Latest / T-Mobile Landscape Update

T-Mobile Cools On Megamerger
T-Mobile’s being pulled in every direction: activist investors are pushing parent company Deutsche Telekom to unlock value with bigger buybacks and less merger talk, just as a complex CFO transition unfolds in Bellevue. With Elliott Investment Management taking a fresh stake, DT is facing pressure to close the gap between its $157 billion valuation and T-Mobile US’s $200 billion market cap—possibly scrapping dreams of a $300 billion cross-Atlantic merger in favor of shoring up its own stock price. The stakes? Whether DT prioritizes its own buybacks or fuels further US expansion, capital…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.