TMUS Earnings Prediction
The chart below shows how TMUS performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TMUS sees a -1.25% change in stock price 10 days leading up to the earnings, and a +1.62% change 10 days following the report. On the earnings day itself, the stock moves by +0.70%. This data can give you a slight idea of what to expect for the next quarter's release.
TMUS Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
20.16B
4.73%
1.97%
Gross Margin
49.51%
5.36%
-0.56%
Operating Margin
24.55%
12.05%
4.20%
Net Margin
15.17%
36.30%
2.57%
EPS
2.61
43.41%
4.82%
No Data Available
TMUS Earnings Analysis
T-Mobile US, Inc. Corporation (TMUS.O) Earnings Conference Call
Positive
Record Postpaid Phone Growth: T-Mobile delivered the best Q3 postpaid phone net adds in a decade, fueled by record low churn and continued year-over-year growth in gross adds.
Digital iPhone Sales Surge: The company achieved a 40% year-over-year increase in digital iPhone launch sales in Q3, marking a significant milestone in customer engagement.
iPhone Launch Sales Surge: T-Mobile's total digital mix of iPhone launch sales in Q3 is up 40% year-over-year, indicating strong customer demand and brand loyalty.
Broadband Customer Milestone: The company reached a major milestone of 6 million broadband customers in just three years, on track to meet its long-term target of 12 million by 2028.
EBITDA Growth Leadership: T-Mobile's core adjusted EBITDA growth of 9% led the industry by a wide margin, showcasing its operational efficiency and market leadership.
Negative
Customer Growth Decline: Q3 results showed a decline in customer growth, with net additions dropping to 3 million, down from previous quarters.
Rising Operating Expenses: The company reported a significant increase in costs, with operating expenses rising by 12% year-over-year, impacting overall profitability.
Wireless Division Revenue Decline: Segment revenue for the wireless division decreased by 5% compared to the previous quarter, indicating a slowdown in growth.
EBITDA Margin Decline: The adjusted EBITDA margin fell to 30%, down from 35% in the previous quarter, reflecting increased competition and pricing pressures.
Q4 Revenue Decline Forecast: The company anticipates a challenging Q4, projecting a further decline in net additions and revenue growth due to market saturation.
TMUS FAQs
How does TMUS typically perform around its earnings report dates?
Is T-Mobile US, Inc. (TMUS) Q3 2024 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TMUS Earning Call Sentiment
T-Mobile US, Inc. (TMUS) Q3 2024 Earnings Call Transcript
1.0x
00:00
00:00
TMUS.O
1.31%Positive
The earnings call highlights strong financial performance, including a 9% EBITDA growth, industry-leading free cash flow conversion, and a significant share repurchase program. The partnership with KKR to expand fiber reach is a positive catalyst. Despite risks like regulatory issues and competitive pressures, the optimistic guidance and strategic moves outweigh concerns. The Q&A section reveals confidence in growth areas, and the share buyback strategy is well-received. Overall, the sentiment is positive, likely leading to a 2% to 8% stock price increase over the next two weeks.