reports
- Jonathan Chaplin
T-Mobile 1Q24 Results Review, Thesis & Model Update
What’s new: This report provides a comprehensive review of results, our thoughts on key themes, valuation, and operating and financial trends. The themes we dig into include T-Mobile fiber’s strategy, a deeper dive into the Lumos deal, the upside from price increases, evolving thoughts on FWA, and the ACP impact. We increased EBITDA and FCF slightly. Consensus is low on both. No change to thesis. Target is $202 (+23%)
Monster Beverage to Report Financial Results for 2024 First Quarter on...
Monster Beverage to Report Financial Results for 2024 First Quarter on May 2, 2024 Company to Conduct Conference Call at 2 p.m. Pacific Time CORONA, Calif., April 26, 2024 (GLOBE NEWSWIRE) -- Monster Beverage Corporation (NASDAQ: MNST) announced today that results for its first quarter ended March 31, 2024, will be reported on Thursday, May 2, 2024, after the close of the market. The company also said that Co-Chief Executive Officers, Rodney Sacks and Hilton Schlosberg, will host an investor conference call that same day at 2 p.m. Pacific Time to review the company’s financial results a...
- Wedbush Research
DPZ DOMINO'S PIZZA INC.
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WEN WENDY'S COMPANY
WDC WESTERN DIGITAL CORPORATION
VLY VALLEY NATIONAL BANCORP
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SBUX STARBUCKS CORPORATION
PSTG PURE STORAGE INC. CLASS A
PEGA PEGASYSTEMS INC.
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MTH MERITAGE HOMES CORPORATION
MCD MCDONALD'S CORPORATION
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
FFWM FIRST FOUNDATION
FB FACEBOOK INC. CLASS A
FATE FATE THERAPEUTICS INC
EWBC EAST WEST BANCORP INC.
EAT BRINKER INTERNATIONAL INC.
DENN DENNY'S CORPORATION
CUBI CUSTOMERS BANCORP INC.
CTMX CYTOMX THERAPEUTICS INC.
COLB COLUMBIA BANKING SYSTEM INC.
CMRX CHIMERIX INC
CHKP CHECK POINT SOFTWARE TECHNOLOGIES LTD.
BPMC BLUEPRINT MEDICINES CORP.
AXTI AXT INC.
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
MRSN MERSANA THERAPEUTICS
GTHX G1 THERAPEUTICS
ROKU ROKU INC. CLASS A
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
RCUS ARCUS BIOSCIENCES
AVGO BROADCOM INC.
SRRK SCHOLAR ROCK HOLDING CORPORATION
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
SWTX SPRINGWORKS THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
RVMD IDEAYA BIOSCIENCES
BDTX REVOLUTION MEDICINES
ITOS BLACK DIAMOND THERAPEUTICS
ORIC ITEOS THERAPEUTICS
ZNTL ORIC PHARMACEUTICALS
BEAM ZENTALIS PHARMACEUTICALS
COGT BEAM THERAPEUTICS
IMNM COGENT BIOSCIENCES INC
VOR IMMUNOME
NUVB VOR BIOPHARMA
DAWN NUVATION BIO INC (A)
ELEV DAY ONE BIOPHARMACEUTICALS INC
FHTX ELEVATION ONCOLOGY
STX FOGHORN THERAPEUTICS
IKNA SEAGATE TECHNOLOGY HLDGS PLC
TCRX IKENA ONCOLOGY INC
HOWL TSCAN THERAPEUTICS INC
GLUE WEREWOLF THERAPEUTICS INC
GFS MONTE ROSA THERAPEUTICS INC
CMPX GLOBALFOUNDRIES INC
GMTX COMPASS THERAPEUTICS
JANX GEMINI THERAPEUTICS INC
TYRA JANUX THERAPEUTICS INC
HR TYRA BIOSCIENCES INC
NUVL HEALTHCARE TRUST OF AMERICA INC.
BOLD NUVALENT INC
AUDENTES THERAPEUTICS
- Michael Symington
- Nick Setyan
T-Mobile Delivers Industry-Leading Customer, Service Revenue and Profi...
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 218 thousand, best in industry Postpaid net customer additions of 1.2 million, best in industry Postpaid phone net customer additions of 532 thousand, best in industry and higher share of industry net adds year-over-year Postpaid phone churn of 0.86%, matches record low for Q1 High Speed Internet net customer additions of 405 thousand, best in industry, passing 5 million customers Transla...
