- T-Mobile increased its annual core adjusted EBITDA forecast to between $33.20 billion and $33.70 billion, slightly raising the previous range.
- The company maintained its forecast for adjusted free cash flow between $17.50 billion and $18.00 billion.
- T-Mobile expects to add between 5.5 million and 6 million postpaid net customers, consistent with prior estimates.
- The capital expenditure projection stays at $9.50 billion.
- For the first quarter, T-Mobile reported earnings per share (EPS) of $2.58, up from $2 year-over-year, outperforming the estimate of $2.46.
- Quarterly revenue increased by 6.6% year-over-year to $20.89 billion, slightly above the estimate of $20.62 billion.
- Service revenue rose by 5.2% year-over-year to $16.93 billion, narrowly missing the estimate of $16.94 billion.
- Total net customer additions were 1.38 million, an 18% year-over-year increase, exceeding the estimate of 1.14 million.
- Postpaid net customer additions totaled 1.34 million, reflecting a 9.6% year-over-year growth, higher than the 1.17 million estimate.
- Postpaid phone net customer additions were 495,000, a 7% decrease year-over-year, below the estimate of 506,557.
- Postpaid other net customer additions surged by 22% year-over-year to 842,000, surpassing the estimate of 665,771.
- Adjusted EBITDA for the quarter was $8.26 billion, a 7.9% increase year-over-year, above the expected $8.09 billion.
- Postpaid monthly ARPA was $146.22, a 3.8% year-over-year increase, in line with the estimate of $146.05.
- Postpaid phone ARPU came in at $49.38, slightly below the estimated $49.56.
- Postpaid phone churn was 0.91%, higher than last year’s 0.86% and the estimate of 0.86%.
- Prepaid ARPU declined by 6.8% year-over-year to $34.67, below the estimate of $35.04.
- The prepaid churn rate improved to 2.68% from 2.75% year-over-year, matching the estimate.
- Capital expenditure for the quarter was $2.45 billion, down 6.7% year-over-year, less than the estimated $2.55 billion.
- Total customers at the end of the period reached 130.91 million, an 8.3% year-over-year increase, exceeding the estimate of 130.23 million.
- The first quarter saw a turnaround in prepaid net customer additions of 45,000, compared to a decline of 48,000 year-over-year.
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T Mobile Us Inc on Smartkarma
Analyst coverage of T-Mobile US Inc on Smartkarma highlights the positive outlook on the company’s performance. Baptista Research‘s report titled “T-Mobile US: Can Its Spectrum Advantage Give It An Edge Over Rivals” emphasizes the strong performance of T-Mobile U.S. in 2024, with key highlights including record growth in customer acquisition, solid financial metrics, continued network improvements, and strategic investments for future expansion. The report points out substantial gains in postpaid phone customers, with over 3 million net additions for the third consecutive year.
Another report by Baptista Research, titled “T-Mobile US Inc.: Expansion of 5G & Advanced Network Capabilities & Other Major Drivers,” highlights T-Mobile US’s strong performance and strategic execution in the third quarter of 2024. Despite challenges like hurricanes, the quarter saw significant increases in net additions and service revenues, along with rising guidance for the full year. The report underscores the company’s robust business model and market strategy, noting its best third-quarter postpaid phone net additions in a decade and record low churn rates, reflecting strong customer loyalty and brand strength.
A look at T Mobile Us Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, T-Mobile US Inc shows a promising long-term outlook. With a high score in Growth and Momentum, it indicates that the company is expected to experience strong expansion and positive market momentum in the future. This suggests potential for T-Mobile to continue capturing market share and expanding its business presence.
Additionally, T-Mobile scores moderately in Resilience, showing a solid ability to withstand challenges. While its Value and Dividend scores are average, the strong performance in Growth and Momentum positions T-Mobile US Inc favorably for long-term growth and potential profitability in the competitive wireless carrier industry.
Summary: T-Mobile US, Inc. is a major player in the US wireless carrier industry, formed through the merger of T-Mobile USA and MetroPCS. With a solid outlook in terms of growth, market momentum, and resilience, T-Mobile is poised to solidify its position and potentially achieve long-term success in the market.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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