New Street Research - Odido (formerly T-Mobile NL) (TMOBNL) TMUS: Notes from our post 3Q investor callback

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New Street Research

David Barden

EUR 8703.00 For Business Accounts Only

TMUS: Notes from our post 3Q investor callback

We hosted Cathy Yao, head of investor relations at T-Mobile, on an investor call last week. In this short note, we summarize some of the key takeaways from our call. You can access a reply of the call on our website.

05/11/2025 1 EN

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Odido (formerly T-Mobile NL)

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New Street Research

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Pan European Telecom Services and Cable

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Analysts

David Barden

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TMUS: Notes from our post 3Q investor callback

Autumn for Broadband 3Q25 – FWA ascendant, Cable struggling

TMUS: A great house, but the neighborhood? We need convincing...

Telecom Italia (Neutral, €0.43, -10%) Q3 25 - Developing the Poste relationship further

KPN (Neutral, TP: €3.9, +0%) strategy update – not the same as Telefonica

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