1 Backed by Softbank, Softbank owns over 3 Billion shares, over 80%
2 Softbank is also owner of significant BABA stake, 32% stake, about 60 Billion dollars
3 Softbank affords handset and network equipment economies of scale
4 Brightstar, #1 specialized wireless distributor, is a Softbank Group company
5 Brightstar affords Sprint global reach in handset disposition, facilitates options, pricing
6 Small public float, about 800 million shares
7 Concentrated ownership, about 555 million shares owned by top 10 holders
8 Largest holder Dodge & Cox bought 55 Million shares last quarter for a total of 172 Million
9 Softbank bought 40 Million additional shares recently, may buy up to 183 Million more
10 CEO Claure purchased 5 Million shares at around $5 a couple months ago
11 Long term subscriber downtrend from network replacement recently reversed
12 Sprint added subscribers last 3 quarters
13 Has the newest network in the US, Software-based architecture facilitates more upgrades
14 Densification of network and rollout of LTE-A to cost much less than expected
15 Google MVNO
16 Softbank Chairman Masa Son Global outlook
17 Ex-Google dealmaker King Arora now number one in succession at Softbank
18 Sprint 2.5GHz spectrum valued as much as 86 to 115 Billion per Bloomberg Intelligence
19 Sprint 2.5GHz capacity is a massive 120 MHz over 90% of top 100 US markets
20 Sprint 2.5GHz spectrum is "tailor-made" for OTT video per Dish's Charlie Ergen
21 Burgeoning IoT (Internet of Things) and OTT Video markets can use 2.5GHz capacity
22 Numerous likely MVNO, traditional and non-traditional JV's possible
23 Partnership with Chicago
24 Cisco and Kansas City Partnership
25 Potential Miami Partnership
26 Numerous Smart-City partnerships possible
27 Japan Softbank Pepper Robot sensation coming soon to US, Sprint exclusive
28 Softbank creating a Leasing Company to remove Handset leasing costs from Sprint
Sentiment: Strong Buy
about TMUS has dried up. What is not discussed is the corporations like Sprint, Dish, Comcast, Carlos Slim, and many others that must grow their businesses and the only way they can do it is by M or A's. Consolidation is the name of the new game. Every one is dragging their feet at this time because of 'socialist/communist' regime in DC. I fear Hillary or Bernie or Joe will continue BO's game. Shame, shame and a shame. AJMHOOC
DISH & DirectTV were listed on ATT site as affiliates last year although DirectTV was closer to ATT. IMO, DISH won't survive against DirectTV+ATT.
Its bottom feeding on last auction fired back - must gave it back plus penalty.
DISH could have had TMUS for $38 following Sprint withdrawal due to civil servant morons resisting the M&A, but now the price tag of TMUS, IMO, is at least $48.
Wondering if DISH would be forced to begin deploying the acquired spectrums fro the benefits of consumers.
As M. Son said, US network is below Japan. And according to an independent study, US is not in the top 10.
Wasn't T. Wheeler the head of the union of Telco industry before bought into his current position?
How ironic !
I wonder if the very company which assigns credit worthiness will be downgraded its own credit score.
I bought an LG phone and have struggled with T-Mobile for three months trying to unlock it. T-Mobile said I had to deposit money which i did but they still cannot unlock it. They cannot unlock it so be careful stay away from T-Mobile and LG phones.
119. Tmus has run on vapors for a long time but the lack of profit and incredible competition among better capitalized players ....plus a mature market, does not bode well . Just my humble opinion.
He says most civil servants wont say just to get the votes politically correct.
His tax plan make sense - family below $50K do not pay tax while hedge fund billionaires have to pay their shares and plugging the loop holes.
why don't you wake up and smell the Rose instead of the Crack your on.
that i s almost twice the value of Verizon and that will never happen with the cash Verizon has they could give every TMUS a phone and a $100 just to change .. TMUS has nothing other then Hype and has not even seen a price War yet from the Big Players as they are happy just to continue to collecting the big $ for a much better Network... Now should they step into the same game TMUS is playing and go for Blood guess who will be the Loser ?. Now my opinion is Dish Knows this also and that is why they or anyone else has not made a play for TMUS and if you find that hard to believe Show me the Bids
Even Sprints CEO told TMUS that " He Will Win This One "
The true winner of this is Sprint PCS. Great rate plans, great promos and strong CDMA network. GSM sucks in the USA and Verizon's CDMA is way over priced.
CDMA is the best network in the USA. VZW overpriced CDMA or Sprint's affordable rate plans and great promos is the best option for majority of consumers.
Sentiment: Strong Buy