T-Mobile US, Inc. (TMUS) - NASDAQ
  • Mon, Apr. 25, 5:30 PM
    | Mon, Apr. 25, 5:30 PM | 15 Comments
  • Thu, Apr. 14, 1:36 PM
    • Morgan Stanley identifies 30 stocks for investors to snap up and hold until 2019.
    • The investment firm narrowed its list by focusing on strong brands/franchises with distinct competitive advantages, while also scoring strong on pricing power, cost efficiency, and growth.
    • The MS list includes Accenture (NYSE:ACN), Alphabet, Amazon.com, Apple, Blackstone Group (NYSE:BX),Comcast (NASDAQ:CMCSA), Constellation Brands (NYSE:STZ), CVS Health (NYSE:CVS), Danaher (NYSE:DHR), Dollar General (NYSE:DG), Estee Lauder (NYSE:EL), Facebook, First Republic Bank (NYSE:FRC), HCA Holdings (NYSE:HCA), International Business Machines (NYSE:IBM), JPMorgan Chase, L Brands (NYSE:LB), Mettler-Toledo (NYSE:MTD), NextEra Energy (NYSE:NEE), Nike (NYSE:NKE), Panera Bread (NASDAQ:PNRA), Philip Morris International (NYSE:PM), Public Storage (NYSE:PSA), Ross Stores (NASDAQ:ROST), SBA Communications(NASDAQ:SBAC), ServiceMaster (NYSE:SERV), T-Mobile (NASDAQ:TMUS), Visa (NYSE:V), WhiteWave Foods (NYSE:WWAV), and Zayo Group Holdings (NYSE:ZAYO).
    | Thu, Apr. 14, 1:36 PM | 81 Comments
  • Thu, Apr. 14, 1:13 PM
    • A take from Wells Fargo that T-Mobile (NASDAQ:TMUS) was again set to grab all the industry's postpaid phone growth drew a seemingly skeptical response from Sprint (NYSE:S) chief Marcelo Claure.
    • "Hmm??" he tweeted, with a link to Wells' position. Sprint shares have gained 2.6% as some observers wonder whether that means Sprint's adding phones for Q1 as well.
    • Citi expects the company may have added net phones in Q1 and is likely to maintain or even improve gross adds Q/Q. T-Mobile, though, will keep increasing share as it has, Citi believes, with phone net adds of 775,000 (that, vs. Wells' estimate that T-Mobile added a net 768,000 handsets).
    • Now read Seeking Alpha's Market Challenge: Connecting With Telecom »
    | Thu, Apr. 14, 1:13 PM | 15 Comments
  • Wed, Apr. 13, 3:26 PM
    • When it comes to subscribers, T-Mobile (NASDAQ:TMUS) is set to grab the growth again, Wells Fargo says.
    • The carrier is set to be the only one of America's big four to grow postpaid net handset adds for Q1, Jennifer Fritzsche says, with 1.4M net new users making it the 12th straight quarter with a million-plus. Meanwhile, bigger competitors AT&T and Verizon have been focusing on profitability rather than share.
    • "Q1 was a fairly quiet gross add quarter for most of the national carriers – T-Mobile (which is always more promotional in Q1) is to be the exception," Wells Fargo analysts said, noting T-Mobile pursues countercyclical promotions aggressively in the first half during the traditional post-holiday lull.
    • They're expecting postpaid churn to fall Q/Q to 1.3%. Wells Fargo had lowered its adjusted EBITDA forecast to $1.99B, just less than consensus.
    • Now read T-Mobile: The Price Of Peace With YouTube Is High »
    | Wed, Apr. 13, 3:26 PM
  • Fri, Apr. 8, 12:41 PM
    • Deutsche Telekom (OTCQX:DTEGY +0.5%) may take a cue from its customer-stealing U.S. business for its unit in the Netherlands, and reformulate strategy more like T-Mobile US (TMUS -0.8%).
    • That would mean an emphasis on disruption and perhaps a similar focus on mobile rather than fixed service. In contrast to T-Mobile's U.S. operation, the Dutch business has been losing customers over the past three years, and with a longtime presence in the market, it isn't ripe for reinvention.
    • Other, smaller players like Tele2 have actually claimed the mantle of aggression on price in the Netherlands, while there's hot competition from the recently combined Vodafone (VOD +2.3%)/Liberty Global (LBTYA +1.6%) there, as well as Royal KPN (OTCPK:KKPNY -2.3%).
    • DT had floated a sale of T-Mobile Netherlands, but withdrew it as a possibility in February after terms from two bidders didn't rise to its expectations.
