Hit: Top Shareholders Planning to Vote Against the Deal
This morning, Copper Investors, a top shareholder of Frontier, issued a letter to the Frontier board suggesting that the offer price of $38.50 was too low, and that they intend to vote against the deal as well. Cooper has made the case that Frontier’s standalone value is 24-62% above the offer price and that a fair transaction value would be up to 94% higher than the current offer.
- Jonathan Chaplin
US Broadband: Impact of Storms Helene and Milton
In this short note, we have tried to estimate the impact of “Helene” and “Milton” on the broadband subscribers for the major Cable companies and ILECs. The impacts from storms are one-time in nature and do not impact the long-term broadband thesis. Companies tend to disclose the impact, allowing investors to normalize results. Nevertheless, some of our clients have asked us to estimate the impact, so we did.
- Blair Levin
NSR Policy: Election Impact: Summary of Notes Plus Upcoming Calls
It is likely that in the next month (and perhaps beyond) the single most important event affecting capital markets will be the election. Over the last month, we have provided six notes on the potential impact of the election, separately focusing on policies affecting telecom, spectrum, media, tech, and leadership, as well as a note on what we think is the most underappreciated potential impact; how a Trump Presidency could result in a dramatic shift in telecom and spectrum policy due to the infl...
Meet the Finalists: T-Mobile Reveals Top 16 High Schools in Friday Nig...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) announced the Top 16 finalists in its Friday Night 5G Lights competition, which saw more than 1,700 high schools from small towns in all 50 states compete for a chance to win a game-changing 5G technology upgrade for their football fields. The remaining 16 finalists will each receive a $25,000 grant for their school, along with an epic T-Mobile celebration at an upcoming home football game where the Un-carrier will be onsite with games, giveaways and free food at the concession stands. This press release features multimedia. View the f...
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