T-Mobile US, Inc. (TMUS) recently announced that it has joined forces with SpaceX to launch Starlink satellites with Direct-to-Cell services in the United States. Starlink's Direct-to-Cell technology ensures dependable text, voice and data services for LTE phones worldwide, even in regions where ground network infrastructure is limited. This satellite-to-cellular service will ensure complete coverage almost anywhere a person can see the sky, with no additional hardware or other applications required.T-Mobil ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Happy New Year to all who stream! T-Mobile (NASDAQ: TMUS) today announced Hulu on Us is joining its incredible suite of complimentary streaming services — giving Un-carrier customers the best entertainment bundle in the wireless industry. That’s right. Starting January 24, Hulu and its lineup of thousands of popular TV shows and hit movies will be included at no extra cost as a part of the Un-carrier’s most value-packed plan, Go5G Next. And Hulu on Us isn’t something custom ...

BELLEVUE, Wash.--(BUSINESS WIRE)--The Un-carrier is picking up speed. T-Mobile (NASDAQ: TMUS) today announced it achieved the world’s first six-carrier aggregation call using sub-6 GHz spectrum on its live production 5G network. Working with Ericsson and Qualcomm Technologies, Inc., the Un-carrier reached mind-blowing speeds above 3.6 Gbps in the test – fast enough to download a two-hour HD movie in less than 7 seconds! “We are pushing the boundaries of wireless technology to offer our customers the best ...

T-Mobile (TMUS) closed the most recent trading day at $162.08, moving +0.1% from the previous trading session. This move outpaced the S&P 500's daily loss of 0.8%. Meanwhile, the Dow experienced a drop of 0.76%, and the technology-dominated Nasdaq saw a decrease of 1.18%.Prior to today's trading, shares of the wireless carrier had gained 5.14% over the past month. This has outpaced the Computer and Technology sector's gain of 2.11% and the S&P 500's gain of 3.4% in that time.The upcoming earnings release of ...

BELLEVUE, Wash.--(BUSINESS WIRE)--Happy New Year to all who stream! T-Mobile (NASDAQ: TMUS) today announced Hulu on Us is joining its incredible suite of complimentary streaming services — giving Un-carrier customers the best entertainment bundle in the wireless industry. That’s right. Starting January 24, Hulu and its lineup of thousands of popular TV shows and hit movies will be included at no extra cost as a part of the Un-carrier’s most value-packed plan, Go5G Next. And Hulu on Us isn’t something custom ...

Major step forward in companies’ vision to create truly universal coverage by pairing SpaceX’s Starlink satellite technology with T-Mobile's industry-leading network. Five international partners have joined T-Mobile and SpaceX on their quest for global connectivity (Graphics: Business Wire)Major step forward in companies’ vision to create truly universal coverage by pairing SpaceX’s Starlink satellite technology with T-Mobile's industry-leading network. Five international partners have joined T-Mobile and S ...

T-Mobile US made a winner out of SoftBank Group this past week—but the bigger winner is still T-Mobile stock. ...

Key PointsThe technology sector still looks very attractive, though some added safety could be welcomed.T-Mobile stock offers the upside you'd want in tech, with the low-beta you'd find in an industrial name.Analysts agree growth projections and price action back up the upside.5 stocks we like better than Sirius XMThere are always stocks that feel very cold to the touch, especially shivering to those who cannot afford to buy thousands of shares to make every uptick count. Companies in the technology sector ...

