T-Mobile US Inc. (NASDAQ:TMUS) is one of the most undervalued telecom stocks to invest in. On September 4, T-Mobile announced an update on its business transformation initiatives and provided revised guidance following the closure of its acquisition of UScellular. The $4.4 billion deal, which was finalized on August 1, included the acquisition of UScellular’s wireless operations, including customers, stores, and 30% of its spectrum assets. T-Mobile increased its total annual run-rate synergy expectations ...

Core Viewpoint - T-Mobile's leadership, including President and CEO Mike Sievert and COO Srini Gopalan, participated in a fireside chat at the Goldman Sachs Communacopia and Technology conference, discussing the company's strategic direction and future outlook [1] Group 1: Company Leadership - Mike Sievert serves as the President and CEO of T-Mobile, while Srini Gopalan holds the position of COO [1] - The presentation was introduced by Mike Ng, a research analyst covering telco media cable at Goldman Sachs [1] Group 2: Event Context - The fireside chat format allows for an informal discussion, providing insights into T-Mobile's operations and strategies [1] - The event is part of a larger conference focused on communications and technology, indicating the significance of T-Mobile's role in the industry [1]

Core Viewpoint - The presentation features T-Mobile's leadership discussing the company's strategies and outlook at the Goldman Sachs Communacopia and Technology conference [1] Group 1: Company Leadership - Mike Sievert serves as the President and CEO of T-Mobile [1] - Srini Gopalan holds the position of COO at T-Mobile [1] Group 2: Event Context - The presentation is part of a fireside chat format, allowing for an informal discussion about the company's direction [1] - The session is expected to last approximately 35 minutes [1] Group 3: Forward-Looking Statements - The presentation includes forward-looking statements that are subject to risks and uncertainties as outlined in the company's SEC filings [1]

Summary of T-Mobile US Conference Call Company Overview - **Company**: T-Mobile US (NasdaqGS: TMUS) - **Date**: September 10, 2025 - **Focus**: Growth strategy, financial performance, market opportunities, and competitive positioning in the telecommunications industry Key Points Industry Position and Growth Strategy - T-Mobile is positioned as the growth leader in the telecommunications industry, focusing on near-term, medium-term, and long-term growth strategies [1][2][3] - The company reported record performance in Q2, with significant metrics such as postpaid net additions and service revenue growth outpacing competitors by three times [1][2] - T-Mobile has led the industry for 13 consecutive quarters in both postpaid and broadband net additions, indicating a successful growth strategy [2][4] Market Opportunities - T-Mobile is targeting underpenetrated segments, particularly in rural areas and smaller markets, where it is experiencing growth at twice the market share [3][4] - The company sees a substantial opportunity among "network seekers" in the top 100 markets, with millions of potential customers switching from competitors [3][8] - The enterprise and government sectors are identified as significant growth areas, with record performance in Q2 [4][48] Digital Transformation and Customer Experience - T-Mobile has made significant advancements in IT and digital capabilities, with 75 million downloads of its T-Life app, enhancing customer experience and operational efficiency [9][11] - The company aims to reduce friction in the customer switching process, leveraging digital tools and AI to improve service delivery [9][10] Competitive Landscape - T-Mobile is comfortable with the current competitive environment, noting that its customer acquisition value aligns with historical norms despite increased churn rates [20][21] - The company emphasizes its best value proposition, allowing customers to save 20% by switching to T-Mobile, which is increasingly recognized as having the best network [21][27] Financial Performance and Capital Allocation - T-Mobile reported a cash flow of 26% of service revenue, leading the industry [2] - The company is focused on maintaining a leverage ratio of 2.5x EBITDA while pursuing attractive business opportunities, including spectrum and fiber investments [71][75] - T-Mobile's broadband strategy includes a target of 12 million fixed wireless access subscribers and 12 to 15 million fiber homes passed by 2028 [50][63] Future Outlook - T-Mobile's leadership believes the best days are ahead, with ongoing investments in technology and network capabilities expected to drive future growth [12][76] - The company is optimistic about the integration of UScellular, which is anticipated to enhance its network and market presence [41][44] Conclusion - T-Mobile US is positioned for continued growth and success in the telecommunications industry, with a strong focus on customer experience, digital transformation, and strategic market opportunities [76][77]

