Aug. 15 at 8:17 AM
$TMUS Wolfe Research is twisting the story.
The World Cup was a real‑world physics stress test, not an analyst narrative. And it proved one thing:
TMUS has capacity.
Verizon & AT&T don’t.
Peak‑traffic doesn’t lie. When a network collapses under WM load, that’s a physical proof of missing capacity — not an opinion.
Wolfe ignores all of that and somehow turns it into “revenue risk for TMUS.”
Completely fact‑free, cause and effect flipped upside down.
Reality:
TMUS is taking market share, ARPU, FWA subs, and broadband dollars from the others.
The risk sits with Verizon & AT&T, not TMUS.
Wolfe is distorting facts.
The physics aren’t.
