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Ray Sheffer

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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 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///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///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 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 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///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 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 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///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 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 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///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///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 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 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///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///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///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///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///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///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 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///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///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 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///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///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.

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

    What’s AT&T’s Value Proposition in the Telecom Market?

    As of June 24, 2016, AT&T was the largest global telecom company by market capitalization.

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

    What Are the Value Propositions of AT&T and Verizon?

    The biggest global telecom company by market capitalization was AT&T as of June 22, 2016.

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

    What Is Verizon’s Value Proposition?

    As of June 9, 2016, Verizon is the third-largest global telecom company by market capitalization.

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

    What Sprint Plans for Its Wireless Customer Retention

    In fiscal 4Q15, Sprint’s postpaid churn figure was ~1.7%. Verizon had the best retention of postpaid customers, with a postpaid churn of ~0.96% in 1Q16.

    By Ray Sheffer
  • uploads///FTR foot
    Miscellaneous

    Frontier Communications: Integration Efforts after Verizon Deal

    Frontier Communications’ (FTR) acquisition of Verizon’s (VZ) wireline assets in California, Florida, and Texas was completed on April 1, 2016. According to Frontier, it was a $10.5 billion deal.

    By Ray Sheffer
  • uploads///Telecom Wireline Internet Customers
    Miscellaneous

    What Does Charter Have to Say on Broadband Post-Merger?

    Thomas M. Rutledge shed more light on the FCC’s merger conditions for the expansion of Charter Communications’ mass-market broadband footprint.

    By Ray Sheffer
  • uploads///Telecom Verizons XO Communications Deal
    Company & Industry Overviews

    The Road to 5G: Verizon on Its Initial Challenges

    During the recent MoffettNathanson Media and Communications Summit 2016, Fran Shammo, Verizon’s (VZ) executive vice president and CFO, discussed the company’s key challenges in its 5G deployment.

    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 Market

    On May 13, 2016, AT&T was the world’s largest telecom company by market capitalization. China Mobile (CHL) and Verizon (VZ) ranked second and third.

    By Ray Sheffer
  • uploads///Footprint New Charter
    Miscellaneous

    Charter Completes Merger with Bright House and Time Warner Cable

    The merger of Charter Communications (CHTR), Time Warner Cable (TWC), and Bright House Networks was completed on May 18, 2016.

    By Ray Sheffer
  • uploads///Telecom Verizons Postpaid Net Additions
    Earnings Report

    How Did Verizon’s Postpaid Net Additions Perform in 1Q16?

    By the end of 1Q16, Verizon’s subscribers rose ~4.4% YoY to reach ~107.2 million in the postpaid component.

    By Ray Sheffer
  • uploads///Telecom Market Capitalization
    Company & Industry Overviews

    How Does Frontier Communications Compete on Value Proposition?

    As of April 22, 2016, Frontier Communications (FTR) has a market capitalization of ~$6.6 billion. Frontier Communications has a forward annual dividend yield of ~7.8%.

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

    What Sprint Stands to Lose in Fiscal 4Q15

    Analysts anticipate that Sprint’s losses will increase YoY during fiscal 4Q15. The consensus believes its adjusted loss per share will be ~$0.11.

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

    Will Frontier Communications’ Revenue Decline in 1Q16?

    In 4Q15, Frontier Communications’ revenue was ~$1.4 billion, ~$257 million of which came from its Connecticut operations.

    By Ray Sheffer
  • uploads///Telecom ATTs Prepaid Net Additions
    Earnings Report

    What Could Happen to AT&T’s Net Acquisitions of Prepaid Customers in 1Q16

    Wall Street anticipates that AT&T’s (T) prepaid customer growth has maintained momentum in the domestic wireless space in 1Q16.

    By Ray Sheffer
  • uploads///Telecom ATTs Postpaid Churn
    Earnings Report

    Inside AT&T’s Postpaid Retention: How Long Can It Keep Improving?

    According to analysts, AT&T’s postpaid churn metric is expected to be ~1.08% in 1Q16.

    By Ray Sheffer
  • uploads///Telecom ATTs Postpaid Net Additions
    Earnings Report

    What to Expect from AT&T’s Net Acquisitions of Postpaid Customers in 1Q16

    AT&T had postpaid net additions of ~0.53 million in 4Q15 as compared to ~0.85 million during 4Q14.

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

    How Much Can T-Mobile’s Revenue Grow in 1Q16?

    T-Mobile’s revenue increased marginally by ~1.1% YoY to reach ~$8.2 billion in 4Q15. The carrier’s postpaid and prepaid segments continued to drive growth in the service revenue.

