Yazılar

T-Mobile Expects Strong 2025 Growth as Premium 5G Plans Drive Demand

/in /tarafından

T-Mobile (TMUS.O) has projected robust subscriber growth in 2025, surpassing Wall Street expectations due to strong demand for premium 5G plans. The company’s shares rose over 7% following the announcement.

Key Highlights:

  • Subscriber Growth Projection:
    • Expected postpaid net additions: 5.5M – 6M (vs. 2.7M estimate).
    • Q4 postpaid phone net additions: 903,000 (beating 858,500 estimate).
  • Premium 5G Plan Success:
    • Go5G Next & Go5G Plus plans bundle Netflix, Apple TV+ with high-speed internet.
    • 60%+ of new customers opt for top-tier plans.
  • Competitive Gains & Market Expansion:
    • Holiday promotions and AI-powered iPhone sales attracted switchers from rivals.
    • Growth strategy includes rural markets & fixed wireless access.
  • Financial & Operational Performance:
    • Revenue: $21.87B (above $21.31B estimate).
    • High-speed internet adds: 428,000 (vs. 402,000 estimate).
    • Postpaid churn rate: 0.92% (up from 0.86% in Q3).

T-Mobile’s strong performance caps a solid quarter for U.S. telecoms, with AT&T and Verizon also exceeding subscriber expectations.

Eutelsat Launches First Satellites After Merger Using SpaceX Rocket

/in /tarafından

Eutelsat, the world’s third-largest satellite operator by revenue, successfully launched 20 satellites on Sunday using Elon Musk’s SpaceX Falcon 9 rocket. The launch from California’s Vandenberg Space Force Base marked the company’s first major satellite deployment since the merger of Eutelsat and Britain’s OneWeb in September last year.

Eutelsat CEO Eva Berneke expressed optimism about the launch, highlighting the company’s plan to continue deploying satellites in the coming years. The Paris-based company now operates a constellation of over 600 low Earth orbit satellites, catering to broadcasters, telecom companies, and radio stations.

“We aim to integrate more closely into the telecommunications ecosystem,” Berneke said, noting that while satellites remain a niche in the broader connectivity landscape, they play an essential role. Telecom operators, including France’s Orange and Australia’s Telstra, are among Eutelsat’s clients, with discussions ongoing with U.S. operators such as AT&T.

Eutelsat has a $4 billion backlog of orders, with expectations to expand services in markets like India and Saudi Arabia. India, a rapidly growing market expected to reach $1.9 billion by 2030, is in the process of opening up to satellite services, though it faces regulatory challenges with domestic players like Starlink. Berneke stated that Eutelsat is ready to act once India allows satellite services, with plans for immediate expansion.

Additionally, Eutelsat is exploring opportunities to provide in-flight connectivity for aviation companies, offering services like internet browsing. The company expects its revenue to grow starting next year as these projects come to fruition.