TMUS: quick thoughts following the 3Q24 call
In this (not so quick) note we cover our quick take on results, our thoughts on guidance, our evolving thoughts on AT&T’s fiber wholesale comment, T-Mobile’s sale of 3.45GHz licenses, and their failure to sell 800MHz licenses. We will publish another note later tonight covering results in more detail as well as our changes to the model.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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