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Presentation John HodulikUBS Investment Bank, Research Division I'll get started. Again, I'm John Hodulik, telecom and media analyst here at UBS. And I'm very pleased to announce our next speaker is Srini Gopalan, the CEO of T-Mobile. Srini, thanks for being here. Srinivasan GopalanCEO, President & Director Thanks for having me, John. John HodulikUBS Investment Bank, Research Division So as we always do -- well, first of all, we've got 35 minutes for presentation or Q&A, and I have the iPad here. So if a ...

T-Mobile US Conference Call Summary Company Overview - **Company**: T-Mobile US (NasdaqGS: TMUS) - **Event**: 2025 Conference held on December 09, 2025 Key Points Industry and Market Position - T-Mobile is positioned as America's best network, focusing on extending its lead in 5G and preparing for 6G developments [6][7] - The company aims to close the perception gap among consumers who still view competitors like Verizon and AT&T as having superior networks [7][8] Strategic Priorities for 2026 1. **Network Expansion**: - Focus on maintaining and extending network capabilities, including advancements towards 6G [6][10] - Addressing consumer perceptions to attract customers from competitors [8][10] 2. **Digital Transformation and AI**: - Significant investment in digital channels, with over 90 million downloads of the T-Life app and 70% of upgrades now completed digitally [8][10] - The initiative "15 Minutes to Better" aims to simplify the switching process for new customers [8][10] 3. **Broadband Growth**: - T-Mobile is experiencing rapid growth in broadband services, particularly in Fixed Wireless Access (FWA), which has doubled in the last two years [10][68] - The company is targeting 12 million broadband customers, with strong momentum observed [68] Financial Performance and Guidance - T-Mobile has increased its guidance for postpaid net additions to 3.3 million for the quarter, reflecting strong demand and competitive positioning [28][30] - The company reported a 12% growth in postpaid revenue and a 6% increase in EBITDA, with a long-term growth target of 5% in service revenue and 7% in EBITDA [39][40] Competitive Landscape - The competitive environment remains intense, with T-Mobile focusing on innovation and customer experience to differentiate itself from competitors like Verizon [22][24] - T-Mobile's strategy emphasizes branded net growth rather than network share, indicating a focus on customer acquisition and retention [24][26] Investment and Capital Expenditure - T-Mobile's annual CapEx is projected to remain around $10 billion, with a focus on digital transformation and network expansion [101][102] - The company is generating industry-leading free cash flow, which supports ongoing investments and growth initiatives [102] Future Outlook - T-Mobile is optimistic about its future, emphasizing a commitment to continuous transformation and innovation [102][103] - The company is preparing for the rollout of 6G technology, which is expected to enhance network efficiency and open new revenue opportunities [70][72] Additional Insights - The integration of AI into the network is anticipated to improve operational efficiency and cybersecurity [75][76] - T-Mobile's approach to fiber and broadband emphasizes customer scale and economic returns rather than merely increasing homes passed [85][93] This summary encapsulates the key insights and strategic directions discussed during the T-Mobile US conference call, highlighting the company's focus on network leadership, digital transformation, and robust financial performance.

Following my last article on T-Mobile US ( TMUS ), the stock declined by 9% and underperformed the benchmark. Although TMUS delivered top- and bottom-line growth in the previous quarterly report, it has alsoDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, ...

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BELLEVUE, Wash.--(BUSINESS WIRE)--This holiday season, T-Mobile (NASDAQ: TMUS) is teaming up with viral toy phenomenon Baby Three to launch the "No Filter Series†— an exclusive plush collab guaranteed to melt hearts — arriving at T-Mobile stores in Times Square and Alderwood Mall in the Greater Seattle Area on Dec. 13. With Baby Three's record of sold-out blind box drops from Los Angeles to Tokyo, this is a rare chance for T-Mobile members to score one of pop culture's collectible crazes so cu. ...

Core Points - T-Mobile US, Inc. is scheduled to discuss its fourth quarter and full year 2025 financial and operational results on February 4, 2026, at 4:30 p.m. Eastern Time [1] - The earnings release, Investor Factbook, and related materials will be available at approximately 4:05 p.m. ET on the same day [1] Earnings Call Information - The earnings call will be accessible via dial-in with pre-registration and a webcast link on the Company's Investor Relations website [1] - Participants can pre-register for the conference call to receive dial-in information [1] Investor Communication - T-Mobile intends to announce material financial and operational information through its investor relations website, newsroom, press releases, SEC filings, and public conference calls and webcasts [1] - The company will also utilize social media accounts for disclosing information and complying with disclosure obligations under Regulation FD [1]

Core Insights - T-Mobile US, Inc. will present a business update at the UBS Global Media and Communications Conference on December 9, 2025 [1] - The event will be available via live webcast on the company's Investor Relations website [2] Company Overview - T-Mobile US, Inc. operates a leading 5G network, providing services through its subsidiaries and flagship brands, including T-Mobile, Metro by T-Mobile, and Mint Mobile [3] - The company emphasizes its unique value proposition of best network, best value, and best experiences, aiming to redefine connectivity and drive innovation in the wireless sector [3] Recent Promotions and Partnerships - T-Mobile is offering nearly $2000 in savings with an Apple Bundle for Black Friday, including the new iPhone 17 Pro, iPad (A16), and Apple Watch SE 3 [6] - The company has extended its partnership with FORMULA 1 as the Exclusive 5G Partner for the HEINEKEN LAS VEGAS GRAND PRIX, enhancing its role as a Regional 5G Innovation Partner [7] - T-Mobile introduced a new 15-minute switching experience to simplify the process for customers, addressing a significant pain point in the wireless industry [8]

Core Insights - T-Mobile US, Inc. is a significant player in the wireless telecommunications industry, known for competitive pricing and innovative promotions, which have contributed to its substantial market share [1] - KeyBanc upgraded T-Mobile to a Sector Weight rating, indicating a neutral performance expectation in line with the market [2][5] - T-Mobile's recent "Black Friday" promotion is aimed at capturing a larger market share during the holiday season, potentially attracting many new subscribers [3][5] Stock Performance - Following the upgrade, T-Mobile's stock price decreased by 1.14%, or $2.38, settling at $206.63, with trading between $205.58 and $209.11 on that day [4][5] - Over the past year, T-Mobile's stock has experienced a high of $276.49 and a low of $199.41, with a current market capitalization of approximately $231.14 billion [4]

He added: "As carriers surgically pick and choose holiday offers, pulsing in and out of the market, we'll keep an eye on if Verizon and AT&T release 'me too' offers that look and feel similar to T-Mobile's." Controlled by Deutsche Telekom (DTEGY), T-Mobile reported third-quarter earnings and revenue that edged by consensus estimates while adding more high-spending phone subscribers than expected. Also, T-Mobile said it added over one million "postpaid" phone subscribers vs. estimates of 841,000. That topped ...