Telkom: Perang Harga Sudah “So Yesterday”, Kini Fokus Kualitas Layanan
Telkom, through its CEO Dian Siswarini, announced a shift in focus from price wars to service quality as its main competitive strategy. Siswarini stated that in the maturing telecommunications industry, service differentiation and network quality are now the crucial factors for success, rather than low tariffs. The company plans to leverage its extensive fiber network as a foundation to enhance overall service quality for both fixed and mobile broadband users.
Array Digital Infrastructure Inc (AD) Q4 2025 Earnings Call Highlights: Strategic Moves and ... By GuruFocus
Array Digital Infrastructure Inc (AD) reported its Q4 2025 earnings, highlighting the successful sale of its spectrum to AT&T for over $1 billion and the subsequent payout of a special dividend of $10.25 per share. The company is transitioning into a tower company, significantly strengthening its balance sheet through debt repayment and share repurchases. While optimistic about future growth, particularly from its tower portfolio and T-Mobile MLA, AD's 2026 guidance excludes DISH revenue due to ongoing disputes and faces challenges from elevated SG&A expenses and unleased "naked towers."
Array Digital Infrastructure Returns to Full-Year Profitability and Issues 2026 Revenue Guidance
Array Digital Infrastructure (NYSE: AD) returned to full-year profitability in 2025, reporting $169.7 million in net income, a significant reversal from the previous year's loss. This was driven by a strategic pivot to a standalone tower model and a 58% increase in total operating revenues from continuing operations. The company also issued 2026 revenue guidance between $200 million and $215 million, reflecting its continued focus on integrating a T-Mobile Master Lease Agreement and monetizing remaining spectrum assets.
Cogent Communications Holdings, Inc. Q4 2025 Earnings Call Summary
Cogent Communications Holdings, Inc. has successfully integrated the Sprint and Cogent networks, shifting its focus to organic growth and high-margin products like wavelength services. For Q4 2025, the company reported a significant EBITDA margin expansion and aims for 6% to 8% annual revenue growth. Challenges include monetizing surplus data centers from the Sprint acquisition and managing T-Mobile transit payments as a predictable cash inflow for deleveraging.
Array Digital (AD) Earnings Call Transcript
Array Digital (AD) recently held its earnings call, detailing the successful sale of its wireless operations and spectrum to AT&T for over $1 billion, which enabled significant debt reduction and a special dividend. The company is now focusing on expanding its fiber business, with increased targets for marketable fiber addresses and substantial capital expenditure plans. Additionally, Array Digital addressed the ongoing dispute with DISH Wireless regarding unpaid contractual obligations and outlined strategies for managing its tower portfolio and monetizing remaining spectrum holdings.
Array Digital (AD) Earnings Call Transcript
Array Digital (AD) held its earnings call to discuss a transformative 2025, marked by the sale of wireless operations to AT&T for over $1 billion. The company outlined its 2026 strategic objectives, including aggressive fiber build-out goals for TDS Telecom, targeting 2.1 million service addresses and increased capital expenditures. Array Digital Infrastructure is focusing on optimizing its tower operations, monetizing remaining spectrum, and managing potential naked towers while dealing with a contractual dispute with DISH Wireless.
Inseego Corp. (NASDAQ:INSG) Q4 2025 Earnings Call Transcript
Inseego Corp. reported strong Q4 2025 results, exceeding guidance with $48.4 million in revenue and $6 million in adjusted EBITDA, marking its third consecutive quarter of sequential growth. The company successfully expanded its Fixed Wireless Access (FWA) footprint by securing deals with all three major U.S. Tier 1 carriers (T-Mobile, AT&T, and Verizon) for its FX4100 and FX4200 products. Inseego also strengthened its capital structure by retiring all preferred stock at a significant discount and is focused on product expansion and scaling its enterprise wireless broadband platform for continued growth in 2026.
ARRAY DIGITAL INFRASTRUCTURE, INC. SEC 10-K Report
Array Digital Infrastructure, Inc. (formerly United States Cellular Corporation) reported a significant financial turnaround for fiscal year 2025, with net income reaching $172.3 million following the execution of a major master license agreement with T-Mobile. The company has rebranded to focus on its position as the fifth-largest tower owner in the U.S. and is currently executing strategic asset sales of spectrum licenses to Verizon, AT&T, and T-Mobile.
