In 2024, there were 27 weather and climate disasters in the USA that caused damage amounting to at least USD 1 billion. According to the National Oceanic and Atmospheric Administration (NOAA), the total number of destructive disasters was only just below the record set in 2023.

Whether the destruction was caused by fire, tornadoes, floods or hurricanes, they all have one thing in common: they put a strain on the infrastructure that provides digital connectivity. T-Mobile $DTE (+0,17 %)
$TMUS (+0,17 %) has launched several new tools to help first responders and governments improve their ability to respond with technology.

While T-Mobile is deploying community support teams in disaster zones to provide Wi-Fi and device charging stations, the team has also introduced tools such as a dynamic 5G slice specifically for first responders, an extensive drone fleet and satellite text messaging capabilities for cell phones.

"I've never seen so many technological advances as I have in the last year that are really changing the way we work," said Nicole Hudnet, national advisor and ESF 2 lead for T-Mobile Emergency Response, in an interview with Government Technology.

》NEW NETWORK SLICE PRIORITIZES FIRST RESPONDERS《

T-Mobile has released what it claims is the country's "first 5G slice that prioritizes public safety". It's called T-Priority and is a 5G network slice designed specifically for first responders.

Hudnet noted that in working with the Los Angeles Fire Department, T-Mobile activated more than 350 devices with T-Priority, giving first responders and command posts access to tools like AI-powered mapping software and the ability to stream live drone imagery.

》DIRECT SATELLITE SMS ENABLE EMERGENCY ALERTS《

T-Mobile also launched T-Satellite, a mobile service that connects smartphones in areas without traditional cellular coverage with direct-to-mobile satellite text messaging capabilities.

The service was first activated in direct response to a crisis situation when the FCC granted T-Mobile and Starlink special temporary authority to use SpaceX's satellite technology for direct-to-mobile text messaging to send emergency text messages and alerts in some areas affected by Hurricane Helene.

In the video above, Hudnet explained the impact that early deployment had during the disaster.

"This was at a very early stage, we had no guarantee of service. But we said, 'If we can send one message, one is better than none,' and we saw over a million people were connected," Hudnet said.

Since that first deployment, T-Satellite has been used in other disasters, such as the flooding in Central Texas in July.

"T-Satellite is really like a flashlight in the dark," Hudnet said, adding that T-Satellite connected up to 93,000 people during the event.

》A NEW FOCUS ON DRONE TECHNOLOGY《

The flooding in Texas also prompted T-Mobile to increase its drone fleet by 50 percent to get to the scene of disasters faster.

The company is investing in heavy-lift drones that can fly several miles and carry up to 100 pounds to deliver supplies and drop portable communication devices. It has also added specialized drones to its fleet that are equipped with thermal imaging cameras and high-resolution lidar cameras to locate people, map damage, direct emergency crews and illuminate the scene of an accident.

At the same time, wired drones can remain airborne at altitudes of up to 400 feet, creating temporary cellular coverage with a diameter of about two miles.

According to Hudnet, the company's drone team has been integrated into Texas Parks and Wildlife to assist with aerial operations, support search and recovery efforts, and provide assistance in mapping and monitoring airspace.

"This greatly enhances emergency response, whether it's monitoring a community or transmitting live images from the scene so responders who can't physically reach a location can send a drone there and stream the images back," she said.

》A NEW FOCUS: CYBER INCIDENT MANAGEMENT《

T-Mobile often works with agencies in their most challenging moments, but much of the work takes place on "blue days," when the company plans and coordinates with state, local and federal partners. Hudnet explained that the theme for disaster response in 2025 is the importance of a PACE (Primary, Alternate, Contingency, Emergency) communications plan.

"Those relationships, especially at the state and local level, are so important for working with other stakeholders, whether it's with utilities and energy providers to help us coordinate together to restore those communities. They also help us mitigate access issues and road closures, get escorts into areas and get us into areas where there are access issues so we can restore those communities quickly," Hudnet said. "Those relationships are absolutely critical and central to the response in a community."

These relationships also come into play during critical cybersecurity incidents. T-Mobile has assisted several government agencies after major cyberattacks when they are often asked to provide hotspots and routers, such as this summer when St. Paul, Minnesota, declared a state of emergency due to a cyberattack.

"We did get them there quickly, but that response is not immediate, as opposed to when the equipment is on site," she said.

$DTE (+0,17 %) and $TMUS (+0,17 %)

The 94-year-old star investor is investing in new shares, according to data published by the US Securities and Exchange Commission (SEC) on Friday night. The document also reveals the identity of a position that was built up in secret.

Berkshire takes a stake in United Health

For two quarters, Berkshire had secretly built up a position in a share without having to disclose it. The process is not unusual. It typically happens when Berkshire builds up large positions and does not want copycats to drive up the price.

It is the US insurer United Health $UNH (-5,78 %)

After Buffett's entry became known, the share price shot up by over eight percent in the aftermarket. Since the beginning of the year, however, it is still down around 45 percent.

The majority of analysts are confident that United Health will soon overcome its difficulties. According to the financial service LSEG, 19 out of 28 experts currently recommend buying the share. Their average target price of 313.50 dollars is a good 15 percent higher than Thursday's closing price.

Four more buys

At steel producer $NUE (-3,79 %) Nucor, Berkshire held 6.6 million shares worth 857 million dollars as at June 30. At the house building company $DHI (-1,25 %) DR Horton amounted to 191 million dollars, at the outdoor advertising company $US5128152007 Lamar Advertising to 142 million dollars and $ALLE (-1,97 %) Allegion, a manufacturer of locking systems, to 112 million dollars.