Core Insights - T-Mobile US, Inc. (NASDAQ:TMUS) shares are experiencing a decline due to SpaceX's $17 billion acquisition of spectrum from EchoStar, which enables SpaceX to provide direct connectivity to smartphones [2] - Jim Cramer highlighted T-Mobile's strategic role in offering competitive deals for Apple's iPhone, emphasizing that T-Mobile often provides attractive pricing that can sway consumer decisions despite high retail prices [2] - While T-Mobile is recognized as a potential investment, there is a belief that certain AI stocks may offer better returns with lower risk [2] Company Analysis - T-Mobile has historically positioned itself as a competitive player in the telecommunications market, particularly under the leadership of CEO Mike Sievert, by offering deals that attract consumers [2] - The competitive landscape includes major players like Verizon and AT&T, with T-Mobile's pricing strategies being a key differentiator [2] Market Context - The telecommunications sector is currently facing challenges due to significant investments in spectrum by competitors like SpaceX, which could impact market dynamics [2] - The introduction of new devices, such as the iPhone Pro, creates opportunities for T-Mobile to leverage its pricing strategies to capture market share [2]

BELLEVUE, Wash.--(BUSINESS WIRE)--T-Mobile (NASDAQ: TMUS) will offer the latest iPhone generation, the latest Apple Watch lineup, and AirPods Pro 3. All four iPhone models — iPhone 17, iPhone Air, iPhone 17 Pro, and iPhone 17 Pro Max — feature the Center Stage front camera for next level selfies, 48MP Fusion camera systems, the latest-generation chips for incredible performance, and fantastic all-day battery life. The beautiful new designs are even more durable and offer 3x better scratch resis. ...

Core Insights - Blis has integrated T-Mobile Advertising Solutions' app ownership and engagement data into its omnichannel demand-side platform, enhancing advertisers' access to precise datasets in digital marketing [1][2] - This integration allows Blis to be the only omnichannel DSP that combines T-Mobile's app insights with real-world movement patterns and verified transactions, providing a comprehensive view of consumer behavior [2][4] - The partnership aims to create a differentiated model for audience discovery and activation, focusing on privacy and maximizing advertising efficiency [3][5] Company Overview - Blis, founded in the UK in 2004 and headquartered in New York, employs over 300 global employees across 14 offices in 11 countries [7] - T-Mobile US, Inc. operates a nationwide 5G network and offers services through its subsidiaries, including T-Mobile, Metro by T-Mobile, and Mint Mobile [8] Technological Advancements - The integration of T-Mobile's high-intent behavioral data enhances Blis's existing capabilities, allowing for improved audience discovery and omnichannel activation [4] - Blis utilizes non-ID-reliant proprietary technology to help advertisers identify and convert high-value audiences with greater accuracy and efficiency [2][6] Market Positioning - The collaboration between T-Mobile and Blis positions them as leaders in providing durable advertising solutions in a privacy-first landscape, focusing on full-funnel outcomes that matter to brands and agencies [5][6] - Blis aims to expand visibility into premium environments and unlock deeper signals of audience intent, giving advertisers a performance edge [6]

BELLEVUE, Wash.--(BUSINESS WIRE)--The Un-carrier is once again showing the competition why it's the gold standard. Today, T-Mobile (NASDAQ: TMUS) announced that the Los Angeles Organizing Committee (LA28) has selected T-Mobile for Business as the Official Telecommunications Services Provider of the Olympic and Paralympic Games in Los Angeles. T-Mobile for Business will develop and deploy cutting-edge solutions — powered by the T-Mobile 5G Network — to help LA28 create the most tech-forward prod. ...

Politics just crashed the party for T-Mobile Us Inc TMUS investors. Donald Trump-tied boycott headlines derailed a near-confirmed Golden Cross, flipping bullish momentum into doubt. Shares of the telecom giant slid 3.9% Monday after activists launched a national boycott over T-Mobile's ties to Trump, including his "Trump Mobile" launch on its network. Track TMUS stock here.The sentiment-driven drop comes despite strong fundamentals, turning a promising technical setup into a key battleground for traders.Cha ...

Group 1 - The presentation is part of Citi's 2025 Global TMT Conference, focusing on communication services and infrastructure [1] - Michael Rollins serves as the Managing Director and U.S. Telecoms Analyst for Citi [1] - Srini Gopalan, Chief Operating Officer of T-Mobile, is a guest speaker at the conference [1]