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T-Mobile CEO: We're not hugely sensitive to economic trends, 'not the canary in the coal mine'
CNBC Television· 2025-11-20 22:23
Well, shares of T-Mobile have been under pressure since reporting third quarter numbers. Half a billion dollar surge in capex is what's being pointed to as spooking some investors. Now heading into the key holiday season, analysts are wondering if the sector is headed into more competitive cycle.This coming as competitor Verizon announces major layoffs today under new management. But joining us now an exclusive interview is new T-Mobile CEO Shini Gop Gopalon. He started in the role just earlier this month a ...
T-Mobile CEO: We're not hugely sensitive to economic trends, 'not the canary in the coal mine'
Youtube· 2025-11-20 22:23
Well, shares of T-Mobile have been under pressure since reporting third quarter numbers. Half a billion dollar surge in capex is what's being pointed to as spooking some investors. Now heading into the key holiday season, analysts are wondering if the sector is headed into more competitive cycle.This coming as competitor Verizon announces major layoffs today under new management. But joining us now an exclusive interview is new T-Mobile CEO Shini Gop Gopalon. He started in the role just earlier this month a ...
T-Mobile Extends Partnership with FORMULA 1 HEINEKEN LAS VEGAS GRAND PRIX, Expands Role as Regional 5G Innovation Partner of Formula 1®
Businesswire· 2025-11-20 19:46
BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile (NASDAQ: TMUS) today announced a multi-year extension as the Exclusive 5G Partner of the FORMULA 1 HEINEKEN LAS VEGAS GRAND PRIX and an expansion to become the Regional 5G Innovation Partner of Formula 1®, underscoring T-Mobile's role as a leading technology and fan experience partner for one of the world's most high-profile sporting organizations. Under the new agreement, T-Mobile will bring 5G-connected technologies supporting broadcast innovations a. ...
T-Mobile Transforms Switching, Puts Customers in the Driver's Seat with New 15-Minute Experience
Businesswire· 2025-11-20 19:43
BELLEVUE, Wash.--(BUSINESS WIRE)--Today, at a live event at the FORMULA 1 HEINEKEN LAS VEGAS GRAND PRIX, T-Mobile (NASDAQ: TMUS) CEO Srini Gopalan and President of Marketing, Strategy and Products, Mike Katz, unveiled the latest move from the Un-carrier, Switching Made Easy. It's a major upgrade to the switching experience that makes it faster, smarter and hassle-free — all in just 15 minutes with the T-Life app. It tackles one of the biggest pain points in wireless (switching!), gives it the s. ...
T-Mobile US, Inc. (TMUS) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Seeking Alpha· 2025-11-19 01:28
Group 1 - The article does not provide any specific information or insights regarding a company or industry [1]
T-Mobile US (NasdaqGS:TMUS) FY Conference Transcript
2025-11-19 00:02
T-Mobile US FY Conference Summary Company Overview - **Company**: T-Mobile US (NasdaqGS: TMUS) - **Event**: FY Conference held on November 18, 2025 Key Points Leadership Transition - The recent CEO transition to Srini Gopalan is viewed positively, with expectations for continued success under his leadership [3][5] - Gopalan has been with T-Mobile for over a decade and is familiar with the company's strategy [3] Strategic Priorities - Three main priorities under Gopalan: 1. Extend network leadership and improve customer perception of the network [4] 2. Enhance customer experience through digitalization [4] 3. Achieve success in broadband services [4] Q4 Promotional Activity - Q4 is expected to be competitive with promotional offers like "four for $100" [6][9] - The company anticipates strong performance, revising its post-paid phone net guidance to 3.3 million for the year [10] Competitive Landscape - The competitive environment remains vibrant, with no immediate concerns about competitors' actions [10] - T-Mobile's post-paid phone churn is reported as the lowest in the industry [18] Fiber and Mobile Convergence - T-Mobile does not see itself as a major fiber provider but is the fifth largest internet service provider in the U.S. with nearly 9 million broadband customers [20][21] - The company aims for 12 million broadband customers by 2028, focusing on monetizing its 5G broadband product [21][22] Fixed Wireless Access (FWA) - T-Mobile has seen significant growth in fixed wireless access, with over 500,000 new customers in Q3 [29] - The majority of customers are coming from cable providers, indicating a strong competitive position [30] Customer Segmentation - T-Mobile views fiber and fixed wireless as complementary products, targeting different customer segments [32] Post-Paid Phone Growth Outlook - The company remains optimistic about post-paid phone growth despite industry concerns about a slowdown [34] - T-Mobile is focused on executing its plan and delivering value to shareholders [36] Network Leadership - T-Mobile has been recognized for having the best overall network, with ongoing efforts to close the perception gap among potential customers [37][42] - The company aims to attract customers from competitors by emphasizing its network quality [42] Rural Expansion and UScellular Integration - T-Mobile is focused on becoming a market leader in rural areas, with a current household share of over 20% [48] - The integration of UScellular is progressing well, with plans to unify operations under the T-Mobile brand [50] T-Life Initiative - T-Mobile's T-Life app has seen significant engagement, with 85 million downloads and two-thirds of upgrades occurring through the platform [55][56] - The company aims to improve customer experience and operational efficiency through T-Life [58] Satellite Connectivity - T-Mobile's partnership with Starlink for satellite connectivity is seen as a complement to its terrestrial network, particularly in remote areas [60][62] Additional Insights - T-Mobile's focus on customer experience and digital transformation is expected to drive future growth and operational efficiencies [59] - The company is committed to maintaining its competitive edge through continuous investment in network quality and customer engagement strategies [43][44]
These 3 Beaten-Down Stocks Could Be Your Best Buying Opportunity This Quarter
Investing· 2025-11-18 06:04
Market Analysis by covering: Home Depot Inc, T-Mobile US Inc, Meta Platforms Inc. Read 's Market Analysis on Investing.com ...
