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TMUS Set to Report Q2 Results: Will Revenue Growth Boost Earnings?
ZACKS· 2025-07-18 17:01
Key Takeaways TMUS is expected to report Q2 revenue growth, driven by postpaid service traction and 5G expansion. New fiber and prepaid plans with speed, price guarantees and added perks were launched during the quarter. TMUS completed a $2B 5G expansion in Florida and acquired Lumos to scale fiber access in the Country.T-Mobile, US, Inc. (TMUS) is set to report second-quarter 2025 results on July 23, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 10.8 ...
Gear Up for T-Mobile (TMUS) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-07-18 14:15
Wall Street analysts expect T-Mobile (TMUS) to post quarterly earnings of $2.69 per share in its upcoming report, which indicates a year-over-year increase of 8%. Revenues are expected to be $20.97 billion, up 6.1% from the year-ago quarter.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 0.4% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.Prior to a company's earnings release ...
5G FWA“大闹”全球,在中国却静悄悄
3 6 Ke· 2025-07-15 12:46
对于5G,很多中国用户想到的只有一个场景,那就是拿着5G手机,连接5G网络,蹭蹭快速上网。而对于国外用户来说,5G还有另外一个应用场景:FWA (Fixed Wireless Access,固定无线接入)。换而言之,就是利用5G等无线接入方式,取代铜缆和光纤为用户提供家庭互联网服务。 FWA服务在我国几乎静悄悄,但是在美国、欧洲、印度等海外市场,已经掀起了巨大波澜,被视为一种成功的5G商业模式。 如在美国,FWA将宽带市场 搅得翻天覆地,T-Mobile等移动运营商借此将Comcast这些传统有线运营商打得"节节败退"。在印度,主流运营商Reliance Jio和Bharti Airtel也在推动FWA 用户规模快速增长,在缺乏光纤覆盖的区域为用户提供宽带网络接入服务。 近年来在爱立信所发布的移动市场报告中,几乎每期都要提及FWA。其最新报告预测,到2030年底,全球FWA连接数量将增至3.5亿,占新增固定宽带连 接数量的35%,换而言之,三分天下有其一。 "大闹"美国宽带市场 在我国,光纤接入在固定宽带市场占据绝对主导的位置。美国则是多种多样,过去主要以铜缆、同轴电缆、光纤等为主,这些年随着5G和卫星互联网 ...
X @Bloomberg
Bloomberg· 2025-07-11 21:42
Regulatory Approval - The Federal Communications Commission (FCC) cleared T-Mobile US Inc's acquisition of a significant portion of US Cellular Corp's wireless business [1] - The acquisition also includes some of US Cellular Corp's network infrastructure [1]
T-Mobile Q2: High Volatility Points To An Option Play (Technical Analysis)
Seeking Alpha· 2025-07-11 19:45
Group 1 - Sensor Unlimited is part of the investing group Envision Early Retirement, which focuses on generating high income and growth through dynamic asset allocation [2] - The group offers two model portfolios: one for short-term survival and withdrawal, and another for aggressive long-term growth [2] - Monthly updates on holdings, tax discussions, and ticker critiques are provided to members [2] Group 2 - Sensor Unlimited has a PhD in financial economics and has spent the last decade covering the mortgage market, commercial market, and banking industry [3] - The focus areas include asset allocation and ETFs related to the overall market, bonds, banking and financial sectors, and housing markets [3]
DOJ ends probe into T-Mobile's $4.4 billion merger 2 days after the company committed to end DEI policies
Business Insider· 2025-07-11 15:24
Core Viewpoint - T-Mobile is experiencing reduced regulatory scrutiny following its commitment to end diversity, equity, and inclusion (DEI) practices, coinciding with the closure of an antitrust investigation into its proposed $4.4 billion merger with UScellular [1][2][5] Group 1: Regulatory Developments - The Justice Department announced the closure of its antitrust probe into T-Mobile's merger with UScellular, indicating no intervention in the proposed deal [1][5] - T-Mobile's decision to end DEI policies aligns with a broader trend among companies since the reelection of President Donald Trump [2] - The company is also seeking approval for an additional acquisition of the internet service provider Metronet [3] Group 2: Industry Concerns - Assistant Attorney General Gail Slater expressed concerns regarding ongoing consolidation in the wireless services industry, particularly the potential hindrance to the emergence of a fourth national player [4] - The Department of Justice evaluated the potential harm to competition and consumer effects, concluding that the benefits of the transaction outweighed the potential harms [5]
X @Bloomberg
Bloomberg· 2025-07-10 22:04
The Justice Department won’t challenge T-Mobile’s $4.4 billion purchase of US Cellular's wireless operations and some of its spectrum assets, despite some concerns about the deal https://t.co/ZGxVDd0oxo ...
Cramer's Stop Trading: T-Mobile
CNBC Television· 2025-07-09 14:29
Let's get to Jimmy stop trading. Here's one little surprising. Key Bank puts out a very cogent piece about how T-Mobile is fiber deficient and they think that their consumer value proposition has deteriorated rather rapidly uh downgraded to underweight and the stock has been weak.But this is a uh in many ways you read this you think oh why that now I know why it's going down which will mean that it's got further to fall. Yeah, we've been posturing theories in the last, say, month or so about why the price a ...
T-Mobile US: Why The Market Still Undervalues This 5G Giant Despite Recent Headwinds
Seeking Alpha· 2025-07-06 07:38
Group 1 - T-Mobile is considered the best long-term investment in the U.S. telecom sector, with recent market dips making the investment opportunity more attractive [1] - The analysis emphasizes a focus on company fundamentals and financial performance rather than market narratives [1] Group 2 - The analyst has over 15 years of market experience and an economics degree, which supports the credibility of the analysis [1]
T-Mobile Completes $2B Florida 5G Expansion, Boosts Speed & Access
ZACKS· 2025-07-03 13:31
Core Insights - T-Mobile US, Inc. has completed a $2 billion network expansion in Florida, enhancing 5G speeds, coverage, and emergency communications infrastructure, benefiting 22 million residents [1][10] Network Expansion - The expansion includes 1,282 new or retained sites and nearly 1,350 upgraded locations, resulting in faster average 5G download speeds of 266.7 Mbps, a 216% increase since 2021 [2][10] - Nearly all Floridians are now covered by T-Mobile's 5G network, which supports smart city initiatives and public safety systems [2] Disaster Readiness - T-Mobile has improved disaster readiness at 1,375 network sites, enhancing backup power solutions and increasing satellite response vehicles by 25% [3] - The T-Priority solution provides first responders with prioritized network access during emergencies [3] Innovation and Partnerships - The investment is fostering innovation, such as a partnership with Miller Electric in Jacksonville to deploy a private 5G network for autonomous shuttle operations [4] Internet Access and Retail Growth - T-Mobile's 5G Home Internet service now reaches over 6 million households in Florida, and T-Mobile Fiber offers speeds up to 2 Gbps [5] - The company has opened 26 new retail stores in Florida since 2021, creating approximately 220 jobs [5] International Reach - T-Mobile operates the fastest 5G network in Puerto Rico and offers international plans covering over 70 countries, with affordable options starting at $20 per month [6] Stock Performance - T-Mobile currently holds a Zacks Rank 2 (Buy), with shares increasing by 34.8% over the past year, outperforming the Wireless National industry's growth of 31.7% [7]