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T-Mobile US, Inc. (TMUS) J.P. Morgan Global Technology, Media and Communications Conference (Transcript)
2024-05-22 03:42
业绩总结 - T-Mobile在过去四年中在服务收入、EBITDA和现金流方面表现出色,超过了行业竞争对手[7] - T-Mobile在第一季度取得了532,000个后付费手机净增加用户,表现出色[19] - T-Mobile计划通过优化资费计划提高ARPU和ARPA预期,同时保持最佳网络和最低价格的价值主张[23] - T-Mobile在2021年Q1实现了40.5万净增长,占行业前五大运营商净增长的比例较去年同期提高了4个百分点[36] 市场扩张和并购 - T-Mobile在企业市场、小型市场和农村地区取得了增长,并计划继续扩大市场份额[13] - T-Mobile计划在2025年底前为7百万至8百万固定无线客户提供服务[34] - T-Mobile与EQT合作推出Lumos JV,利用资本轻模式扩展光纤业务[41] 技术发展和未来展望 - T-Mobile在5G高速互联网等领域取得成功,并计划利用大量投资拓展业务[8] - T-Mobile计划在未来几年内继续专注于保持行业领先的现金流边际[29] - T-Mobile的5G网络优势在于更快速和更可用,具备先进的5G技术[57]
Here's Why T-Mobile (TMUS) is a Strong Momentum Stock
zacks.com· 2024-05-21 22:51
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. What ...
T-Mobile (TMUS) 5G to Enhance Healthcare Access in Rural Areas
zacks.com· 2024-05-17 01:36
T-Mobile, Inc. (TMUS) has joined forces with Dopl Technologies to enhance healthcare accessibility in rural areas using 5G technology. Dopl Technologies, based in Seattle, offers a telerobotic ultrasound system that allows specialists to provide medical assistance remotely with a robotic arm. The solution aims to facilitate high quality and conveniently accessible healthcare to underserved communities. A robust network infrastructure is essential for Dopl's telerobotic platform to function optimally. T-Mobi ...
Here's Why T-Mobile (TMUS) is a Strong Growth Stock
zacks.com· 2024-05-16 22:45
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. Zacks Premium also includes the Zacks Style Scores. What ar ...
Here's Why T-Mobile (TMUS) is a Strong Value Stock
Zacks Investment Research· 2024-05-15 22:45
It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both. The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens. It also includes access to the Zacks Style Scores. What ...
T-Mobile reportedly nearing deal to acquire part of U.S. Cellular
GeekWire· 2024-05-10 01:35
Bellevue, Wash.-based wireless giant T-Mobile is closing in on a deal to buy a part of U.S. Cellular, one of the last major regional wireless carriers, according to a report from The Wall Street Journal on Thursday. T-Mobile and Verizon are in talks to buy parts of U.S. Cellular in deals that would include operations and wireless spectrum licenses. U.S. Cellular, the nation’s fifth largest carrier, last year said it was exploring strategic alternatives for its wireless operations. A deal with T-Mobile could ...
Why T-Mobile (TMUS) is a Top Momentum Stock for the Long-Term
Zacks Investment Research· 2024-05-01 22:56
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both. Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor. It also includes access to the Zacks Style Scores. What are the Zacks Style Scores? The Zacks Style ...
What's Happening With T-Mobile Stock?
Forbes· 2024-05-01 21:00
16 September 2023, USA, New York: A T-Mobile store, photographed in Manhattan. Photo: Michael ... [+] Kappeler/dpa (Photo by Michael Kappeler/picture alliance via Getty Images) dpa/picture alliance via Getty Images T-Mobile posted better-than-expected Q1 earnings, as the carrier continues to see multiple tailwinds from its 2020 acquisition of rival Sprint. While earnings came in at $2.00 per share, revenue remained almost flat at $19.59 billion. So what lies ahead for T-Mobile stock? T-Mobile continued to l ...
Streaming Media Company Plex Partners with T-Mobile, One of the Nation's Biggest Advertisers, to Expand Its Connected TV Reach
Newsfilter· 2024-04-30 21:29
Campbell, CA, April 30, 2024 (GLOBE NEWSWIRE) -- Streaming media company Plex, the largest independent ad-supported video-on-demand and streaming media platform, today announced a partnership with T-Mobile (NASDAQ:TMUS), one of the nation's biggest advertisers, to expand T-Mobile's connected TV (CTV) inventory and innovate on the connection between mobile and CTV. T-Mobile Advertising Solutions reaches 240M+ consumers across screens. Today, Plex combines free ad-supported TV with ad-supported video on deman ...