    • Now read T-Mobile: The Price Of Peace With YouTube Is High »
    | Fri, Apr. 8, 12:41 PM | 3 Comments
  • Thu, Apr. 7, 1:44 PM
    • T-Mobile's (TMUS -0.3%) newest promo offers its best yet two-line plan: $40/month each for two lines, with 6 GB of data per line.
    • Along with its "Spring Break" sale, the company is offering zero-down pricing for newer smartphones, starting with the LG K7 and ("soon") the Samsung Galaxy Core Prime.
    • Meanwhile, the carrier says it's hit a milestone of connecting 300M voice over LTE calls daily.
    • It's launched Enhanced Voice Service, which uses a variety of routes for connection including VoLTE, Wi-Fi calls, and HD video calling.
    • Now read T-Mobile: The Price Of Peace With YouTube Is High »
    | Thu, Apr. 7, 1:44 PM | 1 Comment
  • Tue, Apr. 5, 10:41 AM
    • MGM Resorts (MGM -1.2%) debuts its new 20K-seat arena in Las Vegas tomorrow with a performance by local band The Killers.
    • Guns N' Roses, Billy Joel, Nicki Minaj, and Janet Jackson are also scheduled for concerts at the new venue over the next six weeks.
    • MGM, which already has the Pac-12 basketball tournament lined up for next year at the arena, sees attracting a large number of high-profile sports events. The long-term plan is to lure a NHL or NBA team (or both) to Las Vegas in a development that could be a benefit to other Strip operators such as Wynn Resorts (NASDAQ:WYNN), Caesars Entertainment (NASDAQ:CZR), Penn National Gaming (NASDAQ:PENN) via The Tropicana, and Las Vegas Sands (NYSE:LVS) via The Venetian. On that note, professional sports commissioners have been less standoffish to Las Vegas expansion with regional gambling now found in nearly all major cities.
    • Naming rights to the modern arena went to T-Mobile (NASDAQ:TMUS).
    | Tue, Apr. 5, 10:41 AM | 4 Comments
  • Tue, Apr. 5, 10:28 AM
    • First Data (NYSE:FDC): "Despite its favorable debt maturity schedule (nothing due until 2018) and modest interest rate sensitivity (only approximately 1/4 of debt is floating), FDC appears to have suffered collateral damage in the recent high-yield credit market carnage. Nonetheless, we remain encouraged by FDC's positioning within the payment-processing ecosystem and continue to believe the company is well positioned to benefit from the secular trend toward electronic payments."
    • T-Mobile USA (NASDAQ:TMUS): "T-Mobile's improving cash generation coupled with ongoing subscriber momentum reinforces our outperform rating. The company appears on track for 20% EBITDA growth in 2016/17. We continue to believe TMUS's standalone story is attractive with M&A upside [long term]."
    • HCA: "We are recommending shares of HCA given strong Q4 results, a robust outlook, improved Affordable Care Act enrollment trends, and an attractive valuation. HCA's Q4 beat and bullish FY2016 outlook, released on January 29, 2016, were far in excess of expectations. Nevertheless, the stock has re-traced only a portion of its post-Q3 losses. Besides the Q3 earnings challenges, the market remains concerned with the outlook for the ACA, balance sheet leverage and mixed competitor results, but those concerns appear overblown. The stock is now trading at just 7.1x '16E EBITDA, which is a discount to the company's/industry's historical averages of 7.6x/8.6x."
    • Expedia (NASDAQ:EXPE): Expedia is "our top long-term idea. The company is well positioned to gain online-travel share from its leading travel brands, solid management execution, and strategic deployment of capital. We believe the HomeAway acquisition is highly accretive, based on leveraging HomeAway's unique inventory with Expedia's online optimization capabilities. As a result, we forecast superior earnings growth that should result in significant shareholder value, in our view."
    • FedEx (NYSE:FDX): "FedEx is lauded for its speed and service in its core FedEx Express segment, where it possesses the leading market share in 'express' parcel delivery in the U.S., as well as a strong position in its emerging FedEx Ground segment, both of which (particularly Ground) are benefiting from an e-commerce tailwind, which we estimate is driving formidable revenue growth in business-to-consumer. Anticipating a gradual economic recovery in the US/globally, we expect margin expansion via improved efficiencies and capital utilization, coupled with a realignment plan likely to meet/exceed targeting improved annual profitability of $1.65 billion by FY16."
    • CVS: "The company continues to do well in the PBM (pharmacy benefit management) segment, taking new market share ($12.7 billion net new business) while integrating the newly acquired Omnicare and Target pharmacies. We believe that CVS's focus around building solutions that span the continuum of care will resonate well with clients. Near term, the continued strength in new PBM business and acquisition synergies will likely drive the upside. CVS's focus on delivering shareholder returns in multiple avenues - earnings growth, share buybacks and dividends, makes it very attractive, especially in this turbulent market."