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

    What Are the Expectations for Verizon’s Revenue Growth in 1Q16?

    According to the consensus analyst estimates, Verizon’s revenue is projected to grow by ~1.7% year-over-year to ~$32.5 billion for 1Q16.

    By Ray Sheffer
  • uploads///Telecom Verizons EPS
    Earnings Report

    Can Verizon Maintain Its Robust Growth Trend in Its 1Q16 Earnings?

    Verizon (VZ) will report its results for 1Q16 on April 21, 2016. Wall Street analysts expect that on a year-over-year basis, the carrier’s earnings growth momentum will slow down during 1Q16.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Postpaid Customers
    Company & Industry Overviews

    T-Mobile, Binge On, and Music Freedom

    T-Mobile’s Binge On and Music Freedom add weight to the service proposition of the fastest-growing wireless carrier among the top four in the US.

    By Ray Sheffer
  • uploads///Telecom Frontiers Revenue
    Miscellaneous

    Understanding Frontier’s Scale of Operations after the Verizon Transaction

    According to the consensus of Wall Street analysts, Frontier’s revenue in 1Q16 is expected to be ~$1.4 billion.

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

    What Is Sprint’s Value Proposition in the US Telecom Market?

    Instead of getting direct exposure to the players in the US telecom industry, you can consider getting diversified exposure to the space with the Technology Select Sector SPDR Fund (XLK).

    By Ray Sheffer
  • uploads///Telecom Wireline Connections in the Verizon Transaction
    Miscellaneous

    Behind Verizon’s Wireline Asset Sale Transaction with Frontier

    Assets from the Verizon transaction were ~1.2 million, ~3.3 million, and ~2.1 million for Fios video, voice, and broadband, respectively, in 2015.

    By Ray Sheffer
  • uploads///ATT GigaPower
    Company & Industry Overviews

    AT&T GigaPower for U-verse: The Expansion Continues

    AT&T GigaPower is a fiber-based video, Internet, and voice service capable of providing Internet speeds of a maximum of 1 gigabit per second.

    By Ray Sheffer
  • uploads///Telecom Primetime Internet Speeds February
    Company & Industry Overviews

    AT&T May Enhance Its Internet Speeds with G.fast

    AT&T is looking at an option to boost Internet speeds over its copper network. According to the company, G.fast “could significantly boost broadband speeds.”

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

    What Do Wall Street Analysts Recommend for Sprint?

    ~70% of the total analysts covering Sprint gave it a “hold” while ~23.3% gave it a sell.

    By Ray Sheffer
  • uploads///Telecom Network Reliability Scores in Riverside H
    Macroeconomic Analysis

    T-Mobile’s Network Reliability Improved in Riverside

    Based on the 1st Half 2016 Metro Area RootScore Report for Riverside, T-Mobile’s network reliability position among the top four US wireless carriers improved by a notch.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Customers
    Company & Industry Overviews

    Solid Expansion in T-Mobile’s US Wireless Telecom Market Share

    A report by 451 Research dated March 28, 2016, highlighted the robust expansion in T-Mobile’s market share in the US wireless telecom industry.

    By Ray Sheffer
  • uploads///Telecom Network Reliability Scores in San Francisco H
    Macroeconomic Analysis

    Sprint’s Network Reliability Improves in San Francisco

    Based on the 1st Half 2016 Metro Area RootScore Report for San Francisco, in the call performance category, Sprint and T-Mobile’s rankings improved by one and two notches, respectively.

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

    What Does Wall Street Think About Frontier Communications?

    Of the analysts covering Frontier stock, 72.2% have recommended a “buy” as of March 28, 2016. About 22.2% have recommended a “hold,” and 5.6% have recommended a “sell.”

    By Ray Sheffer
  • uploads///Telecom T Mobiles Average Spectrum Ownership in Top  Markets in Megahertz
    Company & Industry Overviews

    Opportunity for T-Mobile at the Broadcast Incentive Auction

    According to the FCC, the bidders who don’t have at least 45 MHz of holdings of coverage spectrum in a local area get a maximum spectrum reserve of 30 MHz in that area in the incentive auction.

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

    How Sprint Is Trying to Attract New Customers in a Saturated Market

    Sprint is the fourth largest wireless carrier in the saturated US wireless space. Its YoY growth for postpaid subscribers has been in the positive territory since fiscal 1Q15.

    By Ray Sheffer
  • uploads///Telecom Wireline Connections in the Verizon Transaction
    Company & Industry Overviews

    What’s Frontier’s Asset Strategy in the Verizon Transaction?

