reports
- Jonathan Chaplin
3Q24 Broadband Trends: FWA capacity limits; FWA demand limits
In this iteration of “Broadband Trends” we update our FWA capacity forecast. We also touch on early signs that demand for FWA may be limited, which could prevent mobile operators from reaching capacity limits (or force them to work harder to get there). This could have a big impact on the pace of Cable subscriber growth. Finally, we reprise our work on the competitive positioning of the various operators based on relative NPS scores.
Moody's Ratings assigns Ba1 credit ratings to Charter's new senior sec...
Moody's Ratings (Moody's) assigned a Ba1 credit rating to a new backed senior secured revolving credit facility and Term Loan A-7 both due 2030, and Term Loan B-5 due 2031, to be issued at Charter Communications, Inc.'s (Charter or the Company) wholly owned subsidiary Charter Communications Operatin...
T-Mobile Declares Quarterly Cash Dividend
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors has declared a cash dividend of $0.88 per share on its issued and outstanding shares of common stock. The dividend is payable on March 13, 2025 to stockholders of record as of the close of business on February 28, 2025. About T-Mobile US, Inc. T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and transformative nationwide 5G network that will offer reliable connectivity for all. T-Mobile’s ...
Black Friday Arrives at T-Mobile: Unwrap 4 Lines for Only $100/mo, 4 i...
BELLEVUE, Wash.--(BUSINESS WIRE)-- It’s the haul-iday season and T-Mobile (NASDAQ: TMUS) and Metro by T-Mobile are celebrating with serious savings on the latest tech — including great deals for business customers, too. Right now, T-Mobile customers can score the latest iPhone 16 lineup, built for Apple Intelligence, on Us. Plus, starting Monday, Dec. 2, the Un-carrier is ringing in Cyber Monday with the ultimate Apple bundle, including iPhone 16 Pro, Apple Watch SE 2nd Gen and AirPods 4 all on Us. This press release features multimedia. View the full release here: Black Friday Arrives at T-M...
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc sold 40,000 shares at 239.220USD and the significance rating of the trade was 70/100. 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 to Debut New 5G-Fueled Fan Experiences at FORMULA 1 HEINEKEN ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Ready, set, race! T-Mobile (NASDAQ: TMUS) announced today it's going full throttle for the FORMULA 1 HEINEKEN SILVER LAS VEGAS GRAND PRIX, delivering a full grid of new, innovative experiences — many powered by T-Mobile’s leading 5G network — for fans whether they’re at the track or tuning in from home. Here’s what fans can expect during race weekend from Nov. 21 to 23: This press release features multimedia. View the full release here: T-Mobile to Debut New 5G-Fueled Fan Experiences at FORMULA 1 HEINEKEN SILVER LAS VEGAS GRAND PRIX (Graphic: Business Wire) ...
- Jonathan Chaplin
Charter / Liberty Broadband: quick follow up on questions
We published a brief note on the transaction this morning. We have been asked four questions since then: 1) why didn’t Charter want GCI; 2) why the delayed close; 3) what does this mean for Charter’s share repurchases; 4) how much of a discount to NAV did Liberty Broadband accept? We cover all four in this brief follow-up.
- Jonathan Chaplin
FYBR: Verizon acquisition approved!
Shareholders representing 63% of the shares voted in favor of the transaction this morning. We congratulate the Frontier and Verizon management teams for getting the deal done. While we think Frontier should have received more, we recognize that most large shareholders will lock in a very substantial gain while removing uncertainty with this transaction. This is a strong win for Verizon, who will secure a great asset at a great price.
- Jonathan Chaplin
CHTR Quick Hit: Charter Buying Liberty Broadband
This morning, Charter announced that they are buying Liberty Broadband (at last)! Charter is not acquiring GCI, making this a very straightforward transaction in which Charter is effectively repurchasing their own shares at a discount. Our quick thoughts in this very brief note.
T-Mobile Enhances Home and Small Business Internet Backup Plans with M...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS): What’s the news: When internet service providers (ISPs) go down, T-Mobile’s got your back(up). T-Mobile (NASDAQ: TMUS) today announced it’s amping Home Internet Backup and Small Business Internet Backup plans with more data to help traditional ISP customers stay connected when their primary ISP has an outage. In addition to the 130GB of 5G data/month already included in the Un-carrier’s Backup Internet plans — which is enough data to keep a typical household connected for up to seven days when their primary cable or fiber I...
- Jonathan Chaplin
Frontier vs Ziply – did BCE overpay
When examining the very significant premium that Ziply is receiving from BCE over what Frontier has been offered by Verizon, investors have asked two further questions: first, why was BCE willing to pay a higher price for Ziply than they were willing to pay for Frontier (they bid on both assets); second, how do we know they aren’t just overpaying for Ziply. We cover both questions in this brief note.
