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Graded daily on value B, growth B-, profitability B, momentum C, revisions B. Sector-relative, identical for every user.
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Key events, in time order
Fastest 5G fiber plan at $90/mo with symmetrical speeds and 10-year price guarantee to attract broadband customers
EPS of $3.22 beat estimates; service revenue growth drives FCF target to ~$18.8B
全年服务收入预期上调至约$76.8 billion，同比增长8%；postpaid ARPA增长预期上调至约3.5%。
First-of-its-kind customizable wireless plans offer more choice and flexibility, potentially impacting subscriber growth and ARPU
Ahead of earnings, analysts expect subscriber gains but cost pressures may hit profits
Analyst sees pullback as buying opportunity, PT $170
Company announcement confirms crews restored service in affected areas
Mint Mobile's 10th-anniversary deal: new customers get any plan (incl. unlimited) at $10/month for 6 months
New AutoPilot capabilities and nationwide Dynamic CX expansion strengthen network intelligence and reliability
Board declares higher cash dividend, directly boosting shareholder returns
Activist builds DT stake, opposes merger, adding uncertainty to TMUS deal
FCC grants 30-day STA for ASTS to test 7x7 MHz spectrum sold by T-Mobile, fueling partnership expectations
SpaceX president says expects to acquire quite a few customers from major carriers, drawing market attention
Arrowstreet and Bank of Nova Scotia cut positions significantly in Q1, continuing institutional selling trend.
Q2 results trigger forecast cuts alongside capital moves
Postpaid service revenue grew 13% and total service revenue grew 9% in Q2.
Q2 EPS $2.99 beat, revenue slight miss, raised FCF outlook, stock fell
Related — this ticker is not the subject
Multi-year deal covers chips and software for tens of thousands of macro sites, taking Starlink Mobile onto the turf of AT&T, Verizon and T-Mobile
Starlink delivered 36% of SpaceX revenue and 85% of operating profit last quarter, but satellite limits on voice and data make terrestrial towers the missing piece
After being turned down by Verizon and others, a Boost deal would let SpaceX skip years of tower buildout
Ground towers would fill the coverage gap left by satellites and newly acquired low-band spectrum; tower stocks rise, carriers slip
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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice
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