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T Mobile (TMUS) Stock Looks Fairly Valued Despite Recent Pressure
Simply Wall St.9d agoneutral
T Mobile (TMUS) Stock Looks Fairly Valued Despite Recent Pressure

T-Mobile US stock has fallen this year but still sits on a 3 year gain, and with valuation checks sending a mixed signal, investors are weighing whether the recent pullback has simply brought the price closer to fair or hinted at deeper concerns. Over the past 3 years, T-Mobile US has returned about 31.7%, which suggests long term holders have still come out ahead despite the recent slide. New premium plan uptake and network initiatives, including AI supported customer experience tools, can...

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

These Stocks Are Making Moves Today, Thanks to SpaceX
Barrons.com10d agoneutral
These Stocks Are Making Moves Today, Thanks to SpaceX

SpaceX has designs to leverage its dominant position in the space business into a dominant position in AI and communications. SpaceX stock, for starters, was down about 12% at $110. Nvidia shares were up 3.1% partly because SpaceX is using their chips for its Starmind AI computing satellites.

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.

Wireless Stocks Turn Lower on SpaceX Mobile Plans
Barrons.com11d agoneutral
Wireless Stocks Turn Lower on SpaceX Mobile Plans

Shares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.

T-Mobile rolls out generous offers after outage angers customers
TheStreet11d agoneutral
T-Mobile rolls out generous offers after outage angers customers

T-Mobile, which has more than 143 million U.S. wireless customers, ruffled some feathers last week when its network went down nationwide. The company is now taking steps to make it right by rolling out generous offers to keep customers happy. On July 27, a swarm of T-Mobile customers took to ...

Get Ready for These Stocks to Move, Too
Barrons.com11d agoneutral
Get Ready for These Stocks to Move, Too

If you're invested in telecoms, you need to put SpaceX's earnings report on your radar. The disruption that SpaceX represents has been a stressor ever since June 12 -- SpaceX's IPO date--when company President Gwynne Shotwell told CNBC that the opportunity for Starlink Mobile was huge. Shares bottomed out near $20 in early July, then recovered as SpaceX started to drop.

T Mobile (TMUS) Joins Carrier Push For SIM Based Authentication To Curb AI Fraud
Simply Wall St.12d agoneutral
T Mobile (TMUS) Joins Carrier Push For SIM Based Authentication To Curb AI Fraud

Major US carriers, including T-Mobile US, have jointly enabled a new SIM-anchored cryptographic authentication technology aimed at reducing AI-driven digital fraud. The rollout shifts verification closer to the mobile network level and moves away from traditional SMS-based authentication methods. The initiative positions carriers as more active participants in digital identity security for both consumers and enterprises. T-Mobile US, NasdaqGS:TMUS, is taking part in this carrier-level...

AT&T (T) Teams Up With Verizon And T Mobile On Glide.id Security
Simply Wall St.12d agoneutral
AT&T (T) Teams Up With Verizon And T Mobile On Glide.id Security

AT&T (NYSE:T), T-Mobile, and Verizon have jointly enabled Glide.id's cryptographic authentication technology at the carrier network level. The collaboration targets rising AI-driven fraud by shifting from SMS-based logins to SIM-anchored cryptographic authentication. This move is intended to support passwordless authentication across services that rely on mobile identity verification. AT&T is one of the largest U.S. telecom companies, with its core business centered on wireless...