Ambrish Shah
Ambrish Shah has worked at Market Realist since September 2016, and his research focuses on technology, media, and telecom (TMT)–sector stocks. He earned his MBA in finance in 2010. Prior to joining Market Realist, Ambrish worked for a leading analytics advisory firm.
Overall, he has close to nine years of hands-on experience in conducting in-depth fundamental analysis and writing research reports of the analysis to provide prospective investment ideas.
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Ambrish Shah
How Could AT&T Stock Perform in 2020?
In 2020, AT&T expects adjusted EPS of $3.60–$3.70. AT&T’s management forecast sales growth of 1%–2% and free cash flow of about $28 billion this year.
T-Mobile Provides an Update on Its Merger with Sprint
During T-Mobile’s third-quarter earnings conference call on October 28, T-Mobile CEO John Legere commented on the T-Mobile–Sprint merger.
T-Mobile–Sprint: The Long Wait Could Be Nearly Over
A Bloomberg report on October 4, 2019, citing two industry sources stated that the T-Mobile–Sprint deal was set to receive majority support from the FCC.
The T-Mobile–Sprint Merger’s Strategic Benefits
T-Mobile believes the T-Mobile–Sprint merger is good for competition. Earlier this year, the companies filed six commitments related to the deal.
How Sprint Is Progressing in the 5G Space
On September 30, telecom giant Sprint announced that its 5G mobile network was now available for mobile virtual network operator use in Chicago.
Why Is AT&T Stock Rising Today?
Earlier today, Evercore ISI raised its 12-month target price on AT&T (T) stock from $34 to $40. AT&T stock closed trading at $37.43 on September 27.
NVIDIA Stock Rises on Goldman Sachs’s Optimism
Investment bank Goldman Sachs raised its 12-month target price for NVIDIA stock from $179 to $192 yesterday. The new target implies a 7.7% upside.
Why Does Valero Stock Have More Upside Potential?
Valero Energy (VLO) stock rose about 1.56% yesterday. We think this is because the company is restarting its crude processing units.
Why Are Analysts Losing Confidence in Sprint Stock?
Sprint (S) stock fell about 0.88% on Tuesday and closed the trading day at $6.78. It was trading 15.88% below the 52-week high of $8.06.
AT&T’s Growth Strategy: How Does It Look?
Currently, AT&T has reached parts of 21 cities with its 5G mobile services. The company plans to reach certain parts of 29 cities by the end of this year.
Why AT&T Stock Hasn’t Had a Great Start This Week
AT&T fell about 1.6% on September 16. The stock closed the trading day at $37.31, 3.72% below the 52-week high of $38.75 it saw on September 11.
AT&T Stock: Why Is It Falling Today?
AT&T (T) stock fell about 1% on Thursday. The stock closed the trading day at $38.38. The stock is trading just 0.95% below the 52-week high of $38.75.
AT&T’s Time Warner Deal: Is Its Promise Faltering?
When AT&T acquired Time Warner, it said that the move would boost its traditional pay-TV and wireless businesses. AT&T hasn’t been keeping its promise.
AT&T Makes Leadership Changes, Appoints a New COO
On Tuesday, AT&T announced the appointment of John Stankey as its president and COO—a new position. AT&T stock rose 0.3% and closed at $35.38 on the day.
AT&T and Nexstar Resolve Carriage Fee Dispute
On Thursday, AT&T (T) and Nexstar Media signed a new multiyear content carriage contract, which ended an eight-week blackout.
Why Did Dish Network Stock Fall 8.7%?
Dish Network stock (DISH) lost 8.7% on Tuesday and closed at $34.95. The stock fell after an analyst slashed the stock’s rating.
What’s T-Mobile’s Updated Outlook for Fiscal 2019?
Last week, T-Mobile (TMUS) reported strong second-quarter financial results.
Analyzing CenturyLink’s Revenue Trends in 2019
CenturyLink’s (CTL) top line has been declining in the last few quarters. In the first quarter, the company reported net revenues of $5.6 billion—a fall of 5.0% on a year-over-year basis.
What AT&T’s Moving Averages Suggest
Recently, AT&T (T) rose above its 20-day moving average, suggesting a bullish sentiment in its stock. On June 12, AT&T stock closed the trading day at $32.18. Based on this figure, the stock was trading 1.0% above its 20-day moving average of $31.86.
Charter or Comcast: Who Will Post the Most Revenue Growth?
For the quarter ending on March 31, Charter Communications (CHTR) posted net revenues of $11.21 billion.
T-Mobile: Why Equipment Revenues Are Important
In the first quarter, T-Mobile’s equipment revenues rose ~6.9% YoY (year-over-year) to $2.52 billion from $2.35 billion.
How AT&T’s US Pay-TV Customer Losses Compare to Its Peers’
AT&T lost 544,000 traditional US pay-TV customers on a net basis during the first quarter, surpassing Wall Street analysts’ expectation of 385,000 net losses.
What Drove T-Mobile’s Earnings in Q1?
Over the past few quarters, T-Mobile beat analysts’ consensus adjusted EPS estimates. On April 25, T-Mobile delivered another solid quarterly report.
