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Micheal Funk

Senior Vice President and Senior Equity Analyst at Bank of America

Michael Funk is a Senior Vice President and Senior Equity Analyst at Bank of America Securities, specializing in technology, internet software, wireless communications, and real estate sectors. He covers 16 companies including monday.com (MNDY), Verizon (VZ), AT&T (T), Equinix (EQIX), SBA Communications (SBAC), and Weave Communications (WEAV), with a track record of 23 ratings over the last 10 years featuring 34.8% Buy, 56.5% Hold, and 8.7% Sell recommendations, though detailed success rates and returns require subscription access on platforms like MarketBeat. Funk initiated his coverage and issued recent Buy ratings on AT&T and others in 2025, building on his expertise demonstrated through targeted price targets and strategic insights. His professional credentials include active FINRA registration as a senior analyst at a major investment bank.

Micheal Funk's questions to T-Mobile US (TMUS) leadership

Question · Q4 2025

Micheal Funk asked if the primary drivers of wireless switching activity (network quality, customer experience, price, and value) have changed given the K-shaped economy, and how this informs T-Mobile's stance on device subsidies.

Answer

CEO Michael Sievert affirmed that these remain the big drivers. He emphasized T-Mobile's commitment to zealously guarding its value position, ensuring it resonates with customers and avoids value-destroying practices like certain subsidy models. He reiterated that T-Mobile aims to be the best in network, value, and experience, regardless of economic climate.

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