T-Mobile US Inc

On September 30, telecom giant Sprint announced that its 5G mobile network was now available for mobile virtual network operator use in Chicago.

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.

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.

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.

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 (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.

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.

Dish Wireless requires $10 billion for its network buildout, but it only has $1.9 billion in the bank. The FCC bars it from selling spectrum to raise cash.

Last week, T-Mobile (TMUS) reported strong second-quarter financial results.

In the first quarter, T-Mobile’s equipment revenues rose ~6.9% YoY (year-over-year) to $2.52 billion from $2.35 billion.

Frontier Communications (FTR) has been making efforts to retain its customers and maintain a lower churn rate in a highly competitive telecommunications sector.

Over the past few quarters, T-Mobile beat analysts’ consensus adjusted EPS estimates. On April 25, T-Mobile delivered another solid quarterly report.

Zynga (ZNGA) is banking on 5G technology to enhance its growth potential.

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.

In fiscal 2018, Verizon Communications’ (VZ) total operating revenues rose ~3.8% YoY to $130.9 billion from $126 billion in fiscal 2017.

Verizon is the leading US mobile operator with the largest retail postpaid market share.

Smartphone penetration hit 85% last year, a development that has forced telecommunication companies to think of creative ways to lure customers from competitors.

T-Mobile (TMUS) recently renewed its sponsorship of the Overwatch League, the professional esports league run by videogame developer Activision Blizzard (ATVI).

In the fourth quarter, Verizon lost 90,000 prepaid subscribers compared to 184,000 net losses in the fourth quarter of 2017.

AT&T (T) ended the fourth quarter with an operating cash flow of $12.1 billion, capex of $4.2 billion, and a free cash flow balance of $7.9 billion.

AT&T (T) posted fourth-quarter EPS of $0.86, in line with analysts’ estimates, on January 30.

Verizon (VZ), the largest US wireless service provider, has been undertaking measures to boost its savings by cutting costs.

Ericsson (ERIC) and Panasonic have agreed to collaborate on exploring new 5G use cases.

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.

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.

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.

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

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.

T-Mobile’s (TMUS) postpaid phone churn rate continued to decline YoY (year-over-year) during 4Q17 to 1.2%.

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 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.

In the first nine months of fiscal 2017, Ericsson’s Managed Services business generated revenues of ~18.3 billion SEK (Swedish kronor), which is equivalent to ~$2.1 billion.

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.

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.

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, […]

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.

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.

The changing political scenario under the Trump administration has led to the anticipation of widespread M&A activity in the telecom industry.

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