Latest Articles
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How Far Will SoftBank Go To Close A Sprint – T-Mobile Deal?
There has been increasing speculation regarding a merger between Sprint (NYSE:S) and T-Mobile (NASDAQ:TMUS) since the U.S. Presidential election, given the possibility of a more conducive regulatory environment for telecom mergers under a Repub...
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Why We Increased Our Price Estimate For Sprint
We have increased our price estimate for Sprint (NYSE:S), the fourth largest U.S. wireless carrier, from around $6 per share to about $7.50 per share, on account of its strong recent postpaid subscriber growth and its progress in reining in oper...
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Key Takeaways From Sprint’s Q3 Earnings
Sprint (NYSE:S), the smallest of the four U.S. nationwide carriers, published its Q3 FY’16 results on Tuesday, indicating that its turnaround continues to gain momentum. The carrier posted its strongest postpaid phone subscriber growth in ...
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Sprint Q3 Preview: Postpaid Phone Adds, Margins In Focus
Sprint (NYSE:S), the smallest of the four U.S. nationwide carriers, is expected to publish its Q3 FY’16 results on January 31, reporting on a quarter that is likely to have seen the carrier bolster its postpaid subscriber numbers and make furthe...
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A Sprint-T-Mobile Merger Would Make Financial Sense, But It’s Unlikely To Materialize
There has been renewed speculation that T-Mobile (NASDAQ:TMUS), the third largest U.S. wireless carrier, could be looking to be acquired, given the possibility that the new Presidential Administration could be more amenable to consolidation with...
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Sprint Stock Doubled This Year: Was The Rally Justified?
Sprint ‘s (NYSE:S) stock has surged by over 120% this year, outperforming its larger peers such as T-Mobile (+40%), AT&T (+12%) and Verizon (+8%), driven by stronger than expected subscriber growth, cost cutting and moves to shore up it...
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The U.S. Prepaid Wireless Market: Year In Review
The prepaid wireless space looks fairly attractive to U.S. wireless carriers, as prepaid plans increasingly shift from the pay-as-you-go format to monthly billing, with the gap between prepaid and postpaid ARPUs also narrowing slightly. Moreover,...
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U.S. Postpaid Wireless Market: 2016 In Review
The U.S. postpaid wireless market had a relatively mixed 2016. While postpaid net additions among nationwide carriers fell by about 30% year over-year for the first nine months of 2016 amid increasing saturation in the wireless market, most carri...
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Despite The Chatter, A Sprint T-Mobile Merger Remains Unlikely
The stock prices of Sprint (NYSE:S) and T-Mobile (NASDAQ:TMUS) gained roughly 13% and 3.5%, respectively, since the results of the U.S. Presidential election were declared. The markets appear to be betting that the new Presidential Administratio...
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How Did The Prepaid And Wholesale Businesses Of Nationwide Carriers Trend In Q3?
The prepaid wireless market has been looking relatively attractive to U.S. carriers, on account of growing attach rates of data plans, which is helping to bolster ARPUs and also due to an increasing shift to monthly billing cycles. The wholesale ...
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Sprint Q2 Review: The Turnaround Gathers Pace
Sprint (NYSE:S), the smallest of the four U.S. nationwide carriers, published its Q2 FY’16 results on Tuesday, October 25th, indicating that its turnaround plan was gathering momentum. While revenues grew, driven by postpaid subscriber gr...
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Will Sprint’s Postpaid Phone Momentum Continue Into Q2?
Sprint (NYSE:S), the smallest of the four national wireless carriers, is expected to publish its Q2 FY’16 earnings on October 25th. Below, we outline some of the key factors that we will be watching when the firm reports earnings. We have ...
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Despite Sprint’s Recent Operational Improvements, Significant Risks Remain
We have increased our price estimate for Sprint (NYSE:S) from about $5 per share to about $6 per share, which is still slightly below the current market price, on account of the carrier’s expanding postpaid subscriber base and its progress...
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Which Carrier Stands To Gain The Most From iPhone 7 Promos?
Apple ‘s (NASDAQ:AAPL) fall iPhone launch cycles generally sees a flurry of activity in the U.S. wireless industry, as carriers rely on promotions of the handset to win over high-spending wireless customers. This year’s promos on the ...
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This Year’s iPhone Promos Are Great For Customers, Costly For Wireless Carriers
Apple ‘s (NASDAQ:AAPL) fall iPhone update cycle always sees a flurry of promotional activity in the U.S. wireless industry, as carriers look to sign lucrative iPhone customers. This year’s deals on the new iPhone 7 appear to be particularly...
