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T-Mobile's Network is Big Game Ready
Businesswire· 2024-01-30 22:00
With in-stadium speeds up to 10x faster than before, the Un-carrier's investment in permanent network upgrades for Las Vegas is paying off as the city preps for hundreds of thousands of visitors (Photo: Business Wire) With in-stadium speeds up to 10x faster than before, the Un-carrier's investment in permanent network upgrades for Las Vegas is paying off as the city preps for hundreds of thousands of visitors (Photo: Business Wire) LAS VEGAS--(BUSINESS WIRE)--No matter who they are rooting for, the Un-carri ...
T-Mobile Strengthens Hawaii and Washington Nonprofit Organizations with $50,000 in Donations
Businesswire· 2024-01-29 23:43
T-Mobile捐赠活动 - T-Mobile宣布向两家夏威夷和三家华盛顿非营利组织捐赠总额为$50,000,每家组织获得$10,000[1] - T-Mobile的员工有机会选择这些组织作为公司“Difference Maker Award”季度认可计划的获奖对象,该计划旨在表彰公司各业务绩效领域的顶尖表现[1] - T-Mobile的捐赠对Ferndale Food Bank、Generating Hope、Habitat for Humanity Seattle– King & Kittitas Counties (SKKC)、Maui Food Bank和Maui Strong Foundation等组织产生了积极影响[1] 受益组织介绍 - Ferndale Food Bank致力于向有需要的社区成员分发食物和支持,以尊严、尊重和理解的方式提供帮助[1] - Generating Hope通过Noah’s Ark提供过夜住所、支持服务和社区外展,以解决Wapato地区的住房不安全和无家可归问题[1] - Habitat for Humanity Seattle - King & Kittitas Counties (SKKC)通过各种项目,如住房所有权、家庭维修、业主教育和Habitat商店,为近900名金和基蒂塔斯县居民提供负担得起的住房[1] - Maui Food Bank致力于通过社区合作收集和分发食物,每年分发超过450万磅的安全、营养丰富的食物,包括80万磅的新鲜农产品[1] - Maui Strong Foundation是夏威夷社区基金会的一部分,旨在为受到毁灭性火灾影响的人和地方提供短期和长期恢复需求的财务支持[1] 公司社区支持计划 - T-Mobile的捐赠体现了公司对在夏威夷和华盛顿各地社区产生影响的持续承诺,包括Hometown Grants计划、HQ Grants计划和Project 10Million等倡议[1] - T-Mobile的Project 10Million计划旨在通过向美国高达1000万个符合条件的学生家庭提供免费互联网连接和移动热点来帮助缩小教育中的数字鸿沟[1]
T-Mobile (TMUS) Q4 Earnings Miss Despite Higher Revenues
Zacks Investment Research· 2024-01-26 21:11
T-Mobile US, Inc. (TMUS) reported mixed fourth-quarter 2023 results, with the top line beating the Zacks Consensus Estimate but the bottom line missing the same. The Bellevue, WA-based wireless service providers reported a top-line expansion year over year, backed by industry-leading postpaid customer growth with a record low churn rate. T-Mobile continues to boast a leadership position in the 5G market. Its 5G coverage exceeds 330 million people, a greater footprint than AT&T and Verizon combined. Net Inco ...
T-Mobile(TMUS) - 2023 Q4 - Earnings Call Transcript
2024-01-26 09:02
业绩总结 - T-Mobile在2023年实现了行业领先的客户和关键财务数据增长[13] - 2023年,T-Mobile的后付费手机净增用户达到了310万,创下公司历史最高纪录[15] - T-Mobile在2023年实现了6%的后付费服务收入增长,远超过竞争对手[28] - T-Mobile在2023年实现了强劲的执行和加速合并整合,实现了传统后付费和宽带客户的行业领先增长[36] - T-Mobile预计2024年总后付费净客户增加量在500万至550万之间,预计核心调整后EBITDA在313亿至319亿美元之间[41][44] - T-Mobile预计2024年自由现金流在163亿至169亿美元之间,预计全年后付费ARPA将增长约2%[49][53] - T-Mobile预计2024年自由现金流占服务收入的比例将比同行高出数个百分点[50] - T-Mobile预计2024年第一季度自由现金流将约占全年中点的20%[51] - T-Mobile预计2024年将继续实现行业领先的服务收入增长、核心调整后EBITDA和自由现金流增长,以解锁股东价值[54] 用户数据 - T-Mobile的后付费手机净增用户达到了310万,创下公司历史最高纪录[15] - 公司目标是在2025年之前在小型市场和农村地区占据20%的家庭地位[60] - 目前在小型市场和农村地区的家庭地位已经达到了约17.5%[60] - 固定无线产品在市场上的接受度和增长速度令人印象深刻,目前已经有近500万用户,并且在客户满意度方面领先于其他行业[63] - 公司预测高速互联网资本轻模式将带来700万至800万的订户[64] - 公司在Q4看到了手机净增用户数的加速,表现出了对竞争市场的适应能力[84] 未来展望 - T-Mobile承诺在2040年实现整个碳排放量净零排放[32] - 公司对2024年的ARPU增长有信心,预计在全年将增长2%[72] - 公司在2024年有信心能够达到16亿美元的股票回购和股息[96] - SpaceX的合作将在今年推出能够覆盖美国大部分地区和世界大部分海洋的通信能力[107] - 公司对于ACP的影响不确定,但相信已经完全包含在提供给投资者的指导范围内[113] 新产品和新技术研发 - T-Mobile与Welcome.US合作,承诺为进入美国的难民提供服务[31] - 公司对于ACP的风险已经完全融入了EBITDA指导中[79] - 公司将逐渐关注每股收益,尽管仍有一些障碍,但这是重要的[127] 市场扩张和并购 - T-Mobile进入了巨大的价值创造期,由持续增长领导地位和完成历史性合并以及大规模5G网络建设驱动[33] - 公司在消费者端的ARPU持续增长,同时在企业和政府领域也取得了巨大的价值创造[73] - 公司在企业业务方面取得了巨大成功,包括业务后付费电话净增加和毛增加,以及与SalesForce、REI、Delta等新客户的合作[132]
Compared to Estimates, T-Mobile (TMUS) Q4 Earnings: A Look at Key Metrics
Zacks Investment Research· 2024-01-26 08:01
For the quarter ended December 2023, T-Mobile (TMUS) reported revenue of $20.48 billion, up 1% over the same period last year. EPS came in at $1.67, compared to $1.18 in the year-ago quarter. The reported revenue represents a surprise of +3.99% over the Zacks Consensus Estimate of $19.69 billion. With the consensus EPS estimate being $1.90, the EPS surprise was -12.11%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street exp ...
