Tag Archives: vod

T-Mobile Seen Morphing Into Free Cash Flow Machine

The “Uncarrier”-branded promotions of T-Mobile US (TMUS) will deliver sustainable, positive free cash flow as it continues to gain subscribers despite fierce wireless competition, says Morgan Stanley, which rates T-Mobile a top global telecom stock pick along with Vodafone (VOD) and China Unicom (CHU). T-Mobile, controlled by Germany’s Deutsche Telekom (DTEGY), will eke out $47 million in free cash flow in 2015, estimates Morgan Stanley. Analyst

Verizon-Vodafone Deal: Google New Wireless Worry

Analyst EPS estimates for Verizon Communications continue to head south as the one-year anniversary of its becoming sole owner of Verizon Wireless nears and Google’s possible entry into wireless services causes more worry on Wall Street. Verizon (VZ) last February closed its deal to buy out Vodafone’s (VOD) 45% stake in their joint venture, for $130 billion. The deal’s merits, analysts said, depended on whether Verizon Wireless would continue to

Cisco Systems Cloud Platform Catching On Cable TV

Cisco Systems’ (CSCO) cloud-based technology is gaining momentum among cable TV customers, says UBS Investment Bank. “We believe an accelerated shift to the cloud is a positive for Cisco, potentially at the expense of Arris (ARRS),” said UBS analyst Amitabh Passi in a research report. Two of Cisco’s customers are U.S.-based Charter Communications (CHTR) and Germany’s Kabel Deutschland, acquired in 2013 by Vodafone Group (VOD). “Cisco is supplying