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 -1.65% change in stock price 10 days leading up to the earnings, and a +1.80% change 10 days following the report. On the earnings day itself, the stock moves by +1.42%. 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
21.87B
6.81%
8.48%
Gross Margin
45.44%
4.48%
-8.22%
Operating Margin
21.08%
16.02%
-14.13%
Net Margin
13.63%
38.66%
-10.15%
EPS
2.57
53.89%
-1.53%
No Data Available
TMUS Earnings Analysis
T-Mobile US Inc Corporation (TMUS.O) Earnings Conference Call
Positive
Record Postpaid Phone Additions: In 2024, T-Mobile achieved its highest ever postpaid phone gross additions, with 903,000 net additions in Q4, marking the third consecutive year of over 3 million postpaid phone net additions.
Postpaid Revenue Surge: Postpaid service revenue grew over 8% in Q4, more than double the growth rate of peers, while core adjusted EBITDA increased by 10% in the quarter and 9% for the full year.
Record Free Cash Flow: T-Mobile's free cash flow reached a record $17 billion for the full year, resulting in an industry-leading cash flow conversion from service revenues of 26%.
Record Earnings Per Share: The company reported its highest ever diluted earnings per share for the full year, reflecting strong financial performance and effective cost management.
Broadband Segment Growth: T-Mobile's broadband segment led the industry with 428,000 net additions in Q4, achieving the highest year-over-year broadband ARPU growth while expanding its customer base.
Negative
Postpaid Revenue Growth Slowdown: Postpaid service revenue growth slowed to 5% in 2025, down from 8% in Q4 2024, indicating potential challenges in maintaining momentum.
EBITDA Growth Deceleration: Core adjusted EBITDA for 2025 is expected to be between $33.1 billion and $33.6 billion, reflecting only a 5% growth at the midpoint, suggesting a deceleration in profitability growth.
Rising Cash Interest Payments: Cash interest payments are projected to increase to approximately $3.9 billion in 2025, indicating rising costs associated with debt management.
Wholesale Revenue Decline: The wholesale revenue is anticipated to decline significantly in 2025, with expectations that it will reach a low point before recovering, highlighting vulnerabilities in this segment.
Financial Performance Challenges: The company faced headwinds from the Affordable Connectivity Program (ACP) and storm impacts, which negatively affected overall financial performance in Q4 2024.
TMUS FAQs
How does TMUS typically perform around its earnings report dates?
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TMUS Earning Call Sentiment
Earnings call transcript: T-Mobile Q4 2024 beats expectations, stock rises
TMUS.O
0.69%Positive
The earnings call highlights strong financial performance with record high revenues, growing postpaid service revenue, and robust free cash flow. Additionally, T-Mobile's strategic initiatives such as digitalization, 5G leadership, and increased shareholder returns through a $14 billion buyback plan are positive indicators. While there are concerns about competitive pressures and economic factors, management's confidence in overcoming these challenges and the positive sentiment in the Q&A section suggest a positive stock reaction.
