Workflow
T-Mobile(TMUS)
icon
Search documents
Big 3 Telecom Wars: 2 Solid Showings, 1 Huge Winner in Q2
MarketBeat· 2025-07-29 20:18
Core Insights - The telecommunications industry in the United States is dominated by three major players: AT&T, Verizon, and T-Mobile, collectively known as the "Big Three" [1] AT&T - AT&T reported Q2 financials on July 23, beating sales estimates by over $400 million and surpassing adjusted EPS forecasts by 1 cent, resulting in a share price increase of over 1% [1][4] - The company added 401,000 net postpaid cell phone subscribers, a 4% decrease from the previous year but better than expected [2] - AT&T's broadband business added approximately 243,000 fiber optic customers and 203,000 AT&T Internet Air customers, with fiber revenues growing by nearly 19% [2] - The percentage of "converged customers" increased to just under 41%, indicating progress in cross-selling services [3] - AT&T anticipates $6.5 billion to $8 billion in cash tax savings through 2027 due to the One Big, Beautiful Bill (OBBB) [4] Verizon - Verizon posted Q2 results on July 21, beating expectations on revenue and adjusted EPS, and slightly raised its full-year guidance [6] - Shares closed up 4% following the results, but the company experienced a net loss of 9,000 postpaid cell phone customers, contrary to Wall Street expectations [7] - Verizon's broadband business added 293,000 net customers, down from 391,000 a year ago, indicating a solid quarter despite the postpaid losses [8] T-Mobile - T-Mobile reported Q2 results on July 23, slightly beating sales growth estimates and achieving a 14% increase in adjusted EPS to $2.84, surpassing the anticipated 8% rise [10] - The company added 830,000 net postpaid cell phone customers, marking a record for Q2, and achieved a total of 1.7 million net postpaid adds, another Q2 record [12] - T-Mobile's revenue per account (ARPA) increased by 5%, the highest growth rate in eight years, and it expects $1.5 billion in OBBB-related cash tax benefits in 2026 [13] - Overall, T-Mobile had the strongest performance among the three companies, leading to a price target increase from Morgan Stanley from $265 to $285, implying a 17% upside [15]
Musk's Starlink hit with outage day after rollout of T-Mobile satellite service
CNBC· 2025-07-24 20:18
Core Insights - Starlink experienced a significant network outage, with over 60,000 reports logged on Downdetector, indicating a widespread issue [1] - The outage is being addressed by the company, which is owned and operated by SpaceX, led by Elon Musk [1] - Musk highlighted the rapid growth of Starlink's direct-to-cell-phone service, particularly after T-Mobile's announcement of its Starlink-powered satellite service [1] Company Overview - Starlink is a satellite internet service that aims to provide connectivity in areas lacking traditional carrier infrastructure [2] - T-Mobile's T-Satellite service is designed to keep phones connected in remote locations where conventional towers are unavailable [2]
Why T-Mobile US Stock Rose on Thursday
The Motley Fool· 2025-07-24 17:59
Core Insights - T-Mobile's shares experienced a significant increase of nearly 8% following the release of strong second-quarter earnings results [1] Financial Performance - T-Mobile added 1.7 million postpaid net customers in Q2, driven by a doubling of sign-ups for the premium-priced Experience Beyond plan [3] - Sales rose by 6.9% year over year to $21.1 billion, surpassing the consensus analyst target of $21 billion [3] - Earnings per share increased from $2.49 to $2.84, exceeding the expected $2.68 [3] Network Expansion and Acquisitions - T-Mobile added 97,000 fiber-optic broadband customers from Lumos in Q2 [4] - The pending acquisition of UScellular is set to expand the company's network from 9,000 to 12,000 sites on August 1 [4] - The company is enhancing its fixed broadband offerings with Lumos fiber, T-Satellite service, and a broader range of home network options utilizing 4G and 5G technologies [4] Market Position - T-Mobile is actively taking steps to maintain its leadership in the American mobility market [5]
TMUS Makes Bullish Cross Above Critical Moving Average
Forbes· 2025-07-24 16:55
Group 1 - T-Mobile US Inc shares crossed above their 200-day moving average of $238.93, reaching a high of $251.75 per share, and are currently up about 5.8% on the day [1] - The 52-week low for T-Mobile US Inc shares is $173.74, while the 52-week high is $276.49, with the last trade recorded at $248.05 [4]
T-Mobile Q2 Earnings: Convergence Changes The Game
Seeking Alpha· 2025-07-24 16:44
