Tag Archives: Analysts

Wells Fargo visits T-Mobile, says T-Mo anticipates meeting Q1 2016 postpaid adds expectations

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,” said Senior Analyst Jennifer Fritzsche. T-Mobile acknowledged this, Wells Fargo says, adding that … [read full article]

Analysts predict success for T-Mobile throughout 2014 thanks to Uncarrier momentum

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, offering up to $650 to customer for trading in, and switching networks. Essentially, a point-by-point copy of … [read full article]

Analysts apparently worried by T-Mobile’s moves

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 on what really matters the most: … [read full article]

Industry Analyst Speculates The Tide Has Finally Turned In T-Mobile’s Favor

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 John Hodulik notes that T-Mobile’s second quarter successes means “more upside” for T-Mobile’s share value. Hodulik also insinuated that the successes of … [read full article]

Is Deutsche Telekom Ignoring T-Mobile USA While AT&T Deal Awaits Approval?

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 Friedrich. That would  bring their total contract losses from the last … [read full article]

Verizon Hoping To Keep The iPhone For Itself After AT&T Exclusivity Ends?

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 in fantasy more so than fact but it’s an interesting proposition.  Where we take issue with the logic is that Wu believes Android has … [read full article]