$TMUS (+1,16 %) | T-Mobile US Q3'24 Earnings Highlights:

🔹 EPS: $2.61 (Est. $2.43) 🟢; UP +43% YoY

🔹 Revenue: $20.16B (Est. $20.01B) 🟢; UP +4.7% YoY

🔹 Service Revenue: $16.73B; UP +5.1% YoY

🔹 Core Adjusted EBITDA: $8.22B (Est. $8.13B) 🟢; UP +8.9% YoY

🔹 Adjusted Free Cash Flow: $5.2B; UP +29% YoY

🔹 Net Income: $3.1B; UP +43% YoY

FY24 Guidance:

🔹 Postpaid Net Customer Additions: 5.6M-5.8M (Prev. 5.4M-5.7M) 🟢

🔹 Core Adjusted EBITDA: $31.6B-$31.8B (Prev. $31.5B-$31.8B) 🟡

🔹 Capital Expenditure: $8.8B-$9.0B (Prev. $8.7B-$9.1B) 🟡

🔹 Adjusted Free Cash Flow: $16.7B-$17.0B (Prev. $16.6B-$17.0B) 🟡

Q3 Customer Metrics:

🔹 Total Net Additions: 1.6M; UP +23% YoY

🔹 Postpaid Phone Net Additions: 865K (Est. 727.5K) 🟢; UP +1.8% YoY

🔹 Postpaid Other Net Additions: 710K; UP +89% YoY

🔹 Prepaid Net Additions: 24K; DOWN -70% YoY

🔹 Postpaid Phone Churn: 0.86% (Improved from 0.87% YoY)

🔹 Total Customer Base: 127.49M; UP +8.1% YoY

🔹 High-Speed Internet Net Additions: 415K; Total 6M Internet Customers

Key Performance Indicators:

🔹 Postpaid Monthly ARPA: $145.60; UP +4.1% YoY

🔹 Postpaid Phone ARPU: $49.79

Operational and Strategic Highlights:

🔸 Network Leadership: T-Mobile won best 5G availability globally for the fourth year in a row, being the only US operator to receive a 5G Global Winner award from Opensignal.

🔸 Technology Innovation: Launch of AI-powered IntentCX platform with OpenAI to provide personalized customer solutions.

🔸 High-Speed 5G Plans: Continued strong adoption of Go5G Next and Go5G Plus premium plans, driving subscriber growth.

CEO Commentary:

🔸 Mike Sievert, CEO: "Delivering another quarter of industry-leading results, including our best Q3 postpaid phone net adds in a decade and record-low churn, empowers us to raise our 2024 guidance. Our powerful combination of the best network, unmatched value, and innovative experiences positions us for profitable, industry-leading growth into the next era of the Un-carrier."