T-Mobile Estimates Reduced Ahead of Q3 Results

T-Mobile US, Inc. (NASDAQ:TMUS) is a major player in the telecommunications industry, known for its extensive network coverage and competitive pricing. Recently, T-Mobile has been officially recognized as having the best network in America. This recognition is expected to enhance T-Mobile's competitive edge, potentially boosting its stock performance by increasing customer trust and subscriber numbers.

The recent sale of T-Mobile shares by DEUTSCHE TELEKOM AG, a significant shareholder, involved 47,074 shares at approximately $221.54 each, and 22,366 shares at $222.33 each. Despite these sales, DEUTSCHE TELEKOM AG still holds a substantial 648.36 million shares, indicating continued confidence in T-Mobile's long-term prospects.

T-Mobile's current stock price is $231.26, reflecting a 0.63% increase. The stock has traded between $228.90 and $231.29 today, showing stability. Over the past year, TMUS has seen a high of $276.49 and a low of $173.74, highlighting its volatility. The company's market capitalization is approximately $262.58 billion, underscoring its significant market presence.

The trading volume for T-Mobile today is 2,429,449 shares, indicating active investor interest. This activity could be influenced by the recent network recognition and DEUTSCHE TELEKOM AG's share transactions. As T-Mobile continues to strengthen its market position, investor confidence may grow, potentially driving further stock price increases.

T-Mobile (NASDAQ:TMUS) delivered better-than-expected first-quarter earnings and revenue, but a miss on key subscriber growth figures overshadowed the strong financials, sending shares down more than 6% in premarket trading.

The wireless carrier reported adjusted earnings of $2.58 per share, topping analyst estimates of $2.47. Revenue reached $20.89 billion, slightly ahead of the $20.68 billion consensus and up 6.6% from the same period a year ago.

However, the market reacted negatively to a shortfall in postpaid phone customer additions. T-Mobile added 495,000 postpaid phone subscribers during the quarter, missing expectations of roughly 507,000. Still, total postpaid net additions reached a record 1.3 million, driven by strong performance across other plan categories. The company also added 424,000 High Speed Internet customers.

Despite the subscriber miss, T-Mobile raised its full-year 2025 Core Adjusted EBITDA guidance to a range of $33.2 billion to $33.7 billion, slightly above its previous forecast. The company reaffirmed its target of 5.5 to 6.0 million postpaid net customer additions for the year.

While the first-quarter results demonstrated strength in profitability and broader customer growth, the lower-than-expected phone subscriber numbers drew investor scrutiny, triggering a sharp sell-off in early trading.

T-Mobile (NASDAQ:TMUS) delivered better-than-expected first-quarter earnings and revenue, but a miss on key subscriber growth figures overshadowed the strong financials, sending shares down more than 6% in premarket trading.

The wireless carrier reported adjusted earnings of $2.58 per share, topping analyst estimates of $2.47. Revenue reached $20.89 billion, slightly ahead of the $20.68 billion consensus and up 6.6% from the same period a year ago.

However, the market reacted negatively to a shortfall in postpaid phone customer additions. T-Mobile added 495,000 postpaid phone subscribers during the quarter, missing expectations of roughly 507,000. Still, total postpaid net additions reached a record 1.3 million, driven by strong performance across other plan categories. The company also added 424,000 High Speed Internet customers.

Despite the subscriber miss, T-Mobile raised its full-year 2025 Core Adjusted EBITDA guidance to a range of $33.2 billion to $33.7 billion, slightly above its previous forecast. The company reaffirmed its target of 5.5 to 6.0 million postpaid net customer additions for the year.

While the first-quarter results demonstrated strength in profitability and broader customer growth, the lower-than-expected phone subscriber numbers drew investor scrutiny, triggering a sharp sell-off in early trading.

T-Mobile US (NASDAQ:TMUS) saw its stock surge over 8% intra-day today after reporting stronger-than-expected subscriber growth for the fourth quarter and providing a bullish outlook for 2025. The telecom giant’s ability to attract customers with affordable high-speed 5G plans and bundled streaming services, such as Netflix, continued to fuel its expansion.

