On Monday, T-Mobile US, Inc (NASDAQ:TMUS) chief Mike Sievert cautioned investors against fourth quarter back-half risks. Bloomberg cites Sievert from the UBS investor conference. The telecom company expects some year-end factors to drag on results after a record third quarter. The stock plunged close to 10% on Monday's close.
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Sievert flagged a "pretty low" device upgrade rate behind his warning. However, T-Mobile continues to expect to deliver industry-leading customer growth, service revenue growth (~5% CAGR through 2027), and adjusted EBITDA growth (~7% CAGR through 2027).
The company's business plan supports ~$80 billion in capacity for investments and shareholder returns through 2027
T-Mobile reported third-quarter revenue of $20.16 billion, topping the analyst estimate of $20.01 billion. EPS of $2.61 surpassed the analyst estimate of $2.41.
The topline performance reflects record ARPA (postpaid average revenue per account) growth in seven years and higher-than-expected postpaid phone net additions.
T-Mobile US added 415,000 broadband customers in the third quarter, hitting a 6 million total customer milestone. The postpaid phone net customer additions were 865,000, surpassing Oppenheimer estimates by 65,000, beating Verizon Communications Inc (NYSE:VZ) and AT&T Inc (NYSE:T) combined. Postpaid net account additions were 315,000 for the quarter.
In October, T-Mobile US said it expects net customer additions of 5.6 million-5.8 million (up from the prior 5.7 million) and core adjusted EBITDA of $31.6 billion-$31.8 billion.
Sievert told Bloomberg that T-Mobile's fixed-wireless product will reach 12 million subscribers. He weighed whether the company could surpass the milestone.
Investors can gain exposure to T-Mobile US through Invesco BuyBack Achievers ETF (NASDAQ:PKW) and The Communication Services Select Sector SPDR Fund (NYSE:XLC).
Price Action: TMUS stock is up 1.72% at $232.79 at the last check on Tuesday.
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周一，万亿美国公司（纳斯达克股票代码：TMUS）首席执行官迈克·西弗特提醒投资者注意第四季度下半年的风险。彭博社引用了瑞银投资者会议上的西弗特的话。这家电信公司预计，在创纪录的第三季度之后，一些年终因素将拖累业绩。该股在周一收盘时暴跌了近10％。
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西弗特在警告后面指出，设备升级率 “相当低”。但是，万亿移动继续预计，将实现行业领先的客户增长、服务收入增长（到2027年约为5％的复合年增长率）和调整后的息税折旧摊销前利润增长（到2027年约为7％的复合年增长率）。
该公司的商业计划支持到2027年实现约800亿美元的投资能力和股东回报
T-Mobile公布的第三季度收入为201.6亿美元，超过了分析师估计的200.1亿美元。每股收益为2.61美元，超过了分析师估计的2.41美元。
收入表现反映了七年来创纪录的ARPA（每个账户的后付费平均收入）增长以及高于预期的后付费电话净增量。
美国T-Mobile在第三季度增加了41.5万名宽带客户，总客户数达到了600万。后付费电话网络客户新增量为86.5万人，比奥本海默的预期高出6.5万人，超过了威瑞森通信公司（纽约证券交易所代码：VZ）和At＆T Inc（纽约证券交易所代码：T）的总和。本季度后付费账户净增额为31.5万个。
10月，万亿美国移动公司表示，预计净客户新增560万至-580万人（高于之前的570万人），调整后的核心息税折旧摊销前利润为316亿至318亿美元。
西弗特告诉彭博社，T-Mobile的固定无线产品将覆盖1200万用户。他权衡了公司能否超越这一里程碑。
投资者可以通过景顺回购成功者ETF（纳斯达克股票代码：PKW）和通信服务精选板块SPDR基金（纽约证券交易所代码：XLC）获得美国T-Mobile的敞口。
价格走势：在周二的最后一次支票中，TMUS股价上涨1.72％，至232.79美元。
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