BELLEVUE, Wash.--(BUSINESS WIRE)--The Samsung Galaxy S26 series is here at T-Mobile (NASDAQ: TMUS) and UScellular with on Us offers that make it easier to upgrade to Samsung's latest flagship. At T- Mobile, Galaxy S26 takes advantage of 5G Advanced capabilities available only on T-Mobile's 5G network, delivering a faster, more responsive experience with less lag — paired with plans that include built-in benefits customers actually want like streaming on Us, T-Satellite connectivity and a 5-year price guaran ...

Key Takeaways Verizon is viewed as the better buy in the 5G battle against T-Mobile.VZ projects 3.6% sales and 4.2% EPS growth for 2026, with estimates trending higher.Verizon trades at 10.01x forward earnings and has outperformed the industry over the past year.Verizon Communications (VZ) and T-Mobile US, Inc. (TMUS) are major U.S. wireless carriers competing aggressively in the 5G market, battling for subscriber growth, network leadership and long-term cash flow strength. Operating as one of the premier w ...

Core Viewpoint - T-Mobile US (TMUS) has experienced a decline of nearly 18% in its share price over the past year, which is attributed more to its previous strong performance rather than its underlying fundamentals [1]. Group 1 - The decline in T-Mobile's share price is seen as a correction following a period of strong performance [1]. - The company is recognized for its focus on dividend investing, particularly in high-quality blue-chip stocks, BDCs, and REITs [1]. - The investment strategy emphasizes a buy-and-hold approach, aiming to supplement retirement income through dividends within the next 5-7 years [1].

Company Overview - Array Digital Infrastructure is a leading wireless telecommunications provider serving diverse customer segments through multiple distribution channels, leveraging extensive network infrastructure and product portfolio to drive recurring service revenues and capitalize on device sales [6] - The company reported a market capitalization of $4.41 billion and a revenue of $3.77 billion for the trailing twelve months (TTM) [4] Recent Developments - On February 17, 2026, Newtyn Management disclosed the purchase of 350,000 shares of Array Digital Infrastructure, valued at approximately $17.3 million based on quarterly average pricing [2] - Following this transaction, Newtyn's total stake in the company increased to 1,700,000 shares, with the value rising by $23.6 million from the previous period [2] Financial Performance - Fourth-quarter revenue from continuing operations increased to $60.3 million from $26.1 million a year ago, while full-year revenue rose 58% to $163 million [7] - The company reported net income from continuing operations of $172 million for 2025, a significant improvement from the prior year's loss [10] - Management is guiding for revenue between $200 million and $215 million for 2026, with adjusted EBITDA expected to match this range [10] Market Position and Strategy - Array Digital has shifted focus to become a tower company after divesting its wireless operations and monetizing spectrum, resulting in cleaner earnings and visible cash flow [7] - The company offers a range of wireless telecommunications services, including voice, messaging, data, and wireless devices, while also providing tower rental and roaming services [9] Investment Considerations - Despite a 25% decline in stock price over the past year, the company has demonstrated a commitment to capital return, paying a special dividend of $23 in 2025 and another $10.25 in early 2026 [11] - The investment position in Array Digital is viewed as an infrastructure play with contractual revenue, improving margins, and tangible cash generation, making it attractive for long-term investors [12]

Verizon has been struggling to retain loyal customers following recent price hikes and increasing competition in the wireless industry. Amid those pressures, the company has made a major policy change that makes it harder for customers to cut ties and move to another carrier. Last month, Verizon received approval from the Federal Communications Commission to waive a rule requiring it to automatically unlock a phone it sells to a customer after 60 days, despite backlash from consumers and advocacy groups w ...

Core Viewpoint - The company is conducting a year-end earnings call and Capital Markets Day update, focusing on growth opportunities and differentiation in its services [1][2]. Group 1: Company Performance - The agenda includes a halftime check-in since the September 2024 Capital Markets Day, indicating a review of progress and performance [2]. - The company aims to highlight its differentiation across the best network, best value, and best customer experiences, which are key competitive advantages [2]. Group 2: Growth Opportunities - Discussion will cover growth opportunities in the core wireless business, broadband business, and new growth areas, emphasizing sustained outperformance for the company [2].