Array Digital Infrastructure, Inc. Reports Q4 and Full Year 2025 Results
Array Digital Infrastructure reported significant growth for the full year 2025, with total operating revenues rising to $163.0 million and a net income of $169.7 million. The company completed several strategic spectrum sales to T-Mobile and AT&T, issuing substantial special dividends to shareholders while providing 2026 revenue guidance between $200 million and $215 million.
Q4 Earnings Recap: Mixed Results for Lamar, DNOW, and Cogent
Lamar Advertising Company, DNOW Inc., and Cogent Communications Holdings, Inc. recently released their Q4 2025 earnings reports, showing mixed results. Lamar reported increased revenue but missed EPS expectations, while DNOW struggled with integration post-merger, missing both revenue and EPS targets. Cogent, however, exceeded EPS expectations despite a slight revenue shortfall, driven by efficiency and strategic cost management.
Cogent Communications Reports Fourth Quarter 2025 and Full Year 2025 Results
Cogent Communications Holdings, Inc. announced its financial results for the fourth quarter and full year 2025. The company reported service revenue of $240.5 million for Q4 2025 and $975.8 million for the full year, with EBITDA, as adjusted, increasing by 4.0% sequentially to $76.7 million for Q4 2025. Cogent also approved a quarterly dividend of $0.02 per share for Q1 2026 and highlighted growth in wavelength revenue and customer connections.
INSEEGO CORP. SEC 10-K Report
Inseego Corp. has released its 2025 10-K report, revealing a 13.1% decrease in total revenues to $166.2 million, largely due to reduced sales in mobile solutions, though gross profit margin improved to 42.7%. The report details the company's focus on cloud-managed wireless WAN and 5G solutions, strategic initiatives like divestitures and debt restructuring, and challenges including reliance on key customers and supply chain risks. Inseego aims for profitable operations, positive cash flow, and expansion into enterprise and SMB markets.
Freedom Capital Raises Stellantis N.V. (STLA) to Buy from Hold
Freedom Capital has raised its rating for Stellantis N.V. (STLA) to Buy from Hold, with analyst Dmitriy Pozdnyakov issuing a $9 price target. This decision follows Stellantis's preliminary results showing a rise in auto deliveries and a strategic shift away from previous EV investment projections due to lower-than-expected demand. The company is reportedly considering exiting its U.S. battery joint venture with Samsung SDI to preserve cash.
Wall Street Cautious on Ford Motor Company (F)
Wall Street maintains a cautious stance on Ford Motor Company (F) following mixed Q4 2025 results. Analysts have reiterated both Buy and Hold ratings with varying price targets, despite the company's revenue decline but market share gains. Ford's CEO expects continued growth towards an 8% adjusted EBIT margin by 2029, with management anticipating strong adjusted EBIT and free cash flow for fiscal 2026.
TELUS Stock: Quiet Telecom Turnaround Play US Investors Are Missing
TELUS Corp (T) has reset its dividend, cut costs, and is focusing on AI-enabled fiber and 5G, yet its stock is still undervalued compared to North American peers. The company is transitioning from an investment-heavy expansion phase to harvesting returns, aiming to improve cash flow and de-risk its dividend for US income and defensive-growth investors. While offering diversification and exposure to tech and health units, investors should consider currency risks and the company's ability to execute its cost-saving and growth strategies.
T-Mobile US, Inc. (TMUS) Completes €2.5 Billion Senior Notes Off
T-Mobile US, Inc. (TMUS) has successfully completed a public offering of senior notes, raising €2.5 billion. This offering, consisting of three tranches with varying interest rates and maturity dates, is intended to bolster the company's financial flexibility. The proceeds will be allocated for general corporate purposes, including share repurchases, dividend payments, and debt refinancing.
T-Mobile US (TMUS) Rating Upgraded by Daiwa Capital to Outperfor
Daiwa Capital has upgraded T-Mobile US (TMUS) from 'Neutral' to 'Outperform' and increased its price target to $240 from $230. This upgrade signals a positive outlook for T-Mobile within the telecommunications sector. Other analysts have also recently adjusted their ratings and price targets for TMUS, indicating varied but generally positive sentiment.
