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T-Mobile and Verizon have resolved their legal dispute over advertising campaigns that promised big savings for customers who switched carriers. Each company had accused the other of using deceptive marketing to lure people away from their current plans. Settling these cases removes a minor legal distraction and potential fine for both companies. For T-Mobile, it allows the business to stay focused on its main goal of winning over customers through its network coverage rather than fighting over the wording of its price comparisons.
Source: Reuters
Elliott Investment Management has reportedly built a large stake in Deutsche Telekom, the German company that owns a majority of T-Mobile. Elliott is pushing the parent company to abandon any plans for a full merger with its American arm, according to reports.
Deutsche Telekom already controls T-Mobile, but a full merger would be a complex move to fold the two companies together. Having an activist investor like Elliott involved could create pressure on how T-Mobile is managed or how it uses its cash, especially as the company has been focused on returning billions of dollars to its own shareholders through buybacks.
Source: Reuters
T-Mobile announced that Chief Financial Officer Peter Osvaldik will retire in February 2027. He has been with the company for over a decade and helped lead it through the major merger with Sprint. To ensure a smooth transition, he will stay on as a strategic advisor through July 2027.
Jessica Uhl will join as CFO Designate in mid-September and take over the full role after the company files its 2026 annual report. Uhl brings significant experience from her time as CFO of Shell, a global energy giant. While a change in the person managing the company's money is always important to track, this is an orderly handover with a long lead time and a seasoned successor.
Source: 8-K filing
T-Mobile is moving forward with more store closures and job cuts as it shifts how it sells to customers. These moves follow a pattern of the company slimming down its physical footprint after its recent mergers and acquisitions.
While layoffs are difficult for employees, this is a common move for a carrier trying to keep its costs low. By closing redundant stores and moving more sales online, the company can protect the cash it uses to pay for network upgrades and share buybacks.
New details emerged this week about how T-Mobile cybersecurity teams spotted and kicked out Chinese hackers during a series of attacks on U.S. phone companies in 2024. The hackers were part of a broad effort to steal customer data, but the company reportedly cut off their access before they could do significant damage.
While any hack is a concern, this report suggests T-Mobile's security systems worked as intended by catching the intrusion early. For a company that handles the private data of over 100 million people, proving it can defend its network is vital to keeping the trust of its customers and regulators.
Management consistently sets a beatable bar, delivering seven beats in the last eight quarters. This pattern shows a team that has a firm grip on its costs and growth.
| Expectation | |
|---|---|
| EPS | $2.85 |
| Revenue | $23.16B |