Drobac Daniel James sold $17K of TMUS

Deutsche Telekom reported Q3 revenue of €31B (+7.5% YoY) and adjusted operating profit of €12.2B (+10% YoY), exceeding expectations. The company raised its full-year outlook, increased its dividend, and announced a €2B share buyback plan. Shares fell due to T-Mobile US weakness after SpaceX's spectrum license acquisition. Deutsche Telekom owns over 50% of T-Mobile US, valued at over €80B. A full merger with T-Mobile US is being considered, according to Handelsblatt.

AT&T, Verizon, and T-Mobile formed a joint venture on October 1, 2026, to pool spectrum and expand satellite-to-phone coverage in rural areas. The venture aims to eliminate US dead zones and will be overseen by a board with representatives from all three companies. Paul Roth was named interim CEO. The companies' stocks fell after SpaceX's spectrum acquisitions, with T-Mobile down 13.3%, AT&T down 9.8%, and Verizon down 8.8% on October 9, 2026.

SpaceX shares rose 4% on reports of talks to acquire or use Boost Mobile's network from EchoStar, gaining potential subscribers for Starlink Mobile. Boost has 7.4 million subscribers, leasing its network from AT&T and T-Mobile, which have reportedly declined network access to SpaceX. SpaceX expects its own mobile service in early 2028, with analysts projecting significant revenue growth.

SpaceX acquired T-Mobile's 800 MHz licenses for $3.6B, pending regulatory approval. SpaceX reported Q3 revenue of $14.6B, up 161%. T-Mobile, Verizon, and AT&T also reported earnings, with T-Mobile raising guidance. Shares fell sharply on October 9.

T-Mobile US Inc. (TMUS) shares rose 6.59% after Q3 earnings beat expectations, with EPS at $3.22 vs. $2.89 consensus and revenue at $23.58B. The company reported strong subscriber growth, raised guidance, and maintains a 2.99% dividend yield. Analysts highlight its strong margins, cash flow, and growth prospects, with price targets ranging from $200 to $230.

T-Mobile US reported Q3 earnings with 274,000 postpaid net account additions, 9% postpaid service revenue growth, and 11% core adjusted EBITDA increase. Management highlighted AI-driven growth, 5G broadband success, and rising ARPU. Challenges include wholesale and prepaid segment headwinds, seasonal churn, and promotional volatility.