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Ray Sheffer

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 Ray Sheffer

  • uploads///Telecom CFO to Capex q_new
    Earnings Report

    Sprint’s liquidity must be maintained to fund capital investments

    Sprint is cutting down on operating costs to manage high capital expenditures. But marginal cash flows aren’t alleviating Sprint’s liquidity concerns.

    By Ray Sheffer
  • uploads///Telecom Recommendations for ATT
    Company & Industry Overviews

    Wall Street’s View of AT&T on May 13

    Out of 36 recommendations by Wall Street analysts on AT&T’s stock, half were “buy” recommendations and ~44.4% were “hold” recommendations. The remaining ~5.6% of the analysts recommended a “sell.”

    By Ray Sheffer
  • uploads///Verizon Acquisitions Go
    Miscellaneous

    Verizon on Past Acquisitions and go90

    In 2014, Verizon acquired Intel’s (INTC) OnCue, an Internet TV service, which was to be used in the user interface of the go90 service.

    By Ray Sheffer
  • uploads///Telecom Recommendations for T Mobile
    Company & Industry Overviews

    What Do Wall Street Analysts Recommend for T-Mobile?

    As of February 11, 2016, ~78.6% of analysts surveyed have given “buy” recommendations for T-Mobile, 17.9% have given “hold” recommendations, and ~3.6% have given “sell” recommendations.

    By Ray Sheffer
  • uploads///Telecom ATT U wireline income Q
    Earnings Report

    AT&T’s wireline margins expand slightly in 4Q14

    Despite the decline in wireline revenue, the segment’s operating income grew marginally by ~1% year-over-year, or YoY, during 4Q14.

    By Ray Sheffer
  • uploads///Telecom Non Pay TV Households in the US
    Company & Industry Overviews

    Non-Pay TV Households: How Is AT&T Targeting Them?

    Beginning in 4Q16, AT&T plans to initiate the three services—DIRECTV Now, DIRECTV Mobile, and DIRECTV Preview.

    By Ray Sheffer
  • uploads///Telecom Revenue Contribution of ATTs Latin American Operations
    Company & Industry Overviews

    Why AT&T Might Sell Latin American Pay-TV Assets to Telefonica

    Brazil was the largest contributor to AT&T’s revenue from Latin American operations during 3Q15.

    By Ray Sheffer
  • uploads///Tel ATT postpaid net adds q
    Earnings Report

    AT&T’s Net Additions of Postpaid Customers Declined in 2Q15

    On the positive side, growth in AT&T’s net additions of connected devices continued to be solid during 2Q15. AT&T added ~1.4 million connected devices during the quarter.

    By Ray Sheffer
  • uploads///Telecom ATT net adds q
    Earnings Report

    AT&T’s customer base continues modest growth in 4Q14

    AT&T’s connected devices increased 21% year-over-year during 4Q14. The company added 1.9 million customers and connections in the fourth quarter.

    By Ray Sheffer
  • uploads///Tel VZ ott acquisitions
    Company & Industry Overviews

    Verizon Set to Launch Over-the-Top Service Soon

    Verizon is leveraging its acquisitions of AOL, upLynk, OnCue, and EdgeCast for its new over-the-top service.

    By Ray Sheffer
  • uploads///Telecom Vodafones Service Revenue in Italy
    Company & Industry Overviews

    How Vodafone Performed in Italy in 3Q16

    Vodafone service revenue in Itay fell ~8.8% YoY (year-over-year) to reach ~0.93 billion pounds.

    By Ray Sheffer
  • uploads///Telecom Sprint Revenue
    Company & Industry Overviews

    Sprint’s Focus Is Its Cost-Cutting Initiative

    Sprint (S) has an annual cost-cutting initiative of at least $2 billion for fiscal 2016. These cuts are expected to come from operating expenses.