Frontier Communications: Analysts’ Expectations in Q1
Frontier Communications (FTR) is scheduled to report its first-quarter earnings results on April 30.
Frontier Communications’ Earnings Trend
In 2018, Frontier Communications’ (FTR) adjusted net income and EPS were -$120 million and -$1.34, respectively.
Verizon Aims to Improve Its Leverage Target in 2019
Verizon Communications plans to have a leverage of 1.75x–2.0x in 2019. The company ended 2018 with a net debt-to-adjusted EBITDA of 2.1x.
Analyzing Verizon’s Revenue Trend
In fiscal 2018, Verizon Communications’ (VZ) total operating revenues rose ~3.8% YoY to $130.9 billion from $126 billion in fiscal 2017.
How Verizon Is Working to Keep Its Churn Rate Low
Verizon is the leading US mobile operator with the largest retail postpaid market share.
Why Is Verizon Losing Prepaid Customers?
In the fourth quarter, Verizon lost 90,000 prepaid subscribers compared to 184,000 net losses in the fourth quarter of 2017.
How Verizon’s Revenue Compares with Peers’
In the first nine months of last year, Verizon’s (VZ) net revenue grew ~4.9% YoY (year-over-year) to $96.6 billion from $92.1 billion, and in the third quarter, its net revenue grew ~2.8% YoY to $32.6 billion from $31.7 billion.
What Are Charter Communications’ Q4 2018 Revenue Expectations?
Charter Communications’ (CHTR) top line has been improving for the past few quarters.
Analyzing Sprint’s Postpaid Average Revenue per User
In the second quarter of fiscal 2018 (ended in September), Sprint’s postpaid average revenue per user fell ~4.4% year-over-year to $43.99.
Verizon’s Postpaid Phone Churn Rate Could Rise in Fourth Quarter
Verizon is the leading US wireless service provider with the largest retail postpaid market share and the lowest postpaid phone churn rate.
Sprint Registered Strong Revenue Growth in Q2 2018
In the second quarter of fiscal 2018, Sprint generated total net operating revenue of $8.4 billion—well above analysts’ consensus estimate.
What Strengths Differentiate AT&T from the Competition?
At the September 12 Communacopia Conference, AT&T CEO Randall Stephenson recently detailed the telecom giant’s media acquisition strategies.
How Does T-Mobile’s Network Rank in Seattle?
According to the first half of 2018 RootScore report for Seattle, T-Mobile (TMUS) ranked first in the overall network performance category.
The AT&T–Time Warner Merger’s Strategic Benefits
AT&T’s (T) merger with media conglomerate Time Warner could be a win-win situation for both companies.
Verizon Lost Fios Video Customers in Q2 2018
Verizon has been struggling to add or retain traditional video customers due to intense competition from OTT (over-the-top) video streaming players.
How Much Revenue Growth Will T-Mobile Record in Q2 2018?
Now let’s take a look at T-Mobile’s total expected revenue in the second quarter.
What AT&T’s Postpaid Phone Churn Rate Signals
In its recent earnings, AT&T posted its best-ever first-quarter postpaid phone churn rate of 0.84%, improving year-over-year and sequentially.
Why T-Mobile’s Porting Ratios Continue to Improve
T-Mobile’s (TMUS) postpaid phone churn rate continued to decline YoY (year-over-year) during 4Q17 to 1.2%.
How CenturyLink’s Valuation Compares
As of March 16, 2018, AT&T (T) was the largest US telecom player, with a market capitalization of ~$227.2 billion.
What Are AT&T’s Top Priorities for 2018?
AT&T’s management stated that in 2018, the company’s top priority would be closing the Time Warner (TWX) deal.
A Look at T-Mobile’s 2018 Distribution Strategy
T-Mobile (TMUS) is expanding its distribution footprint as a means to drive growth in untapped US markets.
What Prompted AT&T to Merge with Time Warner?
In October 2016, AT&T (T) signed an agreement to acquire Time Warner (TWX), in which it agreed to pay $107.50 per share to Time Warner’s shareholders.
T-Mobile Is Planning New ‘Un-Carrier’ Moves in 2018
T-Mobile’s (TMUS) current “Un-Carrier” initiative is helping to strengthen and re-build customer trust.
How Sprint’s Network Is Performing in San Jose
Sprint’s median download speed declined from 20.6 Mbps in the first half of 2017 to 15.5 Mbps in the second half of 2017.
Why CenturyLink Reported Broadband Subscriber Losses in 3Q17
The top cable companies continue to show strong momentum in the US broadband market with Comcast (CMCSA) and Charter (CHTR) adding the most broadband customers in 3Q17 given the higher speeds.
Understanding the Trends in T-Mobile’s Low-Band Spectrum Rollout
T-Mobile has a solid spectrum position and owned an average of ~110 MHz spectrum nationwide at the end of 3Q17—an increase of ~39% in spectrum holdings.
What Analysts Expect from Frontier’s 3Q17 Earnings
Frontier Communications (FTR) will publish its 3Q17 results on October 31, 2017. Analysts expect Frontier’s EPS (earnings per share) to fall $1.09 in 3Q17.
