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 PRESS RELEASE

Verizon Business takes home top honors for its NHL broadcasting innova...

Verizon Business takes home top honors for its NHL broadcasting innovation at IBC2024 NEW YORK, Sept. 19, 2024 (GLOBE NEWSWIRE) -- Verizon Business won the IBC for the implementation of Verizon Intelligent Broadcast Edge within the National Hockey League’s (NHL®) broadcasting efforts. The solution was demonstrated at 2024 where event-goers were able to see live productions featuring NHL content - including live NHL games from across the United States - from the mini-broadcast studio in the booth. “The IBC Innovation Award recognizes outstanding technological innovations that deliver re...

Jonathan Chaplin
  • Jonathan Chaplin

T-Mobile: further quick thoughts from the analyst day

I just wrapped up at the analyst day. Most of the guidance was delivered in the first thirty minutes and was covered in our note this morning. We provide some additional thoughts, as well as updates to our estimates, in this brief note.

 PRESS RELEASE

Comcast Launches New Free Streaming App The Network on Its Entertainme...

PHILADELPHIA--(BUSINESS WIRE)-- Comcast today announced the introduction and distribution of , a new free, ad-supported streaming app that only releases exclusive originals, across its entertainment platforms, including Xfinity X1, Flex, Xumo Stream Box, and Xumo TV. As part of its commitment to providing high quality programming to diverse audiences and in honor of Hispanic Heritage Month, Xfinity will provide a special ad-free programming offer of one of The Network’s premium original series, The Green Veil, in partnership with actor/producer/activist/entrepreneur John Leguizamo. This press ...

 PRESS RELEASE

T-Mobile Announces a 35% Quarterly Dividend Increase

BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors (the “Board”) has declared a cash dividend of $0.88 per share on its issued and outstanding shares of common stock, an increase of $0.23 per share or 35% from the previous quarter. The dividend is payable on December 12, 2024 to stockholders of record as of the close of business on November 27, 2024. About T-Mobile US, Inc. T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and transformative ...

 PRESS RELEASE

T-Mobile Introduces ‘T-Priority’ Featuring the World’s First Network S...

SAN FRANCISCO--(BUSINESS WIRE)-- First responders deserve the most advanced connectivity solutions in the world, and T-Mobile is stepping up to answer the call. Today, during T-Mobile's (NASDAQ: TMUS) Capital Markets Day, CEO Mike Sievert unveiled T-Priority, a new solution built with first responders to deliver the unprecedented support they deserve every day and — especially — during massive emergencies. T-Priority includes: The world's first network slice for first responders. Built on T-Mobile's 5G Standalone Core, the network slice ensures first responders get lower latency and faster 5...

 PRESS RELEASE

Fueled by Network Leadership and Transformative AI-Enabled Customer Ex...

SAN FRANCISCO--(BUSINESS WIRE)-- At its Capital Markets Day event today, T-Mobile US, Inc. (NASDAQ: TMUS) unveiled an ambitious three-year plan that demonstrates how the company will continue its growth momentum to unlock massive value creation into the future. T-Mobile’s senior leadership team shared a clear strategy for how the company will achieve success in the years ahead centered around the Un-carrier’s proven network, value and leading customer experience, including how it will extend its network leadership by continuing its transformation into an AI-enabled, data-informed, digital-firs...

Jonathan Chaplin
  • Jonathan Chaplin

TMUS Analyst Day: Guidance so far

The Analyst Day is underway, but the company has already provided some high-level guidance. In this note we show that guide and compare it to our estimates and consensus.

 PRESS RELEASE

T-Mobile and OpenAI Join Forces to Revolutionize the Customer Experien...

SAN FRANCISCO--(BUSINESS WIRE)-- T-Mobile (NASDAQ: TMUS) and OpenAI have forged a groundbreaking multi-year agreement that will revolutionize the customer experience and reset customer success benchmarks for companies around the world. Combining T-Mobile’s deep expertise in cultivating customer relationships with OpenAI’s cutting-edge AI technology knowledge and world-class research and development experts, the two companies are custom-building the first intent-driven AI-decisioning platform of its kind, called IntentCX. With secure access to T-Mobile data and its ability to comprehend custome...

 PRESS RELEASE

T-Mobile Announces Technology Partnership with NVIDIA, Ericsson and No...

SAN FRANCISCO--(BUSINESS WIRE)-- To further advance its 5G leadership position that is already years ahead of its closest competitor, T-Mobile (NASDAQ: TMUS) today announced a collaboration with NVIDIA, Ericsson and Nokia to design and drive the future of mobile networks with AI at the center, revolutionizing the capabilities of radio access networks (RAN) to serve customers in unprecedented ways. Leveraging T-Mobile’s 5G leadership, the NVIDIA AI Aerial platform and Ericsson’s and Nokia’s global leadership in telecommunications solutions, the consortium of companies, all founding members of t...

Jonathan Chaplin
  • Jonathan Chaplin

T-Mobile: one more thing to expect from the analyst day

We published a report covering what we expect from the analyst day on Monday. Our prior forecast didn’t include T-Mobile’s retail fiber business. Some investors have asked what the trends would look like with retail fiber included, and so we added it in this brief follow-on. We also have a new thought on how the Company might set broadband subscriber targets.

 PRESS RELEASE

Verizon Business partners with Monumental Sports & Entertainment to ma...