    By Ray Sheffer
  • uploads///Telecom Verizon Revenue qE
    Earnings Report

    Verizon’s Revenue Growth Should Slow down in 1Q15

    Verizon (VZ) will report its 1Q15 results on April 21, 2015. It’s the largest US telecom company. It had a market capitalization of $200.08 billion as of April 13, 2015.

    By Ray Sheffer
  • uploads///Telecom sprint EBITDA FQe
    Earnings Report

    Sprint’s profitability should continue to decline in fiscal 3Q14

    Looking at Sprint’s profitability, Wall Street analysts expect Sprint’s EBITDA for the quarter to decline by ~3% due largely to a lower revenue base.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Net Prepaid Additions
    Company & Industry Overviews

    How Was T-Mobile’s Prepaid Customer Growth in 4Q15?

    During the quarter, T-Mobile’s prepaid subscribers increased robustly by ~8.1% YoY to reach ~17.6 million.

    By Ray Sheffer
  • uploads///Telecom T Mobiles EPS
    Earnings Report

    Will T-Mobile’s Earnings Grow in 1Q16?

    T-Mobile is expected to report its 1Q16 results on April 26, 2016. According to Wall Street analysts, on an adjusted basis, T-Mobile’s earnings are expected to grow significantly year-over-year in 1Q16.

    By Ray Sheffer
  • uploads///Telecom Recommendations for CenturyLink
    Company & Industry Overviews

    Wall Street’s Take on CenturyLink Leading up to Its 1Q16 Earnings

    As of April 11, 2016, ~52.6% of Wall Street analysts’ recommendations for CenturyLink’s stock were “holds,” 15.8% were “sells,” and ~31.6% were “buys.”

    By Ray Sheffer
  • uploads///Telecom Frontiers Broadband Subscribers
    Company & Industry Overviews

    What’s Happening with Frontier in the Internet Space?

    Frontier continued to add broadband customers on a net basis in 1Q16. These net additions were 24,600 for the quarter.

    By Ray Sheffer
  • uploads///Telecom Recommendations for Verizon
    Company & Industry Overviews

    Analyst Recommendations for Verizon on February 25

    Most Wall Street recommendations for Verizon (VZ) were “hold” as of February 25, 2016. About 44.1% were “buy” recommendations, and there were no “sell” recommendations.

    By Ray Sheffer
  • uploads///tel vz churn q
    Company & Industry Overviews

    Verizon Best of Top 4 US Wireless Carriers in Network Performance

    Verizon commanded the best customer retention rate among the top four carriers in the US in 2Q15.

    By Ray Sheffer
  • uploads///Telecom U verses Video Net Additions
    Company & Industry Overviews

    What Does AT&T Expect for Video Customer Growth in 2016?

    During the Deutsche Bank Media, Internet, & Telecom Conference, John J. Stephens talked about AT&T’s domestic video component after the DIRECTV merger.

    By Ray Sheffer
  • uploads///Telecom Market Capitalization of the Largest Global Telecom Players
    Company & Industry Overviews

    AT&T’s Value Proposition in the US Telecom Space

    As of April 5, 2016, globally, AT&T was the largest telecom player by market capitalization. China Mobile (CHL) followed.

    By Ray Sheffer
  • uploads///Telecom Vodafone Germanys Service Revenue
    Company & Industry Overviews

    How Did Vodafone Perform in Germany in Fiscal 3Q16?

    In fiscal 3Q16, Vodafone’s mobile customers in Germany decreased ~3.6% YoY to reach ~30.4 million.

    By Ray Sheffer
  • uploads///Telecom Recommendations for ATT
    Company & Industry Overviews

    Wall Street’s View of AT&T

    Out of 36 analyst recommendations, ~50% were “buys,” ~44.4% were “holds,” and ~5.6% were “sell” recommendations on AT&T’s stock.

