New Street Research - T-Mobile US Inc. (TMUS) T-Mobile 4Q23 Results Review, Thesis Model Update

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New Street Research

Jonathan Chaplin

EUR 8536.00 For Business Accounts Only

T-Mobile 4Q23 Results Review, Thesis & Model Update

This report provides a comprehensive review of results, our thoughts on key themes, valuation, and operating and financial trends. The themes we dig into include how to contextualize T-Mobile’s guidance, implications for competitors and sector multiples, the impact of wireless price changes on competitive positioning, and the impact of the FWA price increase as well as management’s expectations for slower growth on the broadband market as a whole.

26/01/2024 1 EN

Underlying

T-Mobile US Inc.

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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US8725901040 NASDAQ Stock Market United States

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Analysts

Jonathan Chaplin

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T-Mobile 4Q23 Results Review, Thesis & Model Update

T-Mobile US Inc: 1 director

T-Mobile: Quick thoughts following the 1Q25 call

T-Mobile's most recent price moves suggest rising competition

Thai Telcos Auction concludes, no major surprises

VIPS 2Q25 Preview: Lowering 2Q Topline Estimates

Microsoft vs. OpenAI: Implications for investors?

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