Core Insights - T-Mobile US, Inc. has completed a $2 billion network expansion in Florida, enhancing 5G speeds, coverage, and emergency communications infrastructure, benefiting 22 million residents [1][10] Network Expansion - The expansion includes 1,282 new or retained sites and nearly 1,350 upgraded locations, resulting in faster average 5G download speeds of 266.7 Mbps, a 216% increase since 2021 [2][10] - Nearly all Floridians are now covered by T-Mobile's 5G network, which supports smart city initiatives and public safety systems [2] Disaster Readiness - T-Mobile has improved disaster readiness at 1,375 network sites, enhancing backup power solutions and increasing satellite response vehicles by 25% [3] - The T-Priority solution provides first responders with prioritized network access during emergencies [3] Innovation and Partnerships - The investment is fostering innovation, such as a partnership with Miller Electric in Jacksonville to deploy a private 5G network for autonomous shuttle operations [4] Internet Access and Retail Growth - T-Mobile's 5G Home Internet service now reaches over 6 million households in Florida, and T-Mobile Fiber offers speeds up to 2 Gbps [5] - The company has opened 26 new retail stores in Florida since 2021, creating approximately 220 jobs [5] International Reach - T-Mobile operates the fastest 5G network in Puerto Rico and offers international plans covering over 70 countries, with affordable options starting at $20 per month [6] Stock Performance - T-Mobile currently holds a Zacks Rank 2 (Buy), with shares increasing by 34.8% over the past year, outperforming the Wireless National industry's growth of 31.7% [7]

Core Insights - Gogo has successfully completed its first end-to-end call using next-generation 5G technology, marking a significant milestone in its journey to deliver 5G air-to-ground connectivity to North American operators [1][2]. Group 1: Technology Development - GCT Semiconductor delivered a new 5G chipset to Airspan in May, enabling the successful integration of the microchip into hardware and software for the end-to-end call [2]. - The Gogo 5G ATG system is designed specifically for business aviation users, providing high-speed broadband for improved video conferencing, streaming, and multi-device activities [3]. Group 2: Infrastructure and Approvals - Gogo has received FAA approval to produce and manufacture the AVANCE LX5 Line Replaceable Unit (LRU), which features a smaller form factor for streamlined installation [4]. - The company has invested in a network of 170 5G towers across the U.S. and parts of Canada, along with the installation of a new '5G core' at its data center and the development of a new 5G aircraft antenna [4]. Group 3: Market Readiness - Gogo's North American tower network is 5G-ready, with antennas prepared for shipping, and the technology is in place to enable connections across North America through the AVANCE LX5 LRUs [5]. - More than 300 aircraft are pre-provisioned for Gogo 5G connectivity, with installation expected to take approximately two weeks for customers operating within the CONUS region [5].

Core Insights - Verizon Communications, Inc. is experiencing significant growth in 5G adoption and fixed wireless broadband, with 2.4 million wireless retail postpaid gross ads and 3.6 million wireless postpaid upgrades in Q1 2025 [1] - The company has a total of 2,035 MHz of spectrum, particularly benefiting from the C-band spectrum, which enhances coverage and speeds for 5G networks [2] - Strategic partnerships with companies like Ericsson, Qualcomm, Samsung, and MediaTek are enhancing Verizon's 5G capabilities, achieving uplink speeds of 480 Mbps and download speeds of 5.5 Gbps [3] Competitive Landscape - Verizon faces competition from T-Mobile and AT&T in the wireless industry [4] - T-Mobile's 5G network covers 98% of the U.S. population, utilizing mid-band 2.5 GHz spectrum for extensive coverage and fast speeds [5] - AT&T's 5G network currently covers 295 million people, employing millimeter wave spectrum in dense areas and mid/low-band spectrum in suburban and rural regions [6] Financial Performance and Valuation - Verizon's stock has gained 8.8% over the past year, while the Wireless National industry has grown by 28.3% [7] - The company is advancing its 5G footprint through spectrum depth and collaborations, but its earnings outlook has softened, with valuation below sector averages [8] - Verizon's shares currently trade at a price/earnings ratio of 9.05, lower than the industry average of 13.34 but above its historical mean of 8.95 [9] - Earnings estimates for 2025 have declined by 0.21% to $4.69, while estimates for 2026 remain unchanged at $4.86 [10]

