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07:30
Jul 23 ◎
Jul 23 ◎
TMUS
COF
USM
DAL
SHEL
▾
HIGH
T-Mobile raised its free cash flow guidance, reflecting strong underlying momentum and confidence in the remainder of the year, despite a planned rate plan modernization that temporarily elevates churn.
"we are increasing our adjusted free cash flow guidance to now be between $18.4 and $18.8 billion, an increase of $200 million at the midpoint"
TMUS WATCH
T-Mobile's co-branded credit card partnership is performing well, signalling strong consumer adoption and a deepening relationship with Capital One.
"our T-Mobile Visa credit card launch was one of the most successful co-branded launches for Capital One"
COF WATCH
The US Cellular acquisition is integrating smoothly and enhancing T-Mobile's market share in smaller and rural areas.
"this opportunity is supercharged by our acquisition of US Cellular last year, and the integration is going great"
USM WATCH
Delta is one of several partners providing perks to T-Mobile customers, part of a broad loyalty program that drives customer engagement.
"Delta Premium in-flight beverage on us to free dash pass for a year"
DAL WATCH
Shell is a partner in T-Mobile's loyalty program, offering discounted fuel to customers, which helps differentiate T-Mobile's value proposition.
"gas for $1.99 per gallon at select Shell gas stations"
SHEL WATCH
HIGH
16:30
Apr 28 ◎
Apr 28 ◎
VZ
T
TMUS
USM
▾
HIGH
T-Mobile highlights Verizon's postpaid account losses and ARPA decline as evidence of its own competitive differentiation.
"if you take a look at Verizon, for example, they lost 127,000 postpaid net accounts, and their ARPA was almost down 2% year over year."
VZ WATCH
T-Mobile points to AT&T's rising churn and EBITDA decline as a sign of weak competitive positioning.
"AT&T just delivered the highest, yet again, the highest year-over-year postpaid phone churn increase in the industry, proving that all the convergence talk is just that, it's talk."
T WATCH
Management raised full-year guidance on core EBITDA, free cash flow, and account additions, citing widening competitive differentiation and strong momentum.
"Our results speak for themselves. The unique differentiation we have as the Oncarrier continues to lead to best-in-class results."
TMUS WATCH
T-Mobile is in the final stage of integrating U.S. Cellular's customer base, a process expected to complete by year-end.
"We are now just now beginning into the final, you know, kind of big throws of the customer migration."
USM WATCH
HIGH
08:30
Feb 11 ◎
Feb 11 ◎
TMUS
NVDA
COF
OPENAI
USM
▾
HIGH
Management raised guidance for 2026 and 2027 on service revenue, EBITDA, and free cash flow, citing widening differentiation in network, value, and experience, and strong demand across wireless, broadband, and new growth areas.
"The best is yet to come."
TMUS WATCH
T-Mobile introduced live AI translation built directly into the core network, claimed as a world first, and built a platform for future AI services. — Positions T-Mobile as a leader in network-native AI, potentially creating new revenue streams and threatening over-the-top translation services.
"We announced the creation of the AI RAN Innovation Center with some of our key partners like Nvidia, Nokia, and Ericsson to develop and test a new architecture."
NVDA WATCH
The T-Mobile Visa credit card partnership with Capital One is a new revenue stream with low acquisition costs and potential for expansion in financial services.
"We're working with Capital One. We launched our credit card in November."
COF WATCH
T-Mobile is collaborating with OpenAI to build AI customer experience tools, signaling deeper integration of generative AI in telecom.
"with Intent CX, which is AI that we've developed working really closely with OpenAI"
OPENAI WATCH
T-Mobile is integrating U.S. Cellular assets, expecting to drive ARPA expansion and synergies over the next two years.
"Our acquisitions of both Metronet and US Cellular came with a base that had lower ARPA, allowing us to run our playbook of ARPA expansion"
USM WATCH
T-Mobile highlights its pricing advantage over Verizon, sustaining competitive pressure on Verizon's postpaid base.
"Our existing customers pay between 12 and 15% lower than AT&T and Verizon's."
VZ WATCH
T-Mobile highlights its pricing advantage over AT&T, reinforcing its value position to attract switchers.
"Our existing customers pay between 12 and 15% lower than AT&T and Verizon's."
T WATCH
Ericsson is a key partner in T-Mobile's AI RAN development, positioning the vendor for future 6G contracts.
