T-Mobile US, Inc. (TMUS) - NASDAQ
  • Thu, Jan. 28, 12:27 PM
    | Thu, Jan. 28, 12:27 PM
  • Tue, Jan. 26, 9:03 PM
    • While AT&T (earnings) and Sprint (earnings) led telecom news today, T-Mobile (TMUS +4.1%) took the opportunity to refresh its prepaid offerings.
    • The company's new Simply Prepaid plans are an upgrade to the previous plans, and range from $25-$60 per month. A $40 plan offers unlimited text and talk along with 3 GB of high-speed data; $50 gets you 5 GB of high-speed data, and the top $60 plan has 10 GB. Those data amounts are upgrades from a previous 1, 3 and 5 GB respectively.
    • A $25/month plan has unlimited talk and text, but no data, targeted for heavy Wi-Fi users, while a $30 plan offers 100 minutes of talk and 5 GB of 4G data with unlimited texts.
    | Tue, Jan. 26, 9:03 PM | 5 Comments
  • Wed, Jan. 20, 9:19 PM
    • T-Mobile (TMUS -0.8%) still looks to walk the tightrope of maximizing revenue and growing its subscriber base, Evercore ISI suggests, expecting growth in not only users but also EBITDA for Q4.
    • The carrier had proudly leaked its subscriber numbers earlier this month, saying it added 2M net customers for the third straight quarter, and marked 8M net adds for the second straight year.
    • T-Mobile has taken a different tack than the "big two," AT&T and Verizon, which have targeted better customers in order to maximize profits rather than just growing subscribers, while T-Mobile has looked to steal customers from the others.
    • "And while strong customer adds usually pressures EBITDA (given acquisitions costs), (T-Mobile management) recently signaled FY15 EBITDA results would land in the top half of guidance ($6.8-7.2B, which excludes the impact of leasing and Data Stash)," Evercore notes. "Finally, although the ramping of handset leasing will impact the comparability of results, we expect further progress on levered FCF following the positive inflection in 3Q."
    • Evercore expects that AT&T lost 300K postpaid phone customers, while Verizon is expected to mark postpaid phone net adds of 525K.
    | Wed, Jan. 20, 9:19 PM | 1 Comment
  • Wed, Jan. 20, 5:10 PM
    • Verizon (VZ -0.9%) says it went to the FCC with news about a new sponsored data service it's offering -- likely a precaution as the agency sorts out what its net neutrality regulations mean to data traffic prioritization and so-called "zero rating."
    • Verizon's FreeBee offering will be a trial of two kinds of data service where partners will be able to sponsor content -- especially mobile video -- that would be exempt from the company's subscriber data caps. One model (FreeBee Data 360) allows partners to sponsor some or all of their content on mobile apps or websites, billed per gigabyte, and a second delivers on a pay-per-click basis.
    • Carriers including Verizon have been formulating plans for how to deal with net neutrality regulations, and they follow on T-Mobile's (TMUS -0.8%) launch of "Binge On," video streaming that is exempt from that carrier's data limits though scaled to 480p. While that launch raised flags among net neutrality advocates, FCC Chairman Tom Wheeler praised it as "innovative."
    | Wed, Jan. 20, 5:10 PM | 2 Comments
  • Mon, Jan. 11, 9:06 AM
    • With the unlimited data plan slowly dying among U.S. wireless providers, AT&T (NYSE:T) is bringing it back -- but as a promotion to boost its TV business.
    • Shares are up 0.5% in premarket action.
    • The company is offering its first chance in five years to sign up for unlimited wireless data, provided customers commit to DirecTV or U-verse.
    • Subscribers can get the wireless plan for $100/month, with additional smartphones at $40. A fourth smartphone can be added for no extra cost.
    • The move hints at a response to T-Mobile (NASDAQ:TMUS), which has made video streaming free on its wireless platform via a "Binge On" promotion, as well as to Verizon's (NYSE:VZ) Go90 video service. AT&T confirms it "plans to launch a wide-range of new video entertainment options later this year."
    • Sprint (NYSE:S), along with T-Mobile, still offers an unlimited option, though it raised its price on the plan in September. AT&T raised prices on its grandfathered unlimited plans in November, following Verizon's increase in October.
    | Mon, Jan. 11, 9:06 AM | 17 Comments
  • Thu, Jan. 7, 4:50 PM
    • An afternoon rout helped push Sprint (NYSE:S) down 6.7% -- now just 8% over its 52-week low of $3.10 -- the opposite direction from T-Mobile (TMUS +1.2%), again today the only one of the big four wireless providers to gain.
    • Shareholders might take heed of Bernstein's latest report on the area, which says that even with the interest floated by cable companies, satellite firms and foreign entrants, Sprint and T-Mobile are more likely to rekindle merger talks with each other than anyone else.
    • Most observers have thought that after a failed run in 2014, any new merger talks would wait until a new presidential administration, and indeed: "The prospect of a Sprint/T-Mobile merger — the only transaction that can materially affect the mobile sector's structure, conduct, and performance — will remain an overhang throughout most of the year," says Bernstein's Paul de Sa.
