SHEN: Overvalued for Near-Term Headwinds, Sell
SHEN faces near-term headwinds with an accounting policy change that causes gross margin, and inherently EBITDA, to decline. Risk of T-Mobile USA...
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SHEN: Investing in Growing Subscribers
Management is now expecting to reach free cash flow positive in 2026 versus 2024. SHEN has paused investing in its Beam business to focus on its...
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SHEN: An Expensive Call
The sale of the wireless business makes SHEN dependent on building out its fiber business. After the dividend there will be little cash left over...
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SHEN: Glo-Ing Expansion
SHEN's subscriber growth in its new broadband service is encouraging, but not enough to suppress free cash flow concerns over the next couple of years
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5G Set to Disrupt the Cellular Business Model.
New Street Research has been trying to separate the hype from reality for 5G . The traditional cellular business model is already passing, with...
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