T-Mobile US, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Last report5 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
−0.53%
vs ±4.9% implied · ×0.11
shaded = implied · ▲▼ = realized
T-Mobile US has 11 disclosed suppliers and 3 disclosed customers in SEC filings.
T-Mobile US, Inc.
157.06
SentenceWe expect that our churn rate in our U.S. & Canada property segment will continue to be elevated through 2025 due to contractual lease cancellations and non-renewals by T-Mobile US, Inc. ("T-Mobile"), including legacy Sprint Corporation leases, pursuant to the terms of our master lease agreement with T-Mobile (the "T-Mobile MLA") entered into in September 2020.
SentenceIn September 2023, we entered into a License Purchase Agreement with Comcast Corporation and its affiliate, Comcast OTR1, LLC (together with Comcast Corporation, "Comcast") pursuant to which we will acquire spectrum in the 600 MHz band in exchange for total cash consideration of between $1.2 billion and $3.3 billion.
SentenceAt the closing of the T-Mobile transaction, Array and T-Mobile entered into a MLA, pursuant to which, among other things, T-Mobile will lease space on certain additional Array-owned towers for a minimum of 15 years and also commit to 15 year minimum extensions of existing leases for Array-owned towers.
SentenceOn May 30, 2025, we entered into a License and Unit Purchase Agreement with NEWLEVEL IV, L.P. and NEWLEVEL, LLC, both of which are affiliates of Grain Management, LLC ("Grain"), pursuant to which we will sell our 800 MHz spectrum licenses in exchange for cash consideration of $2.9 billion and the receipt of Grain's 600 MHz spectrum licenses, which we are currently utilizing under lease agreements with Grain.
TMUS 10-Kaccession 0001283699-26-000010
SentenceAs a mobile virtual network operator ("MVNO"), we depended on either T-Mobile or AT&T to provide us with network services under the amended Master Network Services Agreement (as amended, the "MNSA") and Network Services Agreement (as amended, the "NSA"), respectively.
SentenceThe service is delivered over a nationwide network with long-term evolution ("LTE") and 5G (where available) coverage through our network partners, including our infrastructure-based mobile virtual network operator ("MVNO") agreement with T-Mobile U.S., Inc. ("T-Mobile").
Linked news
Expected move
Inputsspot 156.44exp Feb 19ATM strike 155ATM straddle 25.40IV 37%