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Wall Street analysts expect Verizon to report a net loss of 76,000 prepaid subscribers. Analysts on average expect to see 535,000 postpaid phone subscriber net adds-meaning those who pay a monthly bill-while AT&T and T-Mobile added a combined 1.7 million in the quarter. T-Mobile management tends to guide conservatively and then exceed its targets, and 2022 forecasts should follow that pattern.Ĭommunications (VZ) closed its acquisition of prepaid phone provider Tracfone in the middle of the fourth quarter, which could muddy some of its subscriber results when it reports on Jan. T-Mobile bulls see that repurchase program beginning as soon as during the second half of 2022.įor the fourth quarter, Wall Street expects 13 cents in earnings per share and $21 billion in revenue.

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T-Mobile’s guidance is for free cash flow to increase markedly once that process is completed, supporting potentially $60 billion of share buybacks from 2023 to 2025-versus a current market value of about $134 billion. That will have implications for subscriber churn, T-Mobile’s capital expenditures, and the promised cost savings from the merger. The acquired company’s network is set to be shut down in the coming months and remaining customers will moved to T-Mobile’s infrastructure. This year will be a big one for T-Mobile’s integration of Sprint. In addition, Comcast recently added enhanced features to Xfinity Home security cameras that detects activity at a customer’s front door: The system can automatically identify movement, center on the subject, and send an image the app to let users know who’s at their abode.Anything T-Mobile management says about their plans for share buybacks will be closely followed when the company reports on Feb. For example, Phone Finder is a new feature that enables Xfinity Mobile customers to search for and locate their mobile phone in their home using the X1 voice remote. Those will extend various smart-home features Comcast has already rolled out. The new Xfinity IoT features will be launching with third-party devices toward the end of the first quarter of 2018, according to Strauss. “We have this ability to create these experiences and do it in a really automated way.” “For customers to on-board all these IoT devices will be daunting, and then you have all these separate apps,” Strauss said. The cable operator said Stringify’s technology will soon be integrated into Xfinity’s products and services, to let customers create and use rules and controls for device brands including August, Carrier, Chamberlain, ecobee, GE, Honeywell, Kwikset, Liftmaster, LIFX, Lutron, Nest, Netgear Arlo, Philips Hue, Danalock, Sengled, SkyBell, Tile, Yale, and Zen Ecosystems. According to Comcast, since it was launched in May 2017, more than 4 million customers have used the new service.Ĭomcast also is tapping into the capabilities of Stringify, a tech startup it acquired in September 2017 that provides a network-based automation service that can connect with more than 500 IoT products and digital services.

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The xFi wireless gateways can be controlled via a mobile app, website and on the TV with the X1 voice remote. The IoT program keys off xFi, which provides a digital dashboard to set up their home Wi-Fi network, find their password, see what devices are connected, troubleshoot issues, set parental controls and manage other features. What’s different with the new program is that Comcast is decoupling automation from security: The new IoT features will be available to all 15 million of the cable operator’s broadband internet customers. “We see X1 as a platform… where in many ways we see the television as just being a screen for interacting with other devices in your home.”Ĭomcast offers some home-automation features already with its Xfinity Home security service, which has about 1 million customers. “It’s another value of being an internet customer,” said Matt Strauss, Comcast Cable’s EVP of Xfinity services.

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