T-Mobile Launches Most Aggressive Black Friday Wireless Promotion

Core Viewpoint - The wireless industry is experiencing intensified competition, particularly among T-Mobile, AT&T, and Verizon, leading to aggressive promotions and pressure on profit margins [2][4][7]. Group 1: Company Promotions and Performance - T-Mobile has launched an aggressive Black Friday promotion, offering four lines for $25 each per month and a free iPhone on each line without a trade-in [3][4]. - T-Mobile added over one million postpaid phone subscribers in the third quarter, exceeding estimates of 841,000, outperforming AT&T and Verizon [5][4]. - T-Mobile's stock rose more than 1% to $200.01, although it has dropped 5% in 2025 from a high of $276.49 [6]. Group 2: Market Dynamics and Analyst Insights - Analysts note that the competition among wireless carriers has intensified, with increased subsidies on mobile phones and trade-in promotions coinciding with Apple's iPhone 17 rollout [2][3]. - Oppenheimer analyst Timothy Horan downgraded T-Mobile's stock to market perform, citing challenges in beating subscriber and free cash flow estimates due to slowing industry growth and intensified competition [6][7]. - The overall industry is expected to face a slowdown in subscriber growth, with companies like Comcast lowering broadband prices and Verizon planning to use expense savings to enhance promotions [7]. Group 3: Stock Ratings and Technical Analysis - T-Mobile's stock holds an Accumulation/Distribution Rating of E, indicating heavy selling by institutions over the past 13 weeks [8]. - The stock has a disappointing IBD Composite Rating of 40 out of a best-possible 99, reflecting weaknesses in key fundamental and technical metrics [9].