During the quarter, T-Mobile added 903,000 postpaid phone subscribers, surpassing Bloomberg’s consensus estimate of 864,539. CEO Mike Sievert emphasized that the company was delivering its “strongest start-of-year” guidance for bill-paying net customer additions in its history. For 2025, postpaid net subscribers are projected to rise between 5.5 million and 6 million, exceeding analyst expectations of 5.23 million. In 2024, the company reported 6.1 million postpaid additions, outpacing its own upgraded forecasts.

Revenue for the quarter climbed 6.8% year-over-year to $21.87 billion, ahead of estimates of $21.35 billion. Earnings per share came in at $2.57, reinforcing the company’s profitability.

T-Mobile also delivered robust free cash flow, a key metric for determining dividend distributions. The company generated $4.1 billion in adjusted free cash flow for the quarter and $17 billion for the full year. In 2025, free cash flow is expected to range between $17.3 billion and $18 billion, exceeding Street estimates at the midpoint.

Previously, T-Mobile projected its free cash flow would reach between $18 billion and $19 billion by 2027, signaling continued financial strength and shareholder returns in the years ahead.

T-Mobile US (NASDAQ:TMUS) saw its stock surge over 8% intra-day today after reporting stronger-than-expected subscriber growth for the fourth quarter and providing a bullish outlook for 2025. The telecom giant’s ability to attract customers with affordable high-speed 5G plans and bundled streaming services, such as Netflix, continued to fuel its expansion.

During the quarter, T-Mobile added 903,000 postpaid phone subscribers, surpassing Bloomberg’s consensus estimate of 864,539. CEO Mike Sievert emphasized that the company was delivering its “strongest start-of-year” guidance for bill-paying net customer additions in its history. For 2025, postpaid net subscribers are projected to rise between 5.5 million and 6 million, exceeding analyst expectations of 5.23 million. In 2024, the company reported 6.1 million postpaid additions, outpacing its own upgraded forecasts.

Revenue for the quarter climbed 6.8% year-over-year to $21.87 billion, ahead of estimates of $21.35 billion. Earnings per share came in at $2.57, reinforcing the company’s profitability.

T-Mobile also delivered robust free cash flow, a key metric for determining dividend distributions. The company generated $4.1 billion in adjusted free cash flow for the quarter and $17 billion for the full year. In 2025, free cash flow is expected to range between $17.3 billion and $18 billion, exceeding Street estimates at the midpoint.

Previously, T-Mobile projected its free cash flow would reach between $18 billion and $19 billion by 2027, signaling continued financial strength and shareholder returns in the years ahead.

Oppenheimer analysts provided a review on T-Mobile US, Inc. (NASDAQ:TMUS), adjusting their model to account for the ongoing shortage of the new iPhone 14 model.

The analysts revised their Q4 equipment revenue estimate down from $5.2 billion to $4.8 billion. Despite this, they expect the company to enter 2023 with strong momentum and see significant improvements in its network. These improvements include increasing the spectrum depth from 120 MHz to 200 MHz by the end of 2023 and launching the mid-band spectrum on 5G Standalone. The company is also expanding geographically to new areas. Last quarter, T-Mobile completed the shutdown of the Sprint network and the merger is expected to be complete next year, at which point the full synergies should be realized.

The analysts are optimistic about fixed wireless services and expect to see around 500,000 quarterly net adds through 2025, as customers choose premium unlimited plans that allow them to bundle Home Internet with mobile and save $20 per month.

Oppenheimer analysts provided a review on T-Mobile US, Inc. (NASDAQ:TMUS), adjusting their model to account for the ongoing shortage of the new iPhone 14 model.

The analysts revised their Q4 equipment revenue estimate down from $5.2 billion to $4.8 billion. Despite this, they expect the company to enter 2023 with strong momentum and see significant improvements in its network. These improvements include increasing the spectrum depth from 120 MHz to 200 MHz by the end of 2023 and launching the mid-band spectrum on 5G Standalone. The company is also expanding geographically to new areas. Last quarter, T-Mobile completed the shutdown of the Sprint network and the merger is expected to be complete next year, at which point the full synergies should be realized.

The analysts are optimistic about fixed wireless services and expect to see around 500,000 quarterly net adds through 2025, as customers choose premium unlimited plans that allow them to bundle Home Internet with mobile and save $20 per month.