Core Insights - Inseego Corp. will participate in Mobile World Congress Barcelona 2026, showcasing its advancements in 5G mobile broadband and fixed wireless access solutions [1][2] Group 1: Event Participation - The company will engage with customers, partners, and the investment community to discuss advancements in wireless edge technology [2] - Inseego will demonstrate commercially available devices and solutions that leverage the latest cellular technology, including 5G-Advanced [4] Group 2: Technology and Solutions - The foundation of the wireless edge is cellular-first connectivity, enhanced with intelligence, manageability, security, and resilience [3] - Inseego will highlight its cloud-based SaaS platform, Inseego Subscribe, which allows service providers to manage the subscriber lifecycle [5] Group 3: Company Overview - Inseego is a leading provider of cloud-managed wireless broadband connectivity solutions, with a comprehensive hardware portfolio and a SaaS platform for device and network management [7] - The company has delivered over 10 generations of solutions, emphasizing speed, security, and reliability for various sectors including businesses and government agencies [7]

Company Overview - InterDigital is a leading innovator in wireless and video technology, with a strong portfolio of patents and applications [5] - The company focuses on research and development and intellectual property licensing, providing a high-margin, scalable business model with global reach [5] - InterDigital's technology is embedded in a wide range of devices and infrastructure, ensuring long-term relevance as wireless standards evolve [5] Financial Performance - For the trailing twelve months (TTM), InterDigital reported revenue of $928.59 million and net income of $496.78 million [4] - The company has a dividend yield of 0.9% [4] - In the third quarter, InterDigital generated $164.7 million in revenue, with net income surging 97% to $67.5 million [9] - Annualized recurring revenue climbed 49% year-over-year to an all-time high of $588 million [9] Recent Developments - Capital Management Corp sold 11,620 shares of InterDigital, valued at approximately $4.11 million, during the fourth quarter [2] - After the sale, InterDigital represented 6.08% of Capital Management Corp's reportable U.S. equity assets under management [3] - Despite the sale, InterDigital remains the largest holding in the portfolio, indicating a response to outsized gains rather than a change in investment thesis [10] Market Position - As of February 1, InterDigital shares were priced at $326.44, reflecting a 78.5% increase over the past year, significantly outperforming the S&P 500's roughly 15% gain [3] - The company develops and licenses advanced wireless communications technologies, including cellular standards (2G, 3G, 4G, 5G), video coding, and IoT solutions [7] - InterDigital generates revenue primarily through patent licensing and technology solutions for device manufacturers, network equipment providers, and consumer electronics firms [7]

Core Insights - Hardman Johnston Global Equity Strategy reported a return of 2.91% for Q4 2025, underperforming the MSCI AC World Net Index which gained 3.29% [1] - The performance was supported by the Financials and Consumer Staples sectors, while the Industrials and Consumer Discretionary sectors negatively impacted relative performance [1] T-Mobile US, Inc. Overview - T-Mobile US, Inc. (NASDAQ:TMUS) is a wireless communications services provider with a market capitalization of $207.629 billion [2] - Over the past 52 weeks, T-Mobile's stock traded between $181.36 and $276.49, closing at $184.49 on January 27, 2026 [2] - The stock experienced a one-month return of -9.14% and a three-month decline of 14.19% [2] Investment Strategy Changes - Hardman Johnston exited its position in T-Mobile US, Inc. due to a shift in the risk/reward profile, despite the company beating EPS expectations and showing subscriber growth [3] - Concerns arose regarding ARPU stability due to competitive pricing pressures, and management's 2026 guidance indicated slower profit and cash flow growth [3] - The announced $14.6 billion shareholder return program was below market expectations, leading to downward revisions in earnings estimates [3] - The decision to liquidate T-Mobile was influenced by sector rotation towards defensive peers and a lack of near-term catalysts [3] Hedge Fund Interest - T-Mobile US, Inc. was held by 81 hedge fund portfolios at the end of Q3 2025, an increase from 76 in the previous quarter [4] - Despite its potential, the company is not considered among the top 30 most popular stocks among hedge funds, with certain AI stocks being viewed as offering greater upside potential and lower downside risk [4]

Core Insights - Ondas Inc. is hosting its OAS Investor Day on January 16, 2026, at 10:00 AM ET, where it will present preliminary financial results for 2025 and revenue targets for 2026 [1][4] Financial Performance - For Q4 2025, Ondas expects revenue between $27.0 million and $29.0 million, representing a 51% increase over prior targets [2] - The full-year revenue for 2025 is projected to be between $47.6 million and $49.6 million, which is 23% higher than previous estimates [2] - Ondas' estimated backlog as of December 31, 2025, is $65.3 million, a 180% increase from $23.3 million on November 13, 2025 [3] - The company's pro-forma cash balance exceeds $1.5 billion, adjusted for a recent offering of approximately $1.0 billion [3] - The revenue target for 2026 has been raised to a range of $170 million to $180 million, which is 25% higher than the previous target of $140 million [3] Company Overview - Ondas Inc. is a leading provider of autonomous systems and private wireless solutions, operating through Ondas Autonomous Systems (OAS), Ondas Capital, and Ondas Networks [8] - The company offers a combination of aerial intelligence and next-generation connectivity aimed at enhancing security and operational efficiency across various industries [8] - OAS delivers AI-powered defense and security platforms globally, protecting sensitive sites and critical infrastructure [9]

