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X @The Wall Street Journal
The Wall Street Journal· 2025-08-26 12:40
Mergers and Acquisitions - AT&T agreed to acquire certain wireless spectrum licenses from EchoStar for approximately $23 billion in cash [1]
SurgePays to Host Second Quarter 2025 Financial Results Conference Call on Wednesday, August 13
Prnewswire· 2025-08-05 12:30
Replay of the webcast will be available for a one-year period and will be accessible at this link. BARTLETT, Tenn., Aug. 5, 2025 /PRNewswire/ -- SurgePays, Inc. (NASDAQ: SURG) ("SurgePays" or the "Company"), a wireless, fintech and point-of-sale technology company, will release its second quarter 2025 financial results, after the close of trading on Wednesday, August 13, 2025. On the same day, at 5:00 p.m. ET, management will host a conference call to discuss its financial results. The live webcast of the c ...
T-Mobile Earnings Show You Why This Is a Stock to Hold
MarketBeat· 2025-07-28 11:26
Few companies remain unaffected by global and U.S. trade tariff negotiations. However, the ones that operate under a subscription-based business model allow investors (and analysts) to accurately forecast future financials, enabling the stock price to shake off most, if not all, volatility in the market. T-Mobile US Today TMUS T-Mobile US $243.55 -3.95 (-1.60%) 52-Week Range $173.74 ▼ $276.49 Dividend Yield 1.45% P/E Ratio 22.98 Price Target $256.31 Add to Watchlist T-Mobile US Inc. NASDAQ: TMUS is one such ...
T-Mobile CEO Mike Sievert on reports he's stepping down: 'Nobody's made any decisions like that'
CNBC Television· 2025-07-23 20:59
Speaking of earnings, we're going to continue with this train. T-Mobile earnings are out. The company topping forecasts on both the top and bottom lines, handily beating estimates for post-paid wireless mobile editions as well.The company also raising its fullear customer and financial guidance. Shares are moving higher right now. You can see up more than 4%.And joining us exclusively before the conference call is T-Mobile CEO Mike Sever. Mike, it's great to have you back on. Let's start right there.It was ...
X @Bloomberg
Bloomberg· 2025-07-23 20:10
Subscriber Growth - T-Mobile, the nation's second-largest wireless provider, reported more new subscribers than analysts were expecting in the second quarter [1] - The subscriber growth overcame a sluggish start to the year [1]
Rogers Communications(RCI) - 2025 Q2 - Earnings Call Transcript
2025-07-23 13:02
Financial Data and Key Metrics Changes - In Q2 2025, consolidated service revenue and adjusted EBITDA both grew by 2% year-over-year [9][22] - Wireless service revenue and adjusted EBITDA each increased by 1% [19] - Cable service revenue and adjusted EBITDA rose by 13% respectively, marking a return to growth in this segment [10][20] - Media revenue increased by 10%, driven by strong viewership during the NHL playoffs [10][21] - Free cash flow reached $925 million, up 39% year-over-year [23] Business Line Data and Key Metrics Changes - Wireless segment saw 61,000 total subscriber net additions, including 35,000 postpaid [19] - Cable business reported a 1% increase in service revenue, supported by retail internet net additions of 26,000 [20] - Media segment revenue was boosted by the success of Sportsnet and higher revenues from the Toronto Blue Jays [21] Market Data and Key Metrics Changes - The wireless market is expected to grow about 3% for the full year, with Q2 growth estimated at around 2.5% [54] - The competitive environment remains intense, impacting ARPU, which declined by 3% year-over-year [19][56] Company Strategy and Development Direction - The company is focused on deleveraging, having achieved a leverage ratio of 3.6 times, close to pre-Shaw acquisition levels [8][26] - Plans to monetize sports and media assets are underway, with a focus on unlocking unrecognized value for shareholders [7][42] - The company aims to maintain an investment-grade balance sheet while investing in growth [26] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about returning to growth in cable and maintaining strong performance in wireless and media [6][8] - The company highlighted the importance of government leadership in fostering a competitive environment and supporting capital investments [15][17] - Future guidance for 2025 has been updated to reflect the consolidation of MLSE, with service revenue expected to grow by 3% to 5% [28] Other Important Information - The company completed a $7 billion equity investment for a minority stake in parts of its wireless network [7] - The integration of MLSE's financial results will begin in Q3 2025, with estimated full-year