reports
- Jonathan Chaplin
TMUS seems lukewarm on Cable acquisition
When asked about his interest in cable at the DT Capital Markets Day, Sievert seemed to suggest that Cable may face a “capital surprise”. This will no doubt dampen anticipation for a TMUS / CHTR deal. We are not so sure this is the right conclusion. Our quick thoughts in this brief note.
- Jonathan Chaplin
CHTR Quick Hit: Charter Buybacks Muted in October
We determined after last month’s filings that Charter was not repurchasing stock in the open market, suggesting they may be involved in a strategic process. As it turns out, they were in discussions to acquire Liberty Broadband (LBRD) with or without GCI (our note on the proposed transaction here). We lowered our expectations for buybacks following the announcement of the deal talks. Advance/Newhouse filed its latest Charter ownership disclosure last night. The buyback amount was almost negligib...
Charter Communications Inc: 1 director
Two Directors at Charter Communications Inc sold 5,686 shares at between 0.000USD and 356.640USD. The significance rating of the trade was 67/100. 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...
T-Mobile’s Go5G Next Gets the Ultimate Upgrade for Connected Devices
BELLEVUE, Wash.--(BUSINESS WIRE)-- Today, T-Mobile (NASDAQ: TMUS) announced its most value-packed plans are getting even better. Starting Oct. 17, new and existing customers can connect their devices — smartwatches, tablets and even laptops — for just $5/month per device with Go5G Next and Go5G Business Next. Gone are the days of choosing between the complicated, costly process that requires a $10 to $30 rate plan for each device or resorting to rolling the dice with insecure, public Wi-Fi or begging for Wi-Fi passwords. T-Mobile’s network delivers a highly-secure 5G connection with speeds as ...
T-Mobile US, Inc. to Present at the Deutsche Telekom Capital Markets D...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Mike Sievert, president & chief executive officer, and Peter Osvaldik, executive vice president & chief financial officer, will present and provide a business update on Thursday, October 10, 2024, at approximately 11:15 a.m. Eastern Daylight Time (EDT) at the Deutsche Telekom Capital Markets Day. A live webcast of the virtual event will be available on the Company’s Investor Relations website at . An on-demand replay will be available shortly after the conclusion of the presentation. To automatically receive T-Mobile financial news by e-mail, please visit t...
T-Mobile Readies to Keep Customers, Communities and First Responders C...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) has activated its emergency operations and preparedness plan as Hurricane Milton approaches Florida, mobilizing its emergency teams to help keep customers, communities, first responders and others connected. In summary: This press release features multimedia. View the full release here: (Photo: Business Wire) T-Mobile’s network has been hardened to withstand anticipated extreme weather conditions along Milton’s projected path and the company’s experienced emergency response teams are preparing portable generators and heavy-duty networ...
T-Mobile Announces ‘5G On Demand’: A Portable 5G Private Network Solut...
BELLEVUE, Wash.--(BUSINESS WIRE)-- Today, T-Mobile (NASDAQ: TMUS) introduced 5G On Demand; a complete, portable 5G private network and services solution that includes setup, teardown and network management. This new solution makes it easier and more efficient than ever to deploy 5G private networks virtually anywhere, providing all the necessary infrastructure to support data-intensive applications. This press release features multimedia. View the full release here: Deployable in under 48 hours, new T-Mobile 5G Advanced Network Solution delivers low-latency, high-bandwidth connectivity for dat...
- Blair Levin
NSR Policy: Implications of Multiple Mergers at the FCC
It appears likely that within a few months, multiple transactions—TMUS buying US Cellular, VZ buying Frontier, and DISH and DirecTV merging—will be pending at the FCC. The transactions involve all four, or three (depending on how you think about it) of the national facilities based mobile carriers. Investors have asked, how will the presence of multiple transactions affect the process of approval for each other? We address that question in this note.
