T-Mobile(TMUS)

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TMUS Delivers Superior Connectivity at Winter Resorts: Stock to Gain?
ZACKS· 2024-12-16 16:56
A recent report by leading research firm Opensignal revealed that T-Mobile US, Inc. (TMUS) has emerged as the leader in network performance at Ikon and Epic ski resorts nationwide. The findings highlight the carrier’s superiority in delivering the fastest speeds and the best 5G coverage at these popular winter destinations. The report highlights T-Mobile’s dominance in key areas, including download speeds and network consistency at ski resort locations. On the slopes, T-Mobile users enjoy nearly double the ...
T-Mobile and SpaceX's Starlink Prep for Beta Test of Satellite Cellphone Service
CNET· 2024-12-16 16:48
T-Mobile and SpaceX have taken another step towards enabling satellite connectivity for T-Mobile's wireless users. On Monday, the two companies announced that they have opened up registration for T-Mobile Starlink, their joint program that allows T-Mobile users to connect to SpaceX's Starlink satellites to gain connectivity in areas where there isn't terrestrial wireless coverage. T-Mobile says the beta program is free for all "postpaid voice customers with a compatible device" and will allow for texting us ...
T-Mobile's Premium Valuation Prompts Downgrade As Growth Projections Decelerate: Analyst
Benzinga· 2024-12-12 19:32
Keybanc analyst Brandon Nispel downgraded T-Mobile US Inc TMUS from Overweight to Sector Weight.The rerating reflects the valuation, which Nispel noted as stretched, and was unwilling to raise his price target to justify the valuation.The analyst noted a lot to like in the business that has proven to be the market share leader in Wireless for nearly the past decade, and its FWA business has proven to be accretive.Also Read: Synopsys Proposes Divesting Units, Including Ansys PowerArtist, For $35 Billion EU D ...
After Hitting an All-Time High, Is T-Mobile US Stock Still a Good Buy?
The Motley Fool· 2024-12-05 10:00
T-Mobile US (TMUS -0.72%) is a top telecom stock that's been on a tear. As of Tuesday's close, it was up 53% since the start of the year. It hit a new all-time high recently as it continues to post industry-leading numbers, winning over growth investors in the process.The big question investors may be asking now, however, is whether it's too late to invest in the stock, given its impressive gains and rising valuation. Let's take a closer look at how T-Mobile has been doing and whether it's still a good buy ...
T-Mobile US, Inc. (TMUS) Wells Fargo 8th Annual TMT Summit Conference (Transcript)
2024-12-03 18:46
T-Mobile US, Inc. Conference Call Summary Company Overview - **Company**: T-Mobile US, Inc. (NASDAQ: TMUS) - **Event**: Wells Fargo 8th Annual TMT Summit Conference - **Date**: December 3, 2024 - **Participants**: Jon Freier (President, Consumer Group), Cathy Yao (SVP, Investor Relations) Industry Insights - **Competitive Market**: The telecom industry is experiencing intense promotional activity during the holiday season, similar to previous years, with significant promotional offers from various carriers [3][4] - **Upgrade Rates**: The industry is facing historically low upgrade rates, attributed to the longevity of devices from major manufacturers like Apple and Samsung. T-Mobile reports that 80% of its postpaid customers have 5G devices, which may limit the urgency for upgrades [7][8] - **Convergence**: T-Mobile believes that convergence between wireless and wireline services is already established, with over 80% of customers able to purchase both services from the same provider. The company is not concerned about competitors' fiber expansions affecting its mobile business [13][14] Financial Performance - **Postpaid Guidance**: T-Mobile is on track to meet its guidance of 3 million postpaid phone net additions for the year, part of a total of 5.6 million to 5.8 million postpaid net additions [5] - **Capital Allocation**: The company maintains a consistent capital allocation strategy, prioritizing investments in core business and strategic high-value projects, followed by shareholder returns through buybacks and dividends [10][11] - **EBITDA Growth**: T-Mobile expects mid-single-digit EBITDA growth in 2025, despite ongoing investments in digital and technology transformation [11] Customer Engagement and Retention - **Customer Relationships**: T-Mobile emphasizes the importance of deepening customer relationships