    April 1, 2016, is the expected completion date of Frontier Communications’ (FTR) acquisition of Verizon’s wireline assets in California, Florida, and Texas.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Average Spectrum Ownership in Top  Markets in Megahertz
    Company & Industry Overviews

    What’s the Significance of T-Mobile’s Low-Band Spectrum?

    T-Mobile has been adding low-band spectrum holdings.

    By Ray Sheffer
  • uploads///Telecom Index Performance
    Company & Industry Overviews

    What Are US Telecom Stocks’ Valuation Levels in SPY?

    Over the last few months, US telecom stocks have generated more returns than the broader S&P 500 Index.

    By Ray Sheffer
  • uploads///Telecom Network Reliability Scores in Pittsburgh H
    Macroeconomic Analysis

    T-Mobile and Sprint: Network Reliability Improved in Pittsburgh

    In 1H16, Verizon, Sprint, and T-Mobile shared second place in text performance.

    By Ray Sheffer
  • uploads///Telecom Network Reliability Scores in San Diego H
    Macroeconomic Analysis

    T-Mobile and Verizon Improved Network Reliability in San Diego

    AT&T (T) retained its top spot in network reliability in 1H16. However, unlike 2H15, it had to share this position with Verizon (VZ) and T-Mobile.

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

    Verizon Got Top Spot Again for Network Performance in Orlando

    Verizon (VZ) retained its top position in the overall network performance metric for Orlando in 1H16.

    By Ray Sheffer
  • uploads///Telecom Problems per  Mobile Device Connections PP
    Company & Industry Overviews

    What Are Verizon’s Rankings in Comparison to Peers?

    According to RootMetrics’ 2H15 national results, Verizon received the highest network performance rating among the top four US (SPY) wireless providers.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Fixed Revenue in Argentina
    Earnings Report

    TEF’s Robust Revenue Growth Trend in Argentina Continued in 4Q15

    Organically, TEF’s revenue rose robustly by ~18% year-over-year to ~1 billion euros in Argentina during 4Q15.

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

    Behind Sprint’s Push for Customer Retention

    The postpaid customer retention of Sprint’s platform continued to improve significantly YoY (year-over-year) in fiscal 3Q15 (calendar 4Q15).

    By Ray Sheffer
  • uploads///Telecom Average Speeds by Connections in the US
    Company & Industry Overviews

    What Are Verizon’s Projections about 5G Availability?

    In this series, we will look at some of the key points that Verizon highlighted during the Deutsche Bank Media, Internet & Telecom Conference on March 8, 2016.

    By Ray Sheffer
  • uploads///Telecom Telefonicas Organic OIBDA Growth
    Earnings Report

    What’s the 2016 Outlook for Telefónica?

    Telefónica reported its 2015 results on February 26, 2016. The telecom player’s revenue figure was ~47.2 billion euros for the year.

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

    Competition for Verizon in Family Accounts Component

    Family accounts typically have sticky customers. As of the end of 4Q15, Verizon continued to have the best postpaid customer retention among the top four US wireless carriers.

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

    Verizon’s Valuation Metrics in the Global Telecom Market

    As of February 25, 2016, Verizon is the third-largest global telecom player by market capitalization. It follows China Mobile (CHL). The largest is AT&T (T).

    By Ray Sheffer
  • uploads///Telecom Verizons XO Communications Deal
    Miscellaneous

    How Could Verizon Benefit from XO Communications Transaction?

    In this series, we’ll look at David Small’s comments on Verizon at the Jefferies Media & Communications Conference, including the agreement to buy the fiber assets of XO Communications.

    By Ray Sheffer
  • uploads///Telecom T Mobiles Average Spectrum Ownership in Top  Markets in Megahertz
    Company & Industry Overviews

    Where T-Mobile Stands Now with Low-Band LTE Coverage and Spectrum Holdings

    In the US wireless space, Verizon and AT&T have significant holdings in low-band spectrums. T-Mobile and Sprint have smaller holdings in these spectrums.

    By Ray Sheffer
  • uploads///better choice
    Company & Industry Overviews

    Why Sprint Is Choosing Verizon’s Better Choice Plan

    Sprint has provided a Better Choice Plan that is comparable to the Verizon Plan. But Sprint’s Better Choice Plan offers 3 GB of shareable data.

    By Ray Sheffer
  • uploads///Telecom Frontiers EPS
    Earnings Report

    Frontier’s 4Q15 Earnings Surprise Wall Street Analysts, Again

    Frontier Communications (FTR) reported its fiscal 4Q15 results on February 23, 2016. On an adjusted basis, Frontier surprised Wall Street analysts with positive earnings.

    By Ray Sheffer
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