Core Insights - The wireless carrier missed analysts' profit expectations, indicating potential challenges in cost management or pricing strategies [1] - Despite the profit miss, the subscription numbers for the carrier appeared strong, suggesting robust customer acquisition or retention [1] Financial Performance - Analysts had anticipated higher profit figures, but the carrier's actual results fell short of these expectations [1] - The strong subscription numbers may offset some concerns regarding profitability, highlighting a focus on growth in customer base [1]

EXHIBIT 99.2 | 3 | Highlights | | --- | --- | | 4 | Customer Metrics | | 7 | Financial Metrics | | 13 | Capital Structure | | 14 | Guidance | | 15 | Contacts | | 16 | Financial and Operational Tables | Postpaid Accounts (in thousands) During Q2 2025, we acquired 85,000 postpaid accounts from Lumos. During Q3 2025, we acquired 1,448,000 postpaid accounts, net of certain base adjustments, through the UScellular acquisition. During Q3 2025, we acquired 633,000 postpaid accounts from Metronet and other acquisit ...

Group 1 - The White House announced a list of donors for the construction of a banquet hall being promoted by President Trump, with a planned area of 90,000 square feet (approximately 8,361 square meters) [1] - The total estimated cost of the project is approximately $300 million, which is an increase from the previous government estimate of $200 million [1] - Notable donors include major companies such as Apple, Amazon, Lockheed Martin, Microsoft, Google, and cryptocurrency platforms like Coinbase and Gemini [1][2] Group 2 - Additional donors listed include companies such as Altria Group, Booz Allen Hamilton, Caterpillar, Hard Rock International, HP, Micron Technology, NextEra Energy, Palantir Technologies, Ripple, Reynolds American, T-Mobile, and the cryptocurrency issuer Tether [2] - The list features over 30 institutions and individuals contributing to the project [2]

Core Insights - T-Mobile US, Inc. is recognized as a strong long-term investment with low volatility, supported by a Buy rating from Wells Fargo analyst Eric Luebchow and a price target of $260 [1][2] Group 1: New Product Launches - T-Mobile has introduced "Edge Control" and "T-Platform," which are advanced network solutions aimed at enhancing connectivity for businesses [2] - Edge Control utilizes T-Mobile's 5G Advanced network to reduce latency, costs, and security risks, while T-Platform serves as a unified management system for business solutions [3] Group 2: Market Applications - The new solutions are designed for mission-critical operations and are being explored by enterprises in various sectors, including sports, media, entertainment, and public services [4] - Notable organizations such as the PGA of America, Formula 1 Heineken Las Vegas Grand Prix, and military entities are already considering these technologies to improve their operations [4] Group 3: Company Overview - T-Mobile US, Inc. provides wireless communication services under the T-Mobile and MetroPCS brands, offering both prepaid and postpaid options for messaging, voice, and data services [5]

Group 1: NVIDIA - NVIDIA's CEO Jensen Huang sold nearly $100 million worth of shares in October, raising concerns among investors [3][4] - Huang's sales were executed under a 10b5-1 plan, indicating they were predetermined and not influenced by recent market events [5][6] - Sales under a 10b5-1 plan should not be interpreted as immediate bearish signals, although a long-term increase in such sales could be a negative indicator [6] Group 2: Dell Technologies - Private equity investor Silver Lake Technology Associates has sold over $600 million worth of Dell shares since September, which raises concerns [8][9] - The sales were not conducted under a predetermined plan, contrasting with NVIDIA's situation [8] - Silver Lake's sales align with a typical 10-12 year liquidation timeline for private equity funds, suggesting these sales may not indicate a lack of confidence in Dell's outlook [10][11] Group 3: T-Mobile US - Deutsche Telekom has sold more than $250 million worth of T-Mobile shares since September, but these sales are not concerning [13][14] - The sales were also executed under a 10b5-1 plan, and Deutsche Telekom aims to maintain a stake above 50% in T-Mobile [14] - The company is on track to sell significantly fewer shares in 2025 compared to 2024, indicating a stable outlook for T-Mobile [15] Group 4: Overall Insights - The analysis indicates that while there has been around $1 billion in insider sales across NVIDIA, Dell, and T-Mobile, none of these sales appear particularly bearish [16] - Each insider sale should be evaluated individually, as they may not all provide negative signals to investors [16]

Core Insights - T-Mobile has partnered with FOX Weather to provide SuperMobile, a unique business plan that combines intelligent connectivity, satellite-to-cell coverage, and enhanced security for FOX Weather reporters [1][3][4] Group 1: Partnership and Communication Enhancement - T-Mobile is now the preferred communications provider for FOX Weather, ensuring that reporters can deliver uninterrupted updates from virtually any location, regardless of weather conditions [1][2] - The collaboration aims to enhance communication capabilities for FOX Weather teams, allowing them to livestream, share radar imagery, and send critical updates even during high network demand [2][3] Group 2: Features of SuperMobile - SuperMobile offers three key capabilities: intelligent performance, built-in security, and off-grid coverage through T-Satellite, enabling reporters to stay connected in unpredictable conditions [3][4] - The network slice technology of SuperMobile dynamically allocates resources to support high-quality livestreams and real-time updates, preventing issues like buffering and dropped feeds [5] - Enhanced security features include encryption, advanced device authentication, and strong privacy protections, tailored specifically for journalists [5] Group 3: Satellite Connectivity - T-Satellite provides access to over 650 satellites, ensuring connectivity in more than 500,000 square miles of the U.S. that lack terrestrial cell tower coverage [5] - As of October 1, T-Satellite now includes data services, allowing reporters to use apps for navigation and share multimedia content in remote areas [5]

Group 1 - T-Mobile has been announced as the preferred communications provider for FOX Weather [1] - FOX Weather reporters will be equipped with T-Mobile's SuperMobile plan, which combines intelligent performance, built-in security, and seamless satellite coverage [1] - This partnership aims to enhance the delivery of weather reports by FOX Weather reporters [1]

Core Insights - T-Mobile US, Inc. is gaining attention from investors, particularly due to its pricing strategy for iPhones, which may exceed market expectations [1] - The company is undergoing a leadership transition, with CEO Mike Sievert stepping down to become vice chairman, and COO Srini Gopalan taking over [1] - T-Mobile is projected to achieve 19.4% earnings growth next year, with a valuation of just over 18 times next year's earnings [1] Company Overview - T-Mobile US, Inc. provides a range of services including wireless voice, messaging, data, and high-speed internet, along with mobile devices and financing options [1] - The leadership change is seen as a surprise, but confidence remains in the new team and their ability to continue creating value [1] Market Position - The stock is expected to perform well, with analysts suggesting that both T-Mobile and Apple stocks may see upward movement [1] - Despite the positive outlook for T-Mobile, there are suggestions that certain AI stocks may present better investment opportunities with higher upside potential [1]

Core Insights - Global Telecom Engineering announces certification of its TITAN 5000, TITAN 5100, and TITAN 5400 5G FWA devices for T-Priority, T-Mobile's 5G solution for first responders [1] Group 1 - The collaboration between Global Telecom Engineering and T-Mobile aims to enhance reliable, high-performance broadband for critical sectors [1] - The sectors targeted include public safety, utilities, medical services, and rural areas [1]

Core Insights - T-Mobile announced the winners of the 2025 Innovate Awards, celebrating organizations that are redefining industries through connectivity [1] - The awards program is in its fourth year and recognizes trailblazers across four categories [1] - The ceremony took place at the Gartner IT Symposium/Xpo in Orlando, marking the debut of the awards under the new name [1]