All four shares are rather insignificant in Berkshire's portfolio. Together they are only worth 1.3 billion dollars - just 0.5 percent of the total portfolio.

The most important position that was increased, on the other hand, is the oil company $CVX (-2,7 %) Chevron. Berkshire increased its position here for the first time since the fourth quarter of 2023. It grew by just under three percent.

Berkshire also increased its position in $POOL (-2,52 %) Pool, which claims to be the world's leading distributor of swimming pool accessories (up 136 percent), as well as beverage manufacturer $STZ (-1,6 %) Constellation Brands (up eleven percent), the aerospace company $HEI (-3,31 %) Heico (up eleven percent) and the pizza chain $DPZ (+0,06 %) Dominos Pizza (up 0.5 percent).

Berkshire's equity portfolio continues to shrink

Sold 20 million $AAPL (-4,63 %) Apple shares and securities of $BAC (-3,39 %) Bank of America and $DHI (-1,25 %) D.R. Horton, and the company also completely divested itself of $TMUS (+0,17 %) T-Mobile US.

In the second quarter, Berkshire also sold shares in the cable television company $CHTR (-3,49 %) Charter Communications (down 46.5 percent), the healthcare group $DVA (-2,36 %) Davita (down 3.8 percent) and the media company $FWONA (-2,18 %) Liberty Media (2.5 percent).

Buffett also sold shares in Davita in the current quarter. Although Davita is still the tenth largest position in the Berkshire portfolio, it has shrunk by eight percent since March 31. Since the beginning of the year, it has even fallen by almost eleven percent.

Source: Text (excerpt) & graphics: Handelsblatt, 15.08.2025

The figures are solid, last EPS at 2.84$

https://investor.t-mobile.com/events-and-presentations/news/news-details/2025/T-Mobile-Delivers-Record-Quarter-with-Outsized-Customer-and-Financial-Growth-and-Raises-Full-Year-2025-Guidance/default.aspx

Meta $META (-5,02 %)

German Telekom $DTE (+0,17 %) (Here you can get >50% of the shares at a more attractive valuation) $TMUS (+0,17 %) more aggressive investors could bet directly on T-Mobile US 🤷🏼‍♀️)

Netflix $NFLX (-2,08 %)

Which companies do you see as particularly promising for a long-term investment?

T-Mobile US hopes for growth through acquisitions

The Deutsche Telekom subsidiary T-Mobile US $TMUS (+0,17 %) is full of zest for action and has planned a number of acquisitions to accelerate its growth. In addition to the already completed takeover of advertising specialist Vistar Media, for which the company has dug deep into its pockets, T-Mobile US would also like to acquire the British ad tech service provider Blis. The move involves an investment of 175 million euros in cash. The strategy is clear: these acquisitions should generate around 250 million euros in additional revenue in the current year and increase the operating profit, the EBITDA, by 75 million euros. In addition, free cash flow is expected to increase by 50 million euros. The T-Mobile share is currently trading at USD 258.49 on the NASDAQ, but a slight drop of 2.33 percent cannot hide the positive outlook.

ProSiebenSat.1 in talks about investments

ProSiebenSat.1 Media SE $PSM (-2,93 %) is also proving dynamic and has started talks with General Atlantic about possible minority stakes in the NuCom Group and the ParshipMeet Group. These negotiations could be quite exciting, as they may also include the issue of a mandatory convertible bond and the transfer of treasury shares from ProSiebenSat.1 to General Atlantic. Sales processes for the NuCom Group's stakes in Verivox and flaconi are already underway in the background. If an agreement is reached with General Atlantic, it will be necessary to sell at least one of the two investments. The situation therefore remains dynamic and further information will soon be available to shed further light on ProSiebenSat.1's strategy.

Sources:

https://www.finanzen.net/nachricht/aktien/aufwaertspotenzial-t-mobile-us-aktie-schwaechelt-t-mobile-us-geht-von-zusaetzlichem-schub-durch-uebernahmen-aus-14293682

https://www.finanzen.net/nachricht/aktien/eqs-adhoc-prosiebensat-1-informiert-252-ber-gespr-228-che-mit-general-atlantic-252-ber-m-246-glichen-erwerb-der-minderheitsbeteiligungen-an-nucom-group-und-parshipmeet-group-14294524

Deutsche Telekom $DTE (+0,17 %) has published its profit forecast for 2025 and clearly missed analysts' expectations. The reason for this is the intense price wars in the European markets, which slowed growth last year. 📉

The company expects adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) to increase by around 4.5% to EUR 44.9 billion (USD 47.1 billion) this year. Analysts, however, had expected an Ebitdaal of 46.9 billion euros.

Deutsche Telekom, Europe's largest mobile communications provider, is heavily dependent on its share in the US operator T-Mobile US $TMUS (+0,17 %) operator. While T-Mobile's financial figures have recently been positive, analysts expect slower growth in Germany and the rest of Europe, which will be impacted by tough competition and price wars.

On the Frankfurt Stock Exchange, Deutsche Telekom shares fell by 3.6% to 33.71 euros. Despite these declines, the shares have gained 53% in the last 12 months. In the fourth quarter, adjusted Ebitdaal in Germany rose by 2.8% to 2.66 billion euros, exceeding analysts' estimates of 2.65 billion euros.