Core Insights - T-Mobile has achieved a significant milestone by being rated highest for network quality in five out of six U.S. regions according to the J.D. Power 2026 U.S. Wireless Network Quality Study, marking a decisive shift in network leadership [1][2] Network Performance - T-Mobile's long-term network strategy has resulted in the highest ratings for network quality across more U.S. regions than ever before, surpassing its previous record of two regions and ending a streak of 35 consecutive reports dominated by a single carrier [2] - Independent testing has consistently shown that T-Mobile's substantial investments in its network are yielding tangible results, including faster speeds, lower latency, and improved voice performance [3] Customer Experience - The recognition from customers indicates that T-Mobile's network performance aligns with the data, confirming that it delivers superior service in real-world scenarios [3][4] - T-Mobile has been recognized as the best network in various independent reports, including winning 12 out of 16 categories in a recent Opensignal report and being named America's Best Network by Ookla based on over half a billion real-world tests [5][6] Industry Position - T-Mobile's network leadership is attributed to its strong spectrum portfolio for the 5G era, extensive tower infrastructure, and a highly skilled engineering team, which has led to improved customer perceptions of its network quality [4][7] - As competitors rely on outdated claims, T-Mobile continues to innovate with a nationwide standalone 5G network and is laying the groundwork for 6G, ensuring consistent and intelligent performance [7]

Core Viewpoint - Inseego Corp. will release its financial results for Q4 2025 on February 19, 2026, after market close [1]. Financial Results Announcement - The financial statements and earnings press release will be available at investor.inseego.com and filed on EDGAR [2]. - A conference call will be held on the same day at 5:00 p.m. Eastern Time to discuss results and business outlook [3]. Conference Call Details - The conference call can be accessed by dialing 1-844-282-4463 in the U.S. or 1-412-317-5613 internationally [3]. - A live audio webcast will be available on the Company's website [3]. - The webcast will be archived for two weeks, with an audio replay available starting one hour after the call [4]. Company Overview - Inseego Corp. is a leading provider of cloud-managed wireless broadband connectivity solutions, specializing in 5G technology [5]. - The company has delivered over 10 generations of solutions, focusing on speed, security, and reliability for various sectors [5].

Core Viewpoint - Inseego Corp. has successfully completed the repurchase of all outstanding Fixed-Rate Cumulative Perpetual Preferred Stock, Series E, in exchange for cash, common stock, and senior secured notes, aiming to simplify and strengthen its capital structure [1][4]. Financial Summary - The company retired 100% of the Preferred Stock, which had a liquidation preference of $42 million as of December 31, 2025, in exchange for $26 million of aggregate consideration, representing a 38% discount [2]. - The consideration consisted of $10 million in cash, $8 million in existing 9.0% Senior Secured Notes due 2029, and approximately 767,000 shares of common stock [2]. Payment Structure - The cash consideration will be paid in three equal installments: one-third at the Closing Date, one-third six months later, and the final one-third twelve months after the Closing Date [3]. Strategic Implications - The transaction is part of the company's strategy to reduce long-term obligations, improve the balance sheet, and enhance stockholder value [4]. - Mubadala Capital, the previous holder of the Preferred Stock, now holds a minority position in the company's common stock, indicating a shift in ownership structure [4]. Company Overview - Inseego Corp. is a leading provider of cloud-managed, wireless broadband connectivity solutions, focusing on 5G mobile broadband and Fixed Wireless Access (FWA) [5]. - The company has delivered over 10 generations of solutions that provide speed, security, and reliability for various sectors, including businesses and government agencies [5].

