T-Mobile US, Inc.NASDAQ
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  • Wed, Jun. 29, 7:45 PM
    • The FCC has set the cost of the spectrum being sold in the broadcast spectrum incentive auction at a whopping $86.4B -- a sum that wireless carriers may balk at.
    • That means that the FCC might have to sell less spectrum than had been expected, or use multiple rounds to settle bidding by broadcasters.
    • The current stage is the reverse auction, where broadcasters bid low to give up their low-band airwaves to the FCC -- and participation has been strong from broadcasters who might have "significantly inflated expectations," says analyst Roger Entner. That's to be followed by a forward auction round of bidding by carriers.
    • A second round of reverse auction with the broadcasters may be needed, which could slow the entire process into 2017.
    • Spectrum players: VZ, T, TMUS, S, DISH, SBGI, EVC, CMCSA, CHTR, NXST, CBS, MEG
    | Wed, Jun. 29, 7:45 PM | 38 Comments
  • Tue, Jun. 28, 2:52 PM
    • Dish Network (DISH +0.2%) is trailing the broader market today after MoffettNathanson downgraded the shares to Sell on concerns over the value of the company's spectrum cache.
    • Craig Moffett holds a $40 price target on the stock, implying just under 20% downside.
    • Several companies have the cash to acquire Dish's spectrum, including Apple, Alphabet and along with wireless leaders AT&T and Verizon -- but they won't make an offer, he says.
    • Between that and narrowing prospects for a merger with T-Mobile (NASDAQ:TMUS), "downward pressure" will hit Dish shares as investors realize that the spectrum isn't worth $30B as some hope, he says.
    • The option to buy out of a spectrum position might be gone, Moffett says, leaving an outright sale, and AT&T and Verizon "simply don't have the strong balance sheets many believe them to have."
    | Tue, Jun. 28, 2:52 PM | 4 Comments
  • Thu, Jun. 23, 7:53 AM
  • Tue, Jun. 14, 10:46 AM
    • 16 months after the FCC voted 3-2 to impose tough net neutrality rules through its Open Internet order, a federal appeals court has upheld the ruling.The lawsuit challenged the FCC's ability to classify Internet providers as common carriers under Title II regulations, as well as to govern wired and wireless services via the same rules.
    • The FCC's rules prohibit the blocking of legal content, the throttling of legal traffic based on content type, and the creation of "fast lanes" for certain types of content. The rules exclude services such as T-Mobile's BingeOn and Verizon's Go90, which don't count against a user's mobile data cap.
    • Shares of major U.S. ISPs haven't moved much (if at all) in response to the ruling.
    • The full ruling (.pdf)
    • U.S. ISPs/carriers: VZ, T, CMCSA, CVC, S, TMUS, WIN, CTL, FTR
    | Tue, Jun. 14, 10:46 AM | 21 Comments
  • Fri, Jun. 3, 7:26 PM
    • With T-Mobile's (TMUS +1%) next "Un-carrier' promotional event arriving on Monday, details leaking about it suggest that after the company's past push for free music and free TV, it's now pushing free equity -- a chance to earn shares of company stock.
    • The details center on an app/promotion called T-Mobile Tuesdays, which subscribers will be urged to download to get weekly freebies (like a Domino's pizza, a Wendy's Frosty and a Vudu movie download).
    • The reports suggest that downloading the T-Mobile Tuesdays app before June 21 will get existing subscribers one share of T-Mobile stock (currently priced on Nasdaq at $43.63). New customers will get the same offer, in a rolling three-week window.
    • Beyond that, referrals of other T-Mobile customers could earn subscribers up to 99 more shares per year, one at a time (or two at a time for five-year subscribers).
    | Fri, Jun. 3, 7:26 PM | 22 Comments
  • Wed, May 25, 3:24 PM
    • T-Mobile (TMUS +0.6%) has made a deal with Leap Licenseco (AT&T's Leap) to buy 12 MHz of 700 MHz A-block spectrum in Chicago.