    • Fidelity National Information Services (NYSE:FIS): "The SunGard integration appears ahead of plan; we would not preclude upside synergies (i.e., above $200 million FY17 exit rate). FIS currently trades at approximately 14x our FY17E EPS, which we believe remains attractive."
    • Coach (NYSE:COH): "With Creative Designer Stuart Vevers' influence on full-price channel for five quarters and impact on outlet at approximately 90% this [past holiday season], we are starting to see signs of stabilization of Coach brand in North America. All in all, at 17% operating margins (31% just two years ago) and early signs of brand inflection, COH is playing better offense, despite moderation in growth of overall handbag category, and likely stands to benefit from biggest competitor KORS slowing."
    • WESCO (NYSE:WCC): "We believe WCC's hires into key strategic leadership positions in recent years support improved guidance rigor and represent a long-term investment in deeper organizational productivity potential across sales & marketing, supply chain, and IT (new CIO most recently). WCC remains positioned to drive long-term market share gains in the fragmented U.S. electrical distribution market in our view, as nonresidential and industrial capex markets recover. We note meaningful leverage to a sustained and more broad-based recovery and attractive long-term investment characteristics."
    • Anthem (NYSE:ANTM): "Overall, while the Exchanges continue to cause shorter-term pressure, we think improvements to this business, along with the potential accretion from Cigna remain attractive long-term catalysts for the company. As a result, we maintain our Outperform rating."
    • Source
    | Tue, Apr. 5, 10:28 AM | 1 Comment
  • Tue, Mar. 29, 2:52 PM
    • T-Mobile (TMUS +4.1%) today announced an offer for $1B in senior notes to continue building its war chest for the FCC's broadcast incentive spectrum auction, set to begin in a few hours.
    • The company says it's offering senior notes due 2024 with plans to put proceeds into buying 700 MHz A-block spectrum, "and other spectrum purchases."
    • Earlier this month, T-Mobile had elected to issue $2B in senior notes to sell to parent Deutsche Telekom in order to amass more funds for the auction.
    | Tue, Mar. 29, 2:52 PM | 1 Comment
  • Mon, Mar. 28, 4:12 PM
    • T-Mobile (NASDAQ:TMUS) is readying a launch of data-only plans for later this week, a leaked image suggests.
    • The Simple Choice Data Only plans -- listed with a March 30 launch date -- would have no voice service and target those who rely on voice over IP or text chat to keep in touch (read: many millennials who never pick up a phone call or use voicemail).
    • According to TmoNews, the plans will have a variety of data buckets available, ranging from 2 GB for $20/month up to 22 GB for $95/month.
    • All plans would feature unlimited texting. They'd offer a range of alternatives for those currently choosing plans with as few voice minutes as possible (T-Mobile does offer a prepaid plan with 100 minutes of voice, unlimited text and 5 GB of data for $30/month).
    | Mon, Mar. 28, 4:12 PM | 6 Comments
  • Thu, Mar. 24, 6:49 PM
    • Amid chatter that AT&T (NYSE:T) and Verizon (NYSE:VZ) have throttled Netflix video quality down, Netflix itself has admitted for the first time that it's the one doing the limiting.
    • Netflix (NASDAQ:NFLX) says it restricts video quality on those two and on most carriers worldwide, in order to protect its customers from busting through their data caps -- which could be expensive, and discourage viewing more Netflix.
    • The company is capping streams at 600 kbps -- well within speed capacities of most wireless networks -- in part because a two-hour movie in HD can consumer an entire month's data allowance. The company says it's working on its own "mobile data saver" to let consumers optimize Netflix against their available bandwidth.
    • Netflix doesn't throttle videos at T-Mobile (NASDAQ:TMUS) and Sprint (NYSE:S), due to "more consumer-friendly policies" on data overages (i.e., lower speed rather than expensive charges). It was a comment from T-Mobile chief John Legere about lower-quality video at Verizon and AT&T that launched the discussion; and T-Mobile's "Binge On" offering exempts video from customers' data caps, but reduces its quality to 480p (promised "DVD or better" quality).
    | Thu, Mar. 24, 6:49 PM | 103 Comments
  • Thu, Mar. 24, 6:07 PM
    • T-Mobile (TMUS -0.2%) faces limited organic growth in the future as it runs into capacity challenges, FBR notes in launching coverage of the stock at Market Perform.
    • Analysts David Dixon and Mike He set a price target of $40, implying just 8.1% upside from today's close of $37. TMUS is up 11.7% over the past 12 months, but is down 5.4% so far for 2016.
