T-Mobile US (NASDAQ:TMUS) falls as premium customer growth leads cash flow
T-Mobile US stock dropped over 6% shortly after Thursday's market open, a steeper fall compared to the approximately 1% decrease suggested by U.S. index futures.
Churn Takes Centre Stage for T-Mobile (NASDAQ:TMUS) in Wake of Plan Migration
T-Mobile US Inc. approaches earnings week equipped with a new pricing strategy, but customer retention could prove crucial to delivering value. The company started transitioning legacy users to updated plans on July 13.
AT&T (NYSE:T) 12% free-cash-flow yield draws fire as Starlink tests pricing
AT&T Inc. closed at $21.30 Tuesday. Shares are up 0.8% over two days, even as Bernstein cut its price target 17% on Starlink risks. The company has a market cap close to $150 billion. AT&T’s latest outlook calls for at least $18 billion in free cash flow in 2026, which works out to about a 12% free-cash-flow yield and covers the current dividend around 2.3 times. Most of that is from the discount.
T-Mobile Tightens a $3,200 Switcher Perk — Here’s the Investor Math
T-Mobile US has restricted two of its richest switching offers to new wireless accounts, narrowing reimbursements that can reach $800 per line and $3,200 per account. The exception covers customers whose existing account carries only T-Mobile Home Internet or T-Satellite service. Dominick Miserandino, CEO of retail-technology firm RTMNexus, called the change “a deliberate play to cross-sell and diversify its customer base into other high-growth products.”
AT&T Stock’s Dividend Masks 4% Weekly Move; What’s Next
AT&T Inc. posted a 4.0% total return for the week ending Friday, calculated from the July 2 close, even with just a 2.7% climb in its unadjusted share price. The difference came from a $0.2775 quarterly dividend that went ex-div on July 10. AT&T’s 0.4% one-day Friday move works out closer to 1.75% for shareholders getting that payout. U.S. cash equity markets are closed Sunday.
AT&T’s (NYSE:T) stock jump hides a $2.3 billion cash boost
AT&T Inc. traded up 0.6% to $21.17 as of 2:54 p.m. EDT on Friday. The move understates what investors who owned shares before the stock’s ex-dividend date saw. Add in the 27.75-cent dividend those holders picked up, and the one-day total return comes out to about 1.9%. Buyers on Friday did not qualify for the payment.
AT&T sinks for fourth straight day, yield spikes as SpaceX worry hits shares
AT&T Inc. starts the week cut down by sharper investor worries. The stock dropped hard and traded on heavy volume. Shares finished Thursday at $20.58, off 9.4% since June 26. That’s just $0.69 above the week’s low of $19.89, which hit a new 52-week bottom for the stock in some data screens.
FCC schedules 800 MHz test deadline as T-Mobile swaps spectrum with AST SpaceMobile
The FCC signed off on T-Mobile US’s spectrum swap with Grain Management. For investors in AST SpaceMobile, that puts pressure on the company to turn its 800 MHz spectrum story into an actual commercial deal before the end of the year—or else the window gets tighter on the ground.
Verizon (NYSE:VZ) trades lower as Starlink selloff overshadows July dividend
U.S. stock markets are closed Friday, July 3, for the Independence Day holiday, leaving Verizon Communications Inc. with no new trading as it heads into the long weekend. Income investors face a big question: is the 6% yield enough while new threats from SpaceX can erase several quarters of dividends in a week? The NYSE calls Friday a 2026 holiday. Verizon last traded at $42.56 as of Thursday’s close, up 1.36% that day but 8.55% lower over five days.
AT&T faces $15.7 billion SpaceX hit as stock selloff weighs on dividend plans
AT&T Inc. traded lower before Thursday’s open, with shares at $20.48, down $0.205, or 1.0%, in premarket action. The move comes as SpaceX’s push has investors reassessing U.S. telecom risk. The core NYSE session will run from 9:30 a.m. to 4:00 p.m. ET on regular trading days, though July 3 is counted as the Independence Day observed holiday.
AT&T shares dip; SpaceX pressure raises yield concerns
AT&T Inc. dropped on Wednesday as T-Mobile US Inc. gained. The moves show investors are zeroing in on AT&T’s cash strength and dividend, especially if satellite-powered mobile rivals force down wireless prices in the U.S.
AT&T (NYSE:T) slide presses on dividend as Russell exit, Starlink risk stack up
U.S. equities were trading during regular hours. The NYSE's core session runs from 9:30 a.m. to 4:00 p.m. ET. Its next full holiday is set for July 3, 2026, for Independence Day.
AT&T (NYSE:T) bounces, traders watch AWS-3 bill and yield
AT&T Inc. closed the week with a surge in trading, a new but manageable spectrum payment, and its dividend record date set for in less than two weeks.
Substack hires ex-Roku exec to drive sponsorships
Substack steps into the brand sponsorship game with Dan Robbins now leading that push as its first head of brand sponsorships. Robbins, who’s done stints at Roku, PayPal, and Nielsen, joins as the company starts offering more native sponsorships to writers and creators. “Subscriptions remain the foundation of creator businesses on Substack,” Robbins told Axios, as the brand partnership platform starts rolling out.
AT&T Shares Rebound as SpaceX Threat Stays Front and Center
AT&T Inc shares picked up 1.1% to $23.02 late Friday, recovering a bit after a tough week that saw a selloff as the company’s cash-return case faces a new test with SpaceX’s Starlink entering the picture. Verizon moved up 2.6%, and T-Mobile US gained 2.2%. The SPDR S&P 500 ETF, which tracks the broader market, dropped 2.4%.
AT&T shares slide again as Starlink draws Wall Street attention
AT&T shares faced fresh selling early Friday, following two rough days as the market shifted from seeing satellite internet as a far-off issue to a clear risk for broadband growth. The stock last changed hands at $22.77. U.S. trading hadn’t opened yet at press time.
AT&T falls as SpaceX threat renews broadband concerns
AT&T Inc. shares extended losses Thursday, slipping 3.7% to $22.69 by 12:47 p.m. EDT. Investors moved out of the telecom after a new SpaceX-related warning brought fresh worries over broadband competition. AT&T traded close to its session low and the company’s market cap stood near $159 billion.
AT&T shares slip as SpaceX Starlink threat rattles analysts
AT&T Inc. traded at $23.55 ahead of Thursday’s NYSE open, steady with where it finished Wednesday after sliding 4.4%. That drop followed new worry about SpaceX’s Starlink satellite-broadband plans. The NYSE opens for regular hours at 9:30 a.m. ET.
AT&T, Verizon, T-Mobile Rally Against Dead Zones With Uncommon Satellite Move, Eye Starlink Push
AT&T Inc. is teaming up with Verizon and T-Mobile—an unusual alliance among the top three U.S. mobile carriers—to launch a satellite-based venture targeting the country’s wireless dead zones. All three giants are throwing their weight behind what’s shaping up to be a race for direct phone-to-satellite service. The companies say their plan relies on direct-to-device tech, so regular phones connect straight to satellites, no special hardware required.
Verizon’s $1 Billion Spectrum Deal Wins FCC Approval as 5G Capacity Race Tightens
The Federal Communications Commission has signed off on Verizon’s $1 billion spectrum purchase from Array Digital Infrastructure, a 2024 deal aimed at boosting its wireless network’s coverage and capacity. Spectrum refers to the licensed airwaves that enable mobile calls and data.
TechStock² Updates
