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Should Investors Buy T-Mobile Stock on the Dip?
The Motley Fool· 2025-05-01 18:00
根据提供的文档内容,未提及任何关于公司或行业的实质性信息,因此无法提取相关关键要点。文档仅包含作者持仓披露和利益关联声明,与投资分析无关 [1]
T-Mobile's Q1 Earnings Beat on Solid Demand for Postpaid Services
ZACKS· 2025-04-30 23:35
公司业绩 - 2025财年第一季度非GAAP每股收益2.58美元 超出市场预期13美分 [1] - 季度营收同比增长6.6%至208.8亿美元 高于预期的205.7亿美元 [1] - 后付费收入同比增长7.6%至135.9亿美元 超出预期135.4亿美元 [2] - 预付费收入同比增长10%至26.4亿美元 超出预期26.1亿美元 [5] 用户增长 - 后付费净增用户130万 同比增加11.7万 [2] - 后付费手机净增用户49.5万 后付费账户净增20.5万 [2] - 5G宽带净增用户42.4万 创历史最低流失率 [4] - 预付费业务保持稳定 用户基础达2550万 [5] 财务指标 - 运营活动产生现金流68.4亿美元 同比增加17.6亿美元 [7] - 调整后自由现金流43.9亿美元 [7] - 现金及等价物120亿美元 长期债务760亿美元 [8] - 当季回购1010万股股票 耗资25亿美元 [9] 业务亮点 - 后付费账户平均收入(ARPA)同比增长4% 创8年来最佳一季度增长 [3] - 高端套餐选择率提升 用户单月收入(ARPU)创历史新高 [4] - 5G网络切片技术 基础设施部署和光纤扩展推动业务增长 [4] - 更新定价策略 推出差异化套餐方案 [4] 2025年指引 - 预计后付费净增用户550-600万 [9] - 后付费ARPA增长预期上调至3.5% [9] - 资本支出预算95亿美元 [10] - 自由现金流指引上调至175-180亿美元 [10] - 核心调整EBITDA预期332-337亿美元 [10] 行业相关公司 - InterDigital拥有超过3.3万项专利 2024年提交5000项新专利申请 [12] - Ubiquiti通过全球100多家分销商网络管理需求预测和库存 [14] - 爱立信凭借5G产品组合强化移动基础设施供应商地位 [15]
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of T-Mobile US, Inc. - TMUS
GlobeNewswire News Room· 2025-04-30 04:43
公司财务表现 - T-Mobile在2025年第一季度仅新增49.5万后付费电话净客户 低于市场预期的50.6557万 [3] - 财报发布后公司股价单日下跌29.41美元(跌幅11.22%) 收盘价报232.77美元 [3] 法律调查进展 - Pomerantz律师事务所正代表投资者调查T-Mobile潜在证券欺诈或非法商业行为 [1] - 调查涉及公司部分高管及董事可能违反证券法的行为 [1] 律所背景信息 - Pomerantz律所在证券集体诉讼领域具有85年以上专业经验 在6个国家设有办公室 [4] - 该律所历史上多次为集体诉讼成员追回数百万美元赔偿 [4] 投资者参与渠道 - 受影响投资者可通过指定邮箱newaction@pomlaw.com或电话646-581-9980转7980联系Danielle Peyton [1][5] - 律所官网www.pomlaw.com提供集体诉讼加入信息 [4][2]
T-Mobile US: The Un-Carrier Is an Indisputable Buy on the Dip
MarketBeat· 2025-04-29 20:16
T-Mobile US TodayTMUST-Mobile US$236.77 +4.00 (+1.72%) 52-Week Range$161.61▼$276.49Dividend Yield1.49%P/E Ratio24.49Price Target$256.80Add to WatchlistAs a disruptor in the computer and technology sector, specifically the telecommunications industry, T-Mobile US NASDAQ: TMUS proudly calls itself the "Un-carrier." This originated in March 2013, when they set out to differentiate themselves against the incumbent telecom “carriers” AT&T Inc. NYSE: T and Verizon Communications Inc. NYSE: VZ. T-Mobile pioneered ...
Why Charter Rallies While T-Mobile Sells Off
Seeking Alpha· 2025-04-26 19:30
Having always been a learning machine, I speak five languages, have worked as a sales agent, project manager, translator, computer consultant, software engineer, built a house with my own hands, published books and essays on literature, philosophy and art, have written for magazines of various kinds in different countries. After retiring early in 2004, little by little, I have become a fund manager for some friends and myself, following the principles of value investing laid out by Benjamin Graham, Phil Fis ...
T-Mobile Beats Estimates, But Customer Growth Leaves Investors Wanting More, Says Analyst
Benzinga· 2025-04-26 02:09
Goldman Sachs analyst James Schneider maintained a Buy rating on T-Mobile US, Inc. TMUS on Thursday, with a price target of $285, up from $280.Schneider expects the stock to trade lower following results that reflected relatively in-line financial metrics and postpaid phone net additions despite a modest uptick in financial guidance.  The analyst noted that, based on his conversations, investors expected a greater upside in postpaid phone net additions and an uptick in guidance, following the company’s hist ...
T-Mobile's Q1 Earnings Beat Estimates on Solid Customer Growth
ZACKS· 2025-04-25 23:55
T-Mobile, US, Inc. (TMUS) reported impressive first-quarter 2025 results, with both bottom and top lines surpassing the respective Zacks Consensus Estimate. This Bellevue, WA-based wireless service provider reported a top-line expansion backed by industry-leading postpaid customer growth. T-Mobile follows a multi-layer approach to 5G, with dedicated standalone 5G deployed nationwide across 600 MHz, 1.9 GHz and 2.5 GHz bands.TMUS’ Net IncomeNet income in the first quarter was $2.95 billion or $2.58 per share ...
T-Mobile Stock Slides as Subscriber Growth Disappoints
Schaeffers Investment Research· 2025-04-25 22:57
Wireless network stock T-Mobile US Inc (NASDAQ:TMUS) is down 9.2% at $238.17 at last glance, brushing off better-than-expected first-quarter earnings and revenue after disappointing subscriber growth. The company added 495,000 monthly bill-paying customers, outperforming AT&T (T) and Verizon (VZ), but the figure fell short of analysts' estimated 506,400. The 160-day moving average, which TMUS hasn't dropped below since October 2023, lingers just below as support for today's bear gap. Moving further from its ...
T-Mobile(TMUS) - 2025 Q1 - Earnings Call Transcript
2025-04-25 10:36
T-Mobile US, Inc. (NASDAQ:TMUS) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Cathy Yao - Senior Vice President, Investor Relations Mike Sievert - President, Chief Executive Officer Srini Gopalan - Chief Operating Officer Peter Osvaldik - Chief Financial Officer Mike Katz - President, Marketing, Strategy and Products Jon Freier - President, Consumer Group Callie Field - President, T-Mobile Business Group Ulf Ewaldsson - President, Technology Conference Call Participants Ben ...
T-Mobile (TMUS) Beats Q1 Earnings and Revenue Estimates
ZACKS· 2025-04-25 06:20
T-Mobile (TMUS) came out with quarterly earnings of $2.58 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.31%. A quarter ago, it was expected that this wireless carrier would post earnings of $2.17 per share when it actually produced earnings of $2.57, delivering a surprise of 18.43%.Over the last four quarters, the company ha ...