Verizon Business partners with Monumental Sports & Entertainment to maintain its best-in-class, tech-forward leadership at Capital One Arena Capital One Arena partners with Verizon Business to add to current service and provide: Rapid Response Retainer (RRR) services Managed Security Information and Event Management (MSIEM)Cyber Security Incident Response Team services NEW YORK, Sept. 17, 2024 (GLOBE NEWSWIRE) -- Today, Verizon Business announced an expanded, integrated partnership with , through Verizon Security Consulting, to maintain MSE’s leadership on cyber resiliency and secur...

 PRESS RELEASE

Verizon transforms student learning this school year: new innovation l...

Verizon transforms student learning this school year: new innovation labs, STEM workshops and AR app What you need to know: Verizon Innovative Learning, Verizon’s premier education initiative, announces the opening of 18 new Verizon Innovative Learning Labs this school year, bringing the total number of Labs nationwide to 161. Many of these state-of-the-art Labs in Title 1 middle schools have also been outfitted with Verizon’s 5G network.Freely available for all on , the new Verizon Innovative Learning Lab: STEM Exploration augmented reality (AR) app gives students the opportunity to work ...

 PRESS RELEASE

Verizon Frontline survey: Network reliability, 5G, cybersecurity, top ...

Verizon Frontline survey: Network reliability, 5G, cybersecurity, top of mind for first responders 65% of first responders identified a reliable and resilient network as the most important factor in day-to-day communications.A majority of first responders (66%) see 5G as a “top priority” or “important”75% believed AI would be anywhere from “somewhat important” to a “top priority” for public safety agencies in the future BASKING RIDGE, N.J., Sept. 17, 2024 (GLOBE NEWSWIRE) -- Verizon Frontline today revealed the findings of a survey of nearly 1,700 public safety professionals from emergen...

Vikash Harlalka
  • Vikash Harlalka

CHTR Quick Hit: New pricing a step in the right direction

This morning, Charter issued a press release announcing new bundled pricing along with price locks. They also announced free speed lifts for existing customers as well as steps to improve customer service. We discuss the impact of today’s announcement in this short note.

 PRESS RELEASE

Verizon donates $25,000 to support wildfire relief efforts in Southern...

Verizon donates $25,000 to support wildfire relief efforts in Southern California Funding supports communities hardest hit by the Line Fire, Bridge Fire and Airport Fire IRVINE, Calif., Sept. 16, 2024 (GLOBE NEWSWIRE) -- With three wildfires still ablaze in San Bernardino County, Orange County, Riverside County and Los Angeles County, California, Verizon is bolstering its support to the affected communities by way of a $25,000 donation to the . This donation aims to aid those displaced by the fires. “These wildfires have devastated families and communities, and our hearts are with ever...

Blair Levin
  • Blair Levin

NSR Policy: The Prospects for a DBS Merger Review: This Time It Actual...

Last Thursday, the New York Times ran a story any investor in media could have written several years ago headlined “Satellite TV Is in Trouble. DirecTV’s Dispute with Disney Shows Why: While the Cable TV Business is Declining Quickly, Satellite TV is Decaying Even Faster.”

Jonathan Chaplin
  • Jonathan Chaplin

T-Mobile: what to expect at the analyst day

We cover what we expect T-Mobile to say at the analyst day with respect to: 2026 targets; new medium-term targets; FWA capacity and strategy; the fiber thesis in light of recent transactions, and; how their pricing strategy may shift. We also cover our thoughts on how investors will likely approach valuation, once new targets are set.

Jonathan Chaplin
  • Jonathan Chaplin

CHTR Quick Hit: One buyback mystery solved; another emerges

Advance/Newhouse (finally) filed its latest Charter ownership disclosure late Friday afternoon. The buyback amount was the lowest since we started tracking Charter’s buybacks in 2016. In addition, it appears that all the shares were repurchased from A/N and Liberty Broadband; there were no open market purchases. We don’t know why Charter didn’t buy shares in the open market last month; there could be any number of reasons; but we are certainly intrigued. Our thoughts (but few conclusions) in...

 PRESS RELEASE

Verizon Business’ award-winning Innovation Sessions head back to the n...

Verizon Business’ award-winning Innovation Sessions head back to the nation’s capital What you need to know: Verizon Business in partnership with Ericsson will host its third Innovation Session of 2024 at Capital One Arena in Washington, D.C. on September 17The session will feature panel discussions from industry experts at Google, U.S. Customs and Border Protection, U.S. Secret Service, NHL, Monumental Sports & Entertainment and Ericsson NEW YORK, Sept. 13, 2024 (GLOBE NEWSWIRE) -- Verizon Business is set to bring the latest iteration of its Innovation Sessions tour to Capital One ...

 PRESS RELEASE

Verizon expands 4G, 5G coverage in Savannah, GA

Verizon expands 4G, 5G coverage in Savannah, GA Chatham County, Savannah/Hilton Head International Airport see improved connectivity ALPHARETTA, Ga., Sept. 13, 2024 (GLOBE NEWSWIRE) -- Verizon recently turned on new cell sites, bringing fast and reliable 4G LTE and 5G Ultra Wideband service to residents and visitors of Pooler, Port Wentworth, and Savannah, including the Historic District. Whether enjoying connecting with friends and family while on the move, connecting their smart homes through Verizon Home Internet, or using Verizon service for small business or enterprise applications...

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