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 PRESS RELEASE

T-Mobile Brings Major 5G Firsts to the PGA Championship

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile is teeing up more 5G firsts! Today, T-Mobile (NASDAQ: TMUS) announced it is deploying cutting-edge 5G solutions at the PGA Championship to elevate the fan experience for the millions watching at home and hundreds of thousands at Valhalla Golf Club from May 15–19. Through T-Mobile’s 5G Advanced Network Solutions (ANS), PGA of America will leverage golf’s FIRST 5G private network in the U.S. to enable operational efficiencies that bring unprecedented broadcast viewing experiences for golf fans everywhere. Plus, T-Mobile is enhancing the experience for ...

Antero Resources Corp: 1 director

A director at Antero Resources Corp sold 162,993 shares at 33.300USD and the significance rating of the trade was 69/100. 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 ...

Williams Companies Inc: 1 director

A director at Williams Companies Inc sold 38,200 shares at 39.610USD 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 ...

 PRESS RELEASE

High School Seniors Sign for Careers at HII’s Newport News Shipbuildin...

High School Seniors Sign for Careers at HII’s Newport News Shipbuilding NEWPORT NEWS, Va., May 10, 2024 (GLOBE NEWSWIRE) -- HII’s (NYSE: HII) Newport News Shipbuilding division is welcoming more than three dozen graduating high school seniors to careers in shipbuilding. The shipyard held a signing day at The Newport News Shipbuilding Apprentice School Wednesday and participated in the New Horizons Regional Education Centers (NHREC) Good Life Solution Program’s Career Selection Day on Thursday. A total of 38 students accepted employment offers from NNS: 15 who will begin full-time trade p...

Jonathan Chaplin
  • Jonathan Chaplin

Further thoughts on a potential USM acquisition

The WSJ reported that T-Mobile and Verizon are in talks to buy parts of USM. We put out a brief comment earlier. In this follow-up, we fold USM's 3GHz licenses into the analysis, update for more recent spectrum transactions, and provide quick thoughts on the value of the subs and the tower portfolio.

Blair Levin
  • Blair Levin

NSR Policy: How will Government Review a TMUS/VZ Purchase of US Cellul...

The WSJ is reporting that TMUS and VZ are in separate talks to buy portions of US Cellular. In this note we provide our preliminary thoughts on the question of how the government will review this deal.

Jonathan Chaplin
  • Jonathan Chaplin

T-Mobile and Verizon in talks to buy USM

Based on a WSJ report, T-Mobile and Verizon are in separate talks to buy portions of the Company. The article states that the talks are on separate timelines, which is odd. I am not sure how USM sells half the assets if they don’t have an agreement for the other half. But anyway…the value to the national carriers will all be in spectrum.

 PRESS RELEASE

Synaptics Reports Third Quarter Fiscal 2024 Results

Synaptics Reports Third Quarter Fiscal 2024 Results Q3’24 Financial Results and Recent Business Highlights Revenue of $237.3 millionGAAP gross margin of 46.5 percentNon-GAAP gross margin of 52.9 percentGAAP loss per share of $0.46Non-GAAP diluted earnings per share of $0.53 SAN JOSE, Calif., May 09, 2024 (GLOBE NEWSWIRE) -- Synaptics Incorporated (Nasdaq: ), today reported financial results for its third quarter of fiscal 2024 ended March 30, 2024. Net revenue for the third quarter of fiscal 2024 was $237.3 million. GAAP net loss for the third quarter of fiscal 2024 was $18.1 mil...

 PRESS RELEASE

Northrop Grumman to Webcast Annual Shareholders Meeting

Northrop Grumman to Webcast Annual Shareholders Meeting FALLS CHURCH, Va., May 08, 2024 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) will conduct its annual shareholders meeting exclusively online via live webcast at on Wednesday, May 15, at 8 a.m. Eastern time. You may also access the live webcast by clicking the link on the company’s investor relations webpage and the audio replay will be available for two weeks following the meeting. If you are a shareholder, you may participate, vote, ask questions and examine our meeting rules by visiting and using your 16-digit co...

 PRESS RELEASE

NV5 Announces First Quarter Results and Raises Guidance

NV5 Announces First Quarter Results and Raises Guidance HOLLYWOOD, Fla., May 08, 2024 (GLOBE NEWSWIRE) -- NV5 Global, Inc. (Nasdaq GS: NVEE) ("NV5" or the "Company"), a provider of technology, conformity assessment, consulting solutions, and software applications, today reported financial results for the first quarter ended March 30, 2024. "NV5 delivered strong first quarter results in revenue and profitability, exceeding our budget and analyst consensus for revenue and growing cash flows from operations 73% versus the first quarter of 2023. The company is seeing tremendous revenue gro...

