T-Mobile Subscriber Growth and Market Dynamics
"Okay, T-Mobile to take your time. U.S. shares have been kind of back and forth, wavering back and forth. So it basically gained about a million new mobile phone subscribers. It raised its outlook for the year. It was all kept afloat because it had that recent acquisition of U.S. Cellular and it absorbed about four and a half million customers from that. What also helped drive new subscribers, the analysts are saying it's the Apple iPhone 17 release in September. People wanted it and so they kind of traded in, went to that and they expect to add as many as 3.3 million subscribers for the year, about 130,000 fiber home Internet customers. But I've been talking about this big battle between them, AT&T, Verizon, where are you going to go? It comes down to price. I'm actually going to start shopping around."
— Lisa Martell
The speaker details T-Mobile's robust subscriber gains and improved outlook, boosted by acquisitions and the iPhone 17 launch, but also hints at market uncertainty amid competitive pricing pressures, signaling a need for investors to closely evaluate its positioning.
Company CommentaryBullish Medium ConvictionScore: 6.8
Company Opinion •Stock Movers • 3 days ago