- Jonathan Chaplin
Frontier vs Ziply – accounting for future opportunities
Investors are inevitably comparing the price that Verizon has offered for Frontier to the price that BCE has offered for Ziply. We have been asked whether buyers would give the operators credit for locations they haven’t deployed fiber to yet. If so, the price for Ziply isn’t so compelling, given their plans to more than double their fiber footprint. The answer: absolutely not! We walk through our thought process in this brief note.
- Blair Levin
NSR Policy: Summarizing Policy Implications of Trump/Republican Victor...
In the previous two months, we published multiple notes on the implications of the election, projecting forward on what would likely happen to market impacting policies in the event of either a Trump or Harris Victory. Here, we link to those notes—you can quickly skip the Harris parts—as well as summarizing key points relating to the likely impact of a Trump victory. We note that the notes involving Musk were the ones we think most underrated (at least they were initially) and important. We a...
6 Tips to Keep Your Device Healthy This Cold and Flu Season and Beyond
BELLEVUE, Wash.--(BUSINESS WIRE)-- Got your hands on the latest and greatest smartphones? Awesome! But to keep you and your shiny new tech that runs on the healthy all winter long, here are a few top tips on how to keep your device as fresh as the day you . This press release features multimedia. View the full release here: In the era of groundbreaking new devices, even the most up-to-date technology needs a little TLC once the weather turns (Photo: Business Wire) 1. Avoid Using Your Phone in the Restroom It gives us the ick too, but flushing toilets can disperse germs everywhere, including...
Metro by T-Mobile Drops Holiday Deals — Get Apple Watch SE and iPhone ...
BELLEVUE, Wash.--(BUSINESS WIRE)-- What’s the news: The holidays are arriving early at Metro by T-Mobile! For the first time ever, the Apple Watch lineup — including Apple Watch Ultra 2, Apple Watch 10 and Apple Watch SE — are available at Metro (NASDAQ: TMUS) . Starting today, customers can switch to Metro and score Apple Watch SE and iPhone 12 together for just $99.99, the lowest price in prepaid, when signing up for and adding a smartwatch line. This press release features multimedia. View the full release here: Apple Watch launches in Metro stores nationwide on Nov. 7 and to celebrate, cu...
T-Mobile Delivers Holiday Deals Early: Deck Out the Whole Fam with Fre...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) is kicking off the holiday season with $1,000 in savings off the latest tech from top brands like Google, Samsung, Motorola and . Plus, epic offers for new 5G Home Internet customers including a free smart TV, on top of sweet device deals with Metro. There’s a lot… so while reading this news in its entirety is encouraged and the only way to catch all the season’s best deals for T-Mobile and Metro customers… it’s time to cue the holiday offer highlight reel to start: This press release features multimedia. View the full release here: Sl...
- Jonathan Chaplin
Autumn for Broadband 3Q24
In this installment of our Autumn for Broadband series, we provide a quick update on trends in the broadband market based on what we have seen from the companies that have reported so far. Adjusted for ACP, trends have improved quite significantly. We continue to expect further recovery next year, once the ACP headwind has passed.
- Jonathan Chaplin
Frontier Post-3Q24 Model Update
This note focuses on changes to the model following 3Q24 results. Earlier today, we published a comprehensive review of results. Our view of the company remains unchanged, whether as a standalone company or as an acquisition target. Intrinsic value is $64 (but they may only get $48.50 in a deal now).
- Jonathan Chaplin
FYBR 3Q24 Quick Take: Subscribers beat; EBITDA in line; all eyes on th...
Fiber deployment and fiber net adds were both exceptional. EBITDA was in-line, despite the strong growth (higher SAC from higher growth will have been a drag on EBITDA). If Frontier remains independent after November 13th, these results will provide strong support for management’s strategy and execution prowess.
T-Mobile Shatters World Record for 5G Uplink Speed
BELLEVUE, Wash.--(BUSINESS WIRE)-- The Un-carrier just went plaid! T-Mobile (NASDAQ: TMUS) today announced it broke another world record with its 5G standalone (SA) network, leveraging an emerging feature called New Radio Dual Connectivity (5G DC). With 5G DC, the Un-carrier was able to massively increase uplink throughput and capacity, reaching peak speeds of 2.2 Gbps — that’s the fastest recorded anywhere in the world — and demonstrates the technology’s potential to create serious efficiencies in how data is transmitted from devices to the network. 5G DC enables the Un-carrier to aggregate ...
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