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Why Is T-Mobile (TMUS) Up 4.3% Since Last Earnings Report?
ZACKS· 2025-08-22 16:35
Core Viewpoint - T-Mobile reported strong Q2 2025 earnings, exceeding estimates for both revenue and net income, driven by significant postpaid customer growth and solid service revenue expansion [2][3][4]. Financial Performance - Net income for Q2 was $3.22 billion, or $2.84 per share, reflecting a 10.2% year-over-year increase from $2.92 billion or $2.49 per share [3]. - Total revenues reached $21.13 billion, up from $19.77 billion in the same quarter last year, surpassing the consensus estimate of $20.97 billion [4]. - Service revenues totaled $17.43 billion, a 6.1% increase from $16.42 billion year-over-year, driven by strong demand for postpaid services [5]. Customer Growth - T-Mobile added 1.7 million postpaid net customers and 318,000 postpaid net accounts during the quarter, with a postpaid phone churn rate of 0.9% [6]. - Postpaid average revenues per account increased to $149.87 from $142.54 in the previous year [6]. Segment Performance - Net sales from prepaid services were $2.64 billion, slightly up from $2.59 billion year-over-year, with a prepaid net customer addition of 39,000 [7]. - Equipment revenues rose to $3.43 billion from $3.1 billion in the prior year, attributed to a higher average revenue per device sold [8]. Operating Metrics - Total operating expenses increased to $15.91 billion from $15.14 billion year-over-year, while operating income rose to $5.2 billion from $4.6 billion [9]. - Core adjusted EBITDA was $8.54 billion, up from $8.02 billion a year ago, supported by robust service revenue growth [9]. Cash Flow and Liquidity - Cash generated from operating activities was $6.99 billion, compared to $5.52 billion in the prior year, with adjusted free cash flow at $4.6 billion [11]. - As of June 30, 2025, T-Mobile had $10.25 billion in cash and cash equivalents and $75.01 billion in long-term debt [11]. Future Outlook - T-Mobile has upgraded its guidance for 2025, expecting postpaid net customer additions between 6.1 million and 6.4 million, and core adjusted EBITDA in the range of $33.3-$33.7 billion [12]. - The company anticipates cash from operating activities between $27.1 billion and $27.5 billion, with adjusted free cash flow projected at $17.6-$18 billion [12].
Verizon回应6100万条客户数据遭兜售:为旧数据,无风险
Huan Qiu Wang· 2025-06-28 02:45
Core Points - A report by SafetyDetectives revealed a database containing 61 million records of Verizon USA customers being sold on a public forum, with a total size of approximately 3.1GB [1][3] - Verizon responded, stating that the database is old data and unrelated to current customer information, assuring the public that there is no cause for concern [1][3] Data Security Incident Summary - The database includes sensitive information such as names, gender, birth dates, tax numbers, ID numbers, full addresses, and phone numbers, raising questions about the authenticity and source of the data [3] - Verizon has faced multiple data security incidents in recent years, including a 2025 incident where a vendor's security flaw led to the exposure of information for 7.5 million users [4] - Previous incidents include a 2022 leak of employee data and a 2017 breach due to misconfigured cloud server settings, affecting 6 million customers [4]