Core Insights - T-Mobile has transitioned from being a disruptive force in the industry to resembling its competitors AT&T and Verizon under new leadership, yet it continues to show strong growth and market share gains [1][3]. Financial Performance - T-Mobile reported total postpaid net customer additions of 2.3 million, marking the best performance in the industry [6]. - The company achieved postpaid phone net customer additions of 1 million, the highest for Q3 in over a decade [6]. - Postpaid net account additions increased by 396,000, up 26% year over year, also the best in the industry [6]. - Total broadband net customer additions reached 560,000, a 34% year-over-year increase, including 506,000 5G broadband net customer additions, up 22% year-over-year [6]. - Service revenues amounted to $18.2 billion, reflecting a 9% year-over-year growth, the best in the industry [6]. - Postpaid service revenues were $14.9 billion, with a 12% year-over-year growth, also the best in the industry [6]. - The net income for the quarter was $2.7 billion, with diluted earnings per share (EPS) of $2.41 [6]. Market Strategy - T-Mobile is preparing for the holiday season with aggressive promotional plans aimed at attracting customers from Verizon and AT&T [3][4]. - The company is leveraging major promotions, including offers like "four for $100 with no trade-in requirements," to enhance its market presence [5]. Industry Recognition - T-Mobile was recognized by Opensignal as the 5G Global Winner in 5G Coverage Experience and a Global Leader in 5G Reliability, outperforming other U.S. operators [6].

Core Insights - Rogers Communication reported revenue of $3.77 billion for the quarter ended June 2025, reflecting a 1.3% increase year-over-year, but slightly below the Zacks Consensus Estimate of $3.78 billion, resulting in a surprise of -0.39% [1] - The company's EPS was $0.82, down from $0.85 in the same quarter last year, but exceeded the consensus estimate of $0.80, leading to an EPS surprise of +2.5% [1] Financial Performance - The stock of Rogers Communication has returned +17.2% over the past month, outperforming the Zacks S&P 500 composite's +5.9% change, and currently holds a Zacks Rank 2 (Buy) [3] Key Metrics - Wireless Subscriber - Postpaid mobile phone gross additions were 362 thousand, below the average estimate of 387.2 thousand [4] - Total Home Phone Subscribers stood at 1.45 million, slightly below the average estimate of 1.46 million [4] - Total Postpaid mobile phone subscribers reached 10.91 million, exceeding the average estimate of 10.82 million [4] - Postpaid churn was reported at 1%, better than the average estimate of 1.1% [4] - Prepaid mobile phone gross additions were 135 thousand, below the average estimate of 142.57 thousand [4] - Total prepaid mobile phone subscribers remained at 1.16 million, matching the average estimate [4] - Cable Subscriber net additions were 16 thousand, surpassing the average estimate of 9.61 thousand [4] - Total Customer Relationships in cable reached 4.83 million, exceeding the average estimate of 4.7 million [4] - Retail Internet net additions were 26 thousand, slightly above the average estimate of 24.32 thousand [4]

Group 1 - Verizon Communications reported quarterly earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $1.18 per share, and up from $1.15 per share a year ago, representing an earnings surprise of +3.39% [1] - The company posted revenues of $34.5 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 2.76%, compared to year-ago revenues of $32.8 billion [2] - Over the last four quarters, Verizon has surpassed consensus EPS estimates four times and topped consensus revenue estimates three times [2] Group 2 - The stock's immediate price movement will depend on management's commentary during the earnings call and the sustainability of earnings expectations [3][4] - Verizon shares have increased about 2.1% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The current consensus EPS estimate for the coming quarter is $1.20 on revenues of $33.88 billion, and for the current fiscal year, it is $4.68 on revenues of $137.15 billion [7] Group 3 - The Zacks Industry Rank indicates that the Wireless National industry is currently in the bottom 27% of over 250 Zacks industries, which may impact Verizon's stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] - The estimate revisions trend for Verizon was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, suggesting it will perform in line with the market in the near future [6]

Core Points - A report by SafetyDetectives revealed a database containing 61 million records of Verizon USA customers being sold on a public forum, with a total size of approximately 3.1GB [1][3] - Verizon responded, stating that the database is old data and unrelated to current customer information, assuring the public that there is no cause for concern [1][3] Data Security Incident Summary - The database includes sensitive information such as names, gender, birth dates, tax numbers, ID numbers, full addresses, and phone numbers, raising questions about the authenticity and source of the data [3] - Verizon has faced multiple data security incidents in recent years, including a 2025 incident where a vendor's security flaw led to the exposure of information for 7.5 million users [4] - Previous incidents include a 2022 leak of employee data and a 2017 breach due to misconfigured cloud server settings, affecting 6 million customers [4]

Core Viewpoint - T-Mobile (TMUS) is positioned well to continue its trend of beating earnings estimates, with a strong history of performance in recent quarters [1][2]. Earnings Performance - In the last reported quarter, T-Mobile achieved earnings of $2.57 per share, exceeding the Zacks Consensus Estimate of $2.17 per share, resulting in a surprise of 18.43% [2]. - For the previous quarter, T-Mobile's earnings were $2.61 per share against an expected $2.37 per share, delivering a surprise of 10.13% [2]. Earnings Estimates - Recent estimates for T-Mobile have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [4][7]. - The current Earnings ESP for T-Mobile is +0.05%, suggesting analysts have become more optimistic about the company's earnings prospects [7]. Zacks Rank and Predictive Power - T-Mobile holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of beating consensus estimates [5][7]. - Stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have historically produced positive surprises nearly 70% of the time [5]. Upcoming Earnings Report - T-Mobile's next earnings report is expected to be released on April 24, 2025 [7].