T-Mobile, US, Inc. TMUS recently announced that it has completed the acquisition of Blis, an innovative provider of privacy-centric advertising solutions, and Vistar Media, a leading provider of technology solutions for digital out-of-home (DOOH) advertisements. These acquisitions are expected to be accretive to T-Mobile’s revenues and EBITDA. TMUS is expected to witness $250 million in revenues, $75 million in EBITDA and $50 million in free cash flow contribution this year owing to the acquisitions.

Headquartered in London, Blis’ platform enables brands and agencies to extend reach and engage with audiences in a meaningful and privacy-centric way. With decades of expertise in the advertisement tech space, the company has a strong customer base with several large enterprises and almost every major media agency. It has operations across 40 markets in five continents. By combining accurate geographical data, leading edge technology and insights, Blis delivers targeted advertising. This approach helps brands to reach potential customers more effectively and derive real-world outcomes.

T-Mobile acquired Blis in a $175 million cash transaction. With this acquisition, TMUS gained access to Blis’ leading edge geo-powered advertising tech stack, which significantly enhances the former’s capability to run privacy-centric omni-channel media campaigns for its audiences.

T-Mobile inked a deal to acquire Vistar Media for $600 million in cash in January 2025. Based in New York, Vistar Media has a strong presence in the DOOH advertising domain. Its portfolio includes demand-side platforms, supply-side platforms, ad servers and data-driven expertise. The company has a presence across 30 countries with a network of 1.1 million digital screens. Around 3000 brand partners utilize Vistar Media’s solution suite.

Following the acquisition, TMUS gained access to Vistar Media’s advanced programmatic out-of-home platform. The combination of TMUS’ comprehensive customer insights and data with Vistar Media’s capabilities will seamlessly link digital advertisements with real-world environments. This will immensely boost reach and customer interactions while improving the measurability of advertisement campaigns.

Will This Buyout Drive TMUS’ Share Performance?

T-Mobile operates in a highly competitive and saturated U.S. wireless market. Intensifying competition with a relatively fixed pool of customers is putting pressure on pricing. Given this situation, TMUS is focusing on diversifying its business operations and unlocking new streams for revenue generation. Its effort to venture into the DOOH ad and privacy-centric ad domains reflects TMUS’ broader strategy toward that direction.

The integration of Vistar and Blis’ advertising technologies will significantly strengthen T-Mobile Advertising Solutions’ business. It will allow TMUS to create a comprehensive product suite that delivers more personalized ads for potential customers and drive greater value for marketers. This bodes well for TMUS’ long-term growth.

T-Mobile’s acquisition strategy has significantly strengthened its position in the wireless industry over the past few years. The company completed its acquisition of Sprint in 2020. The combined company’s network has 14 times more capacity than on a standalone basis, which enables it to leapfrog the competition in network capability and customer experience.

T-Mobile also inked a definitive agreement with United States Cellular Corporation to acquire substantially all of the latter’s wireless operations along with 30% of its spectrum assets across several spectrum bands. The transaction will enable T-Mobile to expand its fast-growing home broadband offerings.

TMUS Stock’s Price Movement

Shares of T-Mobile have gained 59.8% in the past year compared with the industry’s growth of 38.6%.

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TMUS’ Zacks Rank & Other Stocks to Consider

T-Mobile currently carries a Zacks Rank #2 (Buy).

Here are some other top-ranked stocks that investors may consider.

InterDigital IDCC sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

In the trailing four quarters, it delivered an earnings surprise of 158.41%. It is a pioneer in advanced mobile technologies that enable wireless communications and capabilities. The company designs and develops a wide range of advanced technology solutions used in digital cellular, wireless 3G, 4G and IEEE 802-related products and networks.

Celestica Inc. CLS sports a Zacks Rank #1 at present. The company provides competitive manufacturing technology and service solutions for printed circuit assembly and system assembly, as well as post-manufacturing support to many of the world's leading original equipment manufacturers.

United States Cellular Corporation USM sports a Zacks Rank of 1 at present. In the last reported quarter, it delivered an earnings surprise of 150%.

U.S. Cellular has taken concrete steps to accelerate subscriber additions and improve churn management. The company aims to offer the best wireless experience to customers by providing superior quality network and national coverage. It is well-positioned to support the investment required for network enhancements, including the deployment of 5G technology.

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United States Cellular Corporation (USM) : Free Stock Analysis Report

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T-Mobile US, Inc. (TMUS) : Free Stock Analysis Report

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