BELLEVUE, Wash.--(BUSINESS WIRE)--The votes are in! After an electrifying run that included more than 8 million votes cast nationwide for the Top 25 finalists, T-Mobile (NASDAQ: TMUS) named Dierks High School in Arkansas the Friday Night 5G Lights champion — a title that comes with a $1 million field upgrade. In a microcosm of what makes small-town America special, the community of 900 rallied together to scrap, hustle and inspire people across the world to join its cause. After securing nearly. ...

Core Insights - Deutsche Telekom sold 128,852 shares of T-Mobile US for approximately $29.5 million, representing a minor reduction in its ownership stake [1][2][4] - The sale is part of a pre-arranged trading plan and does not significantly impact Deutsche Telekom's overall ownership of T-Mobile US [5][12] Transaction Summary - Shares sold: 128,852 [2] - Total transaction value: ~$29.5 million [2] - Post-transaction shares held by Deutsche Telekom: 627,524,343 [2] - Post-transaction value of direct ownership: ~$144.4 billion [2] Historical Context - The recent sale is smaller than the historical median sale size of approximately 379,340 shares for Deutsche Telekom, representing only 0.02% of its direct holdings [3] - Prior sales had a median of 0.06% per transaction, indicating this sale is less significant in the context of historical transactions [3] Ownership Significance - After the sale, Deutsche Telekom retains 55.8% of T-Mobile US's outstanding shares [4] - The weighted average sale price was approximately $228.71 per share, closely aligned with the market close price of $230.09 on October 20, 2025 [4] Company Overview - T-Mobile US reported a revenue of $84.05 billion and a net income of $12.22 billion for the trailing twelve months [6] - The company has a dividend yield of 1.28% and a market price of $230.09 as of October 20, 2025 [6] - T-Mobile US serves 108.7 million customers across the U.S., Puerto Rico, and the U.S. Virgin Islands [8] Market Position - T-Mobile US is a leading telecommunications provider with a significant market cap, leveraging its extensive network and multi-brand strategy [9][10] - The company has shown faster growth compared to competitors like AT&T and Verizon, earning a premium valuation [13]

Core Insights - T-Mobile has been selected by Siemens Energy to implement its SuperMobile solution for improved connectivity across Siemens' U.S. operations [1] - Siemens Energy plays a significant role in the U.S. energy sector, supporting nearly 25% of the country's energy generation [1] Company Overview - T-Mobile is recognized as America's Best Mobile Network, indicating its strong position in the telecommunications industry [1] - Siemens Energy is a leading energy technology company, highlighting its importance in the global energy market [1] Operational Impact - The SuperMobile solution will enhance connectivity for Siemens Energy's manufacturing sites and remote installation and service jobs, indicating a focus on operational efficiency [1]

Core Insights - Nvidia has announced a $1 billion investment for a 2.9% stake in Nokia, establishing a strategic partnership to develop AI-RAN technologies, which has significantly boosted Nokia's stock by over 20% [1][2] - T-Mobile is positioned as a key beneficiary of this partnership, potentially leading the 6G race due to its collaboration with Nvidia and Nokia [3][6] Company Developments - The partnership aims to advance AI-RAN technologies for 6G, with trials expected to commence in 2026, marking a significant step in telecommunications innovation [6] - T-Mobile's commitment to next-generation technologies is reinforced by its collaboration with industry leaders Nokia and Nvidia, which is expected to redefine customer experience in the connectivity landscape [7] Market Impact - Nokia's market capitalization is currently around $34 billion, and the strategic partnership with Nvidia, a multitrillion-dollar company, is anticipated to enhance its growth prospects [2] - Nvidia CEO Jensen Huang emphasized the importance of telecommunications as critical national infrastructure, suggesting that the AI-RAN initiative could lead to a generational shift in technology and help the U.S. regain leadership in this sector [5]