Assessing T-Mobile US: Insights From 10 Financial Analysts
Ten financial analysts have recently evaluated T-Mobile US (NASDAQ: TMUS), offering varied perspectives from bullish to indifferent, with an average price target of $243.2. This represents a 6.48% decrease from the previous average target. The article also delves into T-Mobile US's financial performance, highlighting its significant market capitalization, 8.9% revenue growth, strong net margin (12.36%), and high debt-to-equity ratio (1.99).
Nexstar Media Group, Inc. $NXST Shares Sold by Ontario Teachers Pension Plan Board
The Ontario Teachers Pension Plan Board reduced its stake in Nexstar Media Group (NASDAQ:NXST) by 31.3% in the third quarter, selling 6,755 shares and retaining 14,850 shares valued at $2.936 million. Despite this, institutionals and hedge funds collectively own 95.30% of the company's stock. Nexstar also announced a quarterly dividend of $1.86 per share, and analysts maintain a "Moderate Buy" consensus rating with a target price of $225.50.
Vodafone Group: Why This ‘Boring’ Telecom Stock Suddenly Matters
Vodafone Group is undergoing a significant transformation, selling off non-core assets and merging its UK operations to reduce debt and focus on high-margin infrastructure. This restructuring, coupled with a focus on sustainable dividends, positions VOD as a potential high-yield, infrastructure-tilted play for long-term investors. Despite historical underperformance and regulatory risks, the company's pivot into 5G and AI infrastructure, along with its valuation discount compared to US telecom peers, might make it an attractive opportunity for those seeking diversification and income.
We Finally Know Why Spare Tires Are Slowly Going Extinct
Automakers are increasingly discontinuing spare tires in new vehicles due to factors like manufacturing costs, vehicle design, and a decline in consumer interest in changing tires. Many models now offer tire inflator kits or run-flat tires instead. This shift affects numerous brands and models, though some vehicles, particularly those designed for off-road use, still include a full-size spare.
Liberty Global (LBTYA) Hits 52-Week High on 2 Billion-Dollar Acquisitions
Liberty Global (LBTYA) soared to a new 52-week high after announcing two major acquisition initiatives. The company will take over VodafoneZiggo by acquiring a 50% stake from Vodafone Group plc for 1 billion euros and partnered with InfraVia and Telefonica to acquire fibre provider Substantial Group for 2 billion pounds. These moves significantly boosted investor confidence, leading to a 16.76% jump in the stock price.
Abra, CARSTAR, and Fix Auto USA Expand Certified Repair Options for EV and Luxury Drivers
The Driven Brands Collision Group, comprising Abra, CARSTAR, and Fix Auto USA, is expanding its certified repair capabilities nationwide for electric and luxury vehicles. With over 300 OEM certifications already in place and more planned, the group is investing in training, tools, and equipment to ensure safe, manufacturer-approved repairs for advanced vehicle technologies. This initiative addresses the evolving repair standards required for luxury vehicles with advanced driver assistance systems and lightweight frames, and for EVs with high-voltage systems and battery diagnostics.
QVC Group, Inc. Announces Semi-Annual Interest Payment and Regular Additional Distribution on 3.75% Senior Exchangeable Debentures Due 2030
QVC Group, Inc. announced a semi-annual interest payment of $18.75 and a Regular Additional Distribution of $0.4596 per $1,000 original principal amount of its 3.75% Senior Exchangeable Debentures due 2030, payable to holders of record as of February 1, 2026. The payment is expected on February 17, 2026, and includes details on how principal adjustments are made in relation to Extraordinary Additional Distributions. The Regular Additional Distribution is linked to quarterly cash dividends from T-Mobile US, Inc.
From Telecom Pipes to Digital Platforms: Where Margin Expansion Is Hiding in Plain Sight
The telecommunications industry is shifting from infrastructure-heavy models to digital platforms, with value moving towards software, AI-enhanced services, and cybersecurity. IQSTEL Inc. (NASDAQ: IQST) is highlighted as a company capitalizing on this trend through an asset-light strategy, focusing on high-margin technology offerings layered onto existing telecom networks. The company aims for significant revenue growth and positive EBITDA by expanding its fintech, AI, and cybersecurity divisions via acquisitions and cross-selling, mirroring larger carriers' strategies but without the heavy capital expenditure.
Verizon Rides on Strength in Consumer Segment: Will it Sustain?
