AT&T Inc

Charter Communications’ (CHTR) top line has been improving for the past few quarters.

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 is the leading US wireless service provider with the largest retail postpaid market share and the lowest postpaid phone churn rate.

In the second quarter of fiscal 2018, Sprint generated total net operating revenue of $8.4 billion—well above analysts’ consensus estimate.

Netflix’s latest bond offering of $2 billion marks the second time it has been involved in a bond offering this year.

Ericsson (ERIC) generated ~$730.0 million in managed services revenues in the second quarter.

At the September 12 Communacopia Conference, AT&T CEO Randall Stephenson recently detailed the telecom giant’s media acquisition strategies.

According to the first half of 2018 RootScore report for Seattle, T-Mobile (TMUS) ranked first in the overall network performance category.

AT&T’s (T) merger with media conglomerate Time Warner could be a win-win situation for both companies.

Verizon has been struggling to add or retain traditional video customers due to intense competition from OTT (over-the-top) video streaming players.

Now let’s take a look at T-Mobile’s total expected revenue in the second quarter.

AT&T (T) said on June 25 that it had agreed to acquire AppNexus, an ad tech company, for an undisclosed amount.

At the end of May 14, T-Mobile (TMUS) had a market cap of ~$47.8 billion.

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.

The performance of a mobile carrier’s network determines its customer base, and Verizon (VZ) has been making efforts to improve its network in order to keep customers.

As of March 16, 2018, AT&T (T) was the largest US telecom player, with a market capitalization of ~$227.2 billion.

AT&T’s management stated that in 2018, the company’s top priority would be closing the Time Warner (TWX) deal.

T-Mobile (TMUS) is expanding its distribution footprint as a means to drive growth in untapped US markets.

In December 2017, the Walt Disney Company (DIS) announced its plans to buy some of the assets of 21st Century Fox (FOXA) for an equity value of ~$52.4 billion.

n 4Q17, Time Warner’s HBO segment reported quarterly revenue growth of 13% at $1.7 billion. HBO contributes ~19.5% of Time Warner’s total revenues.

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.

AT&T’s cost of revenue rose 15% in 2016 before decreasing 1% in 9M17. That led to a 9% growth in gross profit for 2016 before falling 4% in 9M17.

In this series, we’ll be taking a look at the companies that have announced $1,000 dollar bonuses, pay raises, increased dividends, and buybacks in the last two months.

T-Mobile’s (TMUS) current “Un-Carrier” initiative is helping to strengthen and re-build customer trust.

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.

Donald Trump’s promises of financial deregulation, infrastructure spending, and tax cuts played a major role in the stock market rally this year.

Perhaps US-based (SPY) IT vendor Hewlett Packard Enterprise (HPE) would have generated better profits in fiscal 4Q17 if not for the impact of natural disasters.

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.

Amid rising competition in the wireless space, AT&T (T) has its hopes in the proposed acquisition of leading content provider Time Warner (TWX).

AT&T’s operating margin rose to 16.1% in 3Q17 from 15.7% in 3Q16.

T-Mobile puts a twist to unlimited data T-Mobile (TMUS) won’t allow rival wireless network operators any peace. T-Mobile, and to some extent Sprint (S), prompted market leaders AT&T (T) and Verizon (VZ) to bring back unlimited data plans after years of outage. Unlimited data plans hadn’t made much economic sense to them. On September 19, T-Mobile struck again, […]

AT&T-TUMI According to research company Boston Consulting Group, three industries (discrete manufacturing, transportation and logistics, and utilities) will likely account for 50% of IoT (Internet of Things) spending by 2020. Research company IDC predicts that global IoT spending will surpass $1.0 trillion by 2020. Attracted by the bright prospects of the transportation subset of the IoT, US […]

Better TV audience targeting In seeking to merge with Time Warner (TWX), AT&T (T) is motivated by advertising prospects. For AT&T, combining Time Warner’s media assets, especially high-quality content, with its technology and massive user data should make a huge difference in its advertising business. For example, AT&T hopes that the combination will enable it […]

Intel controls more than 99% of the data center chip market.

Comcast’s (CMCSA) Cable Communications business continues to be driven by its high-speed Internet and video business.

Amazon sold bonds to finance Whole Foods acquisition On August 15, Amazon (AMZN) sold $16 billion in bonds to fund its acquisition of Whole Foods (WFM). The bonds were met with robust demand from investors, as the tech giant rarely visits the bond market. Amazon is taking advantage of a good borrowing environment. Amazon’s bond sale is the […]

Regulators are reviewing AT&T’s proposal to merge with Time Warner in a transaction valued at $85.4 billion.

AT&T (T) noted that it added 2.8 million net wireless subscribers in 2Q17, up from 2.7 million in 1Q17.

Many wireless carriers are currently opting for 5G (fifth-generation) technology for network reliability and higher speeds.

T-Mobile (TMUS) ended the first quarter of 2017 with approximately 72.6 million subscribers, a growth of ~1.1 million compared to the previous quarter.

Crown Castle is expected to ride high on higher profitability, and analysts expect it to register significant AFFO (adjusted funds from operations) growth.

If we compare the performances of the defensive sectors, we can see that their YTD performance and one-year performances have been reasonably uniform with the exception of the energy and telecom sectors.

Sprint’s device leasing has helped it to regain its financial position. The take rates of Sprint’s leasing plans have continued to surpass its installment plans in the last few quarters.

M&A activity seems to be driving the media industry towards consolidation.

The take rate of Sprint’s (S) leasing plans continued to surpass its installment plans in fiscal 3Q16. Its take rate of leasing plans reached ~43.0% that quarter.

AT&T (T) is continuing to invest significantly in Mexico. The company expects this investment to start paying off in 2017, which should help its profitability going forward.

Intel (INTC) is in the midst of a major transformation, which makes Intel the top semiconductor R&D (research and development) spender in the world.

T-Mobile’s earnings in the last few quarters In the last few quarters, T-Mobile (TMUS) has managed to beat analysts’ EPS (earnings per share) estimates. T-Mobile delivered another solid quarter in 4Q16, with strong subscriber metrics and adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) growth. T-Mobile added 1.2 million net postpaid customers, with 933,000 […]

Netflix stated that it would spend $6 billion to produce original films in 2017, suggesting a $1 billion increase to a similar 2016 budget.

The potential acquisition of Charter Communications (CHTR) could be seen as another attempt by Verizon (VZ) to pursue revenue growth outside its traditional carrier business.