T-Mobile US, Inc. (TMUS) operates as a leading wireless carrier, delivering voice, messaging, and data services nationwide through its expansive network. Headquartered in Bellevue, Washington, the company focuses on innovative customer experiences and reliable connectivity. The company has a market capitalization of $242.35 billion, which classifies it as a “mega-cap” stock. T-Mobile’s stock reached a 52-week low of $181.36 on Jan. 21, but is up 22.4% from that level. The stock has been up 7.1% over the ...

Core Insights - Boost Mobile has launched the new moto g — 2026 and moto g play — 2026, offering flagship-tier 5G speeds and advanced AI-powered camera systems at an affordable price point [1] Product Features - Both devices are powered by the MediaTek Dimensity 6300 processor and feature RAM Boost technology, allowing memory expansion up to 24GB for the moto g and 12GB for the moto g play, facilitating seamless multitasking [1] - The moto g — 2026 features a 6.7" HD+ LCD display with a 120Hz refresh rate, a 50MP main camera, a 32MP selfie camera, and 128GB of storage (expandable up to 1TB) [1] - The moto g play — 2026 also has a 6.7" HD+ LCD display with a 120Hz refresh rate, a 32MP main camera, an 8MP selfie camera, and 64GB of storage (expandable up to 1TB) [1] Pricing and Availability - The moto g — 2026 is available for existing customers at $79.99 when activating on a $50 or $60 per month plan, while new customers can get it for $59.99 in-store or $79.99 online [1] - The moto g play — 2026 is priced at $19.99 for existing customers activating on a $40 per month or higher plan, and $29.99 for new customers switching to Boost Mobile [1] Customer Incentives - Boost Mobile offers a 30-day money-back guarantee for new customers, allowing them to try the 5G service risk-free [1] - The company emphasizes no annual service contracts and the freedom to upgrade devices anytime without a trade-in [1]

Core Insights - The earnings season has shifted focus from AI-related tech stocks to traditional industry leaders, which have been rewarded by the market for their favorable Q4 reports, reasonable valuations, and respectable dividends [1] Group 1: McDonald's (MCD) - McDonald's stock reached a 52-week high of $333 after exceeding Q4 expectations, driven by loyalty and digital engagement improvements [2] - Global comparable sales increased by 6% year-over-year in Q4, with U.S. comparable sales rising by 7%, indicating strong demand [3] - Systemwide sales to loyalty members grew by 20% year-over-year, with active users up by 19%, reflecting recurring demand [3] - MCD is close to becoming a Dividend King, having increased its dividend for 49 consecutive years [3] Group 2: T-Mobile US (TMUS) - T-Mobile's shares surged by 9% after surpassing Q4 expectations, with an additional 2% increase the following day [5] - The company reported industry-leading net customer additions of 2.4 million, including 962,000 postpaid phone net adds, marking an industry best [6] - TMUS has a forward P/E valuation of 18X, which is attractive compared to the industry average of 13X [7] Group 3: Marriott International (MAR) - Marriott's stock increased by 7% following mixed Q4 results, which included a slight EPS miss but a revenue beat and strong forward guidance [8] - Worldwide RevPAR increased by 2% in Q4, driven by 6% growth in international markets, with a 2026 RevPAR growth outlook of 1.5%-2.5% [9] - MAR trades at a forward P/E of 30X, slightly above the broader market but near its decade-long median of 24X [10] - The company has raised its dividend by 25.67% over the last five years, maintaining a low payout ratio of 27% [11]

分组1: Cloudflare - Cloudflare's shares rallied over 10% following strong quarterly results, with revenue growing 34% year-over-year to $614.51 million, beating expectations [2][3] - The company reported an adjusted EPS of 28 cents, slightly above the expected 27 cents, indicating positive investor sentiment [2][3] - Cloudflare attributes its growth to increased demand for AI infrastructure, positioning itself as a core infrastructure player amid the AI boom [3][4] 分组2: Unity Software - Unity Software's stock plummeted over 28% due to weak first-quarter guidance, despite beating EPS estimates at 24 cents compared to the expected 20 cents [7][9] - Revenue for the trailing quarter was reported at $503 million, but the guidance for the next quarter is between $480 to 490 million, below the expected $494 million [8][9] - Concerns about slowing momentum and potential AI disruption have negatively impacted investor confidence in Unity Software [9] 分组3: T-Mobile - T-Mobile's stock fell 5% after a mixed fourth quarter, with adjusted EPS of 214 cents beating the expected 206 cents, but revenue growth of 24.3% was below some expectations [10][11] - The company experienced increased post-paid phone churn, rising to over 1%, indicating weaker customer retention compared to the previous year [11][12] - T-Mobile's prepaid segment saw a significant decline, dropping over 40% year-over-year, reflecting a challenging competitive landscape in the wireless carrier market [12]