    By Ray Sheffer
  • uploads///Telecom Verizon enterprise wireline q
    Earnings Report

    Verizon’s Global Enterprise revenues should follow declining trend

    In the first three quarters of 2014, Verizon’s Global Enterprise revenues declined by ~4.2%. They’re expected to decline by ~4% year-over-year in 2014.

    By Ray Sheffer
  • uploads///Telecom Verizon EDGE take rate QE
    Earnings Report

    Verizon Edge penetration rate doubles in 4Q14

    According to Verizon, its Edge penetration rate increased significantly during 4Q14. Higher Edge penetration should positively impact its 4Q14 earnings.

    By Ray Sheffer
  • uploads///media fox film revenue fq
    Company & Industry Overviews

    21st Century Fox Is Still Focusing on Film Diversity

    21st Century Fox’s Filmed Entertainment segment performed well in the last two quarters. The segment’s revenue grew by 5% year-over-year to $2.4 billion in 3Q15.

    By Ray Sheffer
  • uploads///fedbcddbfcafadfade
    Company & Industry Overviews

    Select Earnings Metrics for T-Mobile and Its Peers

    T-Mobile had a forward price-to-earnings ratio of 20.9x on November 18, 2015. Its forward five-year price/earnings to growth ratio was 0.65.

    By Ray Sheffer
  • uploads///Telecom TEF Mobile Revenue Argentina Q
    Earnings Report

    Telefonica’s 3Q15 Mobile Revenue Was Strong in Argentina

    Mobile revenue in Argentina grew robustly by 21.6% YoY organically to reach 0.66 billion euros during the quarter. The mobile service revenue component increased 24.9% YoY organically.

    By Ray Sheffer
  • uploads///Telecom Expected Transformation and Program Costs FQ to FQ
    Company & Industry Overviews

    Why Is Sprint Cutting Jobs?

    According to Sprint, it has planned to rationalize annual costs by at least $2 billion from fiscal 2016.

    By Ray Sheffer
  • uploads///Telecom TEF Mobile Spain Revenue Q
    Earnings Report

    Telefonica’s Mobile Component Dampened Revenue Growth in Spain

    During 3Q15, Telefonica’s mobile revenue declined 2.6% YoY to 1.1 billion euros in Spain. A robust YoY increase in mobile data revenue limited the decline in mobile service revenues.

    By Ray Sheffer
  • uploads///Telecom network speed h
    Macroeconomic Analysis

    Sprint and T-Mobile: Network Performance on the Bottom Rungs

    According to RootMetrics 2H14 national results, out of the four largest national wireless carriers, T-Mobile ranked third in terms of network speeds.

    By Ray Sheffer
  • uploads///Telecom sprint POSTPAID upgrades fq_NEW
    Earnings Report

    Sprint’s Postpaid Upgrades Increased during Fiscal 3Q14

    Sprint’s postpaid upgrades increased to ~11.5% during fiscal 3Q14. During the quarter, the postpaid upgrades increased both sequentially and YoY.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Mobile Accesses in Argentina
    Earnings Report

    What Drove TEF’s Mobile Revenue in Argentina in 4Q15?

    During 4Q15, the data revenue stream of Telefónica’s mobile component rose by ~30.2% organically YoY to reach ~0.25 billion euros in Argentina.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Extended Range LTE Coverage
    Company & Industry Overviews

    What’s Fueling T-Mobile’s Growth?

    Recently, T-Mobile’s chief financial officer and executive vice president shed light on the geographic segmentation of T-Mobile’s customer growth profile.

    By Ray Sheffer
  • uploads///Tel ATT gigapower markets
    Company & Industry Overviews

    AT&T GigaPower to Reach over 14 Million Customers

    AT&T GigaPower is a fiber-based, high-speed Internet service for consumers and businesses. With the DIRECTV transaction, the service will be expanded to reach 2 million additional customers.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Mobile Service Revenue in Germany
    Earnings Report

    How Much Did TEF’s Mobile Segment Grow in Germany in 4Q15?

