TMUS T-Mobile US, Inc. Loading... : Bullish and Bearish Analyst Opinions
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08:30
Jul 23
Jul 23
Comcast is expanding its wireless offering into the business segment via T-Mobile's network, deepening the MVNO relationship and indicating confidence in T-Mobile's network quality.
HIGH
08:30
Apr 23
Apr 23
Comcast's new MobilePlus premium plan includes lifetime device protection at no extra charge, a first in the industry that could pressure incumbent carriers' device insurance revenue. — This disrupts the traditional pay-per-device insurance model and could drive churn from Verizon, T-Mobile, and AT&T as Comcast's value proposition strengthens.
HIGH
08:30
Jan 29
Jan 29
Management expects the majority of free wireless lines (about 50% of recent connects) to convert to paying relationships in the second half of 2026, providing a revenue tailwind. — If conversion succeeds, it reduces the competitive threat from other carriers churning Comcast's base and strengthens the cable wireless model, pressuring other operators' subscriber growth.
HIGH
08:30
Oct 30
Oct 30
Comcast is leveraging a new partnership with T-Mobile to target business services mobile, adding a second MVNO supplier alongside Verizon. — Dual sourcing for mobile in business services increases Comcast's negotiating leverage and may pressure Verizon's enterprise wireless pricing.
HIGH
About TMUS Analyst Coverage
Buzzberg tracks TMUS (T-Mobile US, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 4 analysts. Sentiment: evenly split. 4 total trade ideas tracked. Latest voices: Mike Cavanagh, Jason Armstrong, Mike Kavanaugh.