Core Insights - T-Mobile's Q4 results showed a strong operational performance despite a miss on EPS estimates due to severance costs, with service revenue growing 10% YoY to $18.7 billion [1] - The company added 2.4 million postpaid customers in Q4 and received the highest network quality ratings in five out of six U.S. regions [1] - T-Mobile's guidance for 2026 includes a core adjusted EBITDA target of $37 billion to $37.5 billion, indicating a 10% growth at the midpoint [1] Financial Performance Highlights - T-Mobile reported a core adjusted EBITDA of $8.4 billion, up 7% YoY, and a net income of $2.1 billion, down from $2.98 billion in Q4 2024 [1] - Revenue for the quarter was $24.33 billion, slightly below the implied estimate of $24.66 billion, with EPS at $1.88 compared to the estimate of $2.10, impacted by $0.26 from severance costs [1] - Operating cash flow increased by 20% to $6.65 billion, while adjusted free cash flow reached $4.2 billion [1] Customer Growth & Operational Momentum - The company added 2.4 million total postpaid net customers in Q4, including 962,000 postpaid phone net additions, and continued broadband expansion with 558,000 net additions [1] - Total broadband customers reached 9.4 million, with 8.5 million being 5G broadband subscribers [1] - Postpaid phone churn increased to 1.02%, rising 10 basis points YoY [1] 2026 Guidance & Outlook - Management projects aggressive growth for 2026, targeting core adjusted EBITDA of $37.0 billion to $37.5 billion and adjusted free cash flow of $18.0 billion to $18.7 billion [1] - Capital expenditures are expected to be around $10.0 billion [1] - CEO Srini Gopalan expressed confidence in the company's future growth prospects [1] Capital Returns - T-Mobile returned $3.6 billion to shareholders in Q4 through $2.5 billion in share repurchases and $1.1 billion in dividends [1] - Cumulative returns since Q3 2022 total $45.4 billion, with a new $14.6 billion program authorized through December 2026 [1] - The next dividend of $1.02 per share is payable on March 12, 2026 [1]

Core Insights - The wireless carrier missed Wall Street's earnings target due to fewer customer sign-ups than anticipated [1] Group 1 - The company experienced a shortfall in customer acquisitions, leading to lower-than-expected earnings [1]

Core Insights - Verizon executives typically do not sell company stock, but a top executive recently sold thousands of shares following the release of better-than-expected fourth-quarter earnings [1] Financial Performance - Verizon reported stronger-than-expected earnings for the fourth quarter, which positively impacted its stock price [1]

Core Insights - AT&T has launched the amiGO™ Jr. Phone, a smartphone designed specifically for children, aimed at enhancing parental control and safety [2][3][8] - This initiative positions AT&T as the first and only wireless provider to offer a kid-friendly smartphone, catering to the needs of parents who are increasingly concerned about their children's digital safety [2][8] Product Features - The amiGO Jr. Phone includes safety features such as location sharing, Safe Zones, and the ability to manage screen time and apps through the free AT&T amiGO app [5] - The device is available for $2.99 per month with no trade-in required, making it accessible for new and existing customers [5][6] Market Demand - 60% of parents with children up to age 12 consider a smartphone a safety essential, indicating a strong market demand for child-friendly devices [8] - 70% of parents want their children to have smartphone access for safety benefits, such as emergency calling and real-time location tracking, which the amiGO Jr. Phone addresses [8]

分组1 - Skyworks Solutions reported quarterly earnings of $1.54 per share, exceeding the Zacks Consensus Estimate of $1.4 per share, but down from $1.6 per share a year ago, resulting in an earnings surprise of +10.20% [1] - The company achieved revenues of $1.04 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 3.68%, although this is a decrease from year-ago revenues of $1.07 billion [2] - Skyworks has consistently surpassed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has underperformed, losing about 10.4% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $0.97 on revenues of $863.41 million, and for the current fiscal year, it is $4.39 on revenues of $3.62 billion [7] - The Semiconductors - Radio Frequency industry, to which Skyworks belongs, is currently ranked in the top 8% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8]

We came across a bullish thesis on Verizon Communications Inc. on Phaetrix Investing’s Substack by Phaetrix. In this article, we will summarize the bulls’ thesis on VZ. Verizon Communications Inc.'s share was trading at $39.62 as of January 26th. VZ’s trailing and forward P/E were 8.45 and 8.27 respectively according to Yahoo Finance. Ericsson (ERIC) Touches 3-Year High on Strong Earnings TunedIn by Westend61/Shutterstock.com Verizon Communications Inc., through its subsidiaries, engages in the provisio ...