Core Viewpoint - Vodafone Qatar has entered into a significant partnership with Nokia to modernize its network, enhancing 5G coverage, reliability, and service offerings across the country [1][2][3] Network Modernization - The agreement focuses on core modernization, expanded 5G capacity, and improved broadband to strengthen network reliability and efficiency [1][2] - Nokia's end-to-end technology will enable Vodafone Qatar to deliver faster and more secure 5G services, while also preparing the network for future innovations [2][3] Market Demand and Growth - Qatar's ICT sector is projected to grow at an annual rate of 8.5% through 2030, driving the demand for high-speed connectivity [4] - Vodafone Qatar aims to meet the increasing connectivity needs of consumers and businesses in this rapidly growing digital economy [4] Strategic Goals - The collaboration aligns with Qatar National Vision 2030, emphasizing Vodafone Qatar's commitment to digital transformation and the deployment of emerging technologies [5] - The integration of advanced fiber, mobile, and cloud capabilities will create a more agile and responsive network [5] Technological Advancements - Nokia's multi-cloud core software solutions will enhance Vodafone Qatar's network with automation, agility, and scalability [7][8] - The partnership includes a five-year managed services agreement for core operations, aimed at accelerating service rollouts and reducing costs [8] Future Outlook - The advancements from this collaboration are expected to set a new standard for digital transformation in Qatar and reinforce Nokia's position as a trusted technology partner [9]

Core Viewpoint - Nokia Corporation has expanded its Wi-Fi 7 device portfolio with the introduction of new gateways aimed at enhancing high-capacity broadband services across operator networks [1][2] Group 1: Product Launch and Features - The new Beacon 4 and Beacon 9 devices offer significant speed improvements, with Beacon 4 delivering 3.6 Gbps and Beacon 9 providing 9.4 Gbps, addressing issues like slowdowns and buffering [3] - These devices utilize indigenous Corteca software for end-to-end lifecycle management, simplifying installation and updates while enhancing user experience and creating revenue opportunities for communications service providers (CSPs) [2][3] Group 2: Strategic Focus and Value Creation - Nokia is on a three-phased journey of value creation: Reset, Accelerate, and Scale, focusing on capital allocation and technology leadership to achieve sustainable growth [4] - The company is well-positioned for the ongoing technology cycle, driving the transition to smart virtual networks and converging various network types [5] Group 3: Market Position and Stock Performance - Nokia has established itself as a leader in advanced 5G technology, with a portfolio of approximately 20,000 patent families, including over 7,000 crucial for 5G [6] - The recent product launch is expected to generate incremental revenue and strengthen Nokia's position in the global telecommunications equipment market, with the stock gaining 40% over the past year compared to the industry's 38.9% growth [7]

Core Viewpoint - Investors are encouraged to explore several REITs that are currently trading under $12 and have made it to the Zacks Rank 1 (Strong Buy) list, as these present favorable risk-to-reward opportunities amid a stock market rebound [1] Group 1: DigitalBridge Group (DBRG) - DigitalBridge Group focuses on investments in fiber networks, macro cell towers, and data centers, which are essential for the growth of 5G technology, cloud computing, and artificial intelligence [2] - The company has over $100 billion in assets and is projected to achieve over 20% EPS growth in fiscal years 2025 and 2026 [3] - DBRG stock has increased from a 52-week low of $6 in early April but remains 34% below its 52-week high of $17 from last October [3] Group 2: Invesco Mortgage Capital (IVR) - Invesco Mortgage Capital manages residential and commercial mortgage-backed securities and is currently trading at $7, which reflects a low valuation at just 3X forward earnings [5] - EPS is expected to decline to $2.26 this year from $2.88 in 2024, with a further projected dip of 12% in FY26, while offering an annual dividend yield of 18.5% [5][6] - The stock has a stable 52-week range, with a low of $5.86 and a high of $9.97, indicating less volatility [6] Group 3: New York Mortgage Trust (NYMT) - New York Mortgage Trust is trading at $6 and is expected to see a significant rebound in its bottom line, offering a generous annual dividend of 12.26% [7] - The stock trades at a reasonable forward earnings multiple of 10.5X and has a low-volatile 52-week range, making it appealing for investors [7][8] - EPS estimates for FY25 and FY26 have increased significantly over the last 60 days, supported by a leveraged portfolio of residential mortgage securities [8] Group 4: Honorable Mentions - Ares Commercial Real Estate (ACRE) and Braemar Hotels & Resorts (BHR) are trading under $5 and are also on the Zacks Rank 1 (Strong Buy) list, with expected positive adjusted EPS next year and annual dividends of 13.27% and 10%, respectively [9]

