See earnings reaction history of all stocks T-Mobile US's Historical Likelihood Of Positive Post-Earnings Return Some insights on one-day (1D) post-earnings returns: Photo illustration by Cheng Xin/Getty Images Getty Images T-Mobile US (NASDAQ:TMUS) is scheduled to announce its earnings on Wednesday, July 23, 2025, with revenue anticipated to increase by approximately 6% year-over-year to $21 billion, while earnings per share are expected to rise slightly to $2.69. This growth is likely to be fueled by post ...

Financial Performance - Total revenue increased to $34.5 billion, a 5.2% year-over-year increase[21] - Adjusted EBITDA grew to $12.8 billion, up 4.1% year-over-year, with a margin of 37.1%[6, 21] - Adjusted EPS increased to $1.22, a 6.1% year-over-year increase[21] - First half free cash flow reached $8.8 billion, a 3.6% year-over-year increase[6] Subscriber Growth - Wireless service revenue increased by 2.2% year-over-year[6] - The company surpassed 5 million Fixed Wireless Access subscribers[6] - Wireless retail postpaid phone gross adds were 2.7 million, up 13.8% year-over-year[11] - Consumer wireless retail postpaid phone gross adds were 2.0 million, up 18.9% year-over-year[11] Updated Guidance - The company raised 2025 guidance on Adjusted EBITDA, Adjusted EPS, and free cash flow[6] - Free cash flow guidance was raised to $19.5 billion - $20.5 billion[25]

Economic Policy and Market Impact - President Trump's "Great Reset" aims to revive U.S. manufacturing through tariffs, with economic and national security implications [1] - Long-term benefits of the policy may take years, but immediate impacts include increased commodity demand and currency fluctuations, with the dollar experiencing its worst first half since 1972 [2] - The administration's focus on lower taxes and reduced regulation, alongside potential Federal Reserve interest rate cuts, could accelerate growth [3] Investment Opportunities - Investors are gravitating towards technology stocks, but a diversified portfolio with strong growth and stable income is also advisable [4] - Freeport-McMoRan, a major copper producer, is positioned well due to expected demand from U.S. infrastructure projects, despite current mining stock underperformance [5][7] - The company has a strong balance sheet with a debt-to-equity ratio of 0.30%, and analysts forecast an additional 15% upside for its stock [8] Sector Analysis - Coca-Cola, while often overlooked, has shown a 10.9% stock increase in 2025, benefiting from strong demand and pricing power [9][10] - A weaker dollar positively impacts Coca-Cola's revenues from international markets, enhancing reported sales and profits [11] - Despite a higher P/E ratio of 27, Coca-Cola's dividend yield of 2.92% and consistent cash flow make it attractive for income-focused investors [12] Defensive Stocks - Verizon Communications offers reliable dividends with a current yield of 6.65%, appealing to wealth preservation investors [15][16] - The company's stock has increased by about 8% in the past year, supported by decreasing capital expenditures on 5G and a stable subscription model [16][17] - Although Verizon has a Moderate Buy rating, some analysts suggest other stocks may present better investment opportunities [18]

Group 1 - Verizon Communications Inc. is set to release its second-quarter earnings results on July 21, with analysts expecting earnings of $1.20 per share, up from $1.15 per share in the previous year [1] - The projected quarterly revenue for Verizon is $33.55 billion, an increase from $32.8 billion a year earlier [1] - Verizon Business, Thames Freeport, and Nokia Corp. announced a partnership to deploy Verizon Private 5G Networks in key logistics and manufacturing sites along the River Thames Estuary in the U.K. [2] Group 2 - Wells Fargo analyst Eric Luebchow maintained an Equal-Weight rating and raised the price target from $42 to $43 [5] - Morgan Stanley analyst Benjamin Swinburne reinstated an Equal-Weight rating with a price target of $47 [5] - Tigress Financial analyst Ivan Feinseth maintained a Buy rating and increased the price target from $55 to $56 [5] - Scotiabank analyst Maher Yaghi maintained a Sector Perform rating and raised the price target from $48.5 to $49 [5] - Oppenheimer analyst Timothy Horan maintained an Outperform rating and increased the price target from $48 to $50 [5]