Blair Levin
  • Blair Levin

NSR Policy: ACP Extension/Reform Gains Traction

Legislation that would both extend and reform the Affordable Connectivity Program (ACP) has been introduced as an amendment to the must pass Federal Aviation Authority (FAA) reauthorization, providing some hope that ACP could be extended.

Jonathan Chaplin
  • Jonathan Chaplin

What happened to the US broadband market?

We have covered a lot of ground on the broadband sector over the last two weeks. I thought it might help to pull together some of the more important threads, in case you missed them during the busy reporting seasons.

 PRESS RELEASE

Get the Google Pixel 8a Free at T-Mobile

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS): This press release features multimedia. View the full release here: Google Pixel 8a at T-Mobile delivers a no-compromise experience that can’t be found anywhere else – the latest Pixel and Google AI features, wireless plans packed with tons of free extras AND the nation’s leading 5G network. (Photo: Business Wire) What’s the news: Google Pixel 8a is here and will be available at T-Mobile (NASDAQ: TMUS) online and in stores on Tuesday, May 14. Only at the Un-carrier can customers truly get the most out of Google’s newest smartphone, w...

 PRESS RELEASE

T-Mobile to Offer New iPad Pro and iPad Air

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) will offer the new iPad Pro in a stunning, thin and light design, with a breakthrough Ultra Retina XDR display, and outrageously fast M4 chip with powerful AI capabilities; in addition to the redesigned 11-inch and all-new 13-inch iPad Air, supercharged by the M2 chip delivering phenomenal performance and advanced capabilities. Customers will be able to order the new iPad Pro and iPad Air starting Friday, May 10, with availability in stores beginning Wednesday, May 15. For more details, please visit: This press release features multi...

 PRESS RELEASE

T-Mobile US, Inc. to Present at MoffettNathanson's Media & Communicati...

BELLEVUE, Wash.--(BUSINESS WIRE)-- Peter Osvaldik, executive vice president & chief financial officer of T-Mobile US, Inc. (NASDAQ: ), will present and provide a business update on Tuesday, May 14, 2024 at 11:00 a.m. Eastern Daylight Time (EDT) at MoffettNathanson's Media & Communications Conference. A live webcast of the 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 the T-Mobile Investor Relations websit...

Moody's Ratings assigns Baa2 rating to CVS's sr. unsecured notes; outl...

Moody's Ratings (Moody's) assigned a Baa2 rating to the new senior unsecured notes issuance of CVS Health Corporation ("CVS"). There are no changes to CVS's existing ratings including the Baa2 senior unsecured long-term rating or the Prime-2 commercial paper rating. The outlook remains unchanged at ...

Valens Research
  • Valens Research

SYNA - Valens Credit Report - 2024 04 12

- Credit markets are slightly overstating SYNA's credit risk with a YTW of 6.570% relative to an Intrinsic YTW of 6.020% and an Intrinsic CDS of 159bps. Furthermore, Moody's is overstating SYNA's fundamental credit risk with its speculative Ba2 credit rating four notches below Valens' IG4+ (Baa1) credit rating. Incentives Dictate Behavior™ analysis highlights mixed signals for credit holders. Although most management members are not material owners of SYNA equity relative to their annual compen...

 PRESS RELEASE

Royal Navy Enhances Underwater Capabilities with Acquisition of Additi...

Royal Navy Enhances Underwater Capabilities with Acquisition of Additional HII Advanced Unmanned Vehicles MCLEAN, Va., May 06, 2024 (GLOBE NEWSWIRE) -- HII, the leading manufacturer of underwater unmanned vehicles (UUVs), announced the recent sale of three REMUS 100s and five REMUS 300s to the Royal Navy. This transaction marks a significant milestone in the longstanding partnership between HII and the United Kingdom military to support the Royal Navy's capabilities in underwater exploration, countermine and surveillance programs. Over the past 20 years, the U.K.’s Ministry of Defence h...

Jonathan Chaplin
  • Jonathan Chaplin

Autumn for Broadband 1Q24

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. Industry net adds were substantially weaker in 1Q24 with all technologies seeing slower growth (except DSL which was flat). Cable was impacted the most.

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