T-mobile | Many Absolutely Hate This ⁉️😳

Hinzugefügt: 2026-05-05

[00:00:01]Hey, what's going on everybody? This is Tyrone back with TechLife. This article comes to you guys from Fierce Network.

[00:00:07]I'll leave a link to it in the description so you guys can check it out. So, on this news dropping yesterday, I know it's still a rumor, it's nothing's official yet, but I've spoken with a few larger T-Mobile shareholders and all of them hate this. This is this is not something that they like and they have voiced opinions that post-merger if this does get officially announced, they would no lo- they would no longer hold the T-Mobile stock. They would they would they would sell. They would sell it. Um some have voted some have said that they should have sold when it was when it was higher.

[00:00:45]Um they absolutely hate it. They they don't want this much exposure to the European market. They don't know what this does for T-Mobile USA outside of creating a larger balance sheet. Like we knew the Sprint merger was was an obvious. We knew what it when that officially got announced, but even prior you could kind of see what that means, you know, a a larger network, more spectrum, home broadband revenues, etc. etc. This one, we don't know. We we really don't know outside of maybe you right creating that larger balance sheet, being able to purchase more spectrum, get into fiber more aggressively once and for all, create a backbone for your network.

[00:01:30]Maybe even fiber to the cell, all that now becomes a possibility with this merger creating the largest wireless telco balance sheet in the industry.

[00:01:41]It would be a tie-up of around probably over $300 billion. That's that's what the M&A would be.

[00:01:48]And um it would create a monster balance sheet that Verizon and AT&T would would have a hard time dealing with.

[00:01:56]Because now if T-Mobile wanted a Frontier or a Lumen, they could do it no problem. Won't even be won't even hesitate. Today, they still have to come out and say we are disciplined.

[00:02:10]We don't want to spend too much if it's not at the right price. If it doesn't create value for us, we won't do it.

[00:02:16]That's still something T-Mobile has to say, but on this balance sheet, if they really want a Frontier, they can pay for it. If they really want an EchoStar, they can pay for it. They could have paid for it today, too, but it would it would have cut into the free cash flow.

[00:02:33]As we just saw today earlier, AT&T reported lower free cash flow for the quarter because they invested a higher amount of money into the capital.

[00:02:41]So, T-Mobile really needs T-Mobile USA really needs a bigger balance sheet.

[00:02:49]They really do.

[00:02:50]They have a big one today, but they need an even bigger one because everything is happening very quickly. The the fiber consolidation is expected, so there's going to be less picking, so T-Mobile has to get They have They almost have no choice but to get Uniti Fiber.

[00:03:08]But then they have to go after something else. And then around that same time, more spectrum comes comes due in auction for the from the big beautiful bill, so T-Mobile has to be ready for that.

[00:03:18]So, they want to they want to create a bigger balance sheet, which is better for the business. It's better for the business. Um And then for for Deutsche Telekom, it makes a lot of sense because today they don't really reap all the benefits from the T-Mobile stock because they're not one company.

[00:03:35]So, it'll be interesting to see if this does get announced. Um some some are saying it's stock manipulation.

[00:03:43]It could be it could be many things right now, but what we do know is today, Deutsche Telekom, T-Mobile, they're still separate, right? They're not merged. DT is a majority owner of T-Mobile USA, but they have interests and DT is looking to really merge these companies into one big corporation.

[00:04:05]Um we'll see how this turns out, but we do know what we do know also is shareholders hate it and you you saw the stock drop today and I think it drops tomorrow. I think it continues to drop until there is a public statement or an acknowledgement or some type of explanation as to how they move forward with this to where we get more information.

[00:04:27]But let me know your thoughts. Like, share, subscribe. I'll see you in the next one. Peace.