软银Q3持仓:T-Mobile US(TMUS.US)为头号重仓股 建仓英特尔(INTC.US)、清仓甲骨文(ORCL.US)
智通财经网· 2025-11-17 08:04
Core Insights - SoftBank's total market value of U.S. stock holdings reached $26 billion for Q3 2025, up 4% from $24.9 billion in the previous quarter [1][2] - The top ten holdings accounted for 95.94% of the total portfolio value [2] Holdings Activity - New Purchases: 4 stocks [2] - Added to Existing Positions: 2 stocks [2] - Sold Out of: 2 stocks [2] - Reduced Holdings in: 4 stocks [2] Top Holdings - T-Mobile US (TMUS) is the largest holding with approximately 45.17 million shares valued at about $10.81 billion, representing 41.64% of the portfolio, with a decrease of 29.26% in shares held [3][5] - NVIDIA (NVDA) is the second-largest holding with approximately 32.11 million shares valued at $6 billion, accounting for 23.07% of the portfolio, with an increase of 5.19% in shares held [3][5] - Intel (INTC) is a new addition with approximately 86.96 million shares valued at $2.92 billion, making up 11.23% of the portfolio [3][6] - Symbotic (SYM) holds approximately 39.83 million shares valued at $2.15 billion, representing 8.27% of the portfolio, with no change in shares held [3][6] - Webtoon Entertainment (WBTN) has approximately 31.43 million shares valued at $610 million, accounting for 2.35% of the portfolio, with no change in shares held [4][6] Recent Transactions - SoftBank sold all its shares in NVIDIA, cashing out approximately $5.8 billion [3] - New positions were established in Klarna Group, Ambiq Micro, and Concorde International Group [6] - SoftBank completely exited positions in Cipher Mining and Oracle [6] - Significant reductions were made in holdings of Nu Holdings, Metsera, and Lemonade, while a substantial increase was noted in Full Truck Alliance [6][8]
T-Mobile US, Inc. to Present at the Wells Fargo TMT Summit
Businesswire· 2025-11-11 17:00
Core Points - T-Mobile US, Inc. will present a business update at the Wells Fargo TMT Summit on November 18, 2025 [1] - A live webcast of the event will be available on the company's Investor Relations website [2] - T-Mobile is recognized for its award-winning 5G network and aims to redefine connectivity and drive innovation in the wireless industry [3] Company Overview - T-Mobile US, Inc. operates under the brands T-Mobile, Metro by T-Mobile, and Mint Mobile, providing services through its subsidiaries [3] - The company emphasizes its unique value proposition of best network, best value, and best experiences [3] Recent Collaborations - T-Mobile has partnered with CNN to enhance mobile journalism through SuperMobile, which offers intelligent performance, built-in security, and seamless satellite coverage [5] Holiday Promotions - T-Mobile is offering significant savings during the holiday season, including deals on top-tier devices and accessories, amounting to over $1000 in savings [6] - A special promotion allows customers to get four lines for $25 per line/month and four iPhone 17 devices with no trade-in required [7]
SoftBank Offloads $15 Billion Nvidia And T-Mobile Stakes To Fund AI Push - NVIDIA (NASDAQ:NVDA), SoftBank Group (OTC:SFTBY)
Benzinga· 2025-11-11 11:19
Core Insights - SoftBank Group Corp. has raised over $15 billion by selling stakes in T-Mobile US Inc. and Nvidia Corp, as part of its strategy to fund large-scale investments, particularly in artificial intelligence [1][2][4] Group 1: Sales and Financials - The complete sale of Nvidia shares, totaling 32.1 million, generated approximately $5.83 billion [2] - A partial sale of T-Mobile shares, involving 40.2 million shares, yielded $9.17 billion [3] - SoftBank secured an $8.5 billion bridge loan for its initial investment in OpenAI in April 2025 [3] Group 2: Future Investments - A second closing for an additional $22.5 billion investment in OpenAI is scheduled for December 2025 [4] - A $6.5 billion bridge loan has been arranged for the acquisition of Ampere, indicating ongoing financial maneuvers to support AI initiatives [4] Group 3: Stock Performance - Nvidia's stock has increased by 43.92% year-to-date, despite a 37.03% decline over the past year [5] - T-Mobile's stock has decreased by 6.22% year-to-date and 13.62% over the year, reflecting a weaker price trend [6][7]