reports
Mint and Ultra: Welcome to the T-Mobile Family!
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...
T-Mobile Agrees to Sell €2.0 Billion of Euro-Denominated Senior Notes
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...
T-Mobile Announces Proposed Public Offering of Euro-Denominated Senior...
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...
- Blair Levin
NSR Policy: The Interconnections of ACP, Spectrum, Title II, and the S...
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.
- 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%)
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 ...
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...
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-...
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...
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...
T-Mobile Upgrades "Smartphone Equality"
BELLEVUE, Wash.--(BUSINESS WIRE)-- What’s the news: Today, T-Mobile announced a major update to — the Un-carrier’s signature program that gives more people a way to get the latest smartphones regardless of their credit score or how they choose to pay. At its inception, Smartphone Equality enabled Metro and T-Mobile Prepaid customers to get great deals on a new class of devices, but the very best deals — reserved for customers with high credit scores — were out of reach. Over nearly a decade, Smartphone Equality customers continue to prove that payment history has as much value as a high credi...
- Blair Levin
NSR Policy: The DoD’s Spectrum Game
This week we cover spectrum issues, with a particular focus on the implications of last week’s Department of Defense (DoD) report on the feasibility of sharing the 3.1 – 3.45GHz band with wireless carriers. Our New Street colleagues published a note describing the report and its implications for DISH/SATS, T, VZ, and TMUS.
T-Mobile Launches in Sam’s Club as Exclusive In-Club Wireless Provider
BELLEVUE, Wash.--(BUSINESS WIRE)-- T-Mobile gives Sam’s Club a splash of magenta! Today, T-Mobile (NASDAQ: TMUS) announced it’s expanding its retail presence by launching in nearly all Sam’s Club locations as the membership chain’s exclusive in-club wireless provider. Now, new and existing Sam’s Club members can shop the latest T-Mobile devices and plans, as well as T-Mobile 5G Home and Business Internet, directly with T-Mobile’s Mobile Experts. This press release features multimedia. View the full release here: T-Mobile Launches in Sam’s Club as Exclusive In-Club Wireless Provider (Photo: B...
- Jonathan Chaplin
DoD spectrum report released – implications for Dish, Verizon, AT&T, a...
The DoD released its report on the feasibility of sharing the 3.1 – 3.45GHz band with Wireless Carriers. The report concludes that sharing is feasible if certain conditions are met. It also makes clear that meeting the conditions will be challenging. The ability of carriers to share the band, and the timing of its availability have important implications for the value of Dish’s spectrum and for the businesses of the national carriers generally. We cover both in this brief report.
- Jonathan Chaplin
Broadband market growth slower in 1Q24
Broadband industry growth slowed in 4Q23. We wondered, exiting the quarter, whether growth would level off or slow further in 1Q24. Based on the data we have collected so far, it appears that growth has slowed further, and possibly quite materially. We suspect slower growth will impact all operators, although for fiber, it should be partly offset by footprint expansion.
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