    Year-over-year, Telefónica’s mobile revenue rose by ~2.8% to reach ~1.8 billion euros in Germany.

    By Ray Sheffer
  • uploads///Telecom CTL Q Revenue
    Earnings Report

    CenturyLink’s Revenue on Par with Analysts’ Expectations in 3Q15

    CenturyLink’s revenue increased by ~0.9% YoY to reach ~$4.6 billion during the quarter. The company’s revenue was almost even with Wall Street’s expectations.

    By Ray Sheffer
  • uploads///Telecom Cross Sell Opportunities for ATT DIRECTV
    Company & Industry Overviews

    Leveraging the Mobile Video Opportunity: Verizon and AT&T

    The cross-sell potential for wireless services to DirecTV households was ~15 million. The opportunity for mobile video services was ~21 million households.

    By Ray Sheffer
  • uploads///Mobile Android watch iPhone
    Company & Industry Overviews

    Google Starts Android Wear for Apple iPhones on August 31

    As of August 31, 2015, Android Wear for iOS is operational on LG’s Watch Urbane.

    By Ray Sheffer
  • uploads///tel vz FiOS quantum
    Company & Industry Overviews

    Verizon’s Focus on Broadband through Wireline

    Verizon is managing the secular challenges of the pay-TV space by focusing on its broadband offering in FiOS.

    By Ray Sheffer
  • uploads///Telecom Mexico ATT revenue
    Company & Industry Overviews

    What Are AT&T’s Prospects in the Mexican Wireless Market?

    During 3Q15, AT&T’s Mexican wireless operations generated ~$581 million of revenue.

    By Ray Sheffer
  • uploads///Telecom Cablevisions Leverage Post Transaction
    Miscellaneous

    Some Financial Dynamics of Altice’s Cablevision Transaction

    After the approval of the Cablevision transaction by the New York Public Service Commission, Moody’s Investors Service cut Cablevision’s Corporate Family Rating from Ba2 to B1.

    By Ray Sheffer
  • uploads///How FCC regulates telecom industry in the US
    Company & Industry Overviews

    Investors should be aware of regulations in the telecom industry

    In the US and around the world, the telecom industry is regulated because market forces can’t maintain competition within the highly capital-intensive industry.

    By Ray Sheffer
  • uploads///Telecom wireless subscribers by income bracket Aug
    Company & Industry Overviews

    Key customers in the telecom industry

    Post-paid users pay telecom companies periodically. The users pay after they received the service. They typically subscribe to plans for a fixed term.

    By Ray Sheffer
  • uploads///Telecom Overall Network Performance Scores H
    Company & Industry Overviews

    Why Is Sprint Offering a Discount to Competitors’ Customers?

    In this part, we’ll look at one of the reasons behind Sprint’s 50% discount for competitors’ customers.

    By Ray Sheffer
  • uploads///Telecom EV EBITDA P CF
    Company & Industry Overviews

    Valuation metrics that investors can use in the telecom industry

    Investors often use different metrics to determine telecom companies’ relative valuation. Telecom is a capital-intensive industry with high fixed costs.

    By Ray Sheffer
  • uploads///Telecom ETF holdings of largest companies Q
    Company & Industry Overviews

    Investment opportunities in the US telecom industry

    Investors that like the US telecom industry’s fundamentals—for example, stable cash flows and high dividend yield—may invest in telecom ETFs.

    By Ray Sheffer
  • uploads///Telecom ATT wireline revenue Q_composition
    Earnings Report

    What was the key growth driver for AT&T’s wireline segment?

    Adjusted revenue from IP-based strategic services grew by 14.3% YoY in 4Q14. Adjusted consumer wireline revenue increased by 2.4% during the quarter.

    By Ray Sheffer
  • uploads///Telecom Sprint Platforms Postpaid Customers
    Company & Industry Overviews

    How Is Sprint’s Offer for Competitors’ Customers Faring?