media revenue of $3.9 billion [27] Q&A Session Summary Question: Update on 2025 guidance and core telecom outlook - Management confirmed that the updated guidance reflects the inclusion of MLSE, with no significant changes to the core telecom outlook [33] Question: Performance expectations for MLSE in 2025 - Management indicated that the pro forma figures for MLSE are a clean aggregation and do not include aggressive synergies [36] Question: Competitive environment in wireless and back-to-school season - Management noted that the wireless market is expected to grow about 3%, with ongoing efforts to simplify the value proposition [54][56] Question: Impact of roaming on service revenue - Management acknowledged that roaming has been a headwind but expects travel to pick up, which could positively impact service revenue [61] Question: Longer-term CapEx profile and cable CapEx reduction - Management stated that while they won't provide specific numbers, they intend to drive lower capital intensity within cable [105] Question: Multi-line discounts and ARPU impact - Management explained that while multi-line discounts may dilute ARPU, they are expected to generate incremental service revenue [115] Question: Synergies related to the MLSE deal - Management indicated that it is too early to discuss specific synergies but emphasized their track record in identifying material synergies [116]
SurgePays CEO Brian Cox to Participate in Fireside Chat Hosted by Water Tower Research
Prnewswire· 2025-07-23 12:30
Core Viewpoint - SurgePays, Inc. is actively engaging with investors through a fireside chat hosted by Water Tower Research, focusing on its business model and market opportunities in the wireless and fintech sectors [1][2]. Company Overview - SurgePays, Inc. operates as a wireless, fintech, and point-of-sale technology company, targeting underserved communities with mobile connectivity and financial services [4]. - The company functions as both a mobile virtual network operator (MVNO) and a mobile virtual network enabler (MVNE), providing its own wireless brand and backend infrastructure to other providers [4]. Event Details - The fireside chat will take place on July 29, 2025, at 11:00 am Eastern Time, and is open to all investors [2]. - Topics to be discussed include SurgePays' addressable market, subscriber growth, profitability timeline, and outlook for 2025 and 2026 [7]. Leadership Background - John Roy, the host of the event, has extensive experience in technology stock analysis, having worked at UBS and Merrill Lynch, among others [3].
X @Bloomberg
Bloomberg· 2025-07-22 22:30
Financial Performance - America Movil's net income missed analyst estimates [1] Subscriber Trends - Prepaid subscriber disconnections reached more than 1 million in the quarter [1]
SurgePays to Feature New "Phone-in-a-Box" Prepaid Service and ClearLine Point-of-Sale Marketing Platform at Upcoming All Wireless and Prepaid Expo
Prnewswire· 2025-07-21 12:30
Core Insights - SurgePays, Inc. will participate as a gold sponsor in the All Wireless and Prepaid Expo, showcasing its innovative products and services [1][2] Product Offerings - SurgePays will introduce its "phone-in-a-box" prepaid service smartphones, designed for convenience stores and non-wireless retail channels, operating on the AT&T network [3] - Each smartphone comes preloaded with a SIM card, offering the first month of prepaid service with 12 gigabytes of domestic data and unlimited voice and text within the U.S., Canada, and Mexico [4] - The ClearLine business unit will demonstrate its point-of-sale apps, which facilitate in-store marketing campaigns, loyalty program enrollment, and customer engagement through NFC and QR codes [5] Marketing Initiatives - SurgePays will distribute samples of its ClearLine NFC Card, a digital smartcard that allows users to share their digital profiles easily without needing an app [6] - A workshop titled "Real-Time Marketing Magic - Engaging Customers at the Moment of Impact" will be conducted by SurgePays' VP of Product, focusing on strategies to engage customers effectively [7] Company Overview - SurgePays, Inc. is a wireless, fintech, and point-of-sale company that aims to provide mobile connectivity and financial services to underserved communities, operating as both a mobile virtual network operator (MVNO) and mobile virtual network enabler (MVNE) [9]
X @Bloomberg
Bloomberg· 2025-07-11 21:42
Regulatory Approval - The Federal Communications Commission (FCC) cleared T-Mobile US Inc's acquisition of a significant portion of US Cellular Corp's wireless business [1] - The acquisition also includes some of US Cellular Corp's network infrastructure [1]