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Earnings transcript
Read the complete earnings call transcript.
TMUS
T-Mobile US, Inc.
$201.4
-2.85
(-1.4%)
| Exchange: | NASDAQ |
| Market Cap: | 225.267B |
| Shares Outstanding: | 78.518M |
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., together with its subsidiaries, provides mobile communications services in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services to 108.7 million customers in the postpaid, prepaid, and wholesale markets. It also provides wireless devices, including smartphones, wearables, and tablets and other mobile communication devices, as well as wireless devices and accessories. In addition, the company offers services, devices, and accessories under the T-Mobile and Metro by T-Mobile brands through its owned and operated retail stores, T-Mobile app and customer care channels, and its websites. It also sells its devices to dealers and other third-party distributors for resale through independent third-party retail outlets and various third-party websites. As of December 31, 2021, it operated approximately 102,000 macro cell and 41,000 small cell/distributed antenna system sites. The company was founded in 1994 and is headquartered 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 | 32,252,000 |
| 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 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 107,716,985.181 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 110,737,204.612 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 109,644,500 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 35,193,191.841 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 36,179,955.086 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 35,822,947.666 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 22,251,895.693 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 23,067,356.247 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 22,772,326.383 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 28,246,787.652 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 29,038,784.353 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 28,752,242.773 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 20.130 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 20.390 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 19.670 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 7 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 12 | Full Access | Full Access | Full Access | Full 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.
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
-1.4
Trading Metrics:
| Open: | 204.93 | Previous Close: | 204.25 | |
| Day Low: | 198.7 | Day High: | 205.81 | |
| Year Low: | 181.36 | Year High: | 269.65 | |
| Price Avg 50: | 208.34 | Price Avg 200: | 220.26 | |
| Volume: | 4.382M | Average Volume: | 6.227M |
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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…
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