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Earnings transcript
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TMUS
T-Mobile US, Inc.
$167.73
-6.24
(-3.59%)
| Exchange: | NASDAQ |
| Market Cap: | 181.518B |
| Shares Outstanding: | 78.518M |
Delayed data
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Srinivasan Gopalan | |||||
| Full Time Employees: | 70000 | |||||
| Address: |
| |||||
| Website: | https://www.t-mobile.com |
T-Mobile US, Inc., alongside its subsidiaries, offers mobile telecommunications services across the United States, Puerto Rico, and the U.S. Virgin Islands. Catering to approximately 108.7 million subscribers, the company delivers essential voice, messaging, and data connectivity to customers in postpaid, prepaid, and wholesale segments. Beyond services, T-Mobile also supplies a broad array of wireless devices, such as smartphones, wearables, tablets, and other mobile communication gadgets, along with associated accessories. These offerings are marketed under both the T-Mobile and Metro by T-Mobile brands. Direct distribution occurs through its proprietary retail stores, the T-Mobile mobile application, customer service channels, and its official online platforms. Additionally, the company provides devices to independent dealers and other distributors for resale via external retail locations and various third-party websites. As of December 31, 2021, its robust network infrastructure encompassed approximately 102,000 macro cell sites and 41,000 small cell/distributed antenna system locations. T-Mobile US, Inc. was established in 1994 and maintains its headquarters in Bellevue, Washington.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 78,558,000 | 81,400,000 | 88,309,000 |
| Gross Profit | 48,370,000 | 51,747,000 | 42,068,000 |
| EBITDA | 27,152,000 | 31,042,000 | 31,309,000 |
| Operating Income | 14,266,000 | 18,010,000 | 18,744,000 |
| Net Income | 8,317,000 | 11,339,000 | 10,992,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 207,682,000 | 208,035,000 | 219,237,000 |
| Total Liabilities | 142,967,000 | 146,294,000 | 135,534,000 |
| Total Stockholders Equity | 64,715,000 | 61,741,000 | 59,203,000 |
| Total Debt | 113,826,000 | 114,404,000 | 117,239,000 |
| Cash and Cash Equivalents | 5,135,000 | 5,409,000 | 5,598,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 18,559,000 | 22,293,000 | 27,950,000 |
| Capital Expenditure | -10,811,000 | -12,311,000 | -9,955,000 |
| Free Cash Flow | 7,748,000 | 9,982,000 | 17,995,000 |
| Net Income | 8,317,000 | 11,339,000 | 10,992,000 |
| Net Change in Cash | 633,000 | 406,000 | 0 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 108,278,783.615 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 110,470,443.324 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 109,781,800 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 35,145,492.975 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 35,856,869.279 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 35,633,347.106 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 22,159,645.134 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 22,745,180.559 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 22,561,199.736 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 28,394,108.904 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 28,968,831.138 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 28,788,247.159 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 19.950 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 20.110 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 19.590 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 15 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 6 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: T-Mobile reported exceptional results in Q3 2025, with strong revenue growth and improved net income as highlighted in the earnings call transcript. Key metrics such as EBITDA and operating income reflect operational efficiency, supported by consistent free cash flow generation per cash flow statements.
- Market Leadership and Innovation: The company’s focus on differentiated offerings and strategic investments, as noted in the Q3 2025 earnings call, positions T-Mobile as a leader in the telecommunications industry. This aligns with positive performance trends over 1-year and 5-year periods compared to industry benchmarks.
- Solid Liquidity Position: Balance sheet data indicates a healthy current ratio (TTM) and significant cash and cash equivalents, providing financial flexibility for ongoing operations and investments in growth initiatives.
- Customer-Centric Growth: Earnings call insights reveal strong customer acquisition and retention metrics for Q3 2025, underscoring T-Mobile’s ability to maintain a loyal customer base through competitive offerings.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates TMUS intrinsic value between $125.19 – $291.52 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
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Common questions about TMUS valuation
Is T-Mobile US, Inc. (TMUS) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for T-Mobile US, Inc. (TMUS) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is TMUS a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether TMUS trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is TMUS’s P/E ratio?
You can see TMUS’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for TMUS?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is TMUS a good long-term investment?
Whether TMUS fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
TMUS
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Daily snapshot
-3.59
Trading Metrics:
| Open: | 171.35 | Previous Close: | 173.97 | |
| Day Low: | 165.66 | Day High: | 173.71 | |
| Year Low: | 165.66 | Year High: | 261.56 | |
| Price Avg 50: | 188.13 | Price Avg 200: | 205.07 | |
| Volume: | 7.605M | Average Volume: | 5.789M |
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Login — it's freeTMUS full analysis
Hey everyone, welcome back to the channel! Today, we’re diving deep into T-Mobile US, Inc., ticker symbol TMUS, one of the heavyweights in the telecommunications space. If you’re thinking about investing in this stock or just curious about how they’re performing, stick around because we’ve got a comprehensive breakdown coming your way. From financials to recent performance, valuation, and more, we’ll cover it all. Let’s get started! Alright, let’s kick things off with a quick overview of T-Mobile. If you’ve…
