T-Mobile 3Q24 Results Review & Model Update
This note covers results in detail and updates to the model. We discussed our initial take on results, guidance, our evolving thoughts on fiber wholesale, and spectrum transaction in a separate note. Results were great. We increased postpaid phone adds, ARPU, and EBITDA. Consensus estimates need to move up too.T-Mobile US provides mobile communications services, including voice, messaging and data, under its brands, T-Mobile and Metro? by T-Mobile, in the United States, Puerto Rico and the United States Virgin Islands. The company provides mobile communications services using its 4G Long-Term Evolution network and its 5G technology network. The company also provides various wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through Equipment Installment Plans and leasing through JUMP! On Demand?. The company provides reinsurance for handset insurance policies and extended warranty contracts offered to its mobile communications customers.
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