BELLEVUE, Wash.--(BUSINESS WIRE)-- The deal is done! T-Mobile US Inc. (NASDAQ: TMUS) today announced the completion of its acquisition of Ka’ena Corporation, which includes direct-to-consumer (D2C) prepaid wireless brands Mint Mobile, internationally-focused value brand Ultra Mobile, and wholesale wireless solutions provider Plum. And, as it does, the Un-carrier is letting Mint and Ultra customers know it’s great to have them here by giving them magenta goodness right out of the gate – a few freebies and new offers just for being a part of Team T-Mobile. This press release features multimedia...
In this first take following tonight’s results, we touch on: 1. 2Q guide in-line with NSR, nicely ahead of consensus; 2024 commentary as expected 2. More value capture coming from lower funnel, as CAPI adoption reaches 40% of revenue 3. Third-party revenue was “emerging contributor” in 1Q, expected to ramp through 2024 4. Seven quarters of accelerating MAU growth and +40% of MAUs are Gen Z 5. Dry powder building on balance sheet
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that T-Mobile USA, Inc., its direct wholly-owned subsidiary (“T-Mobile USA” or the “Issuer”), has agreed to sell €600,000,000 aggregate principal amount of its 3.550% Senior Notes due 2029 (the “2029 Notes”), €750,000,000 aggregate principal amount of its 3.700% Senior Notes due 2032 (the “2032 Notes”) and €650,000,000 aggregate principal amount of its 3.850% Senior Notes due 2036 (the “2036 Notes,” and collectively with the 2029 Notes and the 2032 Notes, the “notes”) in a registered public offerin...
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile”) announced today that T-Mobile USA, Inc., its direct wholly-owned subsidiary (“T-Mobile USA” or the “Issuer”), plans to offer, subject to market and other conditions, euro-denominated senior notes (the “notes”) in a registered public offering. T-Mobile USA intends to use the net proceeds from the offering for general corporate purposes, which may include among other things, share repurchases, any dividends declared by T-Mobile’s Board of Directors and refinancing of existing indebtedness on an ongoing basis. Barc...
In this weekend update, we reconsider our initial takes on several events last week and how they could be affected by events this week. Specifically, we look at the interplay of the FCC’s Title II Order, the Second Circuit opinion upholding New York State’s mandate for ISPs to offer low-income households a low-cost broadband offering, Senator Cantwell’s draft spectrum bill, and how all are affected by the end of ACP funding in the next few weeks.
We review the setup for the stock and key controversies, including: 1. AMZN, GOOGL and how material 3P revenue becomes in 1Q24 and beyond 2. China impact begins to ease, but less exposure than META We also review what to listen for on the earnings call, our top questions for management, and potential positive & negative catalysts for PINS.
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%)
A director at Accenture Plc sold 5,000 shares at 307.222USD and the significance rating of the trade was 76/100. 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 s...
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...
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.
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 ...
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