    Sprint’s offer to the customers of other wireless carriers is for monthly charges associated with the service plan as well as the access line.

    By Ray Sheffer
  • uploads///Telecom Recommendations for ATT
    Company & Industry Overviews

    Recommendations on AT&T: The Word on the Street

    Out of 36 recommendations on AT&T’s stock, around half gave “buys.” The proportion of “hold” recommendations on the stock was ~44.4% as of April 18, 2016.

    By Ray Sheffer
  • uploads///Telecom ATT U verse revenue Q
    Earnings Report

    U-verse is a significant revenue stream for AT&T’s wireline segment

    At the end of 2014, U-verse evolved as a substantial revenue stream for AT&T’s (T) wireline division. Consumers contributed ~96% to adjusted U-verse revenue during 4Q14.

    By Ray Sheffer
  • uploads///Telecom Fios Net Additions
    Company & Industry Overviews

    How Were Verizon’s Internet and Pay TV Customer Acquisitions in 2Q16?

    Verizon Fios Internet and video customer acquisitions have come down significantly on a net basis in 1Q16 from the levels in 1Q15.

    By Ray Sheffer
  • uploads///Telecom sprint promotions FQq
    Earnings Report

    Sprint ramps up promotional efforts to expand customer base

    The launch of Apple’s iPhone 6 in September, just before the holiday season, was a key driver for Sprint’s increased promotional efforts during fiscal 3Q14.

    By Ray Sheffer
  • uploads///ALtice CVC suddenlink footprint  june
    Company & Industry Overviews

    What’s Next for Altice after Cablevision Acquisition?

    At the end of 1Q16, Suddenlink and Cablevision had ~1.6 million and ~3.1 million customer relationships, respectively.

    By Ray Sheffer
  • uploads///Telecom ATT next q
    Earnings Report

    Why AT&T’s Next adoption rate may increase in 4Q14

    One of the key factors that helped AT&T manage low churn levels is its installment plan—Next. Customers can own a smartphone without a down payment.

    By Ray Sheffer
  • uploads///Telecom wireless subscribers Mexico
    Earnings Report

    Wireless growth opportunities for AT&T in Mexico

    AT&T is currently focusing on Mexico, a growing mobile market. Mobile subscribers in Mexico were a significant 105 million in 2013.

    By Ray Sheffer
  • uploads///Telecom Verizon Fios Internet Speeds
    Miscellaneous

    Verizon and Cablevision: Market Share after the Altice Transaction

    An improving broadband proposition with higher Internet speeds should positively affect Cablevision (CVC), considering the competitive dynamics in its industry.

    By Ray Sheffer
  • uploads///direct  you chart
    Company & Industry Overviews

    Direct 2 You: Sprint’s New Distribution Service Started on April 13

    Sprint initiated the “Direct 2 You” service on April 13 in the Kansas City metro market. The service will be extended to Miami and Chicago on April 20.

    By Ray Sheffer
  • uploads///Telecom New Charters  Pro Forma Financials
    Miscellaneous

    Merger Update: Charter, Bright House, and Time Warner Cable

    California is the only state where the merger between Charter Communications, Time Warner Cable, and Bright House Networks has yet to be approved. It could be approved as early as May 12.

    By Ray Sheffer
  • uploads///Telecom EV EBITDA Next Year
    Company & Industry Overviews

    A Look at Sprint’s Multiples on January 19, 2016

    In this part, we compare Sprint’s earnings multiples with those of its peers in the US wireless telecom market.

    By Ray Sheffer
  • uploads///CVC footprint
    Miscellaneous

    What Scale Will Altice See following Its US Cable Acquisitions?

    Let’s see what kind of scale Cablevision and Suddenlink may give Altice in the US cable space compared to some of its peers.

    By Ray Sheffer
  • uploads///Telecom Mobile Traffic in the US
    Company & Industry Overviews

    Sprint’s Positioning in the US Wireless Space

    Sprint’s chief financial officer Tarek Robbiati discussed this second reason for the company’s 50% discount promotion.

