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SpaceX Sends Telecom Providers a Shot Across the Bow
The Wall Street Journal15h agoneutral
SpaceX Sends Telecom Providers a Shot Across the Bow

SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.

American Tower Q2 Earnings Call Highlights
MarketBeat7d agoneutral
American Tower Q2 Earnings Call Highlights

American Tower (NYSE:AMT) raised its full-year 2026 outlook for the second time this year after reporting second-quarter growth in tower leasing and record leasing activity at its CoreSite data center business. President and CEO Steve Vondran said the company’s performance was supported by “robust

Verizon Earnings Will Put Cost Cuts and SpaceX Fears Under the Microscope
Barrons.com12d agoneutral
Verizon Earnings Will Put Cost Cuts and SpaceX Fears Under the Microscope

Verizon is set to round out the Big Three telecommunications companies reporting earnings this week, and its cost-cutting push is likely to come into focus alongside potential competition risks from SpaceX. Rivals AT&T and T-Mobile reported earlier this week, with both beating on earnings but missing on revenue. As Verizon stock has outperformed both this year, the company likely faces a higher bar when it reports before the open Friday.

T-Mobile US Q2 Earnings Call Highlights
MarketBeat13d agoneutral
T-Mobile US Q2 Earnings Call Highlights

T-Mobile US (NASDAQ:TMUS) executives said the company delivered another strong quarter in the second quarter of 2026, citing postpaid account growth, higher service revenue, broadband momentum and improving customer satisfaction as key drivers of the business. President and CEO Srini Gopalan descri

T-Mobile Stock Falls. What’s Overshadowing Earnings Beat.
Barrons.com13d agoneutral
T-Mobile Stock Falls. What’s Overshadowing Earnings Beat.

T-Mobile US stock was sliding on Thursday after the wireless carrier reported softer-than-expected second-quarter revenue, overshadowing an earnings beat. T-Mobile reported adjusted earnings of $2.99, as revenue climbed 7.9% from a year ago to $22.8 billion. T-Mobile also said it now expects full-year adjusted free cash flow of between $18.4 billion and $18.8 billion, up from prior guidance of $18.1 billion to $18.7 billion.

T-Mobile raises free cash flow forecast as customers migrate to premium plans
Reuters13d agoneutral
T-Mobile raises free cash flow forecast as customers migrate to premium plans

T-Mobile raised its forecast for annual adjusted free cash flow on Thursday and beat quarterly ‌profit estimates, fueled by customer migration to pricier premium plans. The telecom ‌provider has been retiring some legacy wireless plans and moving affected customers to newer offerings, ​with unlimited premium data and device-upgrade options. "We are seeing new customers really kind of adopt our most premium plans at a rate of about 60% of total sales," Chief Operating Officer Jon Freier told Reuters.

Intel earnings loom as investors watch jobs data and corporate results
Yahoo Finance Video13d agoneutralVIDEO
Intel earnings loom as investors watch jobs data and corporate results

Asking for a Trend Host Josh Lipton lays out what investors need to watch on Thursday, July 22, including key earnings reports from Intel (INTC), RTX Corporation (RTX), T-Mobile US Inc (TMUS), along with the latest reading on initial jobless claims as markets look for clues on the health of the economy.

T-Mobile customers face new restriction when paying bills
TheStreet13d agoneutral
T-Mobile customers face new restriction when paying bills

T-Mobile is enforcing a new rule that will affect how some customers pay their monthly bills, adding to a series of significant changes the company has implemented in recent weeks. For instance, the wireless carrier retired several older phone plans in June. On July 9, it limited its Keep and ...

Bloomberg14d agoneutral
AT&T Reports Greater-than-Expected Mobile Subscriber Gains

(Bloomberg) -- AT&T Inc. added more monthly wireless phone subscribers than analysts expected in the second quarter, a bright spot for the carrier in a period that had investors spooked by potential competitive threats.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restric

Investing.com24d agoneutral
Street Calls of the Week

T-Mobile US What happened? On Monday, BofA Securities upgraded T-Mobile US Inc (NASDAQ:TMUS) to Buy with a $220 price target. *TLDR: T-Mobile insulated from satellite threats; strong urban pricing power. What’s the full story? The tier 1 bank upgrades T-Mobile to Buy from Neutral, keeping a $220 price objective based on a conservative 12.7x FCF multiple. The market is overreacting to peak competition fears. While a low Earth orbit (LEO) broadband rollout threatens to disrupt traditional wireless

T-Mobile puts new limits on 2 wireless offers for customers
TheStreet25d agoneutral
T-Mobile puts new limits on 2 wireless offers for customers

T-Mobile is restricting access to two wireless promotions following several recent changes affecting customer savings. Last week, T-Mobile warned customers that it is retiring multiple older phone plans, including Magenta, Simple Choice, and ONE, over the next few weeks. The change will move ...