Loading...
01/09 13:52
Loading...
T-Mobile US Inc (TMUS) is set to release its FY2025Q3 earnings performance on 10/23 04:00:00 in Pre-Market trading. Consensus forecasts predict a revenue of 21.97B and an earnings per share (EPS) of 2.42 for the FY2025Q3. With Intellectia's exclusive AI algorithms, users can predict whether the earnings will beat or miss expectations before the report drops. Leverage this powerful tool to strategize and position your trades ahead of the earnings release!
The forecast anticipates a 'Beat' performance driven by strong postpaid momentum, strategic initiatives, and improved cost efficiencies.
Key Fact Data Drivers:
The T-Satellite partnership with Starlink enhances connectivity offerings, directly supporting postpaid customer retention and adoption of premium plans.
LA28 Olympics partnership reinforces T-Mobile’s 5G leadership, driving brand visibility and enterprise service revenue growth.
Increased synergy target ($ 1.2B, up from $ 1.0B**) and accelerated integration timeline signal improved cost efficiency, supporting EBITDA and FCF.
Q3 service revenue from UScellular adds $400M, partially offsetting dilution from lower ARPA.
Analysts (JPMorgan, RBC) raised postpaid net add estimates (e.g., 850K postpaid phone adds in Q3), reflecting strong customer acquisition despite market saturation.
Core Postpaid ARPA growth remains robust (** 3.5%+ in 2025**), driven by higher-tier plan adoption.
Risks:
Rationale: Fact data leans bullish on subscriber growth and cash flow, with consensus estimates appearing beatable. The stock’s recent underperformance creates an attractive risk/reward setup.
The earnings call reflects strong financial performance with increased service revenue and EBITDA, robust customer additions in 5G and fiber, and effective cost management. The Q&A highlights strategic initiatives in network perception, broadband, and digital acquisition, with promising partnerships like SpaceX. Despite some vagueness in management's responses, the overall sentiment is positive, supported by optimistic guidance and strategic growth plans. The absence of negative factors like guidance refusal or secondary offerings further supports a positive outlook.
T-Mobile US Inc (TMUS) is scheduled to release its FY2025Q3 earnings report onOct 23, 2025, Pre-Market(approximately 4:00 PM ET). This timing allows investors to react during after-hours trading, with a conference call typically following shortly after.
Analysts' consensus predicts 21.97B in revenue and an EPS of 2.42 for T-Mobile US Inc's FY2025Q3.
Intellectia's exclusive AI algorithms forecast a Beat forT-Mobile US Inc's FY2025Q3 earnings, with a prediction date of Oct 23, 2025. T-Mobile US Inc The forecast anticipates a 'Beat' performance driven by strong postpaid momentum, strategic initiatives, and improved cost efficiencies.
Leverage Intellectia's AI forecast to position trades ahead of theOct 23, 2025 release—consider calls for a beat scenario or protective puts for misses. Focus on pre-market volatility, and use the scenario probabilities to build strategies around revenue and guidance updates.
Intellectia's predictions are backed by rigorous backtesting, showing a high hit rate for Beat and Miss calls compared to traditional analysis. While no forecast is 100% certain, we provide probability-based scenarios (e.g., 50% chance of a *Beat*) and detailed rationales to help you make informed decisions. Combine our insights with your strategy for the best results—it's like having a co-pilot for earnings season! Empowering users to strategize trades before reports drop.
AI Earnings Prediction uses advanced Large Language Models (LLMs) to analyze a wealth of data, including past earnings transcripts, real-time market sentiment, analyst insights, and company news from the last three months. It focuses on key indicators like revenue, EPS, and margins to predict whether a company will *Beat*, *Miss*, or remain Neutral relative to market expectations. Think of it as a super-smart analyst crunching numbers and news 24/7 to give you a trading edge!
Predictions are generated two days before a company’s earnings release (e.g., 5:00 PM ET on Feb 13 for a Feb 15 report) to capture the latest market and company data. They’re updated in real-time if significant news breaks, ensuring you get fresh insights.
Currently, AI Earnings Prediction focuses on companies with market caps above $40 billion, covering major players like SPG, AAPL, MSFT, and NVDA for the 2024-2025 earnings seasons. We prioritize high-impact stocks with robust data to ensure reliable forecasts. Stay tuned as we expand coverage to more companies based on user demand!
Each prediction includes a detailed rationale, key indicator forecasts, and scenario probabilities to guide your trades. For a *Beat*, consider buying call options or shares; for a *Miss*, explore puts or hedging strategies. The prediction card provides actionable suggestions, like specific option strikes or hedging tips, tailored to your risk tolerance. Trade smart and turn insights into profits!
