The competitive risk posed by satellite providers such as Starlink has been overstated, according to T-Mobile (NASDAQ:TMUS) Chief Executive Srini Gopalan, who argued that traditional mobile operators remain well positioned to meet consumers’ connectivity needs. Speaking in an interview with the Financial Times, Gopalan questioned the role satellite-based mobile services are expected to play and suggested that telecom companies should remain focused on offering products that clearly address custo

Declines in AT&T, Verizon, and T-Mobile have left their dividend yields up by roughly one percentage point from a year ago.

Deutsche Telekom AG (DTEGF) raises free cash flow guidance and proposes a EUR3 billion buyback, driving adjusted EPS up 10.3%.

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...

Moby summary of Optimum Communications, Inc.'s Q2 2026 earnings call

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 (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

The telecommunications company raised its full-year buyback program after posting higher revenue in the second quarter.

Stocks were mostly higher again as Iran and Oman negotiated a shipping agreement for the Strait of Hormuz, but AI capex is still a big issue for investors.

The telecom giant showered shareholders with cash while the stock itself went nowhere, forcing a hard question about what all that money actually bought.

SpaceX stock sinks after earnings. AMD drops after Elon Musk says his AI and space company will exclusively use Nvidia chips.

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.

T-Mobile has underperformed the broader market over the past year, but analysts are highly optimistic about the stock’s prospects.

Shares of major U. S. wireless providers moved lower after SpaceX (NASDAQ:SPCX) revealed plans to develop a fully integrated mobile service, raising concerns that Starlink could eventually become a direct competitor to Verizon (NYSE:VZ), AT&T (NYSE:T) and T-Mobile (NASDAQ:TMUS).

SpaceX President Gwynne Shotwell said the company intends to build out ground-based infrastructure to complement its satellite service

Despite the market reaction, executives at all three telecom companies recently said satellite broadband is unlikely to materially threaten their core businesses.

Investing.com -- U.S. wireless stocks tumbled Tuesday after SpaceX signaled plans to build a full-fledged mobile service, raising the prospect that Starlink could eventually compete directly with Verizon, AT&T and T-Mobile.

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.

AT&T and Verizon anchor ASTS’ U.S. strategy, while its broader network includes nearly 60 carrier partners covering more than 3 billion subscribers.

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.

Traditional U.S. wireless carriers are bracing for aggressive competition as SpaceX plans to expand beyond satellite coverage to build a full-scale terrestrial mobile network.

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.

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, 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 ...

TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.

T-Mobile US continues adding subscribers and expanding broadband, but can strong growth keep justifying its premium valuation amid intense wireless competition?

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.

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 (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...

As is the case with all mobile carriers, T-Mobile US Inc. (NASDAQ:TMUS)’s story also revolves around the firm’s subscriber base. More subscribers mean more revenue and happy investors. On this front, the firm’s shares closed a strong 10.7% lower on July 23rd. The dip came after the firm’s second quarter earnings report. Among other factors, […]

T-Mobile’s U.S. leadership has told Deutsche Telekom that it no longer backs the transaction, Semafor reported.

Consumer stocks were mixed late Friday afternoon, with the State Street Consumer Staples Select Sect

Investing.com -- T-Mobile’s US executives informed Deutsche Telekom that they no longer support a proposed $300 billion merger between the two companies, Semafor reported Friday, citing people familiar with the matter.

Consumer stocks were mixed Friday afternoon, with the State Street Consumer Staples Select Sector SP

The company still reports the numbers it used to lead with, but the case out front now rests on a payoff much further away.

A falling churn rate is quietly doing more for Verizon than any headline contract, and it is why management keeps raising its own guidance.

Its five-year correlation to the index is low enough that most of its return has been its own story, and over the past year it has tended to move opposite the market.

The revenue shortfall and the record margin came out of the same decision, and management raised its full-year outlook on the strength of it.

SpaceX is exploring acquisitions and a government spectrum auction as Starlink moves closer to competing with major U.S. wireless carriers, says a Semafor report.

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

Two trading sessions reached opposite conclusions about the same report. One of them had the better argument.

Major outage disrupted T-Mobile US mobile service for thousands of customers across the US. The issue affected both T-Mobile and providers that rely on its network. Service reliability and customer experience were impacted while the outage was being addressed. T-Mobile US, listed as NasdaqGS:TMUS, is a nationwide wireless operator that relies on consistent network uptime to support its core business. A disruption of this scale can draw attention to how critical infrastructure is managed,...

The telecom industry is entering the next era powered by 5G. Global 5G subscriptions surpassed 3 billion in the first quarter of 2026, and the figure is projected to hit 6.4 billion by the end of 2031. In North America, 5G penetration has surpassed 79%. With the initial land grab for 5G coverage complete, the […]

Customer service can be a competitive differentiator, but the companies need to be careful about taking CX metrics as a forecast for future growth.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

T-Mobile is doubling down on cutting back free offers just as the carrier begins seeing signs that its efforts to improve customer retention are paying off. After its postpaid phone churn (the percentage of customers who canceled their service) increased last year following several price ...

Constellation would carry voice, messaging, data and emergency services to unserved areas

Vodafone Group (NASDAQ:VOD) used its annual general meeting in London to highlight progress in its multiyear transformation, including the integration of Three UK, portfolio changes in Europe and Africa, and a return to dividend growth. Chair Jean-François van Boxmeer said the company has become “a