T-Mobile US, Inc. (NASDAQ:TMUS ) Q4 2024 Earnings Conference Call January 29, 2025 8:00 AM ET Company Participants Kathy Au - Senior Vice President, Investor Relations Mike Sievert - President, Chief Executive Officer Peter Osvaldik - Chief Financial Officer Mike Katz - President, Marketing, Strategy and Products Jon Freier - President, Consumer Group Callie Field - President, T-Mobile Business Group Ulf Ewaldsson - President, Technology Janice Kapner - Executive Vice President and Chief Communications and Corporate Responsibility Officer Conference Call Participants John Hodulik - UBS Ben Swinburne - Morgan Stanley Jim Schneider - Goldman Sachs Peter Supino - Wolfe Research David Barden - Bank of America Craig Moffett - MoffettNathanson Michael Rollins - Citi Jonathan Chaplin - New Street Research Kannan Venkateshwar - Barclays Operator Good morning. All participants will be in a listen-only mode.
T-Mobile CEO Mike Sievert joins 'Squawk on the Street' to discuss the company's quarterly earnings results, 2025 growth outlook, state of the company's wireless business, fiber strategy, 5G network growth, Starlink partnership, and more.
Although the revenue and EPS for T-Mobile (TMUS) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
T-Mobile (TMUS) came out with quarterly earnings of $2.57 per share, beating the Zacks Consensus Estimate of $2.17 per share. This compares to earnings of $1.67 per share a year ago.
For 2025, the company expects postpaid net customer additions between 5.5 million and 6 million, which T-Mobile's highest-ever guidance range issued at the beginning of the year.
Shares of T-Mobile US rose Wednesday morning after the telecommunications company's fourth-quarter results came in above what analysts had expected.
Telecommunications giant T-Mobile US (TMUS -0.13%) reported fourth-quarter and full-year 2024 earnings on Wednesday, Jan. 29, that topped analyst consensus estimates. Earnings per share (EPS) came in at $2.57, compared to the analyst estimate of $2.29, and were up 54% year over year.
T-Mobile forecast annual wireless subscriber growth above Wall Street estimates on Wednesday, after holiday-quarter promotions and deals boosted demand for its affordable premium 5G plans with streaming bundles.
The telecommunications company reports 903,000 fourth-quarter post-paid phone additions in the fourth quarter.
T-Mobile's reinvestment strategy in 5G and customer growth outpaces Verizon and AT&T, making it a strong long-term investment at $218 a share. Despite a slowdown in 2024, T-Mobile's growth remains robust, with a 22.19% annualized return over 5 years, outperforming competitors. T-Mobile's valuation, with a PEG ratio of 1.13, reflects real growth potential, driven by the largest and fastest 5G network in the U.S.
T-Mobile is expected to record top-line growth in the fourth quarter, backed by healthy demand and innovative product launches. Stiff competition is a concern.
T-Mobile (TMUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.