T-Mobile(TMUS) - 2024 Q1 - Quarterly Report
2024-04-27 00:32
财务表现 - 2024年第一季度,T-Mobile的总服务收入为160.96亿美元,同比增长4%[134] - 2024年第一季度,T-Mobile的总营收为195.94亿美元,基本持平[134] - 2024年第一季度,T-Mobile的调整后EBITDA为76.52亿美元,同比增长6%[134] - 2024年第一季度,T-Mobile的核心调整后EBITDA为76.17亿美元,同比增长8%[134] - 2024年第一季度,T-Mobile的调整后自由现金流为33.47亿美元,同比增长39%[134] - 预付费收入略有下降,主要是由于预付费ARPU下降[137] - 批发和其他服务收入减少了2.05亿美元,主要是由于Wireline业务出售、低廉的连接计划和Lifeline收入以及MVNO收入下降[138] - 设备收入减少了4.68亿美元,主要是由于设备销售收入和租赁收入的减少[139] - 其他收入减少了1.2亿美元,主要是由于某些设备回收项目的内部处理[140] 用户情况 - 用户流失率(Churn)是指在特定期间内服务被停用的客户数量占平均客户数量的百分比,再除以该期间的月份数。[160] - 后付费手机流失率下降了3个基点,主要是由于价值和网络领先地位推动的客户保留率提高。[161] - 后付费平均账户收入(ARPA)代表每个账户每月获得的后付费服务收入的平均值。[162] - 后付费ARPA增加了2.84美元,增长了2%,主要来自高端费率计划的增加和账户每个客户的增加。[164] - 后付费手机ARPU保持相对稳定,主要来自高端费率计划和特定亲和群体的折扣。[168] - 预付费ARPU下降了0.80美元,或2%,主要来自费率计划混合的稀释。[169] 财务管理 - 调整后的EBITDA和核心调整后的EBITDA是公司管理用来监控运营绩效的非GAAP财务指标。[170] - 核心调整后的EBITDA增加了5.65亿美元,或8%。[173] - 调整后的自由现金流增加了9.46亿美元,或39%,主要来自运营活动提供的现金增加和资本支出的减少。[183] 公司收购与资金运作 - 公司截至2024年3月31日的总债务和融资租赁负债为806亿美元,其中729亿美元被归类为长期债务[186] - 公司在2024年第一季度发行长期债务,净收益35亿美元,并偿还了总额为2.23亿美元的短期债务[187] - 公司于2022年8月8日签署许可购买协议,以35亿美元现金收购600兆赫频段的频谱[189] - 预计第一批频谱许可购买将于2024年第二季度完成,第二批将在2024年底或2025年初完成[190] - 公司将以12亿至33亿美元的现金收购Comcast的600兆赫频段频谱[192] - 公司于2023年3月9日签署了Ka’ena收购的合并和单位购买协议,预计总购买价格为12亿美元,其中约45%将以现金支付[193] - 公司于2024年4月24日与EQT Infrastructure VI基金签署了Lumos收购协议,预计将投资约9.5亿美元以获得50%的股权[194] - 公司通过出售特定的EIP应收账款和服务应收账款作为流动性来源,截至2024年3月31日,已通过这些安排取消了22亿美元的净应收账款[195] - 公司可能通过发行额外债务等方式寻求额外流动性,以继续收购频谱许可证或其他长期资产,回购股份,支付股息或进行债务再融资[197] 股东回报计划 - 公司于2023年9月6日授权了2023-2024股东回报计划,总额为190亿美元,包括股份回购和现金股息[204] SoftBank业务情况 - 在2024年3月31日结束的三个月内,SoftBank在伊朗通过Irancell电信服务公司提供漫游服务,未产生任何毛收入和净利润[218] - 在2024年3月31日结束的三个月内,SoftBank估计通过其子公司向驻日本伊朗大使馆提供的电信服务的毛收入和净利润均低于0.1百万美元[219] - 在2024年3月31日结束的三个月内,SoftBank估计通过其非美国间接子公司提供的服务所产生的毛收入和净利润均低于0.1百万美元[220]