    • What's more, he writes, "We think major, irreversible strategic moves (for example, a massive network investment by Sprint or the sale of a majority stake of T-Mobile or Sprint to another owner, such as Dish Network (DISH -2.1%) or cable) is unlikely to occur" until there's more clarity about a possible merger between the two.
    • Such a deal has "by far" the largest cost and revenue synergies of the possible transactions, he says.
    | Thu, Jan. 7, 4:50 PM | 59 Comments
  • Thu, Jan. 7, 12:02 PM
    • Deutsche Telekom (OTCQX:DTEGY +0.8%) is facing pressures from two major investors -- along with lawmakers in the U.S. and Germany -- over worker treatment at T-Mobile (NASDAQ:TMUS).
    • T-Mobile was found to have engaged in illegal work practices in a pair of NLRB cases and its main labor union has accused it of violating worker rights.
    • Shareholder APG Asset Management says it's requested an update from DT about T-Mobile's worker treatment; "Based on this, we will consider our position." APG had removed Wal-Mart from its portfolio in 2011, citing working conditions.
    • Meanwhile, DT's fourth-biggest shareholder, Norges Bank Investment Management, is also expressing concerns to the company about the issue.
    • Members of the U.S. Congress have sent a letter to German Chancellor Angela Merkel asking her to look into the matter, considering Germany's holdings in DT, and a German lawmakers has urged the same.
    | Thu, Jan. 7, 12:02 PM | 1 Comment
  • Wed, Jan. 6, 6:58 PM
    • After a proud early release of subscriber numbers this morning, T-Mobile (TMUS -0.4%) used its presentation at today's Citigroup investor conference to brag on financial strength well ahead of the company's Q4 earnings release.
    • "When we look forward to 2016 ... the cash generation profile gets very exciting for us," said CFO Braxton Carter. "Even with blowing away our growth numbers, we were very happy with the holiday season, we will be in the top half of our (Q4) guidance on a cash EBITDA standpoint and at the very low end of our guidance on capital spending."
    • With an understanding that many of the company's subscriber gains may be coming from AT&T and Verizon's lower-spending customers -- those two are focused on profitability over pure sub numbers -- "Focus will now shift to ARPU and margin performance as we await full Q4 results," said UBS analyst John Hodulik.
    • Carter says T-Mobile's plans for the March 29 spectrum auction will help it keep subscriber momentum: "The low-band spectrum will bring additional retention benefits to us and allow us to continue expanding the network and improve quality in urban areas."
    • Earlier, T-Mobile reported it had added more than 2M net subscribers for the third straight quarter, and more than 8M net subscribers for the second straight year.
    • Previously: T-Mobile adds 2M net customers for third straight quarter (Jan. 06 2016)
    | Wed, Jan. 6, 6:58 PM | 1 Comment
  • Wed, Jan. 6, 6:09 PM
    • Gabelli & Co. has put out its "Best Ideas" analyst roll-up for 2016, and in the technology, media, telecom area, it's highlighting a set: CBS, TRCO, TMUS, LMCA and EMC.
    • The company's analysts see T-Mobile (TMUS -0.4%) as an attractive acquisition candidate -- “essentially the only way for a domestic or foreign company to enter the U.S. wireless market in a meaningful way" -- and Sergey Dluzhevshiy names Dish Network (DISH -2.3%) or Charter (CHTR -0.5%) as possible suitors.
    • Meanwhile, the analysts see "more things that can go right for Tribune Media (NYSE:TRCO) than wrong," and echo Les Moonves' frequent assertions that CBS is "uniquely positioned to compete in a more fragmented and competitive U.S. TV ecosystem.”
    • And Gabelli reiterated its Buy rating on EMC (EMC -1%), which it calls the market leader in enterprise storage.
    • After hours: DISH +0.4%; CHTR -0.2%; EMC flat.
    | Wed, Jan. 6, 6:09 PM | 3 Comments
  • Wed, Jan. 6, 9:06 AM
    • T-Mobile (NASDAQ:TMUS) put out early customer numbers for Q4 and 2015 that boasted of more than 8M net customer additions for the second straight year after the fourth quarter saw 2.1M adds.
    • That would be the third straight quarter of more than 2M net adds, CEO John Legere says. Among those numbers, the company logged 1.3M branded postpaid net adds (917K branded postpaid phone net adds) and 469K branded prepaid net adds. Branded postpaid phone churn was 1.46%, down 27 basis points from the prior year.
    • For the full year, the company saw 4.5M branded postpaid net adds (3.5M phone) and 1.3M branded prepaid net adds. Total customer count came to 63M
    • Company execs are presenting at the Citi Internet, Media and Telecommunications Conference today at 2 p.m. ET.
    | Wed, Jan. 6, 9:06 AM | 1 Comment
  • Tue, Jan. 5, 3:49 AM
    • New York City will begin this month replacing thousands of pay phones with free Wi-Fi hot spots that will sit atop a 9.5-foot tall box featuring electronic advertising screens and an Android tablet that can be used to place free phone calls.
