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Jim Cramer Says T-Mobile (TMUS) Is “Part of the Musk Radiation Zone”
Yahoo Finance· 2025-12-17 17:30
T-Mobile US, Inc. (NASDAQ:TMUS) is one of the stocks that Jim Cramer shared his take on. Noting that the stock has been down since August, a caller sought Cramer’s opinion on the stock. He commented: “T-Mobile’s being hurt by the Death Star that’s Elon Musk. And I have to tell you, I would be worried too. I think that his satellite, that gambit, can really hurt the margins of T-Mobile. I would love to be able to say, you know what? Right here, right here, call shot. But I can’t. I have to wait. It has not ...
T Mobile: Recent Underperformance Set To Continue (NASDAQ:TMUS)
Seeking Alpha· 2025-12-16 17:10
Shares of T-Mobile US, Inc. ( TMUS ) have delivered a total return of -10% thus far in 2025. Comparably, the S&P 500 has delivered a total return of 17% over the same time period. Moreover, T-Mobile's closest peers, Verizon (Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ( ...
The Publicity War Between AT&T and T-Mobile Is Getting Ugly
WSJ· 2025-12-14 03:00
Core Viewpoint - Major U.S. wireless carriers AT&T, T-Mobile US, and Verizon are intensifying competition through explicit customer poaching efforts and legal actions against each other [1] Group 1: Competitive Strategies - AT&T, T-Mobile US, and Verizon are launching targeted initiatives to attract customers from one another, indicating a shift towards aggressive marketing tactics [1] - The companies are engaging in litigation as part of their strategy to assert dominance in the wireless service market [1] Group 2: Market Implications - The escalation in competition may lead to increased customer benefits in terms of pricing and service offerings as companies strive to retain and attract subscribers [1] - Legal disputes among these carriers could result in regulatory scrutiny and impact market dynamics in the wireless industry [1]
T-Mobile Marks $20M Milestone in Hometown Grants, Reaching 450 Communities
Businesswire· 2025-12-11 13:39
Core Viewpoint - T-Mobile has announced the latest recipients of its Hometown Grants program, continuing its commitment to support local projects in small towns and rural communities [1] Group 1: Grant Program Overview - T-Mobile has awarded up to $50,000 per town to fund local projects [1] - The company has invested over $20 million in grants to 450 small towns and rural communities across 48 states and Puerto Rico over the last four years [1] - The Hometown Grants program started in April 2021 and aims to strengthen communities and improve lives through funding [1]
T-Mobile US (NasdaqGS:TMUS) 2025 Conference Transcript
2025-12-09 15:47
T-Mobile US Conference Call Summary Company Overview - **Company**: T-Mobile US (NasdaqGS: TMUS) - **Event**: 2025 Conference held on December 09, 2025 Key Points Industry and Market Position - T-Mobile is positioned as America's best network, focusing on extending its lead in 5G and preparing for 6G developments [6][7] - The company aims to close the perception gap among consumers who still view competitors like Verizon and AT&T as having superior networks [7][8] Strategic Priorities for 2026 1. **Network Expansion**: - Focus on maintaining and extending network capabilities, including advancements towards 6G [6][10] - Addressing consumer perceptions to attract customers from competitors [8][10] 2. **Digital Transformation and AI**: - Significant investment in digital channels, with over 90 million downloads of the T-Life app and 70% of upgrades now completed digitally [8][10] - The initiative "15 Minutes to Better" aims to simplify the switching process for new customers [8][10] 3. **Broadband Growth**: - T-Mobile is experiencing rapid growth in broadband services, particularly in Fixed Wireless Access (FWA), which has doubled in the last two years [10][68] - The company is targeting 12 million broadband customers, with strong momentum observed [68] Financial Performance and Guidance - T-Mobile has increased its guidance for postpaid net additions to 3.3 million for the quarter, reflecting strong demand and competitive positioning [28][30] - The company reported a 12% growth in postpaid revenue and a 6% increase in EBITDA, with a long-term growth target of 5% in service revenue and 7% in EBITDA [39][40] Competitive Landscape - The competitive environment remains intense, with T-Mobile focusing on innovation and customer experience to differentiate itself from competitors like Verizon [22][24] - T-Mobile's strategy emphasizes branded net growth rather than network share, indicating a focus on customer acquisition and retention [24][26] Investment and Capital Expenditure - T-Mobile's annual CapEx is projected to remain around $10 billion, with a focus on digital transformation and network expansion [101][102] - The company is generating industry-leading free cash flow, which supports ongoing investments and growth initiatives [102] Future Outlook - T-Mobile is optimistic about its future, emphasizing a commitment to continuous transformation and innovation [102][103] - The company is preparing for the rollout of 6G technology, which is expected to enhance network efficiency and open new revenue opportunities [70][72] Additional Insights - The integration of AI into the network is anticipated to improve operational efficiency and cybersecurity [75][76] - T-Mobile's approach to fiber and broadband emphasizes customer scale and economic returns rather than merely increasing homes passed [85][93] This summary encapsulates the key insights and strategic directions discussed during the T-Mobile US conference call, highlighting the company's focus on network leadership, digital transformation, and robust financial performance.