- Jonathan Chaplin
T-Mobile Quick Hit: Fiber JV Announced
What's new: T-Mobile has entered into a joint venture with EQT’s sixth Infrastructure Fund which will buy Lumos Networks from EQT’s third Infrastructure Fund. The details generally align with what was leaked a bit over a month ago by Handelsblatt. We also hosted Lumos at our recent Fiber conference.
T-Mobile and EQT Announce Joint Venture to Acquire Lumos and Build Out...
BELLEVUE, Wash. & NEW YORK--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS), America's 5G leader and fastest growing broadband provider, and , a purpose-driven global investment organization, today announced they have entered into a joint venture (JV) with EQT’s Infrastructure VI fund (EQT) that will acquire fiber-to-the-home platform from EQT’s predecessor fund EQT Infrastructure III. This press release features multimedia. View the full release here: T-Mobile and EQT Announce Joint Venture to Acquire Lumos and Build Out the Un-carrier’s First Fiber Footprint (Graphic: Business Wire) The JV will ...
Calavo Growers, Inc. Provides Update to Shareholders
Calavo Growers, Inc. Provides Update to Shareholders SANTA PAULA, Calif., April 25, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq: CVGW) (“Calavo” or the “Company”), a global avocado industry leader and provider of convenient, ready-to-eat fresh food, yesterday at its Annual Meeting of Shareholders said in a business update that: The Company has made significant progress toward completing the proposed sale of the Fresh Cut business (formerly “RFG”) and related real property and expects to close in May 2024As previously shared, the expected uses of sale proceeds would include payi...
- Jonathan Chaplin
AT&T Model Update
What's new: This note covers changes to the model after results. We increased postpaid phone adds, FWA adds, Consolidated EBITDA, and FCF slightly. We also lowered fiber adds slightly. Consensus EBITDA likely increases, with a more valuable business mix. No change to thesis. Neutral: $21 (+30% total return).
- Jonathan Chaplin
AT&T: quick thoughts following the call
What’s new: we start with a diatribe focused on the improving quality of the business, of management’s decisions, and of disclosure (with small suggestions for further improvements). We then touch on AT&T’s FWA strategy and its implications for others, the impact of Gigapower on fiber trends and the prospect of seeing other Broadband companies pursuing a similar strategy, what we learned about broadband market growth (which is less than we had hoped), what we learned about wireless market growth...
T-Mobile Unveils BIG Moves to Help Small Businesses Grow
BELLEVUE, Wash.--(BUSINESS WIRE)-- It’s nearly Small Business Week and T-Mobile is going big for small business customers with deals starting April 25! T-Mobile is launching Business Unlimited Edge and new small business customers that add at least 10 or more lines can get up to a $1,000 credit for each voice line on Business Unlimited Edge – that’s like $10,000 back in their pockets! And that’s just the beginning. With T-Mobile, businesses can score a year of Amazon Business Prime Essentials plan membership on Us (a $179 value!)! Customers can also enjoy TONS of great resources that help sm...
- Jonathan Chaplin
AT&T 1Q24 Quick Take
What’s new: Service revenue was almost in-line, EBITDA beat, but EPS was in-line, and FCF beat (mostly timing). By segment: wireless service revenue was a hair soft, but EBITDA beat handily. Phone adds beat on much lower-than-expected churn. Consumer Wireline revenue was roughly in-line while EBITDA beat handily. Fiber adds were in-line (preannounced), while Internet Air adds were well ahead of estimates. Business Wireline missed on service revenue and EBITDA.
T-Mobile Announces $163 Million in Completed Network Upgrades for Arka...
LITTLE ROCK, Ark.--(BUSINESS WIRE)-- There’s nothing little about these rocking network upgrades. In a legislative hearing today at the state capitol, T-Mobile (NASDAQ: TMUS) announced the completion of a multi-year 5G network investment totaling more than $163 million across Arkansas, creating new opportunities for local businesses, schools, healthcare providers, first responders and anyone on T-Mobile’s network through its 5G improvements. This press release features multimedia. View the full release here: The Un-carrier’s network investment is creating new opportunities for millions across...