Core Insights - T-Mobile and Verizon are major players in the U.S. telecommunications industry, each with distinct competitive advantages and challenges [3][19]. Verizon's Position - Verizon boasts one of the most efficient wireless networks in the U.S., focusing on customer-centric planning and strategic investments to enhance its 5G capabilities [4][19]. - The company has launched Verizon Frontline Network Slice to provide dedicated 5G capacity for frontline workers, enhancing public safety communications [5]. - Verizon Business Assistant, powered by generative AI, aims to streamline interactions for small business owners, indicating a diversification of revenue streams [6]. - Despite these strengths, Verizon faces intense competition from T-Mobile and AT&T, leading to increased promotional spending that pressures margins [7][19]. T-Mobile's Position - T-Mobile is experiencing growth in postpaid services and has rolled out a nationwide 5G advanced network that incorporates AI and machine learning for optimal resource utilization [8][10]. - The company supports a wide range of platforms, including IoT devices and wearables, enhancing user experience with low latency and high throughput [9][10]. - T-Mobile is actively diversifying its operations through acquisitions, such as Blis and Vistar Media, to strengthen its advertising solutions and expand broadband access [12]. - However, T-Mobile also faces competitive pressures that strain pricing and margins, necessitating significant investments in network advancements and promotions [11][19]. Financial Estimates - The Zacks Consensus Estimate projects T-Mobile's 2025 sales and EPS growth at 5.91% and 9.32%, respectively, with a recent EPS estimate improvement of 1.44% [13]. - For Verizon, the 2025 sales growth is estimated at 1.71%, with EPS projected to increase by 2.18%, showing no change in EPS estimates over the past 60 days [14]. Price Performance - T-Mobile's shares trade at a forward P/E ratio of 21.24, significantly higher than Verizon's 9.2, indicating differing market valuations [17]. - Over the past year, T-Mobile has outperformed with a gain of 45.4%, compared to Verizon's 9.7% increase and the industry's growth of 34.4% [20].

Core Insights - Boost Mobile has been recognized as the leading provider of 5G coverage and availability in seven major U.S. cities, showcasing its strong performance in real-world conditions [1][3][5] - The company attributes its success to significant investments in its next-generation standalone 5G Open RAN network, which enhances customer connectivity experiences [2][3] - Boost Mobile offers competitive pricing for its 5G services, with an Unlimited plan priced at $25 per month, emphasizing affordability alongside high-quality service [4][5] 5G Performance - Boost Mobile ranked 1 in 5G coverage and availability across the following cities: Baltimore, Chicago, Durham (N.C.), Newark (N.J.), New Orleans, Jersey City (N.J.), and Washington, D.C. [3][5] - The company's 5G network provides a fast, stable, and accessible experience, meeting the demands of tech-forward markets [1][3] Customer Commitment - The recognition of Boost Mobile's 5G performance reflects its commitment to customer satisfaction, ensuring that users do not have to compromise on network quality for affordability [5] - The company promotes a risk-free 30-day money-back guarantee, enhancing customer confidence in its services [6]

Core Insights - Inseego Corp. has appointed two industry leaders to its Carrier Sales team to enhance its market position and accelerate growth in the 5G mobile broadband and fixed wireless access sectors [1][2][4] Group 1: Leadership Appointments - The new Vice Presidents bring decades of experience and extensive relationships within the 5G ecosystem, which will be crucial for expanding strategic partnerships [2][4] - The appointments are expected to align Inseego's solution portfolio with the evolving needs of carrier partners, reinforcing its status as a preferred partner for mobile network operators [4] Group 2: Company Overview - Inseego is recognized as a leader in 5G Enterprise cloud WAN solutions, serving millions of end customers and thousands of enterprise and SMB clients across its 4G, 5G, and cloud platforms [5] - The company's 5G Edge Cloud integrates advanced 5G technology with cloud networking features and intelligent edge applications, aimed at enhancing business outcomes and operational visibility [5] Group 3: Executive Backgrounds - Jim Berridge has a strong background in telecommunications, known for aligning sales strategies with business objectives and driving sales growth through advanced wireless technologies [6] - Steve Linke, with over 25 years in the telecommunications industry, has a proven track record in revenue and sales growth within enterprise markets, having held senior roles at major companies [6]

Core Insights - Nokia successfully tested its 5G technology during the Joint Viking 2025 military exercise in Norway, enhancing defense applications and situational awareness for multinational military personnel [1][2][6] Group 1: 5G Technology Implementation - Nokia's solutions included 5G AirScale radio products and 5G Standalone Core technology, specifically designed for defense applications to improve tactical communication among participating nations [2][5] - The 5G communications platform provided military personnel with real-time battlefield intelligence, facilitating faster decision-making and improved operational efficiency [2][6] Group 2: Joint Viking 2025 Exercise - Joint Viking 2025 involved over 10,000 soldiers from multiple countries, including Belgium, Canada, Finland, France, Germany, the US, the UK, The Netherlands, and Norway, aimed at enhancing military cooperation and testing Norway's ability to receive allied reinforcements [3] - The exercise took place in Bardufoss, Norway, above the Arctic Circle, and occurs every two years [3] Group 3: Strategic Collaborations - The Norwegian Material Defense Agency collaborates with mobile operators to enhance tactical communication solutions, with a recent strategic agreement between Lyse and Nokia to leverage their expertise in critical communications [4] - Nokia's 5G technology is positioned as a key enabler for the Norwegian Armed Forces, enhancing readiness for complex joint operations in challenging environments [5][6]