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Array Digital Infrastructure Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Array Digital Infrastructure Q2 Earnings Call Highlights

TDS reported second-quarter progress in its fiber expansion and tower infrastructure operations, while updating 2026 guidance for both TDS Telecom and Array Digital Infrastructure (NYSE:AD). Management also said it would not provide further updates or take questions regarding TDS’s pending proposal

Telephone and Data Systems Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Telephone and Data Systems Q2 Earnings Call Highlights

Telephone and Data Systems (NYSE:TDS) reported second-quarter progress in its fiber expansion and tower operations, while lowering revenue expectations for its telecom business amid continued pressure from legacy copper and cable services. The company also said Array Digital Infrastructure completed

T-Mobile changes how customers can finance phone upgrades
TheStreet9d agobullish
T-Mobile changes how customers can finance phone upgrades

T-Mobile is changing how customers finance new devices after previously saying it would scale back free phone deals and device subsidies. During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to ...

Deutsche Telekom Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Deutsche Telekom Q2 Earnings Call Highlights

Deutsche Telekom (ETR:DTE) reported continued organic growth in the first half of 2026, raised its group free-cash-flow outlook following an increase at T-Mobile US, and announced plans for up to an additional €3 billion in share repurchases during 2026. Chief Executive Officer Tim Höttges said gro

Telecom Stocks Slip After SpaceX Takes Aim at Their Market Share
The Wall Street Journal10d agoneutral
Telecom Stocks Slip After SpaceX Takes Aim at Their Market Share

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.

SpaceX's mobile ambitions jolt US telecom market, analysts debate threat
Reuters10d agoneutral
SpaceX's mobile ambitions jolt US telecom market, analysts debate threat

SpaceX's ambition to build a full-fledged mobile service rattled investors in the U.S. wireless sector, as the company outlined plans that could eventually pit Starlink against industry leaders Verizon, ‌AT&T and T-Mobile. SpaceX acquired 65 megahertz of wireless spectrum licenses from EchoStar for a total of $19.6 billion through two deals ‌announced last year, giving Starlink airwaves to expand into mobile services. "The spectrum that we purchased from EchoStar does have terrestrial components, so we definitely intend to build ​out terrestrial," SpaceX President Gwynne Shotwell said during a post-earnings call on Tuesday.

SpaceX Sends Telecom Providers a Shot Across the Bow
The Wall Street Journal11d 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.

Investing.com17d agobearish
AT&T and Verizon tumble as Musk’s SpaceX plots direct mobile threat

AT&T, Verizon, and T-Mobile took a beating on Wednesday as investors braced for an orbital clash with Elon Musk. Shares of AT&T (NYSE: T) and Verizon (NYSE: VZ) both fell 4%, while T-Mobile (NASDAQ: TMUS) slid 2%, following a Semafor report that SpaceX is plotting a direct assault on the U.S. wireless oligopoly. The rocket titan is actively hunting urban-grade spectrum—either by snapping up rivals or crashing next year’s federal auction—to build out dense coverage in major cities. The selloff hi

American Tower Q2 Earnings Call Highlights
MarketBeat18d 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.com23d 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 reports quarterly earnings beat, raises free cash flow outlook
Proactive23d agobullish
T-Mobile reports quarterly earnings beat, raises free cash flow outlook

T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates. The company reported adjusted earnings per share of $2.99...