Level Up Mom’s Day with Epic Savings at T-Mobile
BELLEVUE, Wash.--(BUSINESS WIRE)-- Do the most for Mom this Mother’s Day, just like she always does for you. T-Mobile (NASDAQ: TMUS) today announced deals on some of its best-selling tech that Mom will use daily — from iPhone to iPad to Apple Watch. And they’re all available to both new and existing customers: This press release features multimedia. View the full release here: Level Up Mom’s Day with Epic Savings at T-Mobile (Photo: Business Wire) Right now, get on Us (or up to $830 off) with 24 monthly bill credits plus tax when trading in an eligible device on or , T-Mobile’s most value-...
Survey: Physicians Turning to Locum Tenens to Improve Work Conditions,...
Survey: Physicians Turning to Locum Tenens to Improve Work Conditions, Relieve Burnout Many Would Return to Permanent Positions If Conditions Right DALLAS, April 23, 2024 (GLOBE NEWSWIRE) -- Physicians and advanced practice professionals are opting for the flexibility of temporary, “locum tenens” work in order to improve job conditions and address feelings of burnout, according to a new survey by AMN Healthcare, the nation’s leading healthcare workforce solutions company. Latin for “to hold a place,” locum tenens refers to physicians and other clinicians who work on temporary assignmen...
T-Mobile Rolls Out Two New Internet Plans to Give Customers Enhanced O...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS): This press release features multimedia. View the full release here: T-Mobile 5G Home Internet Plans (Graphic: Business Wire) What’s the news: T-Mobile is launching two new internet plans — a premium version of Home Internet called Home Internet Plus and the Away plan for frequent travelers — to empower customers with more internet options for home and on the go. Why it matters: When the Un-carrier launched 5G Home Internet in 2021 to give people an alternative to traditional broadband, it rattled Big Internet companies — and th...
Calavo Growers, Inc. to Provide General Business Update at 2024 Annual...
Calavo Growers, Inc. to Provide General Business Update at 2024 Annual Meeting of Shareholders SANTA PAULA, Calif., April 22, 2024 (GLOBE NEWSWIRE) -- Calavo Growers, Inc. (Nasdaq: CVGW) (“Calavo” or the “Company”), a global avocado industry leader and provider of convenient, ready-to-eat fresh food, announced today that following the formal business of the 2024 annual shareholder meeting (the “Annual Meeting”), the Company will provide a general business update. The Annual Meeting will be held at 1:00 p.m. Pacific Time on Wednesday, April 24, 2024. Holders of record at the close of busi...
Delta Air Lines Selects T-Mobile as Preferred Mobility Partner
BELLEVUE, Wash. & ATLANTA--(BUSINESS WIRE)-- Today, Delta Air Lines (NYSE: DAL) announced it has named T-Mobile (NASDAQ: TMUS) as its preferred mobility partner, uniting with . Over the span of this long-term agreement, Delta will move more than 60,000 lines to T-Mobile and deploy a T-Mobile 5G hybrid network at their Atlanta headquarters to strengthen operational efficiency and enhance customer service. This press release features multimedia. View the full release here: Delta Air Lines Selects T-Mobile as Preferred Mobility Partner (Photo: Business Wire) Delta is consistently recognized for...
T-Mobile and Governor Jeff Landry Reveal Massive $290 Million 5G Netwo...
BATON ROUGE, La.--(BUSINESS WIRE)-- The Pelican State just got a major boost. Today, Louisiana Governor Jeff Landry and T-Mobile (NASDAQ: TMUS) announced the completion of a multi-year 5G network investment totaling more than $290 million across the state, including a $50 million network upgrade in the Greater New Orleans area. The announcement comes on the heels of the of Ultra Capacity 5G to new communities across Louisiana and the entire country. This press release features multimedia. View the full release here: (Graphic: Business Wire) Over the past three years, T-Mobile has improved Ul...
T-Mobile Creates Lasting Change in California with $50,000 Donation to...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) today announced a donation totaling $50,000 to five nonprofit organizations that are making a difference in the Golden State. The organizations — Boys & Girls Clubs of Oakland, Court Appointed Special Advocates of Contra Costa County (CASA), Common Ground Society, Raphael House San Francisco and the Ronald McDonald House Charities Bay Area — each received $10,000 to support their vital programs and initiatives. T-Mobile employees in California had the opportunity to choose the organizations as part of the company's — a quarterly rec...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.