T-Mobile(TMUS)
Search documents
T-Mobile (TMUS) Partners Dialpad to Boost Business Communication
Zacks Investment Research· 2024-03-15 16:20
T-Mobile Inc. (TMUS) joined forces with Dialpad to launch Ai Recaps, an AI-enabled communication solution designed to revolutionize professional interactions across industries. Dialpad, the leading AI-powered customer intelligence platform, extended its strategic partnership with T-Mobile for an additional three years, which began in 2021. The collaboration aims to explore innovative communication solutions for transforming business interactions.The recent venture marks a significant stride toward making AI ...
T-Mobile Declares Quarterly Cash Dividend
Businesswire· 2024-03-15 13:00
BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) (“T-Mobile” or “the Company”) announced today that the Company’s Board of Directors (the “Board”) has declared a cash dividend of $0.65 per share on its issued and outstanding shares of common stock. The dividend is payable on June 13, 2024 to stockholders of record as of the close of business on May 31, 2024. About T-Mobile US, Inc. T-Mobile US, Inc. (NASDAQ: TMUS) is America’s supercharged Un-carrier, delivering an advanced 4G LTE and tr ...
T-Mobile (TMUS) Falls More Steeply Than Broader Market: What Investors Need to Know
Zacks Investment Research· 2024-03-14 23:06
T-Mobile (TMUS) closed at $162.86 in the latest trading session, marking a -0.75% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.29%. Meanwhile, the Dow experienced a drop of 0.35%, and the technology-dominated Nasdaq saw a decrease of 0.3%.Heading into today, shares of the wireless carrier had gained 1.65% over the past month, lagging the Computer and Technology sector's gain of 3.61% and the S&P 500's gain of 4.42% in that time.The upcoming earnings release of T-Mo ...
Dialpad and T-Mobile Elevate Business Communications with Launch of Ai Recaps and Partnership Extension
Businesswire· 2024-03-14 13:00
SAN FRANCISCO & BELLEVUE, Wash.--(BUSINESS WIRE)--Dialpad, Inc., the leading Ai-Powered Customer Intelligence Platform, in partnership with T-Mobile (NASDAQ: TMUS), announced today the general release of Ai Recaps and a three-year extension of the exclusive partnership between the two companies. Communication solutions are vital for any business — but they can be a real pain. Legacy PBX phone systems can be expensive and difficult to implement. And even though reliability is key, businesses can still dea ...
T-Mobile US, Inc. (TMUS) Presents at Deutsche Bank's 32 Annual Media, Internet & Telecom Conference Call Transcript
Seeking Alpha· 2024-03-11 15:10
T-Mobile US, Inc. (NASDAQ:TMUS) Deutsche Bank's 32 Annual Media, Internet & Telecom Conference Call March 11, 2024 8:50 AM ET Company Participants Jon Freier - President, Consumer Group Conference Call Participants Bryan Kraft - Deutsche Bank Bryan Kraft Okay. All right. Hi, everyone. I'm Bryan Kraft. So I cover the media and telecom cable sectors for Deutsche Bank on the equity side. And before I introduce Jon, I just wanted to take a second to welcome everyone to the conference. It's great to see, so many ...
T-Mobile US, Inc. (TMUS) Presents at Deutsche Bank's 32 Annual Media, Internet & Telecom Conference Call Transcript
2024-03-11 15:10
T-Mobile US, Inc. Conference Call Summary Industry Overview - The telecom industry continues to grow, with increasing revenues and cash flows at the industry level [4][5] - Competitive activity remains intense, with consistent promotional offers across the market [5] Company Strategy and Focus Areas - T-Mobile has three main priorities: 1. Serve customers better than competitors 2. Profitably gain market share 3. Generate industry-leading cash flows [7] - Focus on underpenetrated segments, including smaller markets and rural areas, which represent approximately 40% of the U.S. population [9] Market Share and Growth - T-Mobile's market share in smaller markets has increased from 13% in 2021 to 17.5% by the end of 2023, with a goal of reaching 20% by 2025 [9][10] - The company is experiencing strong win share in these markets, indicating effective strategies [10] Network Performance - T-Mobile covers 330 million people with 5G, surpassing competitors in overall availability [16] - The company aims to have 200 megahertz of mid-band spectrum dedicated to 5G, enhancing network depth [16] Customer Experience and Brand Strength - T-Mobile's brand is resonating well, particularly in the high-end market, with lower bad debt as a percentage of total revenues compared to competitors [19] - The enterprise segment is performing strongly, contributing to overall consumer growth [20] Pricing and ARPU - Consumer Postpaid ARPU is growing, driven by premium plans like Go5G [22] - T-Mobile maintains a value leadership position while exploring ways to optimize customer offerings [25] Customer Engagement Initiatives - The Magenta Status loyalty program launched before the Super Bowl has received positive customer feedback [28] - The T Life app aims to consolidate digital engagement, enhancing customer service and relationships [32] Fixed Wireless Access Growth - T-Mobile has nearly 5 million fixed wireless access customers, with a target of 7 to 8 million [48] - The company is adjusting pricing strategies to maximize enterprise value as it approaches capacity limits [49] Subscriber Growth and Market Dynamics - Industry Postpaid Phone subscriber growth is moderating post-pandemic, but T-Mobile expects to add 5 to 5.5 million postpaid net adds in 2024 [55] - The company is focused on adapting its strategies to market conditions, whether they involve high switching rates or more stable environments [55] Satellite Coverage Initiative - T-Mobile's partnership with Starlink aims to provide off-grid satellite coverage, starting with text messaging capabilities by the end of the year [57][58] Prepaid Market Insights - T-Mobile's prepaid segment, led by Metro by T-Mobile, continues to grow, with 282,000 net adds in 2023 [61] - The company sees a positive trend in the transfer of customers from prepaid to postpaid, enhancing overall customer lifetime value [62] Mint Mobile Acquisition - The proposed acquisition of Mint Mobile is seen as complementary to T-Mobile's existing prepaid offerings, pending regulatory approval [64][65]
T-Mobile (TMUS) Stock Drops Despite Market Gains: Important Facts to Note
Zacks Investment Research· 2024-03-08 00:01
In the latest market close, T-Mobile (TMUS) reached $164.39, with a -1.81% movement compared to the previous day. The stock's performance was behind the S&P 500's daily gain of 1.03%. Elsewhere, the Dow saw an upswing of 0.34%, while the tech-heavy Nasdaq appreciated by 1.51%.The wireless carrier's stock has climbed by 3.49% in the past month, exceeding the Computer and Technology sector's gain of 2.52% and the S&P 500's gain of 3.21%.Market participants will be closely following the financial results of T- ...
