T-Mobile US, Inc. (NASDAQ:TMUS) J.P. Morgan Global Technology, Media and Communications Results Conference May 21, 2024 1:05 PM ET Company Participants Mike Sievert - President and Chief Executive Officer Conference Call Participants Sebastiano Petti - J.P. Morgan Sebastiano Petti Good afternoon, everybody. I'm Sebastiano Petti, and I cover the telecom cable and satellite space for JPMorgan. I want to welcome T-Mobile President and CEO since 2020, Mike Sievert. Mike, thanks for joining us today. Mike Siever ...

T-Mobile US, Inc. Conference Call Summary Company Overview - **Company**: T-Mobile US, Inc. (NASDAQ: TMUS) - **Industry**: Telecommunications Key Points and Arguments Company Performance and Strategy - T-Mobile has transitioned from last place in the 4G LTE era to leading in the 5G era, claiming to have built the world's best 5G network [3][4] - The company aims to continue gaining market share and increasing cash flows, having outperformed industry benchmarks with a 6.5% growth in postpaid wireless service revenues, and nearly 40% growth in cash flows in Q1 [5][6] - T-Mobile's strategy includes focusing on underpenetrated segments such as enterprise, small and medium businesses, and rural areas, where they have seen significant growth since the Sprint merger [6][10] Market Share and Growth - In Q1 2023, T-Mobile grew its market share in the top 100 markets, with a 17.5% market share in smaller markets and rural areas, aiming for 20% by 2025 [10][8] - The company reported its highest net additions in the enterprise segment in Q1, indicating strong demand for its 5G capabilities [11][12] Financial Guidance and Cash Flow - T-Mobile's cash flow margins are over 20%, and the company expects to maintain this leadership despite becoming a significant cash taxpayer [24][23] - The company has increased its net addition guidance for the year, reflecting confidence in its strategy [16] Fixed Wireless Access (FWA) Strategy - T-Mobile is on track to serve 7 million to 8 million fixed wireless customers by 2025, with a capital-light strategy that leverages existing infrastructure [30][34] - The company is exploring ways to extend its FWA subscriber base beyond the initial target, focusing on high-return opportunities [35] Fiber Strategy and Joint Ventures - T-Mobile's recent joint venture with EQT for Lumos is seen as a capital-light model that allows for incremental growth in fiber while leveraging existing marketing capabilities [36][38] - The company believes it can achieve better returns in fiber investments compared to purely financial investors due to its established brand and distribution network [38][39] Shareholder Returns and Capital Allocation - T-Mobile is committed to returning significant capital to shareholders, with a $60 billion return program expected to continue past 2026 [45][42] - The company is cautious about large on-balance sheet acquisitions, focusing instead on opportunities that align with its core business [42][48] Network and Competitive Advantage - T-Mobile maintains a competitive edge with the most available 5G network, with 85% of its network utilizing multiple layers of mid-band and low-band spectrum [51][50] - The company is positioned to deploy advanced 5G technologies faster than competitors, enhancing its service offerings [53] Market Dynamics and Future Outlook - T-Mobile does not anticipate the U.S. market to follow European convergence trends, emphasizing the unique dynamics of the U.S. telecommunications landscape [59][58] - The company is focused on maintaining its mobile-first strategy, which is central to its customer acquisition and retention efforts [58][59] Additional Important Insights - T-Mobile's approach to pricing will remain thoughtful, ensuring it maintains its reputation for value while adapting to cost increases over time [21] - The company is actively monitoring regulatory changes, particularly regarding the FCC's authority in spectrum auctions, which could impact future operations [56] This summary encapsulates the key insights from T-Mobile's conference call, highlighting its strategic focus, market performance, and future outlook in the telecommunications industry.

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T-Mobile, Inc. (TMUS) has joined forces with Dopl Technologies to enhance healthcare accessibility in rural areas using 5G technology. Dopl Technologies, based in Seattle, offers a telerobotic ultrasound system that allows specialists to provide medical assistance remotely with a robotic arm. The solution aims to facilitate high quality and conveniently accessible healthcare to underserved communities. A robust network infrastructure is essential for Dopl's telerobotic platform to function optimally. T-Mobi ...

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Bellevue, Wash.-based wireless giant T-Mobile is closing in on a deal to buy a part of U.S. Cellular, one of the last major regional wireless carriers, according to a report from The Wall Street Journal on Thursday. T-Mobile and Verizon are in talks to buy parts of U.S. Cellular in deals that would include operations and wireless spectrum licenses.U.S. Cellular, the nation’s fifth largest carrier, last year said it was exploring strategic alternatives for its wireless operations. A deal with T-Mobile could ...

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16 September 2023, USA, New York: A T-Mobile store, photographed in Manhattan. Photo: Michael ... [+] Kappeler/dpa (Photo by Michael Kappeler/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesT-Mobile posted better-than-expected Q1 earnings, as the carrier continues to see multiple tailwinds from its 2020 acquisition of rival Sprint. While earnings came in at $2.00 per share, revenue remained almost flat at $19.59 billion. So what lies ahead for T-Mobile stock?T-Mobile continued to lead ...

Campbell, CA, April 30, 2024 (GLOBE NEWSWIRE) -- Streaming media company Plex, the largest independent ad-supported video-on-demand and streaming media platform, today announced a partnership with T-Mobile (NASDAQ:TMUS), one of the nation's biggest advertisers, to expand T-Mobile's connected TV (CTV) inventory and innovate on the connection between mobile and CTV. T-Mobile Advertising Solutions reaches 240M+ consumers across screens. Today, Plex combines free ad-supported TV with ad-supported video on deman ...