Core Viewpoint - T-Mobile US, Inc. is under investigation for potential securities fraud and unlawful business practices following disappointing financial results in Q1 2025, which led to a significant drop in stock price [1][3]. Financial Performance - T-Mobile reported adding only 495,000 postpaid phone net customers in Q1 2025, falling short of the consensus expectation of 506,557 net customers [3]. - Following the announcement of these results, T-Mobile's stock price decreased by $29.41 per share, or 11.22%, closing at $232.77 per share on April 25, 2025 [3]. Legal Investigation - Pomerantz LLP is investigating claims on behalf of T-Mobile investors regarding possible securities fraud or other unlawful business practices by the company and its officers or directors [1].

Group 1 - United States Cellular Corporation (NYSE: USM) reported Q1 2025 results on May 2, leading to a stock drop of over 8% post-earnings [1] - The market reaction indicates a negative sentiment towards the company's performance, which may reflect underlying issues in its business model or competitive positioning [1] Group 2 - The analysis emphasizes the importance of business analysis, fundamental analysis, valuation, and long-term growth in sectors such as AI, fintech, finance, and tech [1] - The focus is on understanding publicly traded companies through their business models, earnings performance, and competitive positioning [1]

Core Insights - The Q1 earnings results for the major U.S. telecom players—Verizon, T-Mobile, and AT&T—show a competitive landscape with varying performances in wireless and broadband segments [1][2]. Group 1: Verizon - Verizon reported a loss of 289,000 net postpaid wireless subscribers, exceeding Wall Street's expectations by nearly 100,000 [3]. - Despite the subscriber loss, Verizon's total wireless service revenue increased by 2.7%, indicating that recent price hikes positively impacted overall revenue [4]. - In broadband, Verizon added 339,000 customers, with 308,000 from fixed wireless, leading to a nearly 14% increase in broadband connections [5]. Group 2: T-Mobile - T-Mobile added 495,000 net postpaid wireless subscribers, which was about 10,000 lower than Wall Street's expectations, leading to a drop in stock price post-earnings [6][7]. - The company achieved a record of 1.3 million total new customer additions, including 424,000 in broadband, but still faced a significant stock decline of over 11% [8]. - T-Mobile raised its full-year guidance on free cash flow despite the disappointing subscriber additions [8]. Group 3: AT&T - AT&T reported 324,000 new net postpaid wireless subscribers, exceeding Wall Street's expectations by nearly 70,000, suggesting a potential market share gain from Verizon [9]. - In broadband, AT&T added 261,000 fiber customers and 181,000 fixed wireless customers, while losing 124,000 non-fiber customers as part of its transition strategy [10][11]. - Analysts broadly upgraded AT&T's stock post-earnings, raising price targets by an average of 8%, contrasting with minimal changes for Verizon and a single 5% increase for T-Mobile [12]. Final Verdict - AT&T emerged as the leader in net postpaid additions and fiber growth, while T-Mobile led in total customer growth, presenting a potential buy-the-dip opportunity [13]. - Verizon is viewed as potentially undervalued, with opportunities to regain wireless momentum [13].

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends T-Mobile US. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Insights - T-Mobile US, Inc. reported better-than-expected first-quarter fiscal 2025 results with non-GAAP earnings of $2.58 per share, exceeding the Zacks Consensus Estimate by $0.13. Revenues increased by 6.6% year over year to $20.88 billion, surpassing the Zacks Consensus Estimate of $20.57 billion [1] Segment Performance - Total postpaid revenues rose by 7.6% year over year to $13.59 billion, exceeding the estimate of $13.54 billion. The company achieved its strongest first-quarter postpaid net addition with 1.3 million net customer additions, an increase of 117,000 year over year [2] - The majority of new customers are opting for premium plans, leading to a 4% year-over-year growth in Postpaid average revenues per account, marking the best first-quarter growth in eight years [3] - In 5G broadband, T-Mobile added 424,000 net high-speed Internet customers with record-low churn, supported by updated pricing plans and a focus on network slicing and advanced 5G infrastructure [4] Financial Position - T-Mobile generated $6.84 billion in cash from operating activities, up from $5.08 billion in the prior-year quarter. Adjusted free cash flow was reported at $4.39 billion, indicating strong operational efficiency [7] - As of March 31, 2025, the company had $12 billion in cash and cash equivalents, with long-term debt of $76 billion, an increase from $72.7 billion at the end of the previous quarter [8] Share Buyback and Guidance - During the March quarter, T-Mobile repurchased 10.1 million shares for approximately $2.5 billion, with $10.5 billion remaining under its 2025 buyback program [9] - For 2025, T-Mobile expects postpaid net customer additions between 5.5-6 million and has raised its growth expectation for postpaid ARPA to 3.5% for the full year [9][10]

Core Viewpoint - T-Mobile US, Inc. is under investigation for potential securities fraud and unlawful business practices following disappointing first-quarter financial results that led to a significant drop in stock price [1][3]. Financial Performance - T-Mobile reported adding only 495,000 postpaid phone net customers in Q1 2025, which was below the consensus expectation of 506,557 net customers [3]. - Following the earnings announcement, T-Mobile's stock price fell by $29.41 per share, or 11.22%, closing at $232.77 per share on April 25, 2025 [3]. Legal Investigation - Pomerantz LLP is investigating claims on behalf of T-Mobile investors regarding possible securities fraud or other unlawful business practices by the company and its officers or directors [1].

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 ...

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 ...

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Core Viewpoint - Goldman Sachs analyst James Schneider maintains a Buy rating on T-Mobile US, Inc. with a price target increase from $280 to $285, despite expectations of lower stock trading following results that showed in-line financial metrics and postpaid phone net additions [1] Financial Performance - T-Mobile reported revenue of $20.89 billion, exceeding Schneider's estimate of $20.78 billion and the Street's estimate of $20.64 billion, driven by an increase in equipment revenue [6] - Postpaid phone net additions were +495k, slightly above Schneider's estimate of +486k but below the Street estimate of +499k [6] - High-speed internet net additions were +424k, surpassing both Schneider's estimate of +399k and the Street estimate of +396k [6] Guidance and Market Expectations - T-Mobile updated its 2025 guidance, maintaining postpaid net customer addition guidance at 5.5-6.0 million, compared to the analyst estimate of 6.03 million and the Street estimate of 5.87 million [7] - Investors had anticipated a greater upside in postpaid phone net additions and guidance, based on historical patterns and recent acquisitions [2] Industry Context - The overall industry phone net additions for major carriers, including T-Mobile, were +853k in Q1 2025, reflecting a year-over-year increase of 203k, but a decrease from +1,056k in Q1 2024, indicating a slowing growth rate [4] - On the residential broadband side, net additions were +596k in Q1 2025, down 33k year-over-year, compared to 629k in Q1 2024, suggesting a slowdown in the industry [5] - Despite higher promotional activity and churn metrics across wireless carriers, the wireless market remains healthy due to recent plan price increases [3]