Transaction Overview - Vodacom is investing in Maziv, valuing Maziv at R34 billion (excluding the initial Herotel stake)[17] - Vodacom's FTTH, FTTB, and Tower fibre assets will be acquired by Maziv for R4.89 billion[17] - Vodacom will acquire 30% stake in Maziv[28] - Vodacom has an option to acquire up to an additional 4.95% in Maziv at a R37 billion pre-money valuation[17, 19] Financial Implications - Maziv can declare a pre-implementation dividend of up to R4.2 billion to CIVH[17, 22, 23, 26, 33] - Vodacom may acquire additional Maziv shares from CIVH for R2.3 billion[32] - Maziv equity valuation is R38.75 billion with net debt of R20.859 billion, resulting in an enterprise value of R59.609 billion[40] Regulatory and Herotel - The Competition Tribunal initially prohibited the transaction but the Commission no longer opposes it based on updated conditions[7] - CIVH will dispose of a further 49.93% of Herotel shares to Maziv at a valuation of up to R2.75 billion[17, 22] - The second Herotel stake is valued at R2.75 billion, leading to 99% Herotel shareholding[41] Competition Commission Concerns and Commitments - The Competition Commission had primary concerns regarding horizontal reduction in competition, horizontal overlap in FTTH infrastructure, and vertical foreclosure concerns[9] - Public interest commitments include additional capex spend on fibre infrastructure and free access to 1 Gigabit per second fibre lines for public libraries and clinics[11]

Core Insights - Several companies are set to pay dividends in August, providing opportunities for income-seeking investors to earn steady returns while some also exhibit strong growth fundamentals that could enhance stock prices in the future [1] Group 1: AT&T (NYSE: T) - AT&T will pay a dividend of $0.28 per share, yielding 3.84%, to investors who owned the stock before the July 10 ex-dividend date [2] - The company has refocused on its core wireless and broadband businesses after years of costly acquisitions, presenting a stronger case as a long-term buy due to improved financials and a reliable dividend [2][3] - AT&T has shed non-core assets like DirecTV and Time Warner, concentrating on wireless and fiber connectivity, which has boosted profit margins and cash flow, allowing the company to pay down $45 billion in debt over the past four years [3] - The company generated over $40 billion in operating cash flow over the past year, sustaining its quarterly dividend of $0.2775 per share [4] Group 2: Verizon (NYSE: VZ) - Verizon is paying a dividend of $0.68 per share on August 1, representing a 6.26% yield for shareholders of record before July 10 [7] - The company continues to innovate in key growth areas, expanding its 5G portfolio with flexible wireless and broadband bundles to meet the growing demand for premium plans and streaming services [9] - Verizon has secured significant contracts, including a multibillion-dollar private 5G network in the UK and a dedicated 5G network slice for first responders, highlighting its competitive edge and potential for new revenue streams [10] - Despite challenges like high capital spending and competitive pressure, Verizon's scale and customer-focused strategy should reassure investors of its long-term stability [11]

