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Monday, 3 August 2015

T-Mobile’s John Legere Open to Partnering with Google and Comcast






T-Mobile US announced that in the current year, it expects to add 3.4 to 3.9 million branded customers, up from the company’s prior guidance between 3-3.5 million that it issued in April.

Another strong quarter of subscriber growth has been reported by the carrier and offered on profitability. Earlier this month, T-Mobile had pre-proclaimed its subscriber results and so investors were anxious to learn the carrier’s financials. 

MoffettNathanson analyst Craig Moffett wrote in a research note “With T-Mobile’s (blowout) subscriber growth having already been reported for Q2, profitability was all that was left to learn today… and investors will surely view today’s report as very good news indeed.” He also said, “Broader profitability metrics (EBITDA, earnings, and free cash flow) were all in-line or better.” 

Speculation has rolled over whether T-Mobile and Dish Network will cement a deal at the company’s earnings conference call. John Legere further clarified that he is open to partnering with other distinct companies. He also said that in the coming years, brand names such as Google and Comcast are being introduced into the wireless market and T-Mobile has opened its door for the partnership.

When questions were raised regarding Verizon Wireless forthcoming over the top mobile video service that is set to debut this summer, T-Mobile COO Mile Sievert spoke that video is essential to the company and is considered as the top application as well as a source of traffic on T-Mobile’s network.

He asked, “The question is this: Do people want their wireless carriers to curate their video options?” If they do, we’ll be there.” Sievert also said that rather than “gobbling up” companies, as Verizon has done with AOL, T-Mobile will follow and implement according to customer expectations.

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