T-Mobile(TMUS)

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INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of T-Mobile US, Inc. - TMUS
GlobeNewswire News Room· 2025-04-29 20:43
NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of T-Mobile US, Inc. (“T-Mobile” or the “Company”) (NASDAQ: TMUS). Such investors are advised to contact Danielle Peyton at newaction@pomlaw.com or 646-581-9980, ext. 7980. The investigation concerns whether T-Mobile and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On April 24 ...
T-Mobile US: The Un-Carrier Is an Indisputable Buy on the Dip
MarketBeat· 2025-04-29 12:16
T-Mobile US TodayTMUST-Mobile US$236.77 +4.00 (+1.72%) 52-Week Range$161.61▼$276.49Dividend Yield1.49%P/E Ratio24.49Price Target$256.80Add to WatchlistAs a disruptor in the computer and technology sector, specifically the telecommunications industry, T-Mobile US NASDAQ: TMUS proudly calls itself the "Un-carrier." This originated in March 2013, when they set out to differentiate themselves against the incumbent telecom “carriers” AT&T Inc. NYSE: T and Verizon Communications Inc. NYSE: VZ. T-Mobile pioneered ...
Why Charter Rallies While T-Mobile Sells Off
Seeking Alpha· 2025-04-26 11:30
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries. After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fis ...
T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst
Benzinga· 2025-04-25 18:09
Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. TMUS on Thursday, with a price target of $285, up from $280.Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance. The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company’s hist ...
T-Mobile's Q1 Earnings Beat Estimates on Solid Customer Growth
ZACKS· 2025-04-25 15:55
Core Insights - T-Mobile, US, Inc. reported strong first-quarter 2025 results, with both net income and revenues exceeding Zacks Consensus Estimates, driven by significant postpaid customer growth [1][2]. Financial Performance - Net income for Q1 2025 was $2.95 billion, or $2.58 per share, reflecting a 24.4% year-over-year increase from $2.37 billion or $2 per share [2]. - Total revenues reached $20.88 billion, up from $19.59 billion in the same quarter last year, surpassing the consensus estimate of $20.57 billion [2]. Segment Results - Total service revenues were $16.92 billion, a 5.2% increase from $16.09 billion year-over-year, primarily driven by demand for postpaid services [3]. - Postpaid services generated $13.59 billion in revenues, marking a 7.6% year-over-year growth [3]. - Prepaid services revenues increased to $2.64 billion from $2.4 billion in the previous year [5]. - Equipment revenues rose to $3.7 billion, up from $3.25 billion, attributed to a higher average revenue per device sold [6]. Customer Growth - T-Mobile added 1.3 million postpaid net customers and 205,000 postpaid net accounts, both leading the industry [4]. - The postpaid phone churn rate was recorded at 0.91%, with postpaid average revenues per account increasing to $146.22 from $140.88 year-over-year [4]. Operating Metrics - Total operating expenses increased to $16.08 billion from $15.59 billion, while operating income rose to $4.8 billion from $3.99 billion [7]. - Core adjusted EBITDA was $8.3 billion, up from $7.65 billion year-over-year [7]. Cash Flow and Liquidity - Cash generated from operating activities was $6.84 billion, compared to $5.08 billion in the prior year [8]. - Adjusted free cash flow increased to $4.39 billion from $3.34 billion year-over-year [8]. - As of March 31, 2025, T-Mobile had $12 billion in cash and cash equivalents and $76 billion in long-term debt [8]. Outlook - For 2025, T-Mobile anticipates postpaid net customer additions between 5.5 million and 6 million, with core adjusted EBITDA estimated at $33.2-$33.7 billion [9]. - Expected cash from operating activities is projected to be within $27-$27.5 billion, with adjusted free cash flow anticipated in the range of $17.5-$18 billion [9].
T-Mobile Stock Slides as Subscriber Growth Disappoints
Schaeffers Investment Research· 2025-04-25 14:57
Core Insights - T-Mobile US Inc's stock has declined by 9.2% to $238.17 despite reporting better-than-expected first-quarter earnings and revenue, primarily due to disappointing subscriber growth [1] - The company added 495,000 monthly bill-paying customers, which was better than competitors AT&T and Verizon, but fell short of analysts' expectations of 506,400 [1] - Year-to-date, T-Mobile's shares are down 8.2%, moving further away from the March 3 record high of $276.49 [2] Options Activity - T-Mobile has seen significant options activity with 8,179 calls and 17,000 puts exchanged, more than double the average daily options volume [3] - The most active options contracts include the weekly 5/2 227.50-strike put and the 235-strike put, with new positions being opened in both [3] Analyst Ratings - RBC Capital is the only firm to adjust its price target post-earnings, raising it to $265 from $260 [4] - Among 30 analysts covering T-Mobile, 19 have a "buy" or better rating, with a 12-month consensus price target of $269.68, representing a 14.2% premium to current levels [4]
T-Mobile(TMUS) - 2025 Q1 - Earnings Call Transcript
2025-04-25 02:36
T-Mobile US, Inc. (NASDAQ:TMUS) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Cathy Yao - Senior Vice President, Investor Relations Mike Sievert - President, Chief Executive Officer Srini Gopalan - Chief Operating Officer Peter Osvaldik - Chief Financial Officer Mike Katz - President, Marketing, Strategy and Products Jon Freier - President, Consumer Group Callie Field - President, T-Mobile Business Group Ulf Ewaldsson - President, Technology Conference Call Participants Ben ...
T-Mobile (TMUS) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2025-04-24 22:20
T-Mobile (TMUS) came out with quarterly earnings of $2.58 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.31%. A quarter ago, it was expected that this wireless carrier would post earnings of $2.17 per share when it actually produced earnings of $2.57, delivering a surprise of 18.43%.Over the last four quarters, the company ha ...
T-Mobile(TMUS) - 2025 Q1 - Quarterly Report
2025-04-24 20:07
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Commission File Number: 1-33409 T-MOBILE US, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identification No.) Delaware 20-0836269 12920 SE 38th Street Bellevue, Washington (Address of principal executive offices) 98006-1350 (Zip Code) (425) 378-4000 (Registrant's telephone number, including area code) Securities reg ...
T-Mobile(TMUS) - 2025 Q1 - Quarterly Results
2025-04-24 20:04
EXHIBIT 99.2 | 3 | Highlights | | --- | --- | | 4 | Customer Metrics | | 7 | Financial Metrics | | 13 | Capital Structure | | 14 | Guidance | | 15 | Contacts | | 16 | Financial and Operational Tables | 3 2 (in thousands) Year-Over-Year Postpaid ARPA increased 4% primarily due to: Postpaid phone ARPU increased 1% due to: (1) AT&T Inc. historically does not disclose postpaid net account additions. Comcast and Charter do not disclose postpaid phone net customer additions. Industry leading claims are based on c ...