CG: Uncovering the Un-Carrier
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 11 August 2020
⏱️ 34 minutes
🧾️ Download transcript
Summary
T-Mobile has officially overtaken AT&T to become the nation’s second largest carrier - but what does this mean for the company branded as the “un-carrier” and telecoms at large? Join Host Emily Flippen and Motley Fool Contributor Dan Kline to unpack T-Mobile’s recent news as well as take a retrospective look at what has made T-Mobile such a formidable competitor.
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Transcript
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| 0:00.0 | Welcome to Industry Focus. The podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyphill. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. |
| 0:19.1 | Wild-C-Werc Wednesday. And we're talking energy. And today we're talking tech. Let's dive in. |
| 0:27.2 | Welcome to Industry Focus. It's Tuesday, August 11th and I'm your host Emily Flippin. |
| 0:32.1 | Today I am joined by Dan Klein and we're going to be |
| 0:34.9 | discussing T-Mobile and U.S. Telecoms in general. Dan, how are you? |
| 0:40.4 | I am good, very excited to be doing it. This is, it amazes me actually that we've never done this because this is a company I think about a lot |
| 0:47.4 | I actually went to one of their their earnings call presentations once and it was hosted by the weekend update guys. |
| 0:54.4 | That's how much of a show this company puts on. |
| 0:57.2 | They literally had Michael Chee and Colin Jost |
| 1:00.0 | telling jokes for like 20 minutes |
| 1:01.6 | before their presentation. |
| 1:04.0 | So part of the reason why we're going to have this discussion today is because we saw a lot of |
| 1:07.8 | reports come out last week that T-Mobile now combined with Sprint, of course, have overtaken AT&T to become the second largest |
| 1:16.7 | carrier here in the U.S. |
| 1:18.9 | It's a report that I think maybe has been some time coming, but it also got a decent amount of |
| 1:24.4 | pushback from fans of 8 TNT saying it didn't tell the whole story so maybe |
| 1:28.8 | lay the groundwork for why we're going to be discussing T-Mobile today. |
| 1:32.4 | So the T-Mobile today. |
| 1:33.0 | So the T-Mobile Sprint deal closing is obviously a big deal. |
| 1:37.0 | But we knew that was coming. |
... |
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