United States Cellular Corporation's Q1 2025 results were disappointing, with revenue and EBITDA declining, and a significant drop in postpaid subscribers. The stock's current valuation is unsustainable, trading at 47x forward earnings and 11x EV/EBITDA, despite weak margins and negative return on equity. The T-Mobile deal is already priced in, and shareholders won't directly benefit from the $4.4 billion sale of wireless operations.
TMUS reports solid top-line growth backed by strong wireless momentum. Solid growth in cash flow is a positive.
As a disruptor in the computer and technology sector, specifically the telecommunications industry, T-Mobile US NASDAQ: TMUS proudly calls itself the "Un-carrier." This originated in March 2013, when they set out to differentiate themselves against the incumbent telecom “carriers” AT&T Inc. NYSE: T and Verizon Communications Inc. NYSE: VZ.
After releasing their Q1/25 results, both T-Mobile and Charter stocks showed outsized moves in opposite directions. I believe one single specific reason caused both huge price moves. In this article, we will see whether today can be considered the starting point of a trend inversion for Charter and/or T-Mobile.
TMUS reports a top-line expansion year over year, backed by solid demand for postpaid services. Healthy growth in free cash flow is a positive.
Wireless network stock T-Mobile US Inc (NASDAQ:TMUS) is down 9.2% at $238.17 at last glance, brushing off better-than-expected first-quarter earnings and revenue after disappointing subscriber growth.
T-Mobile US, Inc. (NASDAQ:TMUS ) Q1 2025 Earnings Conference Call April 24, 2025 5:30 PM ET Company Participants Cathy Yao - Senior Vice President, Investor Relations Mike Sievert - President, Chief Executive Officer Srini Gopalan - Chief Operating 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 Conference Call Participants Ben Swinburne - Morgan Stanley Sam McHugh - BNP Paribas Peter Supino - Wolfe Research John Hodulik - UBS James Schneider - Goldman Sachs Craig Moffett - MoffettNathanson Timothy Horan - Oppenheimer Greg Williams - TD Cowen Kannan Venkateshwar - Barclays Jonathan Chaplin - New Street Operator Good afternoon, everyone. All participants will be in a listen-only mode.
The headline numbers for T-Mobile (TMUS) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
T-Mobile (TMUS) came out with quarterly earnings of $2.58 per share, beating the Zacks Consensus Estimate of $2.45 per share. This compares to earnings of $2 per share a year ago.
T-Mobile's Q1 top line is likely to have benefited from healthy demand for postpaid services.
Besides Wall Street's top -and-bottom-line estimates for T-Mobile (TMUS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended March 2025.
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.