2 days ago
AT&T is speeding up its plan to phase out long-standing services that customers keep canceling as demand for newer alternatives grows.
Several of these alternatives have seen strong customer growth in the third quarter of this year. According to AT&T's latest earnings report, the carrier attracted 379,000 postpaid phone customers during the quarter.
It also added 416,000 AT&T Fiber customers, up 44.4% year over year, and 280,000 new Internet Air (its fixed wireless internet service) customers, a 3.7% increase from the same period in 2025.
On an earnings call on Oct. 21, AT&T CEO John Stankey said that the company has been focused on "removing friction for consumers by constructing plans built around simplicity, transparent value, and convergence."
#customers
Several of these alternatives have seen strong customer growth in the third quarter of this year. According to AT&T's latest earnings report, the carrier attracted 379,000 postpaid phone customers during the quarter.
It also added 416,000 AT&T Fiber customers, up 44.4% year over year, and 280,000 new Internet Air (its fixed wireless internet service) customers, a 3.7% increase from the same period in 2025.
On an earnings call on Oct. 21, AT&T CEO John Stankey said that the company has been focused on "removing friction for consumers by constructing plans built around simplicity, transparent value, and convergence."
#customers
2 months ago
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research's Peter Supino cut the stock's rating from Outperform to Peer Perform, and the shares declined. As Supino questions both TMUS's growth story and the cash-return story, the downgrade gives bulls some reason for caution.
T-Mobile's second-quarter print reported July 23, 2026, provides some support for Supino's first argument that
Long-term revenue growth forecast risk tilts negatively as competition expands in T-Mo's core.
Postpaid net account additions stood at 277,000 – a 13% decline from 318,000 a year earlier. Also, management expects third-quarter postpaid net account additions of approximately 250,000 as rate-plan modernization temporarily elevates account churn. Postpaid phone churn was 0.85% in Q2, with management saying the impact on phone churn should be smaller because the modernization is concentrated in accounts with fewer lines
The second argument targets cash returns. Supino warned that
#postpaid #account #Growth #argument
T-Mobile's second-quarter print reported July 23, 2026, provides some support for Supino's first argument that
Long-term revenue growth forecast risk tilts negatively as competition expands in T-Mo's core.
Postpaid net account additions stood at 277,000 – a 13% decline from 318,000 a year earlier. Also, management expects third-quarter postpaid net account additions of approximately 250,000 as rate-plan modernization temporarily elevates account churn. Postpaid phone churn was 0.85% in Q2, with management saying the impact on phone churn should be smaller because the modernization is concentrated in accounts with fewer lines
The second argument targets cash returns. Supino warned that
#postpaid #account #Growth #argument
2 months ago
T-Mobile US Inc. (NASDAQ:TMUS)'s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm's narrative depends on its subscriber growth, and more recently, on its ability to compete with ******* eX. The rocket firm, which now also markets itself as an AI firm, also operates the largest satellite internet constellation in the world. ******* eX also aims to offer its cellular service based on its satellites. On August 6th, Cramer discussed T-Mobile US Inc. (NASDAQ:TMUS)'s latest earnings results:
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
"Some of these are, actually fear of, what's going to happen. I mean, look, T-Mobile was not perfect, it's a good example. T-Mobile was not perfect, it was deceleration of what I'm used to. And then it's a one-two punch, because it's that and then it's ******* eX."
After T-Mobile US Inc. (NASDAQ:TMUS) reported its second quarter earnings in the morning on July 23rd, the shares closed a whopping 11% lower on the same day. The results saw the firm's profit per share beat ******* yst estimates. However, a key factor in its narrative, i.e. postpaid subscribers, missed estimates. As part of the earnings, T-Mobile US Inc. (NASDAQ:TMUS) outlined that it expected to add 250,000 postpaid accounts in the third quarter whcih was quite low over ******* yst estimates of 275,000.
Additionally, during the quarter, T-Mobile US Inc. (NASDAQ:TMUS)'s management also announced that more than 60% of its new additions chose its premium plans. These plans can prove to be more profitable in the future but at the cost of higher customer churn. However, during the call, management also warned that the new plans can increase its churn rate. While T-Mobile US Inc. (NASDAQ:TMUS) outlined that its postpaid churn was 0.85% in the second quarter, the 250,000 subscriber addition guide was based on the costs of the shift to the premium plans.
The focus on the premium and positive metrics, such as a low churn appear to be reflected in T-Mobile US Inc. (NASDAQ:TMUS)'s valuation as well. The firm's shares trade at a forward P/E ratio of 16.45, which is higher than Verizon's P/E of 9.38. 85 out of the 1,022 hedge funds part of Insider Monkey's Q1 2026 database had held T-Mobile US Inc. (NASDAQ:TMUS)'s shares. Furthermore, the short interest appeared to have cleared out a bit after the post-earnings share price movement. As of July-end, it was 3.79% of the float, which was lower than mid-July's 4.70%.