Core Viewpoint - The National Advertising Division (NAD) has recommended that T-Mobile US, Inc. modify or discontinue its advertising claims regarding the free in-flight Wi-Fi benefit, as the claims were found to be misleading in comparison to Verizon Communications Inc.'s offerings [1][6]. Group 1: Advertising Claims - T-Mobile's website claimed that in-flight Wi-Fi is included in its plans, while Verizon charges $147.00 per month for the same service, implying that Verizon customers incur this cost [2][4]. - NAD determined that T-Mobile's advertising did not accurately represent the benefits for its customers or the costs incurred by Verizon customers, leading to potential consumer confusion [3][5]. Group 2: Evidence and Recommendations - T-Mobile provided evidence of frequent usage of its free in-flight Wi-Fi benefit but failed to substantiate claims regarding the costs incurred by Verizon customers [5]. - NAD recommended that T-Mobile either discontinue the challenged claims or modify them to clearly disclose that the fees avoided by T-Mobile customers are those charged by certain airlines, rather than implying that non-T-Mobile customers typically pay the stated monthly cost [6]. Group 3: Compliance and Industry Context - T-Mobile stated it would comply with NAD's recommendations regarding its already discontinued advertising claim [7]. - BBB National Programs, which oversees NAD, has been enhancing consumer trust in business for over 50 years through independent industry self-regulation [8].

Core Insights - T-Mobile is committed to enhancing customer experience (CX) through digital improvements and innovative tools for both customers and store associates [3] - The company has achieved a 50% reduction in customer service contacts per account, decreasing from seven in Q4 2021 to 3.3 in Q4 2025, with a target of a 75% reduction [4] - The T-Life app has reached 100 million downloads since its launch in 2024, indicating significant engagement and loyalty among users [4][5] - T-Mobile is developing AI software, IntentCX, in partnership with OpenAI to further personalize customer experiences [5][6] - The company reported a net promoter score (NPS) of 79 at its company-owned stores, which is 16% higher than that of third-party retail partners, reflecting a focus on enhancing its own retail presence [6] Digital Improvements - T-Mobile's strategy includes equipping frontline employees with tools to better resolve customer issues, contributing to the reduction in service contacts [4] - The T-Life app serves as a major platform for customer engagement, with 24 million monthly active users [6] AI and Personalization - The objective of the IntentCX initiative is to personalize customer experiences, raising the standard for carrier interactions [5][6] - T-Mobile emphasizes the importance of its NPS as a foundational metric for its customer experience strategy [6]

Group 1 - The article does not provide any relevant content regarding company or industry insights [1]

Core Insights - T-Mobile, US, Inc. (TMUS) reported strong fourth-quarter 2025 results, exceeding both revenue and earnings estimates, driven by significant postpaid customer growth [1][9] Financial Performance - Net income for Q4 was $2.1 billion or $1.88 per share, a decline of 29.5% year-over-year from $2.98 billion or $2.57 per share, attributed to increased operating and interest expenses [2] - Adjusted EPS was $2.14, surpassing the Zacks Consensus Estimate of $2.03 [2] - Total revenues reached $24.33 billion, up from $21.87 billion in the same quarter last year, exceeding the consensus estimate of $23.63 billion [3] Segment Results - Total service revenues were $18.7 billion, reflecting a 10.5% year-over-year increase from $16.9 billion, primarily driven by strong demand for postpaid services [4] - Postpaid services generated $15.37 billion in revenues, marking a 13.9% increase year-over-year [4] - Prepaid service revenues were $2.58 billion, down from $2.68 billion in the previous year [6] Customer Growth - T-Mobile added 2.4 million postpaid net customers and 261,000 postpaid net accounts during the quarter, with a postpaid phone churn rate of 1.02% [5] - Postpaid average revenues per account increased to $150.17 from $146.28 year-over-year [5] Operating Metrics - Total operating expenses rose to $20.59 billion from $17.28 billion in the prior year, leading to a decline in operating income to $3.73 billion from $4.58 billion [8] - Core adjusted EBITDA was $8.4 billion, up 7% year-over-year [8] Cash Flow and Liquidity - Cash generated from operating activities was $6.65 billion, compared to $5.54 billion in the prior year [10] - Adjusted free cash flow increased to $4.18 billion from $4.08 billion year-over-year [10] - As of December 31, 2025, T-Mobile had $5.59 billion in cash and cash equivalents and $79.64 billion in long-term debt [11] Future Outlook - T-Mobile expects postpaid net customer additions to be between 900,000 and 1 million for the upcoming period [12] - Core adjusted EBITDA is projected to be between $37 billion and $37.5 billion, with cash from operating activities estimated at $28 billion to $28.7 billion [12] - Adjusted free cash flow is anticipated to be in the range of $18 billion to $18.7 billion, with capital expenditures around $10 billion [12]