$TMUS

T-Mobile introduced a secret $25/month plan, Super Essentials Saver, with unlimited 5G data, 50GB premium high-speed access, and international texting. The plan is exclusive to Walmart, limited to new customers, and capped at two lines. Verizon's Simplicity plan, at $30/month, offers 10GB high-speed hotspot and up to 12 lines. Prepaid options like Visible Plus may provide better features at a similar price.

T-Mobile introduced a new Super Essentials Saver plan at $25 per line per month (with autopay) at Walmart, targeting price-conscious customers. This follows recent price increases and plan changes. The company aims to retain customers amid intensifying competition, with postpaid phone churn rising to 0.93% in 2025. T-Mobile expects higher customer losses and slower postpaid account growth in Q3 2026.

OpenAI launched GPT-6 Astra, claiming it marks the start of AGI era. Elliott Management is building a stake in Deutsche Telekom, potentially complicating its merger plans with T-Mobile US. Ciena's stock fell 10% despite strong quarterly results and positive fiscal 2027 forecasts. T-Mobile US and Charter Communications announced CFO changes. NTIA allocated $21bn for new BEAD funding. KDDI expanded D2D service roaming.

T-Mobile US (TMUS) shares fell 3.1% due to investor reaction to its planned CFO transition, despite reaffirmed 2026 guidance. The company announced Jessica Uhl as the future CFO, with the current CFO remaining until 2027. Analysts suggest profit-taking after recent gains.

T-Mobile US CEO Srini Gopalan focused on home internet and AI growth amid a 25% stock decline since his appointment. Q2 revenue missed estimates, and subscriber growth fell 13% year-over-year. Elliott Investment Management opposes a merger with Deutsche Telekom, favoring buybacks. Deutsche Telekom owns 53% of T-Mobile US, with the German government and KfW holding about 14% each. T-Mobile generates $18B in adjusted free cash flow annually and pays over $2B in dividends.

T-Mobile announced that CFO Peter Osvaldik will step down in February 2027, with Jessica Uhl, former CFO of Shell, succeeding him. Uhl will join as CFO-designate in mid-September. Osvaldik will transition to a strategic adviser role before retiring in July. Deutsche Telekom, which owns 54% of T-Mobile, has been considering a merger with T-Mobile, but faces pressure from activist investor Elliott Investment Management to abandon the plan.

T-Mobile US, Inc. (TMUS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. EXHIBIT 99.1 T-Mobile Announces Planned Chief Financial Officer Transition Jessica Uhl Appointed CFO Designate; To Succeed Peter Osvaldik as Chief Financial Officer in February 2027 Peter Osvaldik to Continue as CFO Through a Transition Period Before Assuming a Strategic Advisor

Deutsche Telekom shares rose after reports that Elliott Investment Management accumulated a significant stake and pushed for larger share buybacks instead of a full merger with T-Mobile US. T-Mobile US shares also gained. Deutsche Telekom owns 53% of T-Mobile US and has authorized €5 billion in share repurchases. Elliott's involvement may pressure management to address strategic uncertainties.

Elliott Management opposes Deutsche Telekom's merger plans with T-Mobile US, preferring share buybacks. Deutsche Telekom, which owns 53% of T-Mobile, is studying a new holding company. The merger faces political hurdles in Germany and the U.S. Deutsche Telekom shares rose over 2% to 29.03 euros after the news.

T-Mobile US (TMUS) shares rose 3% after Elliott Investment Management, an activist investor, reportedly urged Deutsche Telekom to abandon merger talks involving TMUS. Elliott, which holds a stake in Deutsche Telekom, proposed larger share buybacks instead. Deutsche Telekom owns 54.3% of TMUS. TMUS stock is down 8% year-to-date.