Core Insights - T-Mobile's Q2 2025 earnings report was released on July 23rd, leading to an update on the previous analysis which rated the company as a sell [1] Group 1: Company Analysis - The analysis highlights the importance of cash flow for both companies and investors, emphasizing that it is critical for investment decisions [1] - The analyst, Mike Dion, has extensive finance experience across various industries, which informs his investment approach focused on identifying value opportunities [1] Group 2: Market Context - The article does not provide specific market context or comparisons with competitors, focusing instead on T-Mobile's performance and the analyst's perspective [1]
T-Mobile's Q2 Earnings Beat Estimates on Solid Revenues, Guidance Up
ZACKS· 2025-07-24 16:21
Core Insights - T-Mobile, US, Inc. (TMUS) reported strong second-quarter 2025 results, with both revenue and net income exceeding estimates, driven by significant postpaid customer growth [1][10] Financial Performance - Net income for Q2 was $3.22 billion, or $2.84 per share, reflecting a 10.2% increase from $2.92 billion or $2.49 per share in the same quarter last year, surpassing the Zacks Consensus Estimate of $2.69 [2][10] - Total revenues reached $21.13 billion, up from $19.77 billion year-over-year, driven by robust service revenue growth, and exceeded the consensus estimate of $20.97 billion [3][10] Segment Results - Total service revenues were $17.43 billion, an increase from $16.42 billion in the previous year, with a 6.1% year-over-year growth primarily due to strong demand for postpaid services [4] - Postpaid services generated $14.07 billion in revenues, marking a 9.1% increase year-over-year [4] - Equipment revenues rose to $3.43 billion from $3.1 billion in the prior year, attributed to a higher average revenue per device sold [7] Customer Growth - T-Mobile added 1.7 million postpaid net customers and 318,000 postpaid net accounts during the quarter, with a postpaid phone churn rate of 0.9% [5] - Average revenue per postpaid account increased to $149.87 from $142.54 year-over-year [5] Cash Flow and Liquidity - Cash generated from operating activities was $6.99 billion, up from $5.52 billion in the prior year, with adjusted free cash flow of $4.6 billion, an increase from $4.4 billion [11] - As of June 30, 2025, T-Mobile had $10.25 billion in cash and cash equivalents, alongside $75.01 billion in long-term debt [11] Outlook - T-Mobile has raised its 2025 guidance, now expecting postpaid net customer additions between 6.1 million and 6.4 million, up from the previous estimate of 5.5-6 million [12] - Core adjusted EBITDA is projected to be between $33.3 billion and $33.7 billion, with anticipated cash from operating activities in the range of $27.1 billion to $27.5 billion [12]
美股前瞻 | 三大股指期货涨跌不一 特斯拉、IBM绩后下挫
智通财经网· 2025-07-24 12:02
Market Movements - As of July 24, U.S. stock index futures showed mixed results with Dow futures down 0.38%, S&P 500 futures up 0.13%, and Nasdaq futures up 0.33% [1] - European indices also showed positive movements, with Germany's DAX up 0.57%, UK's FTSE 100 up 0.97%, and the Euro Stoxx 50 up 0.42% [2][3] - WTI crude oil increased by 0.77% to $65.75 per barrel, while Brent crude oil rose by 0.61% to $68.93 per barrel [3][4] Company News - Smead Capital Management warned that current U.S. stock valuations have reached a "death line," similar to levels seen during the internet bubble, with top ten companies being more expensive than at the bubble's peak [4] - Google (GOOGL.US) reported Q2 revenue of $96.43 billion, exceeding analyst expectations, with cloud business sales up nearly 32% [8] - Tesla (TSLA.US) reported a 16% decline in Q2 revenue to $22.5 billion, missing analyst expectations, and warned of poor performance in upcoming quarters [9] - IBM (IBM.US) saw Q2 sales grow 8% to $17 billion, driven by its infrastructure business, but faced challenges in its software and consulting segments [10] - T-Mobile US (TMUS.US) exceeded user growth expectations in Q2, adding 830,000 contract customers, and raised its full-year guidance [11] - Nokia (NOK.US) reported a 29% drop in adjusted operating profit due to tariff impacts and a weak dollar, with revenue growth of only 2% [12] - Deutsche Bank (DB.US) turned a profit of €1.485 billion in Q2, significantly improving from a loss the previous year, driven by strong performance in fixed income and foreign exchange trading [13] - Vodafone (VOD.US) reported a 3.9% increase in Q1 revenue, with signs of stabilization in its German operations [14] - Total (TTE.US) experienced a 23% drop in Q2 profit due to falling oil and gas prices, while net debt increased by 29% [15] - Southwest Airlines (LUV.US) reported Q2 revenue of $7.24 billion, slightly below expectations, and cut its annual profit forecast by $1 billion due to economic uncertainties [16] Economic Data and Events - Upcoming economic data includes initial jobless claims and manufacturing PMI [17]
