🔹 EPS: $2.57 (Est. $2.28) 🟢; UP +54% YoY
🔹 Revenue: $21.87B (Est. $21.32B) 🟢; UP +6.8% YoY
🔹 Service Revenue: $16.93B (Est. $16.72B) 🟢; UP +5.5% YoY
🔹 Postpaid Service Revenue: $13.5B (Est. $12.47B) 🟢; UP +8.3% YoY
🔹 Net Income: $3.0B (Est. $2.67B) 🟢; UP +48% YoY
🔹 Core Adjusted EBITDA: $7.91B (Est. $7.86B) 🟢; UP +10.1% YoY
🔹 Operating Cash Flow: $5.5B (Est. $5.51B) 🟢; UP +14.2% YoY
🔹 Adjusted Free Cash Flow: $4.1B (Est. $3.99B) 🟢; DOWN -5.1% YoY
FY25 Outlook:
🔹 Postpaid Net Adds: 5.5M - 6.0M (Est. 4.9M) 🟢
🔹 Core Adjusted EBITDA: $33.1B - $33.6B
🔹 Operating Cash Flow: $26.8B - $27.5B
🔹 Adjusted Free Cash Flow: $17.3B - $18.0B (Est. $17.98B)
🔹 Capital Expenditures: ~$9.5B
Customer & Subscriber Metrics:
🔹 Total Postpaid Net Adds: 1.93M (Est. 1.51M) 🟢
🔹 Postpaid Phone Net Adds: 903K
🔹 Prepaid Net Adds: 103K
🔹 High-Speed Internet Net Adds: 428K; Total 6.4M subscribers
🔹 Postpaid Phone Churn: 0.92% (Est. 0.86%) 🔴
🔹 Total Customers: 129.53M (Est. 129.17M) 🟢
Strategic and Operational Highlights:
🔸 Highest-ever postpaid phone gross additions and record-low postpaid phone churn
🔸 Industry-leading customer growth, with 6.1M postpaid net adds in 2024
🔸 Network leadership recognized by Opensignal and Ookla, winning fastest 5G and reliability awards
🔸 Secured a significant contract with the City of New York for public safety wireless services
Shareholder Returns & Capital Allocation:
🔹 Total Shareholder Returns in 2024: $14.4B
🔹 Stock Repurchases in Q4'24: $4.6B (20.3M shares repurchased)
🔹 Cash Dividends in Q4'24: $1.0B
CEO Mike Sievert's Commentary:
🔸 "T-Mobile delivered another monster Q4, with record postpaid net adds and service revenue growth. We are poised for another exciting year in 2025, setting the strongest start-of-year postpaid net additions guide in our history."