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 $800,000,000 aggregate principal amount of its 4.625% Senior Notes due 2033 (the "2033 Notes†), $1,000,000,000 aggregate principal amount of its 4.950% Senior Notes due 2035 (the "2035 Notes†) and $1,000,000,000 aggregate principal amount of its 5.700% Senior Notes due 2056 (the "2056 Note. ...

T-Mobile is tapping the high-grade bond market Monday https://t.co/ScBb4qna3e ...

Group 1: Company Analysis - Chevron Corp is highlighted for its strong performance in the energy sector, benefiting from rising oil prices and increased demand for energy [1] - Cogent Communications Holdings Inc is noted for its growth in the telecommunications industry, with a focus on expanding its fiber network to meet increasing data demands [1] - T-Mobile US Inc continues to show robust subscriber growth, driven by competitive pricing and enhanced network capabilities [1] Group 2: Industry Trends - The energy sector is experiencing a rebound, with oil prices climbing significantly, which is positively impacting companies like Chevron [1] - The telecommunications industry is undergoing rapid transformation, with companies like Cogent Communications investing heavily in infrastructure to support higher data usage [1] - The competitive landscape in the telecom sector is intensifying, with T-Mobile US Inc leveraging its market position to attract new customers [1]

Group 1 - T-Mobile US Inc. is considered one of the most undervalued stocks to buy and hold for the next five years [1] - Srini Gopalan has been appointed as the new CEO, effective November 1, succeeding Mike Sievert, who will become Vice Chairman [2][3] - The leadership transition aims to ensure continuity while allowing Gopalan to guide the company's next chapter, particularly focusing on 5G expansion [3] Group 2 - Gopalan has significant telecom experience, having previously led Deutsche Telekom's German business before joining T-Mobile [3] - T-Mobile provides wireless communications services in the US, Puerto Rico, and the United States Virgin Islands [4]

Core Insights - T-Mobile US, Inc. is a major player in the American telecommunications sector, providing services across the US, Puerto Rico, and the US Virgin Islands [1] Company Overview - T-Mobile operates under the well-known brand T-Mobile, as well as Metro by T-Mobile and Mint [1] Analyst Background - The analysis is conducted by a senior derivatives expert with over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] Investment Philosophy - The company emphasizes the importance of understanding macro trends that influence asset prices and investor behavior, while also advocating for accessible and empowering investing [1]

Company Overview - T-Mobile US, Inc. is a major American telecommunications company providing wireless services across the US, Puerto Rico, and the US Virgin Islands [1] Services Offered - The company operates under the T-Mobile brand and also includes Metro by T-Mobile and Mint [1] Analyst Background - The analysis is conducted by a senior derivatives expert with over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1] Investment Philosophy - The company emphasizes the importance of understanding macro trends that influence asset prices and investor behavior, while also advocating for accessible and empowering investing [1]

Core Viewpoint - T-Mobile has expanded its satellite-to-cell network to support popular applications, enhancing connectivity in mobile dead zones [1] Group 1 - The satellite-to-cell network now supports widely used applications such as WhatsApp, Google Maps, and X, which broadens the service's functionality [1] - This development aims to improve connectivity for users in areas with limited mobile service [1]

Core Viewpoint - Texas Instruments, T-Mobile US, and Target have all announced dividend increases, providing positive news for income investors [1] Group 1: Texas Instruments - Texas Instruments announced a quarterly dividend of $1.42 per share, marking a 4% increase from the previous payout [2] - The company's dividend yield is now 2.97%, with a payout ratio of 99.63% and a history of 21 consecutive years of dividend increases [2][3] - Despite its strong dividend yield, Texas Instruments has underperformed compared to its industry, with a five-year total return of 54% compared to 185% for the iShares Semiconductor ETF [4] Group 2: T-Mobile US - T-Mobile announced a significant 16% increase in its quarterly dividend to $1.02 per share, raising its yield to approximately 1.7% [6] - The dividend increase coincides with a leadership change, as Srini Gopalan will replace Mike Sievert as CEO on Nov. 1 [7] - Under Sievert's leadership, T-Mobile's shares have provided a total return of over 180%, adding more than $150 billion in market capitalization [8] Group 3: Target - Target declared a new quarterly dividend of $1.14, reflecting a modest 1.8% increase, resulting in a yield of approximately 5.2% [9][10] - The company has a dividend payout ratio of 53.15% and a long history of 54 years of dividend increases [9] - Target is undergoing a leadership transition, with Michael Fiddelke set to succeed Brian Cornell on Feb. 1, 2026, amid a total return of just 109% since Cornell took over [11] Group 4: Capital Returns - All three companies are demonstrating a commitment to returning capital to shareholders, with T-Mobile's increase being particularly notable [13]

Core Viewpoint - Analysts are optimistic about T-Mobile US Inc (NASDAQ:TMUS) due to its strong postpaid performance and revenue growth potential, particularly in monetization capabilities [1][2]. Group 1: Financial Performance - T-Mobile's revenue growth for Q2 was significantly driven by strong postpaid performance, with an average revenue per account increasing by 5% year-over-year, marking the best performance in eight years [2]. - Analysts forecast a revenue growth rate of approximately 6.5% through 2025, with a slight slowdown to 5.3% in 2026 [2]. Group 2: Market Positioning - T-Mobile is gaining competitive positioning against major players like Verizon and AT&T, which has allowed the company to capture more market share [2]. - The company is viewed as a leading operator in the telecommunications space despite recent uncertainties regarding succession planning [3]. Group 3: Investment Sentiment - While T-Mobile is recognized for its potential as an investment, some analysts believe that certain AI stocks may offer greater returns with lower risk [3].

Core Insights - Many dividend growth stocks provide minimal annual raises to maintain their streak of increases, but finding stocks that offer substantial increases is beneficial for dividend income and indicates company health [1] - A company that has recently raised its dividend by 16% is becoming a notable dividend growth stock, suggesting strong free cash flow and effective capital management [2] Industry Overview - The telecom industry features significant dividend payers, with AT&T and Verizon Communications being prominent examples; however, Verizon's recent dividend increase was only 1.8%, reflecting a minimal raise [4] - T-Mobile has announced its second consecutive annual dividend increase, with a 16% increase from last year's dividend, indicating a strong position for future growth [5] Company Performance - T-Mobile has experienced aggressive growth through customer-friendly pricing and services, culminating in a merger with Sprint that expanded its customer base and wireless spectrum [6] - T-Mobile's operating cash flow increased by 27% in the second quarter, reaching $7 billion, positioning it to compete closely with AT&T and Verizon in the near future [7] - The company's commitment to returning billions to shareholders over the coming years is a positive indicator of its financial health and growth potential [8]