    By Ray Sheffer
  • uploads///Telecom Cablevisions Revenue
    Company & Industry Overviews

    What Kind of Growth Does Altice Expect for Cablevision?

    On a YoY (or year-over-year) basis, Suddenlink’s revenue rose ~6.7% to reach ~$0.63 billion in 1Q16.

    By Ray Sheffer
  • uploads///Telecom Market share in fixed segment
    Company & Industry Overviews

    Understanding competition from other industries—cable companies

    Telecom companies compete directly with cable companies—particularly in wired voice, data, and TV services. They compete in the residential and small business segments.

    By Ray Sheffer
  • uploads///Telecom Spectrum holdings Q
    Company & Industry Overviews

    Why spectrum is the lifeblood of a wireless network

    We mentioned how wireless phones communicate with cell towers on a frequency band. The band is called a spectrum. It’s the most valuable resource for a wireless company.

    By Ray Sheffer
  • uploads///Telecom Charters EBITDA
    Earnings Report

    Why Charter’s Core Operating Profitability Improved in 1Q16

    The growth trend in Charter’s core operating profitability further strengthened during the quarter. Charter’s adjusted EBITDA increased 10.4% YoY.

    By Ray Sheffer
  • uploads///Tel TMUS CFO Capex qe
    Earnings Report

    T-Mobile’s Capital Expenditures: Expected to Increase in 2Q15

    T-Mobile’s capital expenditures are expected to grow 20.3% year-over-year to $1.1 billion in 2Q15. Wall Street expects T-Mobile to generate sufficient cash flows to fund its capital investments in 2Q15.

    By Ray Sheffer
  • uploads///Telecom Forward EV EBITDA
    Company & Industry Overviews

    Sprint’s Value Proposition in the US Telecom Space

    Sprint’s forward EV-to-EBITDA (enterprise-value-to-EBITDA) multiple was ~4.7x. This is the lowest among the top four US mobile players.

    By Ray Sheffer
  • uploads///Tel ATT LTE mexico
    Company & Industry Overviews

    AT&T’s Ambitions in Mexico

    America Movil’s Telcel and Telefonica Mexico currently dominate this wireless market. AT&T plans a significant LTE expansion into this market through 2018.

    By Ray Sheffer
  • uploads///Telecom Overall Performance Scores in Los Angeles H
    Macroeconomic Analysis

    Inside Verizon’s Top Network Performance in Los Angeles

    According to RootScore’s 1H16 report, Verizon, T-Mobile, and Sprint held their prior first, second, and fourth places, respectively, in network performance.

    By Ray Sheffer
  • uploads///tel v spectrum
    Earnings Report

    Verizon 3Q15 Earnings: The 600 MHz Spectrum Auction in 2016

    Verizon’s CFO and EVP, Fran Shammo, talked about how important the 600 MHz or megahertz spectrum is for the company.

    By Ray Sheffer
  • uploads///tel S rev
    Earnings Report

    Sprint’s Revenue to Continue Its Fall in Fiscal 2Q15

    Based on the Wall Street analysts’ consensus estimates, Sprint’s revenue is expected to fall ~4.5% year-over-year to reach ~$8.1 billion in fiscal 2Q15.

    By Ray Sheffer
  • uploads///Telecom Level s Revenue
    Earnings Report

    Level 3’s Revenue in 4Q15 below Wall Street Expectations

    Level 3’s revenue was $2.1 billion in 4Q15. This figure was 0.5% below the consensus estimate of Wall Street analysts. In 4Q14, the company’s revenue was $1.9 billion.

    By Ray Sheffer
  • uploads///fceaadbdaaadebbfa
    Earnings Report

    Level 3’s 4Q15 Results: Market’s Reaction Was Positive

    Level 3 Communications (LVLT) reported its 4Q15 results on February 4, 2016. The market received the results and guidance for 2016 positively, and the stock rose 6.9%.

