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Comcast (CMCSA) generated free cash over the past twelve months worth 20.1% of its market value. The median S&P 500 company manages 4.4%. Part of that gap is Comcast's debt. The rest means one of two things: the market has made a mistake, or the cash is about to get smaller. Comcast keeps losing broadband customers, and that is the market's answer.
The package consists of Prime Video and niche streaming platforms - AMC+, BritBox, MGM+, PBS Masterpiece, and Starz - for $29.99 a month, offering a savings of nearly 39% vs. subscribing to each service individually.
Verizon Communications (VZ) has had a good year. The stock returned about 24% over the past twelve months against roughly 19% for the S&P 500, and at about $51 it sits at the top of its one-year range. The turnaround is real. What is not real yet is the revenue meant to pay for it.
AT&T (T) is running its largest year ever for fiber expansion, a plan for 8 million new locations, of which over 4 million were acquired from Lumen, and asking shareholders to keep funding it. It expects $23 billion to $24 billion of capital investment in 2026, and the roughly $18 billion of buybacks and dividends is essentially all the free cash flow left. Management used to justify the build product by product; with the customers, it was already winning. The lead now is one blended subscriber
T-Mobile US (NASDAQ:TMUS) executives said the company sees continued growth opportunities in wireless, broadband, business services and newer adjacencies, while maintaining that potential competitive threats from satellite providers and industry convergence offerings have not altered its strategy.
T-Mobile US Inc.‘ Chief Financial Officer Pete Osvaldik says that Space Exploration Technologies Corp.‘s Starlink is not a threat to traditional telecom operators. The Fundamental Laws of Physics Osvaldik, speaking at Citigroup Inc.‘s 2026 Global TMT Conference on Wednesday, pushed...
T-Mobile US (NASDAQ:TMUS) CEO and President Srini Gopalan outlined the carrier’s growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, emphasizing what he described as the company’s “best network, best value, and best experi
A record jump in the price of cellular phone services helped tip a key measure of US inflation above forecasts, likely sealing the deal for a Federal Reserve interest-rate increase next week.
Verizon Communications (VZ) shares sit at the top of a $36.56-to-$50.59 52-week range, up 22.7% over the past twelve months. The exciting part of that story is the dark fiber Verizon has begun selling into AI infrastructure builds. The part that can actually move the stock is duller. Verizon has finally started keeping its customers.
Comcast (CMCSA) has lost 19.2% over the past year, while the S&P 500 returned 18.5%, and the reason given is usually broadband: 167,000 subscribers gone in the June quarter. The stock trades at 0.7 times sales, its own ten-year low. The number that argues the other way is not an earnings figure. Free cash flow over the last twelve months ran at about 159% of reported net income.
A Wells Fargo analyst says SpaceX's wireless push will hurt carriers far less than investors fear, and the real beneficiaries may surprise anyone who assumed satellite and towers compete rather than cooperate.
AT&T CEO John Stankey sees opportunities amid Starlink's wireless expansion.
Comcast and Charter are tanking in unison today with no fresh filings or analyst actions to explain the size of the moves, and the usual culprit of wireless competition does not quite fit either.
AT&T (T) trades at 8.2 times earnings against an S&P 500 median of 23.0, and it got there the hard way: the stock returned -9.4% over the past year while the index returned +19.3%. A profitable telecom throwing off cash at that discount is what value buyers hunt for.
Elliott Management has reportedly advised to spurn any offers from T-Mobile US.
T-Mobile’s latest move adds to a broader shift in how it serves customers.
Verizon has quietly staged one of the year's most surprising large-cap comebacks, but the real question is whether the stock's best days are still ahead or already priced in.
Wireless firms have subsidized iPhone purchases, which has been a big plus for Apple stock. But new iPhone 18 models face a test.
The 2026 telecom sector just produced a shocking reordering, with the stock everyone wrote off surging past both its rivals and the broader market by a margin that demands explanation.
T-Mobile is ramping up its efforts to attract and retain price-conscious customers with a new low-priced offering.
Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, […]
T-Mobile US (NasdaqGS:TMUS) has appointed Jessica Uhl as CFO Designate, with the role effective in mid-September. Uhl will work alongside current CFO Peter Osvaldik during an extended transition period as part of a multi-year succession plan. The incoming executive previously held senior finance roles at Shell and GE Vernova, bringing extensive global experience to T-Mobile’s leadership team. This kind of planned leadership handover is drawing more attention from investors, and T-Mobile is...
VZ's cost cuts, customer-focused strategy and AI infrastructure push are fueling gains, but competition and high debt remain key concerns.
The activist investor has built a stake in the German telecoms group and is pushing against a deeper tie-up with T-Mobile US.
Deutsche Telekom Stock Rises as Activist Investor Elliott Pushes Back on T-Mobile Deal
Activist investor Elliott Investment Management has built a stake in Deutsche Telekom and is pushing the German company to abandon any effort to merge with T-Mobile US, according to people familiar with the matter. Deutsche Telekom owns 54% of T-Mobile and has held discussions this year about combining the two companies to create a more streamlined telecom behemoth. On Thursday, Deutsche Telekom’s stock traded higher in Germany, while T-Mobile’s New York-listed shares rose in premarket trading.
Paul Singer-led Elliott Investment Management has built a sizeable stake in Deutsche Telekom and wants the company to drop a potential combination with its U.S. wireless unit, Bloomberg reported on Wednesday.
The activist reportedly wants the German telecommunications giant to pursue other ways of boosting shareholder value.
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