#NASDAQ #shares #churn #estimates
3 months ago
Verizon Communications (NYSE:VZ) jumped recently after posting earnings. Profit beat estimates and rose year over year, but revenue missed estimates.
The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign.
Verizon just posted a strong quarter for postpaid phone net additions in five years, beating ****** yst expectations by a wide margin. Broadband adds stayed strong across fixed wireless and fiber. Adjusted EBITDA hit a record, up 7.2%, pushing margins to an all-time high above 40%.
Management raised full-year guidance for the second straight quarter. EPS growth is now guided to 6-7%, and free cash flow growth guidance got ****** ped to 9-10% from 7% previously. That's a meaningful acceleration from the low single-digit free cash flow growth Verizon posted the last few years.
The dividend looks safe. Free cash flow payout ratio sits under half of what the company generates, and the roughly 6% yield comes with a multi-year streak of annual hikes. Buybacks add another layer of shareholder return: the company is already ahead of pace for the year, and management just raised the full-year target further.
#discount
The stock still trades at a discount to peers, under 9.5 times forward earnings versus roughly 13x for the group. The question is whether that discount is a gift or a warning sign.
Verizon just posted a strong quarter for postpaid phone net additions in five years, beating ****** yst expectations by a wide margin. Broadband adds stayed strong across fixed wireless and fiber. Adjusted EBITDA hit a record, up 7.2%, pushing margins to an all-time high above 40%.
Management raised full-year guidance for the second straight quarter. EPS growth is now guided to 6-7%, and free cash flow growth guidance got ****** ped to 9-10% from 7% previously. That's a meaningful acceleration from the low single-digit free cash flow growth Verizon posted the last few years.
The dividend looks safe. Free cash flow payout ratio sits under half of what the company generates, and the roughly 6% yield comes with a multi-year streak of annual hikes. Buybacks add another layer of shareholder return: the company is already ahead of pace for the year, and management just raised the full-year target further.
#discount
3 months ago
By Harshita Mary Varghese
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
July 23 (Reuters) - T-Mobile said on Thursday it expects third-quarter postpaid account additions to decline sequentially as the telecom operator upgrades its rate plans, sending its shares down nearly 7%.
The company is phasing out older wireless plans and migrating affected customers to newer options that offer features like unlimited premium data and device upgrades, but are more expensive.
That strategy is also expected to lead to a temporary increase in customer churn in the current quarter, the company said. T-Mobile has also been facing intense competition from AT&T and Verizon.
The company expects about 250,000 net postpaid accounts in the third quarter, below Visible Alpha-compiled ***** ysts' average estimate of about 304,000 additions. It added 277,000 postpaid accounts in the previous quarter, which was already a 13% decline from a year earlier.
#company #expects #Third #plans
4 months ago
T-Mobile US Inc. (NASDAQ:TMUS) is one of the best QQQ Stocks to invest in. On July 7, T-Mobile announced a major evolution of its executive leadership team to accelerate its expansion into new business areas, including AI and 6G development. Wireless industry veteran Chris Sambar will join the company as Chief Enterprise Officer by mid-October, where he will lead the expansion of T-Mobile's SMB, enterprise, and government portfolios while scaling emerging growth opportunities like T-Ads and Physical AI.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
Concurrently, André Almeida has been promoted to the expanded role of Chief Marketing, Brand, and Broadband Officer, where he will partner with COO Jon Freier to focus on consumer wireless and broadband growth. Additionally, T-Mobile is consolidating its network, technology, product engineering, and cyber divisions under Chief Technology Officer Dr. John Saw to facilitate the seamless delivery of next-generation connected experiences.
Kappri/Shutterstock.com
These leadership changes coincide with the departure of Mike Katz, the company's Chief Business & Product Officer, who will transition into a strategic advisory role through the end of 2026. CEO Srini Gopalan emphasized that these appointments are intended to provide the focus and expertise necessary to maintain T-Mobile's momentum, disrupt traditional industry models, and achieve the ambitious growth goals outlined in the company's recent capital markets updates.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
4 months ago
T-Mobile US, Inc. (NASDAQ:TMUS) has declined roughly 10% over the past 30 days, mainly due to competitive pressure from ***** eX's Starlink push in mobile services. However, ***** ysts project roughly 42% upside from the current level, driven by the company's aggressive 5G monetization. T-Mobile US, Inc. (NASDAQ:TMUS) ranks as one of the Top Large Cap Stocks to Invest In At 52-Week Lows.
Recently, on June 26, Reuters reported that ***** eX has told investors it is planning to launch a direct retail mobile service for US consumers under the Starlink brand. This will place the company in direct competition with T-Mobile, Verizon, and AT&T.
