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.

Chinese Hack of U.S. Telecoms Compromised More Firms, WSJ Reports

/in /tarafından

A Chinese cyberattack has compromised more U.S. telecom companies than previously reported, including Charter Communications (CHTR.O), Consolidated Communications (CCII.UL), and Windstream, according to a Wall Street Journal report. Hackers exploited unpatched devices from security vendor Fortinet and compromised routers from Cisco Systems (CSCO.O), infiltrating networks of major firms such as AT&T (T.N), Verizon (VZ.N), Lumen Technologies (LUMN.N), and T-Mobile (TMUS.O).

The attack, linked to the Chinese-backed Salt Typhoon cyberespionage operation, raised concerns about the scale of the breach and the vulnerability of critical infrastructure. U.S. national security adviser Jake Sullivan warned telecom and tech executives that Chinese hackers could potentially disrupt U.S. ports, power grids, and other infrastructure. The affected companies have since secured their networks and worked with law enforcement and government officials to mitigate further damage. However, the hack is a reminder of the growing risks of state-sponsored cyberattacks.

US Responds to Chinese-Linked Cyber Attacks on Telecoms Firms

/in /tarafından

The United States has taken action in response to Chinese-linked cyber-espionage operations targeting U.S. telecom firms, as confirmed by U.S. national security adviser Jake Sullivan on Friday. Telecom giants AT&T and Verizon disclosed late last year that their networks had been breached by cyber attackers, although both companies have since secured their systems after collaborating with the U.S. government and law enforcement agencies.

Sullivan highlighted the U.S. government’s efforts to address the ongoing threat, mentioning specific cyber operations like “Salt Typhoon” and “Volt Typhoon.” He emphasized that the U.S. has conveyed a clear message to the People’s Republic of China (PRC) regarding the consequences of further actions that could jeopardize American critical infrastructure, underscoring that the U.S. is prepared to respond accordingly.