T-Mobile: Back-to-Back World Champs for 5G Availability
BELLEVUE, Wash. & GUAYNABO, Puerto Rico--(BUSINESS WIRE)-- A new from leading research firm Opensignal today reaffirmed that T-Mobile (NASDAQ: TMUS) customers, including those in Puerto Rico, get a 5G signal more often than anyone else on the planet. That’s right. T-Mobile has the world’s best 5G Availability, and for the fourth year in a row was the ONLY U.S. operator to receive a 5G Global Winner award for any category. This press release features multimedia. View the full release here: 5G availability is a critical metric in measuring 5G network performance, because if you’re not connected...
T-Mobile Pays it Forward with $50,000 to Mountain West-Area Nonprofits
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) today announced donations totaling $50,000 to five nonprofit organizations in Idaho, southern Oregon and Utah that are making a difference in their communities. Canines with a Cause Utah, Faces of Hope Idaho, Idaho Humane Society, Kids Unlimited of Oregon and Ronald McDonald House Charities of Idaho will each receive $10,000 to support their vital programs and initiatives. This press release features multimedia. View the full release here: Canines with a Cause: Pairs rescued dogs with military veterans living with Post Traumatic Stress...
- Jonathan Chaplin
Charter Pre-3Q24 Model Update
This report covers changes to our model to incorporate recent management commentary at investor conferences. The most significant change was lower broadband losses due to lower ACP losses than previously expected. We now expect slightly lower losses than consensus in 3Q24. Price target is $473 (+44%).
T-Mobile US Inc: 1 director
A director at T-Mobile US Inc sold 3,000 shares at 205.300USD and the significance rating of the trade was 61/100. 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 clearly...
Virginia Commonwealth University Taps T-Mobile to Help Protect Endange...
BELLEVUE, Wash. & CHARLES CITY, Va.--(BUSINESS WIRE)-- The Virginia Commonwealth University (VCU) Rice Rivers Center is using the power of 5G to transform conservation for the federally endangered Atlantic sturgeon. Today, T-Mobile (NASDAQ: TMUS) announced that VCU Rice Rivers Center is using T-Mobile 5G to protect this prehistoric species, while setting a new benchmark for environmental preservation along the James River. This press release features multimedia. View the full release here: Virginia Commonwealth University Taps T-Mobile to Help Protect Endangered Species (Photo: Business Wire) ...
Ultra Mobile Eliminates Data Caps on Unlimited Plans
BELLEVUE, Wash.--(BUSINESS WIRE)-- Unlimited, now Uncapped. Ultra Mobile (NASDAQ: TMUS), the wireless provider with international benefits included on all plans, announced today that it’s removing all high-speed data caps on its unlimited plans. This means Ultra customers can now stream, browse and connect freely on the T-Mobile 5G network, America’s fastest 5G prepaid network. They no longer have to wonder if they have enough high-speed data to stream non-stop. The upgrade is effective immediately and applies to new and existing customers on Ultra Unlimited and Ultra Unlimited+ plans. And the...
T-Mobile to Host Q3 2024 Earnings Call on October 23, 2024
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: ) looks forward to discussing third quarter 2024 financial and operational results on Wednesday, October 23, 2024, at 4:30 p.m. Eastern Time (EDT). The call will be accessible via dial-in with pre-registration as well as a webcast link on the Company’s Investor Relations website at . The earnings release, Investor Factbook, and other related materials will be available at approximately 4:05 p.m. EDT on Wednesday, October 23, 2024, at . Earnings Call Information Date/Time Wednesday, October 23, 2024, at 4:30 p.m. (EDT) Access via...
- Jonathan Chaplin
2Q24 Broadband Trends: Are fiber builds accelerating?
In this iteration of “Broadband Trends” we explore whether fiber builds are accelerating and how it will impact Cable’s subscriber growth. We also reprise our work on the competitive positioning of the various operators based on relative NPS scores.
- 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.
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...
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...
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