The report noted that ***** eX President Gwynne Shotwell, during the IPO roadshow, reportedly disclosed that the company is considering building its own terrestrial US mobile network. This goes well beyond the company's current partnership with T-Mobile, which only provides supplemental satellite coverage in remote areas. Moreover, the move is supported by significant spectrum acquisitions. The company purchased wireless spectrum licenses from EchoStar in two deals totaling around $17 billion, giving it the airwaves needed to offer a robust and affordable direct-to-cell service.
Recently, TD Cowen ***** yst Gregory Williams floated the idea that ***** eX could eventually look to acquire T-Mobile as part of its ambition to build a full-scale wireless and broadband platform. He noted that Starlink is no longer just a satellite internet service and aims to become a comprehensive connectivity network spanning broadband, mobile, and a hybrid of satellite and ground-based wireless infrastructure. To achieve that, ***** eX would likely need a wholesale network agreement with a major US carrier such as T-Mobile.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
Recently, on June 26, Reuters reported that ***** eX has told investors it is planning to launch a direct retail mobile service for US consumers under the Starlink brand. This will place the company in direct competition with T-Mobile, Verizon, and AT&T.
The report noted that ***** eX President Gwynne Shotwell, during the IPO roadshow, reportedly disclosed that the company is considering building its own terrestrial US mobile network. This goes well beyond the company's current partnership with T-Mobile, which only provides supplemental satellite coverage in remote areas. Moreover, the move is supported by significant spectrum acquisitions. The company purchased wireless spectrum licenses from EchoStar in two deals totaling around $17 billion, giving it the airwaves needed to offer a robust and affordable direct-to-cell service.
Recently, TD Cowen ***** yst Gregory Williams floated the idea that ***** eX could eventually look to acquire T-Mobile as part of its ambition to build a full-scale wireless and broadband platform. He noted that Starlink is no longer just a satellite internet service and aims to become a comprehensive connectivity network spanning broadband, mobile, and a hybrid of satellite and ground-based wireless infrastructure. To achieve that, ***** eX would likely need a wholesale network agreement with a major US carrier such as T-Mobile.
T-Mobile US Inc. (NASDAQ:TMUS) is a telecom services company that offers wireless communications services, such as voice, messaging, and data, to postpaid, prepaid, and wholesale customers. The company also deals in wireless devices.
4 months ago
América Móvil, S.A.B. de C.V. (NYSE:AMX) is one of the best low volatility stocks to buy under $50. Scotiabank cut the price target on América Móvil, S.A.B. de C.V. (NYSE:AMX) to $20.80 from $21.80 on May 27 and maintained a Sector Perform rating on the shares, telling investors that the firm updated its price targets for LatAm Telecom stocks under its coverage. It further stated that the global risk premium for holding stocks versus bonds has diminished, and the LatAm telecom sector is no exception.
For reference, in its financial results for fiscal Q1 2026, América Móvil, S.A.B. de C.V. (NYSE:AMX) reported that it added 3.0 million wireless subscribers in the quarter, all of them postpaid, having disconnected 90 thousand prepaid subscribers. Mobile service revenue growth for the quarter reached 6.4% year-on-year, with prepaid revenue expanding 5.0% and postpaid revenue 7.3%. It added that fiscal Q1 revenue was 2.1% higher than a year ago in Mexican peso terms, to 237 billion Mexican pesos.
América Móvil, S.A.B. de C.V. (NYSE:AMX) is involved in the provision of telecommunications services. The company's operations are divided into the following segments: Mexico Wireless, Mexico Fixed, Brazil, Colombia, Southern Cone (Argentina, Chile, Paraguay and Uruguay), Andean Region (Ecuador and Peru), Central America (Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua and Panama), the Caribbean (the Dominican Republic and Puerto Rico) and Europe (Austria, Belarus, Bulgaria, Croatia, Macedonia, Serbia and Slovenia).
While we acknowledge the potential of AMX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
For reference, in its financial results for fiscal Q1 2026, América Móvil, S.A.B. de C.V. (NYSE:AMX) reported that it added 3.0 million wireless subscribers in the quarter, all of them postpaid, having disconnected 90 thousand prepaid subscribers. Mobile service revenue growth for the quarter reached 6.4% year-on-year, with prepaid revenue expanding 5.0% and postpaid revenue 7.3%. It added that fiscal Q1 revenue was 2.1% higher than a year ago in Mexican peso terms, to 237 billion Mexican pesos.
América Móvil, S.A.B. de C.V. (NYSE:AMX) is involved in the provision of telecommunications services. The company's operations are divided into the following segments: Mexico Wireless, Mexico Fixed, Brazil, Colombia, Southern Cone (Argentina, Chile, Paraguay and Uruguay), Andean Region (Ecuador and Peru), Central America (Costa Rica, El Salvador, Guatemala, Honduras, Nicaragua and Panama), the Caribbean (the Dominican Republic and Puerto Rico) and Europe (Austria, Belarus, Bulgaria, Croatia, Macedonia, Serbia and Slovenia).
While we acknowledge the potential of AMX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
