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 ...

Core Insights - Investors with significant capital have adopted a bearish stance on T-Mobile US, indicating potential insider knowledge of upcoming events [1] - The overall sentiment among large investors is predominantly bearish, with 70% of trades being bearish and only 20% bullish [2] Options Activity - A total of 10 uncommon options trades were identified for T-Mobile US, with 3 puts amounting to $269,865 and 7 calls totaling $581,893 [2] - The projected price targets for T-Mobile US based on trading activity range from $180.0 to $200.0 over the past three months [3] Volume and Open Interest - An analysis of volume and open interest provides insights into the liquidity and interest in T-Mobile US's options, particularly within the $180.0 to $200.0 strike price range over the last 30 days [4] Recent Options Activity - Noteworthy options activity includes various trades with differing sentiments, such as: - A bullish call option with a total trade of $283.5K at a strike price of $185.00 [7] - Bearish put options with total trades of $137.1K and $90.4K at strike prices of $187.50 and $180.00 respectively [7] Company Overview - T-Mobile US, formed from the merger of T-Mobile USA and MetroPCS in 2013, and later with Sprint in 2020, is the second-largest wireless carrier in the US, serving approximately 85 million postpaid and 26 million prepaid customers [8] - The company has aggressively entered the fixed-wireless broadband market, currently serving 7 million residential and business customers, along with nearly 1 million fiber broadband customers through joint ventures [8] Market Performance - The current trading volume for T-Mobile US is 1,206,438, with the stock price at $184.23, reflecting a 0.61% increase [11] - An expert from Bernstein has maintained a Market Perform rating on T-Mobile US, with an average target price of $245.0 [10]