Verizon's Consumer segment is showing strong momentum, primarily driven by postpaid phone subscriber growth and fixed wireless access broadband expansion. The company's strategy of competitive offers, bundled solutions, and improved customer experience is leading to healthy customer retention and revenue growth. However, Verizon faces significant competition from rivals T-Mobile and AT&T, who are also reporting strong subscriber growth and investing heavily in 5G and fiber.
From Telecom Pipes to Digital Platforms: Where Margin Expansion Is Hiding in Plain Sight
The telecommunications industry is shifting from infrastructure ownership to digital platforms like software, AI, and cybersecurity. IQSTEL Inc. (NASDAQ: IQST) is leveraging this trend with an asset-light strategy, expanding into fintech and AI-enhanced cybersecurity atop its global telecom network. The company aims for significant revenue and EBITDA growth by 2027 by monetizing traffic, data, and financial flows without heavy capital expenditures.
Unlimited 5G for $29.99: Sezzle adds low-cost phone plan to its app
Sezzle (NASDAQ: SEZL) has launched Sezzle Mobile, an unlimited 5G phone plan on the AT&T network, available through its app for Sezzle Anywhere subscribers starting at $29.99 per month. This move expands Sezzle's offerings beyond payments, positioning it as a broader financial and services hub. The plan offers unlimited prioritized 5G data, talk, text, HD streaming, and Canada/Mexico roaming, aiming to provide a significantly more affordable alternative to typical U.S. mobile plans.
AT&T stock barely moves after-hours as NYC pension funds sue over diversity disclosure vote
New York City public pension funds have sued AT&T (NYSE:T) for removing a shareholder proposal on workforce diversity reporting from its 2026 annual meeting agenda, alleging the company stopped publishing race, ethnicity, and gender data for its employees in 2024. Despite the lawsuit, AT&T's stock saw little after-hours movement, as investors appear more focused on upcoming webcasts from its CFO and COO regarding financial guidance and capital return targets. The legal action coincides with proxy season, highlighting ongoing tensions between investors' demands for transparency and companies' efforts to limit ballot proposals.
T-Mobile stock ticks up as a Rule 144 filing flags insider selling — what TMUS traders are watching
T-Mobile's stock saw an increase despite a Rule 144 filing indicating a minor insider sale of 10,240 shares worth $2.26 million. Investors are also monitoring broader market volatility, especially in tech, and anticipating inflation numbers, specifically the PCE price index, which could influence Federal Reserve rate expectations later in the week. T-Mobile has maintained its financial targets for 2027, including service revenue and adjusted free cash flow, and plans significant share buybacks, though it will discontinue reporting postpaid phone subscriber net additions.
QVC Group, Inc. Announces Semi-Annual Interest Payment and Regular Additional Distribution on 3.75% Senior Exchangeable Debentures Due 2030
QVC Group, Inc. announced a semi-annual interest payment and a Regular Additional Distribution to holders of its 3.75% Senior Exchangeable Debentures due 2030. The interest payment is $18.75 per $1,000 original principal amount, and the additional distribution is $0.4596 per $1,000, attributed to T-Mobile US, Inc. dividends. This announcement includes details on how past extraordinary distributions affect the debentures' adjusted principal amount, while noting that regular interest payments remain consistent.
QVC Group, Inc. Announces Semi-Annual Interest Payment and Regular Additional Distribution on 3.75% Senior Exchangeable Debentures Due 2030
QVC Group, Inc. announced a semi-annual interest payment of $18.75 and a Regular Additional Distribution of $0.4596 per $1,000 original principal amount for its 3.75% Senior Exchangeable Debentures due 2030. These payments were made to debenture holders as of February 1, 2026, with the additional distribution linked to T-Mobile US, Inc. dividends. The announcement details the adjustments to the debentures' principal amount following an Extraordinary Additional Distribution in 2013 and outlines the current composition of reference shares after the TMUS/Sprint acquisition.
QVC Group, Inc. Announces Semi-Annual Interest Payment and Regular Additional Distribution on 3.75% Senior Exchangeable Debentures Due 2030
QVC Group, Inc. announced a semi-annual interest payment and a Regular Additional Distribution to holders of its 3.75% Senior Exchangeable Debentures due 2030. The interest payment is $18.75 per $1,000 original principal amount, and the distribution is $0.4596 per $1,000, attributable to T-Mobile US, Inc. dividends. The articles also clarifies how the principal amount of the Debentures is adjusted for extraordinary distributions but that interest payments remain based on the original principal amount.
