T-MOBILE US INC

Assurant reported strong Q3 2026 results with adjusted EBITDA and EPS up 12% year-over-year, excluding catastrophes, driven by Global Lifestyle's 15% growth. The company raised its full-year outlook, expecting approximately 10% adjusted EBITDA growth and low-double-digit EPS growth, and increased its share repurchase target to $350 million. Management expressed confidence in its growth pipeline and its embedded B2B2C model, despite analyst questions on auto growth sustainability, Starlink's potential impact on wireless, and AI's role in comparison shopping.

American Tower Corp. (NYSE: AMT) sees SpaceX's (NASDAQ: SPCX) Starlink's expansion into wireless as a potential opportunity to gain a "new customer at scale" in the U.S., according to CEO Steve Vondran. While no deal or timeline has been confirmed, Vondran emphasized that terrestrial networks are complementary to satellite services and are essential for any company operating in the U.S. wireless market. American Tower is not currently factoring satellite operators into its long-term growth forecasts, but acknowledges their potential as an "upside."