Influential telecom analyst gives T-Mobile high marks for focusing on its core mobile business
In a note to clients written on June 10th Moffett said, “We’ve periodically criticized T-Mobile for what we might call ‘distractability,’ or a focus on ancillary issues like a fiber strategy that covers less than 2% of the country, or even an FWA strategy that accounts for just a few percentage points of revenue. “Far more important, and sometimes lost amid these ‘distractions’ is, in our view, the core of T-Mobile‘s value proposition: the best network at the best price.” The analyst believes that T-Mobile has a unique advantage having the best network and the best pricing.
Sievert must give 12 months written notice if he plans on leaving at the end of the 5-year term, or April 1, 2028. He would receive “substantially the same compensation and benefits as he would receive in a qualifying termination.” If his proposed retirement date is on or after April 1, 2026, but before April 1, 2027, he would have to provide at least 12 months’ written notice to the Company but receive only 60% of his retirement compensation.
He will receive 75% of his retirement compensation if he proposes to retire on or after April 1, 2027, but before April 1, 2028. Again, he would have to provide the company with at least 12 months’ written notice. Would Sievert be willing to give up one penny of his retirement compensation to leave early?
The man that will supposedly replace Sievert as T-Mobile CEO is the carrier’s COO Srini Gopalan who also sat in the conversation with MoffettNathanson’s analysts. Gopalan reminded the analysts that even though he is new as a T-Mobile insider, he has been a member of the company’s board since 2021. He also ran the German operations of T-Mobile‘s parent company, Deutsche Telekom.
The T-Life app is one of the most downloaded apps even topping TikTok over the last few months
20 million active T-Life users are engaging with the app seven to eight times per month. Since it is used to upgrade to more expensive plans, T-Life could be generating big-time revenue for T-Mobile.
Other interesting things that came out of the meeting according to MoffettNathanson’s report:
If EchoStar sells off its spectrum, T-Mobile, AT&T, and Verizon would each concentrate on obtaining more capacity for their preferred bands. This would amount to only 15% of the amount of airwaves currently owned by T-Mobile, AT&T, and Verizon in their preferred bands. T-Mobile‘s preferred bands include 2.5GHz mid-band and 600MHz for low-band.
T-Mobile‘s Starlink partnership has 600 satellites in orbit putting them ahead of the competition. National parks are where most of T-Satellite’s traffic comes from with 500,000 square miles of the U.S. that cannot be covered by cellular towers in those parks.