T-Mobile US, Inc. (NASDAQ: TMUS) Q4 2025 earnings call transcript
This article provides the Q4 2025 earnings call transcript for T-Mobile US, Inc. (NASDAQ: TMUS). It likely contains detailed discussions about the company's financial performance, operational achievements, and future outlook as presented by its executives during the call.
Honda Has Quietly Stopped Selling The Most Produced Motor Vehicle Of All Time To Americans
Honda has reportedly discontinued the Super Cub in the American market after 2024, a move that went largely unnoticed until December 2025 when the model disappeared from Honda's U.S. website. The Super Cub, known for its global popularity and influential marketing campaign "You Meet The Nicest People On A Honda," marked a significant era for motorcycling by making it accessible to a broader audience. While the reasons for its quiet discontinuation in America are unclear, the article explores the Super Cub's rich history, its impact on global mobility, and speculates on possible factors such as market saturation from Honda's own MiniMoto lineup or tariffs.
Every New Car Offering 0% Financing in February 2026
This article lists new cars offering 0% financing in February 2026, highlighting the Kia EV9, Ram 1500, and Ineos Grenadier. It explains the benefits of 0% APR, stating that it can save buyers thousands of dollars, though not everyone with excellent credit will qualify. The article also provides a comprehensive table of models, brands, and terms for 0% financing offers, most of which expire on March 2, 2026.
Buy This, Not That: 2026 Subaru Outback or 2026 Toyota 4Runner?
This article compares the 2026 Subaru Outback and 2026 Toyota 4Runner, two off-road-oriented SUVs catering to outdoor enthusiasts, to help potential buyers decide. It highlights their differences in design, interior space, powertrains, and pricing, noting the Outback's car-based practicality versus the 4Runner's truck-based ruggedness. The decision largely depends on whether the buyer prioritizes everyday comfort and affordability or superior off-road capability and towing.
T-Mobile stock (TMUS) set for post-holiday test after Wells Fargo target lift and €2.5 billion bond sale
T-Mobile (TMUS) stock finished up 2.25% at $219.50 before the Presidents Day holiday, with Wells Fargo raising its price target to $235 and maintaining an Overweight rating. The company announced an upcoming dividend of $1.02 per share and plans to sell €2.5 billion in euro-denominated senior notes. Post-holiday trading will test if TMUS can hold the $220 level, with competitive pricing from AT&T and Verizon remaining a key risk.
AT&T, T-Mobile, Verizon Hit With Location Sharing Patent Suits
AT&T, T-Mobile, Verizon, and Samsung Electronics are facing separate patent infringement lawsuits from Texas-based Piney Woods Mobility LLC. The lawsuits, filed in the US District Court for the Eastern District of Texas, allege infringement related to location-sharing programs and services such as Verizon Family, T-Mobile Family Mode, AT&T Secure Family, and SmartThings. Piney Woods claims these companies encourage infringement by promoting services that allow users to locate family members and generate alerts.
Verizon Communications Inc. $VZ Shares Sold by M&G PLC
M&G PLC reduced its stake in Verizon Communications Inc. by 7.7% in Q3, selling 43,841 shares and retaining 525,274 shares valued at $23.11 million. This comes as Verizon beat quarterly EPS estimates, set strong FY 2026 guidance, and increased its quarterly dividend. The company maintains a "Moderate Buy" consensus rating with a target price of $49.02.
Todd Asset Management LLC Has $52.87 Million Stake in AT&T Inc. $T
Todd Asset Management LLC reduced its stake in AT&T Inc. by 4.5% in the third quarter, bringing its total holdings to 1,872,311 shares valued at approximately $52.87 million. Despite this reduction, AT&T maintains a "Moderate Buy" consensus rating from analysts, with a target price around $29.93. The company recently reported strong Q4 earnings, surpassing estimates, and issued positive FY2026 guidance, alongside paying a quarterly dividend.