    • That low-band move should shore up the carrier's extended-range LTE efforts in Chicagoland. And it makes T-Mobile 10 for 10 in having 700 MHz A-block spectrum in the top 10 U.S. markets.
    • That will bring extended-range LTE (double the distance, four times better in buildings) to 269M Americans, 83% of the population.
    • The deal should close in Q4 after regulatory approvals, after which T-Mobile can put it to use.
    | Wed, May 25, 3:24 PM | 2 Comments
  • Mon, May 9, 9:58 AM
    • T-Mobile (TMUS +1.1%) is joining the Cuba-opening parade by signing its own roaming deal there, via an interconnection agreement with its state telecom.
    • The agreement with Empresa de Telecomunicaciones de Cuba (Etecsa) means customers can roam on the network while in Cuba and enjoy cheaper calling to the country from the U.S. (65% lower than before, at $0.60/minute, when adding a $15/month "Stateside International Talk" feature).
    • More than a third of Cuban-born wireless customers are with T-Mobile, the company says, and it's the No. 1 requested addition by customers to its roaming lineup.
    • Now read T-Mobile: Same Struggle Holds Back The Stock »
    | Mon, May 9, 9:58 AM
  • Tue, Apr. 26, 12:17 PM
    • T-Mobile (NASDAQ:TMUS), up as much as 2.5% after it swung to a profit in Q1, has turned down 2.3% on the day even as analyst takes start to roll in with positivity around a strong quarter and expectations that the carrier can outperform guidance that was raised but still looks easily attainable.
    • The company raised guidance on net postpaid customer adds this year to 3.2M-3.6M; JPMorgan's Phil Cusick called that "typically conservative" and said he's looking for more upside through the year. Cusick has the stock rated at Overweight with a price target of $49, implying 21% upside.
    • Oppenheimer's Tim Horan also thinks the net add forecast looks conservative and praised cash EBITDA margin of 25% vs. his forecast of 23% -- "which given the strong adds was exceptional."
    • Meanwhile, Craig Moffett called it a "blowout" result where the company cut bad debt (amid industry concerns about phone financing) and also sported "near record-low postpaid customer turnover."
    • Oppenheimer's Horan has an Outperform rating and price target of $48.
    • Now read T-Mobile: The Price Of Peace With YouTube Is High »
    | Tue, Apr. 26, 12:17 PM | 3 Comments
  • Tue, Apr. 26, 9:27 AM
    • T-Mobile (NASDAQ:TMUS) is up 2% in premarket trading following Q1 results where it swung to a profit, crested 2M net subscriber additions again and guided for still more adds this year.
    • Revenues overall were up 10.5% and service revenues grew 13% to $6.6B, making up for flatter equipment sales. Its EPS of $0.56 was a swing from a year-ago loss per share of $0.09, aided by a $0.46 after-tax impact from spectrum gains.
    • Net customer adds of 2.2M surpassed solid estimates that saw it adding just under 2M on a net basis. The company's now guiding to add 3.2M-3.6M net postpaid customers this year, raising its earlier target of 2.4M-3.4M.
    • Churn rose a bit, to 1.33% from a year-ago 1.3%. Branded postpaid phone ARPU was $46.21, down 0.5% Y/Y and down 3.8% sequentially.
    • Along with raising its postpaid adds target, it's raising its target on EBITDA to $9.7B-$10.2B from a previous forecast of $9.1B-$9.7B (and vs. consensus for $9.42B).
    | Tue, Apr. 26, 9:27 AM | 3 Comments
  • Tue, Apr. 26, 6:02 AM
    • T-Mobile US (NASDAQ:TMUS): Q1 EPS of $0.56 may not be comparable to consensus of $0.10.
    • Revenue of $8.6B (+10.5% Y/Y) beats by $200M.
    | Tue, Apr. 26, 6:02 AM | 4 Comments
  • 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,, 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