From Big Cities to Small Towns and Places In Between, T-Mobile Customers are Getting a Massive 5G Boost
Businesswire· 2024-03-06 14:04
T-Mobile is lighting up massive amounts of new 5G spectrum won in Auction 108 over the next few weeks, covering more than 57 million customers over nearly 300,000 square miles Additional Ultra Capacity 5G immediately begins supercharging network performance for customers across the country, primarily in rural areas (Graphic: Business Wire)T-Mobile is lighting up massive amounts of new 5G spectrum won in Auction 108 over the next few weeks, covering more than 57 million customers over nearly 300,000 square m ...
T-Mobile US, Inc. (TMUS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
2024-03-05 23:12
T-Mobile US, Inc. Conference Call Summary Company Overview - **Company**: T-Mobile US, Inc. (NASDAQ: TMUS) - **Event**: Morgan Stanley Technology, Media & Telecom Conference - **Date**: March 5, 2024 Key Industry Insights - **Industry Dynamics**: The wireless industry is experiencing a moderation in postpaid phone net additions after heightened growth in previous years, but T-Mobile expects to maintain a strong position due to its unique value proposition and network capabilities [16][17] - **Market Opportunities**: T-Mobile is focusing on underpenetrated markets, including rural areas and enterprise segments, to drive growth [7][9][10] Financial Guidance and Performance - **2024 Guidance**: T-Mobile expects 5 million to 5.5 million postpaid net additions, with a core EBITDA growth of approximately 9% and low 20% growth in free cash flow [8][15] - **Service Revenue Growth**: T-Mobile led the industry in service revenue growth in 2023, particularly in postpaid service revenue [8] Strategic Initiatives - **Network Development**: T-Mobile is committed to maintaining its lead in network quality, with significant investments in 5G technology and infrastructure [13][73] - **Customer-Driven Coverage**: The company is shifting to a customer-driven coverage model, focusing on building networks based on customer data and needs rather than just geographic coverage [24][25] Competitive Positioning - **Perception Improvement**: T-Mobile has made significant progress in closing the perception gap with competitors like Verizon and AT&T regarding network quality [12][13] - **Enterprise Market**: T-Mobile is enhancing its relationships with enterprise customers by demonstrating the capabilities of its network beyond just cost savings [32][33] Fixed Wireless Access (FWA) - **FWA Growth**: T-Mobile has nearly 5 million FWA customers and aims to grow to 7 million to 8 million, with strong customer satisfaction metrics [10][39] - **Network Capacity Management**: The company employs a disciplined approach to FWA deployment to avoid congestion and ensure quality service [41][42] Capital Expenditure and Financial Strategy - **CapEx Guidance**: T-Mobile expects capital expenditures to remain in the range of 9% to 10% of revenue, focusing on network expansion and modernization [72][73] - **Capital Allocation**: The company plans to invest in business growth, explore M&A opportunities, and return capital to shareholders through dividends and buybacks [80][81] Additional Insights - **Satellite Communication**: T-Mobile is on track for a beta rollout of satellite messaging services, which could enhance network coverage in underserved areas [76][78] - **AI and Efficiency**: The company is leveraging AI to improve customer service and operational efficiency, with ongoing initiatives in various business areas [67][70] Conclusion T-Mobile US, Inc. is strategically positioned to capitalize on growth opportunities in the wireless industry through its strong network capabilities, focus on customer needs, and disciplined financial management. The company is optimistic about its future performance, driven by its unique value proposition and ongoing investments in technology and infrastructure.
T-Mobile US, Inc. (TMUS) Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Seeking Alpha· 2024-03-05 23:12
T-Mobile US, Inc. (NASDAQ:TMUS) Morgan Stanley Technology, Media & Telecom Conference March 5, 2024 3:35 PM ET Company Participants Michael Katz - President, Marketing, Strategy and Products Peter Osvaldik - Executive Vice President and Chief Financial Officer Conference Call Participants Simon Flannery - Morgan Stanley Simon Flannery Good afternoon, everybody. It's my great pleasure to welcome Peter and Mike from T-Mobile. Thanks for joining us again. I think you have a safe harbor. Peter Osvaldik Yes, ju ...