Financial Data and Key Metrics Changes - T-Mobile's service revenues increased nearly 4% year-over-year, with postpaid service revenues up 6%, indicating strong value creation [10] - EBITDA rose 12% year-over-year for T-Mobile in Q3, and cash flow is on track for a 75% year-over-year performance, nearly doubling [10][72] - The company is experiencing its greatest growth quarters in history, with a focus on translating market share into cash flow production for shareholders [4][10] Business Line Data and Key Metrics Changes - T-Mobile has taken roughly 40% share of overall postpaid net additions over the last two quarters, including competition from cable providers [16] - The company reports that over 60% of new customers are choosing higher-value plans, indicating a successful shift towards premium offerings [18] - The churn rate has decreased significantly, with T-Mobile achieving the lowest churn in the industry during Q2 and the lowest churn ever for a Q3 in its history [28][33] Market Data and Key Metrics Changes - The competitive landscape remains healthy and vibrant, with customers benefiting from faster service and increased data usage at stable monthly revenue per customer [7][8] - T-Mobile has become the share-taking leader in smaller markets and rural areas, achieving a 16.5% share and aiming for 20% by 2025 [68][69] Company Strategy and Development Direction - The company's strategy for 2024 focuses on continuing to take market share, translating that into cash flow, and making smart investments for future growth [4][10] - T-Mobile is committed to leveraging its 5G network to enhance customer experience and drive higher data usage, which is seen as a competitive advantage [21][38] - The company is exploring opportunities in fixed wireless and fiber, with a focus on capital-efficient growth strategies [56][62] Management's Comments on Operating Environment and Future Outlook - Management views the current competitive environment as beneficial for both the industry and consumers, with no early signs of stress in growth [8] - The company is optimistic about its ability to maintain low churn rates while managing upgrade costs effectively [26][33] - T-Mobile's leadership believes there is significant room for further growth in customer value and market penetration, particularly in rural areas [32][68] Other Important Information - T-Mobile has authorized a $19 billion tranche of shareholder returns, including its first-ever dividend, reflecting strong cash production [72] - The company has successfully deployed mid-band 5G, covering 300 million people ahead of schedule, which is expected to provide a long-term competitive advantage [42][44] Q&A Session Summary Question: What are the company's priorities for 2024? - The company aims to take market share, convert that into cash flow, and make smart investments for future growth [4] Question: How is T-Mobile positioned for holiday promotions? - T-Mobile's performance aligns with expectations, and the company anticipates 3 million postpaid phone net additions this year [10] Question: How does competition from cable affect T-Mobile's model? - Management views cable competition as part of the normal run rate and does not see it affecting T-Mobile's pricing or subscriber growth [16] Question: What is the outlook for ARPU and pricing power? - T-Mobile sees potential for further growth in ARPU as more customers choose higher-value plans [18][22] Question: How is the company managing upgrade costs and churn? - T-Mobile has achieved low churn rates while managing higher costs per upgrade, indicating a strategic focus on customer retention [26][28] Question: What is the status of T-Mobile's fixed wireless and fiber initiatives? - The company is on track with its fixed wireless strategy and is exploring opportunities in fiber, with a focus on capital-efficient growth [56][62]

Financial Data and Key Metrics Changes - T-Mobile raised its guidance for total postpaid net customer additions to between 5.7 million and 5.9 million, reflecting continued progress across core growth initiatives [14] - Core adjusted EBITDA is now expected to be between $29 billion and $29.2 billion, up over 10% year-over-year at the midpoint [15] - Free cash flow is expected to be between $13.4 billion to $13.6 billion, representing an increase of approximately 75% over last year [18] Business Line Data and Key Metrics Changes - The company reported strong growth in the T-Mobile for Business segment, achieving the highest ever account net ads and postpaid nets in enterprise [10] - Consumer ARPU continues to grow, although it is partially offset by growth in enterprise segments with lower ARPUs [8] - Broadband segment serves over 4.2 million customers, with net promoter scores significantly higher than cable [11] Market Data and Key Metrics Changes - T-Mobile achieved leadership in share of switchers in smaller markets and rural areas for the first time, representing about 40% of the country [22][25] - The company is marketing to approximately 50 million homes with fixed wireless access, maintaining a dynamic number based on neighborhood penetration [60] Company Strategy and Development Direction - T-Mobile's strategy focuses on delivering the best network, value, and customer experience, which has resulted in industry-leading customer and financial growth [3] - The company is committed to capital efficiency and plans to leverage significant growth opportunities in the rapidly changing technology landscape [12] - T-Mobile aims to achieve a 20% share of households in smaller markets by the end of 2025 [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to navigate a competitive landscape, highlighting the importance of customer experience and network performance [9] - The company anticipates continued growth in service revenue and core adjusted EBITDA, driven by strategic investments and operational efficiencies [12][79] - Management noted that the competitive pricing environment remains intense but stable, with expectations for continued strong performance during the holiday season [49] Other Important Information - T-Mobile's merger synergies are expected to reach approximately $7.5 billion in 2023, achieving full run rate synergy targets ahead of schedule [16] - The company plans to discontinue reporting synergies separately from overall business results moving forward [16] Q&A Session All Questions and Answers Question: Insights on rural market share gains and OpEx reduction from workforce changes - Management highlighted that T-Mobile achieved leadership in share of switchers in smaller markets, which represents a significant growth opportunity [22][25] - Regarding OpEx, management indicated that actions taken are expected to create tailwinds for growth, but specific quantification of reductions was not provided [21][37] Question: Updates on fiber pilot programs and fixed wireless expansion - Management reiterated their commitment to a capital-light approach in broadband and expressed confidence in their 5G home broadband performance [32][33] - The company is actively deploying spectrum resources to enhance capacity for fixed wireless access [34][64] Question: Impact of layoffs on OpEx and business growth - Management confirmed that the actions taken are part of a broader transformation strategy, with no additional layoffs planned for 2024 [76][79] - The focus remains on leveraging past investments to drive efficiency and profitability [79] Question: Industry pricing environment and competitive dynamics - Management acknowledged the competitive intensity in pricing and device promotions, stating that T-Mobile is well-positioned to compete effectively [49][50] - The company is focused on creating value for customers through innovative offers and maintaining a strong brand presence [76][77]