Core Insights - The communication services sector has several oversold stocks, presenting potential buying opportunities for undervalued companies [1][2] Company Summaries - **Spotify Technology SA (NYSE:SPOT)**: Recently announced a management transition with Gustav Söderström and Alex Norström as Co-CEOs, succeeding founder Daniel Ek. The stock has fallen approximately 11% over the past month, with a current RSI of 29.3 and a price action drop of 4.2% to close at $645.78 [8] - **T-Mobile US Inc (NASDAQ:TMUS)**: Reported quarterly earnings of $2.41 per share, surpassing analyst estimates. Quarterly revenue reached $21.96 billion, up from $20.16 billion year-over-year. The stock has decreased around 8% in the last month, with an RSI of 27.2 and a price action decline of 1% to close at $217.77 [8] - **Brera Holdings PLC (NASDAQ:SLMT)**: Announced a strategy to pursue M&A opportunities in the Solana value chain. The stock has plummeted about 60% over the past month, with an RSI of 22.3. However, shares rose 5.3% to close at $12.01 on Friday, indicating a potential breakout [8]

Group 1 - The earnings season has started impressively, with strong performances from major banks and corporate America despite economic uncertainty and tariffs [1][2] - Three early themes have emerged: consumers are resilient against tariff-related cost increases, companies are facing profit pressures due to tariffs, and CFOs are managing earnings expectations effectively [3][2] - General Motors exceeded earnings estimates and raised guidance, citing a resilient consumer and stable auto loan defaults [4] Group 2 - Hasbro reported accelerated sales driven by demand for toys, leading to an increase in full-year sales forecasts [5] - T-Mobile's incoming CEO highlighted better-than-expected customer additions and raised profit guidance [6] - Hilton and AT&T also reported earnings beats and positive outlooks, reflecting consumer resilience [7]

Core Points - The Trump administration's new ballroom construction project has an estimated cost of over $300 million, significantly higher than the initial estimate of $200 million [1] - A list of 37 donors, including major tech companies and administration members, will fund the project through private, tax-deductible donations to the nonprofit Trust for the National Mall [2][3] Corporate Donors - Meta Platforms has pledged at least $600 billion in investments in the U.S. by 2028 and frequently engages with federal digital policy initiatives [4] - Apple plans to invest $100 billion in domestic manufacturing, aligning with the administration's goals [5] - Amazon has major federal contracts and has developed a relationship with the administration through lobbying efforts [6] - Google agreed to pay $24.5 million to settle a dispute with Trump and pledged $22 million of that settlement toward the ballroom construction [7] - Lockheed Martin, a major defense contractor, is reportedly contributing over $10 million to the project [8] - Microsoft has multibillion-dollar federal contracts, including partnerships related to U.S. cybersecurity [9] - Comcast faces scrutiny from Trump but remains a donor [10] - Altria, a major tobacco firm, has pushed for less FDA oversight and is involved in Republican PAC donations [11] - Coinbase supports Trump's push for looser crypto regulations [12] - Palantir Technologies has seen a surge in federal contracts under the Trump administration [13] - T-Mobile's merger agreements were favorably reviewed during Trump's term [14] - Ripple supports Trump's digital asset finance initiatives [15] - Hard Rock International's chairman has ties to the Trump Organization [16] - Tether America backs Trump's digital dollar framework [17] - Union Pacific Railroad is seeking a merger under a Republican-led SEC [18] - Micron Technology announced a $200 billion investment in the U.S. [19] - Caterpillar is viewed as a symbol of the "Made in America" initiative [20] - Booz Allen Hamilton reported that 90% of its recent bookings came from national security work [21] - HP has received military contracts and contributed to Trump's inaugural committee [22] - NextEra Energy's CEO supports job creation in America while criticizing some administration policies [24] - Reynolds American's PAC has previously donated to Trump [25] Private and Family Donors - The Adelson Family Foundation is run by Miriam Adelson, a significant GOP donor [26] - Stefan E. Brodie has a controversial past and was denied a pardon request [27] - The Betty Wold Johnson Foundation is known for its charitable contributions [28] - Charles and Marissa Cascarilla advocate for financial technology deregulation [29] - The Glazer siblings are recurring donors to Trump PACs [30] - Harold Hamm has advised Trump on energy issues [31] - Benjamín Leon Jr. has donated over $3 million to Trump's campaign and is awaiting Senate confirmation for an ambassador position [32] - The Lutnick Family supports Trump's economic agenda [33] - The Laura and Isaac Perlmutter Foundation consistently donates to Republican causes [34] - Stephen A. Schwarzman has acted as an intermediary between Trump and China [35] - Konstantin Sokolov is involved in infrastructure and energy investments [36] - Kelly Loeffler and Jeff Sprecher donated $5 million to Trump's 2024 election efforts [38] - Paolo Tiramani is active in real estate innovation [39] - Cameron and Tyler Winklevoss are consistent GOP donors advocating for clear crypto laws [40][41] - J. Pepe and Emilia Fanjul are part of a prominent sugar family and hosted a Trump fundraiser [42]