【美股盘前】美国总统将20年来首次造访美联储;特朗普松绑AI监管,芯片股普涨;特斯拉跌超6%,Q2营收同比下降12%;谷歌涨超3%,Q2营收达964亿美元
Sou Hu Cai Jing· 2025-07-24 10:48
Group 1 - Major stock indices futures are up, with Dow futures rising by 0.50%, S&P 500 futures by 0.39%, and Nasdaq futures by 0.20% [1] - The Trump administration has announced an AI action plan, leading to a surge in chip stocks, with Broadcom up 2.6%, Nvidia up 1.5%, and AMD up 1.29% [1] - Tesla reported Q2 revenue of $22.5 billion, a 12% year-over-year decline, with earnings per share at $0.40, down 23% from the previous year, resulting in a stock drop of 6.56% [1] Group 2 - Google reported Q2 revenue of $96.4 billion and earnings per share of $2.31, exceeding analyst expectations, leading to a stock increase of 3.1% [2] - IBM's Q2 revenue was $73.9 billion, slightly below analyst expectations of $74.3 billion, resulting in a stock decline of 5.35% [3] - T-Mobile added 1.7 million postpaid customers in Q2, achieving its best quarterly performance, with stock rising by 5.20% [3] - Nokia's Q2 results fell short of expectations, with projected operating profit for the year revised down to between €1.6 billion and €2.1 billion [3] - ServiceNow reported Q2 profit of $385 million and revenue growth of approximately 23% to $3.22 billion, leading to a stock increase of 7.17% [4]
激进营销策略奏效!T-Mobile(TMUS.US)Q2用户增长碾压预期 上调全年业绩指引
智通财经网· 2025-07-24 00:18
Core Insights - T-Mobile US Inc. reported strong second-quarter results, exceeding analyst expectations for new contract subscribers and revenue growth [1][2] - The company is actively expanding its market presence through aggressive marketing strategies and new service offerings [2][3] - T-Mobile has raised its full-year performance guidance, anticipating significant user growth and improved cash flow [3] Group 1: Financial Performance - T-Mobile added 830,000 contract subscribers in the second quarter, surpassing Wall Street's expectation of 714,000 [1] - Service revenue grew by 6% year-over-year to $17.4 billion, slightly above market expectations [1] - Total revenue reached $21.13 billion, marginally exceeding analyst forecasts of $21.02 billion, with diluted earnings per share rising 14% to $2.84, outperforming the expected $2.69 [1] Group 2: Market Strategy - T-Mobile is leveraging aggressive marketing and value-added services to enhance its competitive edge in the telecom market [2] - The company launched new pricing plans and a five-year price guarantee to attract price-sensitive customers [2] - T-Mobile is expanding into the home broadband market, adding 454,000 high-speed internet users, exceeding the market expectation of 416,000 [2] Group 3: Future Outlook - T-Mobile has raised its full-year guidance, expecting to add hundreds of thousands of users and increase free cash flow and EBITDA [3] - The company plans to develop at least 100,000 users through its fiber service by the end of the year [3] - A partnership with Comcast and Charter Communications will allow T-Mobile to provide mobile services based on its network, targeting the underdeveloped small and medium-sized business market [3]
T-Mobile (TMUS) Q2 Earnings and Revenues Beat Estimates
ZACKS· 2025-07-23 22:11
Group 1 - T-Mobile reported quarterly earnings of $2.84 per share, exceeding the Zacks Consensus Estimate of $2.69 per share, and up from $2.49 per share a year ago, representing an earnings surprise of +5.58% [1][2] - The company achieved revenues of $21.13 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 0.77%, and an increase from $19.77 billion year-over-year [2] - T-Mobile has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2][6] Group 2 - The stock's immediate price movement will depend on management's commentary during the earnings call and future earnings expectations [3][4] - T-Mobile shares have increased approximately 5.7% since the beginning of the year, compared to a 7.3% gain for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $2.75 on revenues of $21.41 billion, and for the current fiscal year, it is $10.59 on revenues of $86.38 billion [7] Group 3 - The Zacks Industry Rank indicates that the Wireless National industry is currently in the bottom 28% of over 250 Zacks industries, which may impact T-Mobile's stock performance [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]