TMUS: Setting up for 1Q results
We are updating our model based on our recent conversations with management and comments at industry conferences. The only major change is that we’ve lowered postpaid account net adds for 1Q following Srini’s comments about seasonality at an industry conference (full year estimate is nearly unchanged). We got some updated color that has rebalanced our quarterly estimates for the year.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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