As we wait for the final arguments in the T-Mobile-Sprint merger trial, there’s a lot of speculation about how each side did with their arguments and who Judge Victor Marrero might rule in favor of. A new analyst report came out today that says that the states might come out on top. Cowen analysts believe that Judge Marrero will rule in favor of the … [read full article]
T-Mobile had itself a pretty good 2017, adding 5.7 million customers to its base. Now some analysts are predicting that 2018 will be another strong year for T-Mo. Analysts at Deutsche Bank Markets Research said this week that they expect T-Mobile to take 60 percent of the postpaid … [read full article]
Wells Fargo Securities recently paid a visit to T-Mobile HQ in Bellevue, Wash., and while its post-visit report mentions that some credit policy issues may exist, it came away with a positive impression. “Management acknowledge the increase in bad debt expense in 2H15 is something to watch and ‘caused a bit of a disruption,” [read full article]
For the best part of the last 6 months we’ve heard and read many different takes on the possible merger between T-Mobile and Sprint. Up until recently – when the merger was purely speculation and messages along the grapevine – analysts had mostly been singing from the same hymn sheet. The chorus: Sprint and T-Mobile need to merge, or[read full article]
There’s no doubt in anyone’s mind that T-Mobile’s Uncarrier movement is a big hit. It’s not just bringing in more customers for T-Mobile than it’s had in years, it’s also forcing other carriers to change their ways and compete. The most recent example of this was Sprint’s promotion, [read full article]
If there’s one group of people that constantly provide frustration to my working life, it’s financial analysts. In my role, running TodaysiPhone.com, I come across them a lot. Normally, they’re making crazy predictions about what Apple’s going to release next or daft predictions on the company’s financial results. Normally, they’re wrong. But that’s not what frustrates me the most. As a financial analyst, the focus is never … [read full article]
With T-Mobile’s first truly positive quarterly results still fresh in the mind of industry analysts, at least one such industry watcher is publicly stating T-Mobile is on the prowl. In a research note last Friday, UBS Investment Research analyst … [read full article]
While we await Deutsche Telekom and T-Mobile USA’s second quarter numbers set to be released sometime tomorrow an article coming out of Bloomberg shows analyst concern that T-Mobile USA is being left behind by their parent company. T-Mobile USA is expected to see a net contract customer loss of close to 350,000 customers from last quarter according to UniCredit SpA analyst Thomas … [read full article]
Hoping to not get lost in today’s Nexus S news cycle is a report by analyst Shaw Wu of Kaufman Bros who believes that Verizon will pay to keep the iPhone away from Sprint and T-Mobile. I believe it’s safe to say that analyst opinions like this are often steeped … [read full article]