Core Viewpoint - The article discusses the proactive measures taken by telecommunications companies in Guangdong in response to Typhoon "Wipha," which is expected to make landfall with significant strength, posing a serious threat to communication networks in the region [1][2][3]. Group 1: Emergency Response Actions - Guangdong Unicom has activated an emergency response mechanism, conducting a comprehensive inspection and reinforcement of network vulnerabilities, and preparing rescue teams for immediate deployment [1][2]. - The company has mobilized various emergency resources, including 50 units of 10KW oil generators and 35 repair teams, to ensure communication network stability during the typhoon [2][3]. - Guangdong Mobile has also initiated its flood prevention emergency plan, sending out approximately 166 million emergency warning messages and pre-positioning resources across 14 coastal cities [3][4]. Group 2: Resource Allocation and Deployment - Guangdong Unicom has pre-positioned satellite communication equipment and emergency supplies in 21 cities to maintain communication capabilities under extreme conditions [2]. - Guangdong Mobile has deployed 697 teams comprising 1,994 personnel, along with 492 repair vehicles and 1,032 oil generators, to critical areas [3][4]. - The companies are focusing on key locations such as core data centers and high-risk towns to ensure thorough inspections and repairs of communication lines [4]. Group 3: Ongoing Monitoring and Future Actions - Both companies are committed to closely monitoring Typhoon "Wipha" and will continue to implement stringent measures to ensure the safety and stability of communication networks [2][4]. - They emphasize the importance of maintaining communication as a "lifeline" during the typhoon's impact, ensuring that all necessary preparations are in place [2][3].

Group 1 - The Conservative Income Portfolio aims to target value stocks with high margins of safety while reducing volatility through well-priced options [1] - The Enhanced Equity Income Solutions Portfolio is designed to generate yields of 7-9% while minimizing volatility [1] - The Covered Calls Portfolio focuses on lower volatility income investing with an emphasis on capital preservation [1][2] Group 2 - Trapping Value is a team of analysts with over 40 years of combined experience in generating options income and capital preservation [2] - The investing group operates the Conservative Income Portfolio in partnership with Preferred Stock Trader, featuring two income-generating portfolios and a bond ladder [2]

Core Insights - Dividend stocks are facing challenges in 2025, with a significant decline in dividend increases compared to previous quarters and years [1][2] - Despite the current struggles, there are indications that dividend growth may improve in the latter half of 2025, benefiting investors who rely on stable income [3][14] Dividend Trends - U.S. common dividend increases totaled $9.8 billion in Q2 2025, a decrease of 49.8% from $19.5 billion in Q1 2025 and down 52.1% from $20.4 billion in Q2 2024 [1] - Concerns over cash commitments due to uncertainties regarding tariffs and their economic impact have contributed to the decline in dividend growth [2] - Companies are still increasing dividends, but the increases are smaller, and some firms are delaying their dividend actions [2] Investment Opportunities - Wealth managers highlight several dividend stocks as attractive opportunities, including Walmart, Verizon, and UnitedHealth Group [6] - Walmart, with a dividend yield of 0.99%, is leveraging AI for operational efficiencies and is considered undervalued despite its status as a 'Dividend King' [7][8] - Verizon offers a dividend yield of 6.62% and is noted for its stable cash flows and consistent dividend increases [9][11] - UnitedHealth Group has a dividend yield of 3.07% and has increased its dividend for 16 consecutive years, presenting a good opportunity for income generation [13] Sector Outlook - The second half of 2025 is expected to see slow but positive growth in dividends, with potential improvements as legislative changes and tariff situations become clearer [14][15] - The S&P 500 is projected to achieve a record dividend payment for the year, with a 6% increase in dividend payments, down from an earlier expectation of 8% [16]

Core Viewpoint - Vodafone Group (VOD) is currently identified as a strong value stock, supported by its favorable Zacks Rank and valuation metrics [4][6]. Valuation Metrics - Vodafone Group has a Zacks Rank of 1 (Strong Buy) and an A grade for Value, indicating strong potential for investment [4][6]. - The stock is trading at a P/E ratio of 10.24, which is lower than the industry average P/E of 11.05 [4]. - Vodafone's Forward P/E has fluctuated between 8.12 and 12.50 over the past 12 months, with a median of 9.80 [4]. - The P/B ratio for Vodafone is 0.5, significantly lower than the industry average P/B of 1.19, suggesting it may be undervalued [5]. - Over the past year, Vodafone's P/B has ranged from 0.31 to 0.50, with a median of 0.38 [5]. Investment Outlook - The combination of Vodafone's attractive valuation metrics and strong earnings outlook positions it as a compelling value stock at this time [6].