Core Insights - T-Mobile is undergoing significant changes, including leadership transition and new customer policies, which may impact customer experience and company operations [1][2] Leadership Changes - Mike Sievert will step down as CEO effective November 1, with Srini Gopalan, the current COO, set to succeed him [1] Policy Changes - T-Mobile has implemented a closure of a discount loophole that allowed credit card customers to receive a $5 autopay discount, effective October 24 [3][5] - Customers who make early payments with a credit card will lose their discount for that billing cycle [5] - The company plans to make customers fully reliant on its T-Life app for managing upgrades, new lines, and account activations by January [7] Financial Adjustments - T-Mobile is increasing its late fee from $7 to $10 or 5% of the past due balance, whichever is higher, starting November 1 [7] - The company is preparing to phase out its LTE service over the next two years [7] Service Changes - T-Mobile will accept damaged devices as trade-ins for promotions, but at a reduced value compared to undamaged devices [7] - The JUMP! On Demand program will be retired on December 1 [7] Industry Context - Credit card processing fees for businesses have risen significantly, with swipe fees for Visa and Mastercard totaling $111.2 billion in 2024, up from $100 billion in 2023, marking an increase of over 10% [6]

Core Insights - T-Mobile US, Inc. (NASDAQ: TMUS) has shown robust fundamentals and raised its full-year guidance, indicating strong performance expectations moving forward [1] Company Analysis - The coverage on T-Mobile was initiated at the end of August, highlighting the company's positive outlook and financial health [1] - The company operates within the tech sector, which is a focus area for investment analysis [1] Analyst Background - The analyst has a Bachelor of Commerce Degree with Distinction, majoring in Finance, and is a lifetime member of the Beta Gamma Sigma International Business Honor Society, emphasizing a strong educational background [1] - Core values of the analyst include Excellence, Integrity, Transparency, and Respect, which are deemed essential for long-term success in investment analysis [1]

Core Insights - T-Mobile US Inc. raised its full-year customer growth forecast after exceeding subscriber addition expectations in Q3, driven by bundled mobile and streaming plans [1] - The company added 1.01 million postpaid phone customers in the quarter, marking the highest total for this period in over a decade [1] Customer Growth Forecast - T-Mobile now anticipates full-year postpaid net customer additions of 7.2 million to 7.4 million, an increase from the previous estimate of 6.1 million to 6.4 million [2] - The guidance for core adjusted EBITDA has also been raised to between $33.70 billion and $33.90 billion, compared to the earlier forecast of $33.3 billion to $33.7 billion [2] Financial Performance - For the quarter ending September 30, revenue increased by 8.9% year-over-year to $21.96 billion, slightly below expectations of $21.98 billion [3] - Adjusted core profit rose by 5.3% to $8.68 billion, surpassing the consensus estimate of $8.62 billion [3]