    By Ray Sheffer
  • uploads///Telecom Verizon Churn
    Company & Industry Overviews

    Installment Plans Positively Affect Verizon’s Customer Retention

    During 3Q15, Verizon continued to have the best customer retention among the top four telecom players.

    By Ray Sheffer
  • uploads///Telecom RootScore Denver score h
    Company & Industry Overviews

    Sprint’s Network Performance in Denver Improves in 1H15

    Sprint received the highest score for network speed in 1H15 among the four national carriers in the Denver market. This is a significant achievement for Sprint.

    By Ray Sheffer
  • uploads///Tel VZ churn Q
    Company & Industry Overviews

    Tablets Help Verizon Manage Churn and Increase Usage

    Tablets should have contributed to managing Verizon’s churn. In 4Q14, Verizon had the best postpaid churn among the four largest US wireless carriers.

    By Ray Sheffer
  • uploads///Telecom Sprints Adjusted EBITDA
    Earnings Report

    Sprint’s Adjusted Earnings Nearly Doubled in Fiscal 3Q15

    Sprint’s adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) grew robustly on a YoY basis from ~$1 billion in fiscal 3Q14 to ~$1.9 billion in fiscal 3Q15.

    By Ray Sheffer
  • uploads///Telecom Recommendations for Verizon
    Company & Industry Overviews

    What Do Analysts Recommend for Verizon?

    The majority of analysts recommended “holds” on Verizon as of April 25, 2016. These recommendations represented ~66.7% of the total.

    By Ray Sheffer
  • uploads///Telecom EV EBITDA Current Year
    Earnings Report

    Sprint’s Value Proposition in the US Telecom Industry

    As of January 21, 2016, EV-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) was 5.6x for Sprint, 7x for AT&T, 6.3x for Verizon, and 7.3x for T-Mobile.

    By Ray Sheffer
  • uploads///Telecom Sprint Platforms Postpaid Net Additions
    Company & Industry Overviews

    Sprint Extends 50% Promotional Offer for Competitors’ Customers

    During fiscal 3Q15, Sprint had positive postpaid customer additions. Sprint platform’s postpaid additions grew YoY significantly from just ~0.03 million in fiscal 3Q14 to reach ~0.5 million during fiscal 3Q15.

    By Ray Sheffer
  • uploads///Tel ATT postpaid net adds QE
    Earnings Report

    Net Additions to AT&T’s Postpaid Clients Set to Collapse in 2Q15

    AT&T’s net postpaid additions were a significant ~1 million in 2Q14. That’s much higher than what’s being projected for 2Q15.

    By Ray Sheffer
  • uploads///tel vz capex q
    Company & Industry Overviews

    Wireless is Verizon’s Core Focus Area

    Wireless is the key segment of Verizon’s business. It generated revenue and EBITDA of ~$22.6 billion and ~$9.9 billion, respectively, in 2Q15.

    By Ray Sheffer
  • uploads///Tel pay tv subs q
    Company & Industry Overviews

    Verizon’s Performance as Pay-TV Provider in 2Q15

    Verizon’s CEO and chairman highlighted the importance of proactively addressing pay-TV industry challenges.

    By Ray Sheffer
  • uploads///Telecom Overall Performance Scores H
    Macroeconomic Analysis

    How Verizon’s Network Performance Stood up to Peers

    Verizon got the top spot in all of RootMetrics’ performance categories in 2H15, although it shared first place in the text performance category with AT&T.

    By Ray Sheffer
  • uploads///Telecom Sprints Revenue
    Earnings Report

    Sprint’s Fiscal 3Q15 Revenue Lower than Analysts’ Expectations

    Sprint’s revenue again missed Wall Street’s expectations. Revenue came in ~1.6% below the consensus estimate.