"We announced the creation of the AI RAN Innovation Center with some of our key partners like Nvidia, Nokia, and Ericsson to develop and test a new architecture."
ERIC WATCH
Nokia is a key partner in T-Mobile's AI RAN innovation, likely to benefit from new architecture trials.
"We announced the creation of the AI RAN Innovation Center with some of our key partners like Nvidia, Nokia, and Ericsson to develop and test a new architecture."
NOK WATCH
T-Mobile's T-Mobile Tuesdays promotion with Wingstop drove significant customer engagement, indicating strong brand tie-ins.
"We worked with Wingstop to give away free chicken. And Wingstop actually ran out of chicken."
WING WATCH
T-Mobile includes Netflix in its premium plans, bundling content to drive plan upgrade value.
"you get Netflix on us, you also get Hulu on us, you also get Apple TV"
NFLX WATCH
T-Mobile bundles Apple TV+ in its premium plans, leveraging content to differentiate its value proposition.
"you get Netflix on us, you also get Hulu on us, you also get Apple TV"
AAPL WATCH
T-Mobile's FWA capacity model (fallow capacity) supports 15 million broadband customers by 2030 without needing additional spectrum, based on conservative assumptions. — Indicates T-Mobile sees ample headroom in its mid-band spectrum to absorb FWA growth, challenging cable's market share without heavy incremental capex.
"It still assumes fallow capacity. It does not assume any of the spectrum acquisitions that the one big beautiful bill will land up doing. It doesn't assume any spectral efficiency increase because of 6G."
CHTR WATCH
CMCSA WATCH
T-Mobile introduced live AI translation built directly into the core network, claimed as a world first, and built a platform for future AI services. — Positions T-Mobile as a leader in network-native AI, potentially creating new revenue streams and threatening over-the-top translation services.
"We've built a platform that allows us to build multiple AI services directly into our core network."
GOOGL WATCH
MSFT WATCH
HIGH
08:00
Oct 23 ◎
Oct 23 ◎
T
VZ
OPENAI
NVDA
USM
▾
HIGH
T-Mobile is targeting AT&T's subscriber base, citing value and network superiority.
"one out of every three AT&T and Verizon customers chose them at some point because they were the best network. And these customers are paying a premium for something that is simply no longer true"
T WATCH
T-Mobile is targeting Verizon's subscriber base, citing value and network superiority.
"one out of every three AT&T and Verizon customers chose them at some point because they were the best network. And these customers are paying a premium for something that is simply no longer true"
VZ WATCH
T-Mobile’s iPhone upgrade digital adoption hit 75%, driven by Intent CX AI partnership with OpenAI — indicating AI is already materially affecting customer acquisition costs. — Higher digital adoption reduces store traffic and labor costs, while improving customer experience, potentially causing a structural advantage in subscriber acquisition cost (SAC) versus competitors.
"co-invent Intent CX with OpenAI. And in these breakthrough results you're seeing on the upgrade path, that's starting to come together"
OPENAI WATCH
NVIDIA involved in co-inventing 6G AI-RAN architecture, signaling continued strategic partnership.
"we brought Jensen, we brought Nokia, Ericsson, NVIDIA, and we laid out a future there."
NVDA WATCH
T-Mobile is accelerating US Cellular synergy realization to within two years, incurring $300M in cost-to-achieve in Q4 2025. — Faster integration implies USM assets are being absorbed quickly, potentially reducing USM's standalone value and risk of stranded assets.
"we're also delighted to have welcomed US Cellular customers to the T-Mobile family"
USM WATCH
Nokia is a technology partner for T-Mobile's 6G network development.
"we brought Jensen, we brought Nokia, Ericsson, NVIDIA, and we laid out a future there."
NOK WATCH
Ericsson is a technology partner for T-Mobile's 6G network development.
"we brought Jensen, we brought Nokia, Ericsson, NVIDIA, and we laid out a future there."
ERIC WATCH
T-Mobile’s iPhone upgrade digital adoption hit 75%, driven by Intent CX AI partnership with OpenAI — indicating AI is already materially affecting customer acquisition costs. — Higher digital adoption reduces store traffic and labor costs, while improving customer experience, potentially causing a structural advantage in subscriber acquisition cost (SAC) versus competitors.
"UCLA data shows that our median download speeds on the new iPhone are nearly 90% faster than one of our benchmark competitors"
AAPL WATCH
HIGH
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