CSE Bulletin: Consolidation - NuRAN Wireless Inc. (NUR)
Newsfile· 2025-12-08 19:19
Core Points - NuRAN Wireless Inc. has announced a consolidation of its issued and outstanding common shares at a ratio of one post-consolidated common share for every three hundred pre-consolidated common shares [1][2][3] - The total number of outstanding shares will be reduced to approximately 409,435 common shares following the consolidation [1][3] - The company's name and trading symbol will remain unchanged despite the consolidation [1][2][3] Trading Information - Trading on a consolidated basis will commence on December 9, 2025 [4] - The record date for the consolidation is also set for December 9, 2025 [4] - The anticipated payment date is December 9, 2025, with the new trading symbol being NUR [4]
Why One Investor Bought $67.5 Million in Array Digital Infrastructure Stock
The Motley Fool· 2025-12-07 15:00
Company Overview - Array Digital Infrastructure is a leading wireless telecommunications provider in the U.S., operating nationally with a diversified service and product portfolio [6] - The company generates revenue through direct sales, installment contracts, tower rentals, and wholesale distribution to agents and resellers, serving consumer, business, and government customers [9] Financial Performance - For the third quarter, Array Digital Infrastructure reported operating revenue of $47.1 million, an increase of 83% year-over-year, driven by a new long-term master lease agreement with T-Mobile [10] - Site-rental revenue increased by 68%, and the company posted a net income of $108.8 million from continuing operations, a significant turnaround from a loss of $95.9 million in the previous year [10] - The company has ongoing spectrum monetization agreements totaling $178 million in expected proceeds [10] Recent Developments - Newtyn Management disclosed a new position in Array Digital Infrastructure, acquiring 1.35 million shares valued at $67.5 million, representing about 8.3% of its overall reported assets [2][8] - The stock price of Array Digital Infrastructure was $50.14, down 22% over the past year, underperforming the S&P 500, which increased by 13% during the same period [3] Strategic Focus - Array Digital Infrastructure has transitioned from a wireless operator to a pure-play tower company, indicating a significant transformation in its business model [7] - The company leverages multiple sales channels and recurring service revenues to maintain a broad market reach and customer engagement [6]
T-Mobile US declares $1.02 dividend (NASDAQ:TMUS)
Seeking Alpha· 2025-12-05 04:04
Core Insights - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] Group 1 - The article suggests that users may face blocks if ad-blockers are enabled, indicating a need to disable them for proper access [1]
FCC approves AT&T $1 billion purchase of spectrum from US Cellular
Reuters· 2025-12-04 17:39
Core Points - The Federal Communications Commission (FCC) has approved AT&T's acquisition of wireless spectrum licenses from U.S. Cellular for $1.02 billion [1] Group 1 - The deal involves AT&T purchasing certain wireless spectrum licenses, which is expected to enhance its network capabilities [1] - The approval comes after AT&T made commitments to improve service in rural areas, indicating a focus on expanding coverage [1] - The transaction is part of AT&T's broader strategy to strengthen its position in the competitive wireless market [1]
Meet Your New Magenta BFF: T-Mobile and Baby Three Release Limited-Edition Plush Collab
Businesswire· 2025-12-04 14:06
BELLEVUE, Wash.--(BUSINESS WIRE)--This holiday season, T-Mobile (NASDAQ: TMUS) is teaming up with viral toy phenomenon Baby Three to launch the "No Filter Series†— an exclusive plush collab guaranteed to melt hearts — arriving at T-Mobile stores in Times Square and Alderwood Mall in the Greater Seattle Area on Dec. 13. With Baby Three's record of sold-out blind box drops from Los Angeles to Tokyo, this is a rare chance for T-Mobile members to score one of pop culture's collectible crazes so cu. ...