    By Ray Sheffer
  • uploads///Tel Sprint lansing call rootscore h
    Macroeconomic Analysis

    Sprint Shares Top 1H15 Spot for Call and Text Quality in Lansing

    Sprint shared the top spot in call performance with AT&T and Verizon in the Lansing market for 1H15. In text performance, Sprint shared the top spot with T-Mobile and AT&T.

    By Ray Sheffer
  • uploads///Telecom Verizon Edge E
    Earnings Report

    Verizon’s Edge Take Rate Should Increase in 2015

    Edge’s take rate—customers choosing the plan—increased significantly from 1Q14 to 4Q14. Verizon expects it to expand to the range of 34%–35% in 2015.

    By Ray Sheffer
  • uploads///Tel Frontier EPS Q
    Earnings Report

    Frontier’s 3Q15 Earnings Surprise Wall Street Analysts

    Frontier’s earnings in 3Q15 surprised Wall Street analysts, as it was expected to have loss for the quarter.

    By Ray Sheffer
  • uploads///Telecom TMUS Postpaid
    Company & Industry Overviews

    Is T-Mobile’s Customer Growth Sustainable?

    T-Mobile’s solid postpaid customer growth continued in 3Q15. Its postpaid subscriber base grew by 17.3% year-over-year to approximately 30.4 million.

    By Ray Sheffer
  • uploads///Telecom Recommendations for Sprint
    Company & Industry Overviews

    Wall Street’s Take on Sprint as of March 11, 2016

    Sprint’s stock price movement in the one-month and three-month periods were in the positive territory as of as of March 11.

    By Ray Sheffer
  • uploads///Tel ATT vs others
    Company & Industry Overviews

    AT&T Toe to Toe with Comcast, Verizon, and Netflix

    In broadband, AT&T’s and Comcast’s coverages are comparable, but Verizon’s operations are smaller. In scale in content, AT&T and Comcast outweigh Netflix.

    By Ray Sheffer
  • uploads///Telecom Charters Video Net Additions
    Earnings Report

    Charter’s Video Subscribers: The Path from Losses to Gains

    At the end of 1Q16, Charter’s video customers had increased 0.9% YoY and reached 4.4 million. This was well above the company’s estimated video penetration level for the quarter.

    By Ray Sheffer
  • uploads///Telecom T Mobiles EBITDA
    Earnings Report

    Will T-Mobile’s Core Operating Profitability Grow in 2Q16?

    T-Mobile is expected to report its 2Q16 results on August 4, 2016. According to analyst consensus, T-Mobile’s core operating profitability is expected to expand significantly YoY.

    By Ray Sheffer
  • uploads///female hand with television remote control
    Company & Industry Overviews

    How Do Media Networks Make Money?

    Media networks face stiff competition for acquisition and distribution of content. Quality and exclusivity add to competition across the media value chain.

    By Ray Sheffer
  • uploads///Telecom Transaction Values
    Company & Industry Overviews

    Altice Completes the Acquisition of Cablevision

    With the merger of Charter Communications (CHTR), Bright House Networks, and Time Warner Cable (TWC), the US cable space has consolidated even more.

    By Ray Sheffer
  • uploads///tel vz CON revenue q
    Earnings Report

    Verizon’s Revenue Will Likely Grow Marginally in 2Q15

    According Wall Street analysts as of July 10, 2015, there will likely be low growth in Verizon’s revenue during 2Q15. They expect the revenue to rise ~3% YoY.

    By Ray Sheffer
  • uploads///tel vz EBITDA qE
    Earnings Report

    Verizon’s EBITDA Is Expected to Rise Modestly in 2Q15

    According to Wall Street analysts’ consensus as of July 10, on an adjusted basis, Verizon’s EBITDA is expected to rise moderately by ~5% YoY during 2Q15.

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  • uploads///Telecom National Speed Scores
    Earnings Report

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    Recently, Verizon 4G secured the top spot nationally in PCMag’s Fastest Mobile Networks 2016 report.

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