    • The $200M project, called LinkNYC, is being run by CityBridge, a joint venture between three tech companies: Qualcomm (NASDAQ:QCOM), CIVIQ Smartscapes, and Intersection (which has backing from Alphabet).
    • "Free abundant Wi-Fi at those speeds could give people living in NYC, the country's largest market, a reason to spend less on wireless data services from carriers such as Verizon (NYSE:VZ) and AT&T (NYSE:T)," said Craig Moffett, senior research analyst at MoffettNathanson.
    | Tue, Jan. 5, 3:49 AM | 20 Comments
  • Sun, Jan. 3, 9:16 AM
    • When the Centers for Disease Control and Prevention published new guidelines 18 months ago regarding the radiation risk from cellphones, it used unusually bold language: "We recommend caution in cellphone use."
    • Within weeks, though, the CDC reversed course. It no longer recommended caution, and deleted a passage specifically addressing potential risks for children.
    • Mainstream scientific consensus currently holds that there is little to no evidence that cellphone signals raise the risk of brain cancer or other health problems. Nevertheless, more than 500 pages of internal records obtained by NYT, along with interviews with former agency officials, reveal a debate and some disagreement among scientists and health agencies about what guidance to give as the use of mobile devices skyrockets.
    • Related tickers: NOK, AAPL, BBRY, MSI, SNE, VZ, TMUS, T, S, OTC:SSNLF, OTC:HTCXF, OTCPK:ZTCOF, OTCPK:ZTCOY
    | Sun, Jan. 3, 9:16 AM | 141 Comments
  • Dec. 31, 2015, 5:13 PM
    • T-Mobile (TMUS -1.6%) ended the year as the big winner among the U.S. wireless big four, finishing up 45% for 2015. AT&T was the only other to gain, and was up 2.4% for the year.
    • Looking ahead, T-Mobile is already hoping to make a splash in the FCC's broadcast incentive auction of wireless airwaves, with CEO John Legere looking to be a "winner."
    • "The lowband spectrum auctions will be the most important in recent U.S. history and will shape the future of the wireless industry for decades to come," Legere writes. "I predict that T-Mobile will walk away a winner."
    • AT&T (T -1%) and Verizon (VZ -1.2%) will have more money to spend in the auction, but likely less interest, as both built their LTE networks on "beachfront" 700 MHz spectrum.
    • Wells Fargo, though, has predicted that AT&T will spend the most (along with Verizon spending the least) in the sale. Sprint (S -0.3%; down 12.8% this year) has said it will sit it out.
    | Dec. 31, 2015, 5:13 PM | 21 Comments
  • Dec. 31, 2015, 10:46 AM
    • T-Mobile (TMUS -2%) is making a slight change to its phone insurance plans for the new year, changing from flat rates to tiers based on the devices involved.
    • It currently offers its "premium handset protection" for $8/month, or $10 if tied in to its "Jump!" upgrade package or Lookout Mobile Security.
    • New rates taking effect March 1, though, will see prices drop on lower tier phones such as feature phones (to $7 for insurance or $9 combos) while rising on "smarter" phones (to $10 and $12).
    • T-Mobile is making the change nationwide.
    | Dec. 31, 2015, 10:46 AM | 2 Comments
  • Dec. 23, 2015, 3:17 AM
    • YouTube is accusing T-Mobile (NASDAQ:TMUS) of throttling its video traffic, raising a new issue as federal regulators examine the wireless carrier's streaming-video strategy.
    • T-Mobile recently began offering a program that delivers video at lower quality in exchange for waiving related data fees, but YouTube alleges T-Mobile is also reducing video quality that isn't part of the program, including YouTube clips.
    | Dec. 23, 2015, 3:17 AM | 10 Comments
  • Dec. 17, 2015, 1:02 PM
    • With new net neutrality rules in place since early this year, the FCC says it's calling on Internet service providers to discuss their innovative data policies -- with what seems like a focus on growing use of traffic exemptions from data caps.
    • The agency sent letters to Comcast (NASDAQ:CMCSA), AT&T (NYSE:T) and T-Mobile (NASDAQ:TMUS) asking them to come in and "have a discussion with us" about their approaches to data service.
    • FCC Chairman Tom Wheeler surprisingly weighed in on T-Mobile's "Binge On" free video streaming as "highly innovative and highly competitive." And Comcast's Stream TV service wouldn't count use of Comcast services against that company's data caps, while AT&T has a similar approach via content partnerships.
    • So-called "zero rating" involves companies exempting certain kinds of traffic from data limits, but has drawn some criticism from observers arguing that it amounts to another form of paid traffic prioritization.
    • Previously: FCC chairman: T-Mobile video initiative 'highly competitive' (Nov. 19 2015)
    | Dec. 17, 2015, 1:02 PM | 2 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