through multiple product offerings, which leads to lower churn rates [16][17] - **Net Promoter Scores**: The company has significantly improved its Net Promoter Scores, indicating increased customer loyalty and advocacy [20] Market Expansion - **Rural Market Penetration**: T-Mobile has made significant strides in small and rural markets, increasing its market share from 13% in 2021 to a target of 20% by the end of 2025. The company reported record switching activity in these markets [19] - **Fixed Wireless and Fiber**: T-Mobile views its fixed wireless and fiber offerings as complementary, with plans to serve a waitlist of 1 million customers for 5G broadband [33][34] Technological Advancements - **AI Integration**: T-Mobile is exploring generative AI technologies to enhance customer experience and operational efficiency, aiming to reduce inbound call volumes and improve satisfaction [37][39] - **T-Life App**: The consolidation of various applications into the T-Life app aims to enhance customer engagement and streamline service management [41][42] Regulatory Developments - **UScellular Acquisition**: T-Mobile is in the regulatory review process for its acquisition of UScellular, which is expected to enhance network access and service quality for customers in rural areas [43][44] Conclusion - T-Mobile is positioned strongly in a competitive telecom market, focusing on customer retention, market expansion, and technological innovation while maintaining a consistent financial strategy. The company is optimistic about future growth opportunities, particularly in rural markets and through strategic acquisitions.
T-Mobile: Answering The Call For Further Growth, Shareholder Returns
Seeking Alpha· 2024-12-02 15:45
T-Mobile (NASDAQ: TMUS ) is one of the primary network providers in the US. As of FY2023, the company has 119.7 customers and employs 67k full-time employees. 77% of its customers are postpaid customers while 15% and 8% are prepaid customers and wholesaleWith over 7 years of experience in the buy-side, my investment philosophy is rooted in both fundamental bottom-up analysis and quantitative modelling. My forte lies in identifying perception gaps to capitalize on over-pessimism and excessive exuberance. My ...
T-Mobile says telco hackers had ‘no access' to customer call and text message logs
TechCrunch· 2024-11-27 20:19
U.S. phone giant T-Mobile said Wednesday that hackers had “no access” to its customers’ calls, text messages, and voicemails during an ongoing industry-wide cyberattack targeting internet and phone companies.T-Mobile’s chief security officer, Jeff Simon, said in a statement that the company detected in recent weeks “attempts to infiltrate our systems,” which Simon said originated from another telecoms company connected to T-Mobile’s network. That company wasn’t named. “We quickly severed connectivity to t ...
T-Mobile (TMUS) Up 1.3% Since Last Earnings Report: Can It Continue?
ZACKS· 2024-11-22 17:36
It has been about a month since the last earnings report for T-Mobile (TMUS) . Shares have added about 1.3% in that time frame, underperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is T-Mobile due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. T-Mobile's Q3 Earnings Beat on Industry Leading Gr ...
T-Mobile Surges 57% in the Past Year: Reason to Buy TMUS Stock?
ZACKS· 2024-11-20 14:30
Buoyed by a holistic growth model, T-Mobile US, Inc. (TMUS) has surged 56.9% over the past year compared with the industry's growth of 37.6%, outperforming peers like AT&T Inc. (T) and Verizon Communications Inc. (VZ) . T-Mobile is poised to benefit from its "Un-carrier Value Proposition", which aims to prioritize customer satisfaction by offering competitive pricing for the latest products and services. One-Year Price Performance Image Source: Zacks Investment Research TMUS Rides on 5G Bandwagon T-Mobile c ...
TMUS to Boost Fan Experience at Las Vegas Grand Prix: Stock to Gain?
ZACKS· 2024-11-19 17:25
T-Mobile US, Inc. (TMUS) recently announced that it is revving up for the Formula 1 Heineken Silver Las Vegas Grand Prix, delivering a series of cutting-edge, 5G-powered experiences for fans attending the race or watching from home. From immersive new camera views to seamless event operations, the telecommunication giant uses its industry-leading 5G network to take the fan experience to a new level during the race weekend, from Nov. 21 to 23. What TMUS Brings to the Table? At the heart of T-Mobile's innovat ...