Verizon (VZ) Stock; Slips Ahead of Presidents Day as Insider Share Sales Surface
Verizon Communications Inc. (VZ) stock declined 0.9% ahead of Presidents Day, influenced by executive share sales to cover tax obligations on vested awards and a leadership change in its consumer division. CFO Tony Skiadas and Director Hans Vestberg were among those who sold shares for tax purposes. Investors are now looking to upcoming investor events for clarity on Verizon's strategic outlook amid these short-term pressures.
Chipotle Mexican Grill planned for The Pavilion at Durbin Park
Chipotle Mexican Grill is expanding its presence in Northeast Florida with a new location planned for The Pavilion at Durbin Park in St. Johns. The restaurant will occupy a 2,800-square-foot space, formerly Rumble Boxing, and will not include a drive-thru. This development is part of a broader expansion in St. Johns County, with other locations already open or planned.
T-Mobile plans to raise money via euro-denominated senior notes
T-Mobile has announced its intention to raise capital through the issuance of euro-denominated senior notes. The specific terms and amount of the offering have not yet been disclosed. This move suggests T-Mobile is looking to diversify its funding sources or finance new strategic initiatives.
Shell Asset Management Co. Reduces Holdings in AT&T Inc. $T
Shell Asset Management Co. significantly reduced its stake in AT&T Inc. by 53.4% in the third quarter, selling 83,228 shares and retaining 72,655 shares valued at approximately $2.05 million. This reduction comes as AT&T exceeded Q4 earnings estimates and provided optimistic FY2026 guidance, while maintaining a competitive dividend yield of 3.9%. Despite some institutional investors increasing their positions, analyst consensus remains a "Moderate Buy" with a target price of $29.93.
AT&T Inc. $T Stock Position Reduced by Versor Investments LP
Versor Investments LP significantly reduced its stake in AT&T (NYSE:T) in the third quarter, selling 83.1% of its shares. Despite this reduction, AT&T reported strong Q4 earnings, beating expectations with $0.52 EPS and offering a 3.9% dividend yield. Analyst ratings for AT&T are mixed, with an average "Moderate Buy" and a consensus price target of approximately $29.93.
State of New Jersey Common Pension Fund D Purchases 23,832 Shares of T-Mobile US, Inc. $TMUS
The State of New Jersey Common Pension Fund D increased its stake in T-Mobile US, Inc. (NASDAQ:TMUS) by 15.3% in the third quarter, acquiring an additional 23,832 shares and now owning a total of 179,684 shares valued at $43.01 million. This increase in institutional ownership comes as T-Mobile's management raised medium-term financial targets and several analysts boosted their price targets, despite some negative sentiment regarding insider sales and Q4 headwinds. The company also declared a quarterly dividend of $1.02 per share.
GF Fund Management CO. LTD. Has $54.13 Million Stake in T-Mobile US, Inc. $TMUS
GF Fund Management CO. LTD. has reduced its stake in T-Mobile US, Inc. by 5.3%, now holding 226,138 shares valued at $54.13 million. Despite this reduction, analysts maintain a positive outlook with raised price targets, and T-Mobile's management increased medium-term targets, including a significant boost to 2027 adjusted free cash flow guidance. However, insider selling amounting to $11.15 million over three months and some quarterly headwinds, such as fewer-than-expected postpaid adds, present mixed signals for investors.
HighTower Advisors LLC Purchases 143,014 Shares of Verizon Communications Inc. $VZ
HighTower Advisors LLC increased its stake in Verizon Communications Inc. by 2.3% in the third quarter, bringing its total ownership to 6,475,940 shares. Institutional investors collectively own about 62.06% of Verizon, with other major holders including Vanguard Group Inc., State Street Corp, and Norges Bank. Verizon recently raised its quarterly dividend to $0.7075 per share, offered a positive earnings beat, and received a consensus "Moderate Buy" rating from analysts with an average target price of $49.02.
Ameritas Advisory Services LLC Decreases Stock Holdings in AT&T Inc. $T
Ameritas Advisory Services LLC significantly reduced its stake in AT&T Inc. by 60.8% in the third quarter, selling 57,291 shares and retaining 36,879 shares valued at $1.04 million. Despite AT&T beating Q4 earnings estimates with strong revenue and setting positive FY2026 guidance, competitive pressures from T-Mobile and capital moves could impact near-term growth. Analysts generally rate AT&T as a "Moderate Buy," with management optimistic about long-term growth driven by fiber expansion and AWS collaboration.