    • T-Mobile's network is set for near-term needs, and it should be an active player in the 600 MHz broadcast spectrum auction, but "expect BingeOn elasticity and the addition of low-band coverage spectrum to create a 4x multiplier increase for capacity demand."
    • Meanwhile, dramatically improving Sprint (S +3.8%) could gain momentum with low-cost capacity additions, they say: "We believe a resurgent Sprint could potentially overtake T-Mobile. If our view proves to be correct, we believe a stronger Sprint could make a successful attempt to acquire a potentially weakened T-Mobile under a new FCC administration."
    | Thu, Mar. 24, 6:07 PM | 10 Comments
  • Thu, Mar. 17, 7:20 PM
    • After initially refusing to join T-Mobile's (NASDAQ:TMUS) Binge On program (allows for "DVD or better" quality streaming that doesn't count against a user's mobile data bucket) on the grounds the service degraded video quality and didn't explain to users what was going on, Google (GOOG, GOOGL) has done an about-face, stating YouTube and Google Play's video content will support the service.
    • Google suggests its decision stems from several changes made by T-Mobile to Binge On. Among them: 1) Clarifying for users what Binge On's video "optimization" does, and making it easier for users to opt out. 2) Allowing any video service meeting traffic-ID requirements to opt out. 3) Allowing video services to work with T-Mobile to optimize their streams.
    • A few other services have also been added to Binge On, including Discovery GO and Fox Business. Initial Binge On partners (announced in November) included Netflix, Hulu, HBO, Sling TV, and ESPN.
    | Thu, Mar. 17, 7:20 PM | 12 Comments
  • Thu, Mar. 10, 3:23 PM
    • The FCC has launched a proposal on data privacy that doesn't ban data collection practices, but does require a broad opt-in from consumers.
    • The agency's plan, in the works since it reclassified many providers under net neutrality regulation last year, calls for consumer consent -- many broadband providers collect data without consent -- and for them to disclose their data collection, work to protect personal information and report data breaches.
    • The move stops largely at Internet providers and doesn't extend to sites with broad consumer data collections, including Twitter, Google or Facebook.
    • The move comes a few days after Verizon (NYSE:VZ) settled an FCC privacy probe by agreeing to get consumer consent and pay $1.35M, an amount that suggests the FCC is more concerned about the opt-in than about data collection in general.
    • The proposal goes to an initial March 31 open meeting vote.
    • FCC fact sheet
    • Related tickers: T, VZ, TMUS, S, CMCSA, CHTR, TWC, CVC, CTL, FTR, CCOI, DISH
    • Previously: Verizon paying $1.35M, allowing data opt-outs in privacy probe (Mar. 07 2016)
    | Thu, Mar. 10, 3:23 PM | 15 Comments
  • Mon, Mar. 7, 12:20 PM
    • With the start of a high-profile wireless spectrum auction just three weeks away, T-Mobile (TMUS +1.2%) says in a filing that it's in a deal to issue $2B in senior notes and sell them to parent Deutsche Telekom (OTCQX:DTEGY -0.4%) to build ammo for the sale.
    • The carrier can issue the notes (5.3% notes maturing 2021) until Dec. 1 and will use proceeds in the airwaves auction, or for refinancing of debt and general purposes.
    • Along with other participants, T-Mobile has no comment about the nature of the auction, but it has said it plans to spend up to $10B. In January 2015's AWS-3 auction, T-Mobile bid $1.8B, well behind leaders AT&T ($18.2B) and Verizon ($10.4B).
    | Mon, Mar. 7, 12:20 PM | 1 Comment
  • Tue, Mar. 1, 9:38 AM
    • T-Mobile (NASDAQ:TMUS) is up 1.2% in early going after Deutsche Telekom (OTCQX:DTEGY) reportedly put any sale of its U.S. arm on ice, with a U.S. election on the way and spectrum auction dead period dead ahead.
    • Participants in the FCC's broadcast incentive airwaves auction, set to begin at the end of the month, won't be allowed to talk partnerships or mergers during bidding, which could last for months.
    • The German giant will wait for a more favorable environment before looking at another sale.
    • After a previous attempt to merge T-Mobile and Sprint (NYSE:S) went awry, consensus formed that the two would need to wait until a new post-Obama administration to give a tie-up another thought.
    | Tue, Mar. 1, 9:38 AM | 5 Comments
Company Description
T-Mobile US, Inc. provides mobile communications services under the T-Mobile, MetroPCS, and GoSmart brands in the U.S., Puerto Rico, and the U.S. Virgin Islands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company also provides... More
Sector: Technology
Industry: Wireless Communications
Country: United States