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Gear Up for T-Mobile (TMUS) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-07-18 14:15
Core Insights - T-Mobile is expected to report quarterly earnings of $2.69 per share, reflecting an 8% year-over-year increase, with revenues projected at $20.97 billion, up 6.1% from the previous year [1] Earnings Projections - Analysts have adjusted the consensus EPS estimate upward by 0.4% over the past 30 days, indicating a reassessment of initial projections [1][2] - The average prediction for 'Equipment revenues' is $3.38 billion, representing an 8.8% increase from the year-ago quarter [4] - Total service revenues are expected to reach $17.30 billion, indicating a year-over-year change of 5.3% [4] Revenue Breakdown - 'Other revenues' are estimated at $235.64 million, showing a slight decline of 0.6% from the prior-year quarter [4] - 'Wholesale and other service revenues' are projected at $708.09 million, reflecting a significant decrease of 24.5% from the previous year [5] Customer Metrics - Net customer additions for total postpaid customers are expected to be 1.29 million, down from 1.34 million in the same quarter last year [6] - Total postpaid customers are projected to reach 80.20 million, compared to 77.25 million a year ago [7] - Total customers are anticipated to arrive at 132.27 million, up from 125.89 million in the same quarter last year [8] Performance Comparison - T-Mobile shares have returned +2.7% over the past month, underperforming compared to the Zacks S&P 500 composite's +5.4% change [9]
5G FWA“大闹”全球,在中国却静悄悄
3 6 Ke· 2025-07-15 12:46
Core Insights - The article highlights the growing significance of Fixed Wireless Access (FWA) as a successful 5G business model, particularly in markets like the US and India, contrasting with its limited presence in China [1][2][4]. Industry Overview - FWA is revolutionizing the broadband market in the US, where traditional cable operators are losing ground to mobile operators like T-Mobile and Verizon, who are leveraging FWA to expand their user base [2][5]. - In India, major operators such as Reliance Jio and Bharti Airtel are rapidly deploying FWA services, capitalizing on the low fiber coverage and the increasing demand for broadband [7][9]. Market Dynamics - According to Ericsson's report, by the end of 2030, global FWA connections are expected to reach 350 million, accounting for 35% of new fixed broadband connections [1]. - In the US, cable operators have lost approximately 1.3 million broadband users over the past six quarters, while wireless broadband providers gained 5.6 million users [5]. User Growth and Projections - T-Mobile aims to increase its FWA user base from over 6.43 million in 2024 to 12 million by 2028, while Verizon targets 8 to 9 million users by the same year [5]. - In India, FWA is projected to capture 13% of the fixed broadband market by the end of Q1 2025, with expectations to exceed 20.1 million users by 2029 [9]. Technological Advancements - FWA's growth is attributed to its relatively easy network deployment, lower costs, and competitive speeds, with T-Mobile's FWA download speeds increasing significantly [10][11]. - The article discusses potential solutions to network capacity challenges, including the exploration of new frequency bands by the FCC to support 5G and 6G development [11]. Competitive Landscape - The competition between FWA and traditional fiber broadband is not a zero-sum game, as companies like T-Mobile are also investing in fiber broadband expansion [11].
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]
金十图示:2025年07月01日(周二)美股热门股票行情一览(美股收盘)
news flash· 2025-07-01 20:10
Market Capitalization Summary - Oracle has a market capitalization of 806.88 billion, while Visa stands at 655.99 billion [2] - Procter & Gamble has a market capitalization of 378.02 billion, and ExxonMobil is at 512.70 billion [2] - Mastercard's market capitalization is 470.87 billion, and Bank of America is at 375.11 billion [2] - UnitedHealth has a market capitalization of 308.53 billion, while ASML is at 310.77 billion [2] - Coca-Cola's market capitalization is 295.75 billion, and T-Mobile US Inc is at 273.60 billion [2] Stock Performance - Oracle's stock increased by 0.46 (+0.47%), while Visa's rose by 0.47 (+0.13%) [2] - Procter & Gamble's stock saw a slight increase of 2.68 (+0.48%), while ExxonMobil's stock increased by 1.92 (+1.20%) [2] - Mastercard's stock increased by 1.46 (+1.35%), and Bank of America's stock rose by 3.15 (+2.06%) [2] - UnitedHealth's stock decreased by 11.21 (-1.40%), while ASML's stock increased by 0.93 (+1.31%) [2] - Coca-Cola's stock increased by 14.05 (+4.50%), and T-Mobile US Inc's stock rose by 3.31 (+1.39%) [2] Additional Company Insights - McDonald's has a market capitalization of 212.78 billion, while AT&T is at 207.73 billion [3] - Uber's market capitalization is 192.79 billion, and Verizon's is at 184.08 billion [3] - Caterpillar's market capitalization is 183.87 billion, while Qualcomm is at 174.99 billion [3] - BlackRock has a market capitalization of 163.25 billion, and Citigroup is at 161.13 billion [3] - Boeing's market capitalization is 158.16 billion, while Pfizer is at 142.36 billion [3] Recent Market Movements - Intel's stock increased by 0.45 (+1.99%), while Dell Technologies rose by 0.82 (+0.16%) [4] - Rio Tinto's market capitalization is 746.07 billion, and Newmont is at 654.78 billion [4] - General Motors has a market capitalization of 494.87 billion, while Target is at 472.00 billion [4] - Ford's market capitalization is 451.14 billion, and Valero Energy is at 432.26 billion [4] - Vodafone's market capitalization is 241.45 billion, while Pinterest is at 270.30 billion [5]