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
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...
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.
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 ...
- Jonathan Chaplin
Charter Post-3Q24 Model Update
This note focuses on model changes. Please see separate notes reviewing results and on thoughts following the earnings call. We lowered broadband losses slightly. We also lowered capex and increased FCF estimate for the year. We expect consensus to increase their EBITDA and FCF estimate for the year. Price target is $488 (+33%).
- Jonathan Chaplin
CHTR: quick thoughts following the 3Q24 call
In this note we cover updated thought on ACP; updated thoughts on broadband market growth (it is improving!); broadband adds for 4Q24; EBITDA growth in 4Q24 and 2025; lowered BEAD expectations; lowered capex expectations; and comments management made on the competitiveness of HFC with fiber.
- Jonathan Chaplin
CHTR 3Q24 Quick Take: Broadband adds, EBITDA, and FCF beat
Charter reported a strong set of results, building on trends we saw from Comcast yesterday. Cable is clearly doing better competitively in a tough market. This may be partly driven by FWA starting to slow in the consumer market. In Charter’s case it is also likely driven by an important shift in strategy.
Mint Mobile Introduces Wireless Plan Built Specifically for Kids
BELLEVUE, Wash.--(BUSINESS WIRE)-- Calling all parents who want to treat themselves to some peace of mind this Halloween. Today Mint Mobile (NASDAQ: TMUS) announced the launch of — a full-size wireless plan designed specifically for children. With unlimited talk and text plus 5GB of data, Mint Kids delivers the essential connectivity parents want for their children for $15/month. And because it’s all on T-Mobile’s industry-leading , families can feel secure knowing they’ll be able to keep in touch and keep tabs on their Mini-Me(s). This press release features multimedia. View the full release...
- 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:...
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