reports
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
Comcast Pre-3Q24 Model Update
This report covers changes to our model to incorporate recent management commentary at investor conferences. Our broadband losses for 3Q remain unchanged but we now expect all ACP losses to be reported in 3Q. We have lowered losses for 4Q due to no ACP impact. No change to thesis. Price target is $50 (+20%).
- 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) ...
Comcast’s Black Experience on Xfinity Celebrates Black Fine Art Month ...
PHILADELPHIA--(BUSINESS WIRE)-- Today, Comcast celebrates Black Fine Art Month (October) with the premiere of Who’s Behind Black Art, a four-part docuseries that explores the lives of five emerging artists navigating the industry and their journey to create a unique exhibition. This award-winning series is available now on Comcast’s Black Experience on Xfinity channel and the Xumo Play free streaming app. Launched in 2021, Black Experience on Xfinity features the ultimate in Black storytelling from Comcast’s diverse programming partners and film studios and has released a number of original do...
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...
- Blair Levin
NSR Policy: What We Learned from the DBS Deal Announcements
The big news yesterday was the announcement of a series of deals related to EchoStar, DirecTV, TPG and AT&T. Our colleagues have put out a series of notes relating to what we learned on the financial front. In this quick note we review what we learned on the antitrust/regulatory front.
- Jonathan Chaplin
EchoStar transactions – they did it!
A couple of quarters ago, Dish set out to lower debt outstanding, extend maturities on the debt that remained, and put new cash on the balance sheet. They had a deadline of November 2024, when $2BN of debt at DBS matured. As we approached the deadline, investors were growing increasingly skeptical that it could be done. They did it all, and they wrapped a sale of DBS into the process. Our thoughts on the deals and the implications for EchoStar and the broader industry in this note.
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.
- Blair Levin
NSR Policy: Rural Areas and the DBS Merger
One issue that keeps coming up is how the government will assess the competitive impact of the DBS merger on rural areas. A New York Times article this weekend summarized the concern many have raised. In this note, we assess what the article got right and what it missed.
- 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.
- Jonathan Chaplin
Dish / DTV reportedly close to a deal
Bloomberg and the WSJ both reported this afternoon that the companies are close to a deal. They claim an announcement could come by Monday. The only new data points that we picked up were that DTV is the acquirer, and AT&T and TPG will remain investors (and presumably remain in control). In addition, the stories claim that Sling will be part of the sale.
Crown Castle Announces Third Quarter 2024 Earnings Conference Call Det...
Crown Castle Announces Third Quarter 2024 Earnings Conference Call Details HOUSTON, Sept. 25, 2024 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its third quarter 2024 results on Wednesday, October 16, 2024, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, October 16, 2024, at 5:00 p.m. eastern time. A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at . Participants may join the conference cal...
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...
- Blair Levin
NSR Policy: The DBS Deal and the 12 GHz Band
While investors contemplate the financial implications and regulatory prospects of a potential DISH/DirecTV deal, one generally overlooked element of the transaction is the role the 12 GHz band could play in the value creation through the deal. In this note we analyze that potential which could be more disruptive to the market than generally understood; stated differently, the value of the deal could be more about spectrum than synergy.
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