Company Overview - EchoStar primarily generates revenue from satellite television, serving approximately 5 million US satellite customers, which accounts for about 10% of the traditional television market. Additionally, it has 2 million customers under the Sling brand [8] - The company has a significant portfolio of spectrum licenses and is in the process of building a nationwide wireless network. It has acquired Sprint's prepaid business, serving around 7 million customers mainly under the Boost brand [8] - EchoStar has agreed to sell a portion of its wireless licenses to AT&T and SpaceX, relying on the AT&T network for customer service. The company also provides satellite telecom services and equipment to businesses and consumers, including about 800,000 internet customers [8] Options Trading Activity - Recent options trading activity indicates a bullish sentiment among high-rolling investors, with 13 options trades identified for EchoStar, which is atypical and may suggest privileged information [1] - The sentiment among major traders is mixed, with 38% bullish and 30% bearish. Notably, there was one put option worth $45,000 and 12 call options totaling $7,368,495 [2] - The predicted price range for EchoStar over the past quarter is between $47.0 and $160.0, based on the volume and open interest of the options contracts [3] Volume and Open Interest Trends - The mean open interest for EchoStar options trades today is 1100.5, with a total volume of 2,664.00 [4] - A 30-day overview of EchoStar's call and put volume shows significant trading activity within the strike price range of $47.0 to $160.0 [5] Analyst Ratings - Four market experts have recently issued ratings for EchoStar, with a consensus target price of $131.25. An analyst from UBS maintains a Neutral rating with a price target of $125 [9] - An analyst from TD Cowen holds a Buy rating with a target price of $158, while Citigroup maintains a Neutral rating with a target price of $111. Deutsche Bank also keeps a Buy rating with a target price of $131 [12] Current Stock Performance - EchoStar's stock (SATS) has a trading volume of 3,528,152 and is currently up 1.0% at a price of $124.98. RSI indicators suggest that the stock may be overbought [10]

Core Insights - Verizon Communications Inc. and AST SpaceMobile are enhancing their capabilities to improve wireless connectivity accessibility [1] - The global wireless connectivity market is projected to grow from $118.32 billion in 2025 to $373 billion by 2034, with a CAGR of 13.64% [2] AST SpaceMobile - ASTS has rapidly developed its space-based connectivity infrastructure, recently launching the BlueBird 6 satellite, which is the largest commercial communications array in low Earth orbit [3] - The company has acquired 60 MHz of global S-Band spectrum priority rights, allowing for increased subscriber capacity and service offerings [4] - The acquisition of Ligado Networks provides ASTS with spectrum rights to a 45 MHz block in the U.S. and Canada for over 80 years, enabling independent cellular satellite services [5] - ASTS is expanding its manufacturing presence in the U.S. and Europe to meet growing demand, although it faces challenges from fluctuating satellite material prices [6] - As of September 30, 2025, ASTS had $1.2 billion in cash and cash equivalents and a current ratio of 9.56, indicating strong short-term debt management [7] Verizon Communications - Verizon is experiencing strong growth in the consumer segment, with wireless retail postpaid phone gross ads increasing by 5.4% year over year [8] - Service revenues rose by 2.1% to $20.34 billion, while wireless equipment revenues improved by 6.4% to $4.77 billion [8] - The company has a current ratio of 0.74 and a debt-to-capital ratio of 58%, indicating potential challenges in meeting short-term obligations [13] - Verizon is expanding into high-growth markets, including a mobile-network vehicle-to-everything (V2X) communication platform and partnerships to modernize the trucking industry [12] - The company faces intense competition from AT&T and T-Mobile, which pressures margins and increases customer retention costs [9][11] Market Comparison - The Zacks Consensus Estimate for AST SpaceMobile's 2025 sales implies a year-over-year growth of 1,141.96%, while EPS estimates suggest a decline of 60.61% [14] - Verizon's 2025 sales and EPS estimates imply year-over-year growth of 2.24% and 1.96%, respectively, with recent downward revisions [14] - Over the past year, Verizon's stock has gained 1.9%, while ASTS has seen a significant increase of 352.7% [16] - ASTS shares trade at a forward price/sales ratio of 118.65, significantly higher than Verizon's 1.17, indicating a more attractive valuation for Verizon [17] - ASTS is perceived as a better investment option currently due to its innovative space-based connectivity solutions and growing partner base [21]

Core Viewpoint - Array Digital Infrastructure, Inc. has successfully closed a transaction with AT&T to sell a portion of its spectrum licenses for $1.018 billion, leading to the declaration of a special cash dividend of $10.25 per share [1][2][3]. Group 1: Transaction Details - The transaction aligns with Array's strategy to monetize spectrum not included in the previous sale to T-Mobile, which was finalized on August 1, 2025 [2]. - The special dividend is set to be paid on February 2, 2026, to shareholders recorded as of January 23, 2026 [2]. Group 2: Company Insights - Array Digital Infrastructure is a prominent owner and operator of shared wireless communications infrastructure in the U.S., with over 4,400 cell towers supporting the deployment of 5G and other wireless technologies [5]. - The company is approximately 82% owned by Telephone and Data Systems, Inc. (TDS) [5]. Group 3: Leadership Commentary - The President and CEO of Array expressed satisfaction with the value realized from the sale and emphasized the company's commitment to returning value to shareholders through the special dividend [3]. Group 4: Advisory and Legal Support - Citigroup Global Markets Inc. acted as the lead financial advisor for the transaction, with additional advisory support from Centerview Partners LLC, TD Securities (USA) LLC, and Wells Fargo [4]. - Legal and regulatory counsel was provided by Wilkinson Barker Knauer, LLP, Clifford Chance LLP, and Sidley Austin LLP [4].