T-Mobile (TMUS) Q4 Earnings Miss Estimates
Zacks Investment Research· 2024-01-26 07:16
T-Mobile (TMUS) came out with quarterly earnings of $1.67 per share, missing the Zacks Consensus Estimate of $1.90 per share. This compares to earnings of $1.18 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -12.11%. A quarter ago, it was expected that this wireless carrier would post earnings of $1.75 per share when it actually produced earnings of $1.82, delivering a surprise of 4%. Over the last four quarters, the compan ...
T-Mobile Delivers Industry-Leading Growth in Customers, Service Revenues, Profitability and Cash Flow in 2023, Setting Up Strong 2024 Outlook
Businesswire· 2024-01-26 05:00
T-Mobile业绩表现 - T-Mobile在2023年取得了行业领先的客户增长,包括后付费账户增加、后付费客户增加、后付费手机客户增加、高速互联网客户增加等方面表现出色[1],[5],[6] - T-Mobile在2023年实现了行业领先的财务增长,包括服务收入、净利润、调整后EBITDA、现金流等多个方面均取得了显著增长[2],[9],[10] - T-Mobile继续保持全网领先地位,覆盖98%的美国人口,拥有最大的5G网络覆盖面积,同时在5G网络性能方面连续获得第三方机构的认可和奖项[3],[12],[13] T-Mobile未来展望 - T-Mobile无法预测未来净收入,因为很难预测影响GAAP净收入的某些项目,包括所得税费用和利息费用[15] - T-Mobile继续致力于利用其网络、规模和资源为社会做出贡献,建设更加连接、公平和可持续的未来[17] T-Mobile财务信息 - T-Mobile在2023年第四季度和全年财务业绩方面的详细信息可在其投资者关系网站上找到[18] - Adjusted Free Cash Flow是通过净现金提供的经营活动减去购买固定资产和设备的现金支出,再加上出售塔站和有益利益的证券化交易所得,减去债务预付款或债务清偿成本的现金支付计算得出的[34] - Adjusted Free Cash Flow用于评估T-Mobile的管理层、投资者和分析师评估可用于偿还债务、回购股票、支付股息和进一步投资的现金量[34] - Adjusted Free Cash Flow边际值是Adjusted Free Cash Flow除以服务收入得出的,用于评估公司将服务收入有效转化为可用于偿还债务、回购股票和进一步投资的现金的能力[35]
T-Mobile and Cisco Unite Best-In-Class 5G and Meraki Products to Launch Connected Workplace
Businesswire· 2024-01-24 22:04
产品介绍 - T-Mobile推出Connected Workplace解决方案,包括5G商业互联网、Cisco Meraki设备和云管理网络平台[1] - Connected Workplace提供简单和具有竞争力的定价,包括安装、软件许可和每三年免费升级设备[1] - 该解决方案旨在简化企业网络基础设施,减轻IT负担,改善运营[2] - T-Mobile Connected Workplace现已在全国范围内提供[3] - 了解更多关于Connected Workplace的信息,请访问www.t-mobile.com/business/solutions/business-internet-services/connected-workplace[4]
Unlocking Q4 Potential of T-Mobile (TMUS): Exploring Wall Street Estimates for Key Metrics
Zacks Investment Research· 2024-01-24 03:31
Wall Street analysts forecast that T-Mobile (TMUS) will report quarterly earnings of $1.90 per share in its upcoming release, pointing to a year-over-year increase of 61%. It is anticipated that revenues will amount to $19.69 billion, exhibiting a decline of 2.9% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 3.1% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projectio ...
Will Top-Line Decline Impede T-Mobile's (TMUS) Q4 Earnings?
Zacks Investment Research· 2024-01-24 02:41
T-Mobile US, Inc. (TMUS) is set to report fourth-quarter 2023 results on Jan 25, after the closing bell. In the last reported quarter, the company reported adjusted earnings of $1.82 per share and delivered an earnings surprise of 4%. The wireless service provider is expected to report lower revenues year over year in the fourth quarter, owing to macroeconomic challenges and fierce competition in the U.S. wireless market. Factors at Play In the fourth quarter, Seattle University opted to deploy T-Mobile’s 5 ...