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 -1.76% change in stock price 10 days leading up to the earnings, and a +1.06% change 10 days following the report. On the earnings day itself, the stock moves by +1.38%. This data can give you a slight idea of what to expect for the next quarter's release.
TMUS Key Earning Data
TMUS Earnings Analysis
Positive
Record Postpaid Net Additions: T-Mobile achieved a record for total postpaid net additions in Q1 2025, surpassing last year's performance.
Record High Customer Acquisition: Postpaid gross additions were also at a record high, indicating strong customer acquisition across all categories.
Postpaid Customer Growth: The company led the industry in postpaid phone additions, with 495,000 new customers, while expanding its market share in various regions.
Postpaid ARPA Growth: T-Mobile's postpaid ARPA grew nearly 4%, marking the highest Q1 growth in 8 years, driven by customers opting for premium plans.
5G Broadband Success: The 5G broadband offering saw 424,000 net additions, leading the broadband industry for the 13th consecutive quarter, with the lowest churn rates recorded.
Broadband Expansion Initiative: T-Mobile's new T-Fiber service is set to launch soon, following the acquisition of Lumos, expanding broadband options for customers.
5G Advanced Leadership: The rollout of 5G Advanced nationwide positions T-Mobile as a leader in network technology, achieving record download speeds in tests.
T-Satellite User Growth: The T-Satellite service is gaining traction with hundreds of thousands of active users, offering unique connectivity features at a competitive price.
Digital Upgrade Enhancement: T-Mobile's digital platform, T-Life, has significantly increased the percentage of postpaid phone upgrades completed digitally, enhancing customer experience.
Postpaid Revenue Growth: The company reported a year-over-year growth of 8% in postpaid service revenues and 5% in overall service revenues, outpacing competitors.
Record Adjusted Free Cash Flow: Adjusted free cash flow reached a new Q1 record of $4.4 billion, with a conversion rate of 26% from service revenues, double that of competitors.
Postpaid Customer Growth Expectations: For 2025, T-Mobile expects to achieve total postpaid net customer additions of 5.5 to 6 million, with increased ARPA and ARPU growth expectations.
Negative
Postpaid ARPU Growth Outlook: T-Mobile's postpaid phone ARPU growth is expected to be only 1.5% this year, which is a modest increase compared to last year's growth of 1.1%.
Competitive Market Challenges: Despite strong customer growth, the company faces increasing competition in the wireless market, which could impact future growth and profitability.
Postpaid Customer Addition Goals: The company has set high expectations for total postpaid net customer additions between 5.5 million and 6 million, which may be challenging to achieve given market saturation.
Acquisition Integration Challenges: The integration of acquired companies like Lumos and Metronet may present operational challenges and could affect short-term performance metrics.
Service Revenue Growth Analysis: While T-Mobile has reported strong financial growth, the overall service revenue growth rate of 5% is still below the industry average, indicating potential market pressures.
TMUS FAQs
How does TMUS typically perform around its earnings report dates?
TMUS's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -1.76% change leading up to the report and a +1.06% change in the 10 days following the release.
Is T-Mobile US Inc (TMUS) Q1 2025 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) Q1 2025 Earnings Call Transcript
TMUS.O
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