T-Mobile US
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Strategy & ChangeDeutsche Telekom’s stakes in Europe NatCos creep up
Share buybacks increase holdings in Hrvatski Telekom, Magyar Telekom, and OTE. Group ends FY20 with a much-reduced 43.4% stake in T‑Mobile US, but Bonn still calls management shots.
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M&A
T-Mobile US casts off from Sprint remnant Tidal
New majority owners for Jay-Z -founded music business after artist reportedly buys back T‑Mobile’s stake.
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Network & Infrastructure
Sievert envisages Sprint shutdown ramp‑up in 2022
TMUS CEO says “ isolated ” closures of Sprint network already underway. Underlines post-merger integration progress in marketing and distribution. NatCo’s 3G shutdown reportedly pushed back until April 2022.
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Strategy & Change
Elsewhere in T-Mobile US: 5G FWA incoming
TMUS takes R D looks into agricultural use‑cases and immersive tech.
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Network & Infrastructure
Elsewhere in T-Mobile US: politics, security, and 5G
T‑Mobile US plugs 5G into racing drones .
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Network & Infrastructure
C-Band auction rakes in record-breaking sum
Analyst estimates TMUS shelled out $11bn for highly prized 5G frequencies. NatCo raises $3bn from debt markets, suggesting financial strain of auction greater than expected. Winning bidders not named until completion of “ assignment phase ”.
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Network & Infrastructure
T-Mobile US goes Nordic (again) for 5G expansion
Longstanding partners Ericsson and Nokia sign “ multi-billion-dollar agreements ”. Operator makes concerted 5G push at 2.5GHz to complement 600MHz rollout. Nordic duo also tasked with providing “ advanced technical capabilities ”, including voice over NR, NR carrier aggregation, network slicing, and multi-user massive MIMO.
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Network & Infrastructure
T-Mobile US looks to top up kitty amid C-Band feeding frenzy
Operator issues three tranches of Senior Notes . Says C-Band auction “ may ” have something to do with it, as bidding reaches an eye-watering $80.7bn.
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M&A
Viasat buys out T‑Mobile partner RigNet
Maritime connectivity provider RigNet acquired by satellite specialist Viasat in $222m deal. T‑Mobile US partnered with RigNet in July 2019, but COVID ‑related issues have pegged back progress.
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M&A
T-Mobile ties up another Sprint loose end with Swiftel buy
US NatCo buys Sprint ‑branded wireless assets operated by Swiftel Communications, leaving Shentel as the last remaining Sprint affiliate.
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Partnerships & Alliances
T‑Mobile MONEY partner banks contract extension
White label banking provider BankMobile flags the success of its T‑Mobile partnership as a contract extension is signed and Sprint customers added. Vendor aims to add another “ large ” partner due in 2021.
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Financial & Performance
Deutsche Telekom Group Q3 FY20
Twin-track Group resilient in Europe while continuing to achieve strong growth in the USA. Mismatch between prospects and sentiment in two regions has become a key challenge for management. Attention turning to next strategic cycle, and how DT will seek to reinvigorate Europe-side businesses in stodgy political ...
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Financial & Performance
Headline data: bulked-up DT busting out of old suit
Double-figure and triple-figure milestones nearing for expanded Group on sales and earnings. TMUS the star, again, but DT’s network of European telcos holding firm during highly problematic FY. Top management unclear on picture at T‑Sys as orders slump.
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Financial & Performance
Guidance: beefed-up DT puts on a show
Up-sized Group uprates earnings again. America providing the main grunt, but Europe also chipping in. Stakeholders still queasy around cash generation, despite Group’s rude health at EBITDA level.
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Strategy & Change
Elsewhere in T-Mobile US: 6G gets nod
T‑Mobile US joins 6G alliance with industry bigwigs, and foots a Sprint bill for Lifeline abuse.
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Products & Services
TVision relaunch blurred by carriage disputes
New live-TV streaming service raises hackles of media partners over how channels are distributed. Sievert does not see TVision as a profit pool, or loss leader, but way to stimulate demand for 5G and fixed wireless broadband. TVision Home to shutter on 30 December 2020. ...
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Marketing
New T‑Mobile US unit to take Un‑Carrier model into ads
2019 Pushspring buyout morphs into launch of T‑Mobile Marketing Solutions business, with talk of “ disruption ” and focus on industry “ pain points ”.
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Corporate
T‑Mobile US boardroom given a refresh
Newly‑appointed Telekom Deutschland CEO Srini Gopalan leaves US board, swapped for Dominique Leroy. hubraum’s Tazi and Group veteran Wilkins also join.
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Network & Infrastructure
T‑Mobile US’ Gulf voyage hits COVID squall
Maritime 4G partnership with RigNet feels brunt of coronavirus disruption, with reduced traffic slowing investment returns.
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Strategy & Change
Elsewhere in T-Mobile US: Vivint smart home available
5G‑focused TMUS gives 6G proponents a brush‑off. Smart‑home experiment flagged in California.
