🔹 Revenue: $35.7B (Est. $35.32B) 🟢; UP +1.6% YoY
🔹 Adj EPS: $1.10 (Est. $1.10) 🟡
🔹 Adj EBITDA: $11.9B (Est. $12.07B) 😐; UP +1.7% YoY
🔹 Free Cash Flow: $4.45B
🔹 FIOS Internet subscribers +51,000, -7.3% YoY, (Est. +44,675) 🟢
FY25 Outlook:
🔹 Total Wireless Service Revenue Growth: +2.0% to +2.8%
🔹 Adjusted EBITDA Growth: +2.0% to +3.5%
🔹 Adjusted EPS Growth: 0% to +3.0%
🔹 Cash Flow from Operations: $35B-$37B
🔹 Capital Expenditures: $17.5B-$18.5B (18.09B)
🔹 Free Cash Flow: $17.5B-$18.5B
Key Segment Performance:
Mobility
🔹 Wireless Service Revenue: $20.0B (UP +3.1% YoY)
🔹 Wireless Equipment Revenue: $7.5B (UP +0.6% YoY)
🔹 Postpaid Phone Net Additions: 568K (UP +26.5% YoY) (Est. 487k) 🟢
Broadband
🔹 Total Broadband Net Additions: 408K
🔹 Fixed Wireless Access (FWA) Net Additions: 373K; Growing subscriber base to 4.6M
🔹 Fios Internet Net Additions: 51K
Consumer Segment
🔹 Revenue: $27.6B (Est. $27.3B) 🟢; UP +2.2% YoY
🔹 Wireless Service Revenue: $16.5B (UP +3.0% YoY)
🔹 Consumer ARPA: $139.77; UP +4.2% YoY
🔹 Consumer Wireless Retail Postpaid Churn: 0.89%
🔹 Fixed Wireless Net Additions: 216K
Business Segment
🔹 Business Revenue: $7.5B (Est. $7.47B) 🟡; DOWN -1.5% YoY
🔹 Wireless Service Revenue: $3.5B (UP +3.4% YoY)
🔹 Fixed Wireless Net Additions: 157K
🔹 Wireless Retail Postpaid Churn: 1.09%
Financial Metrics:
🔹 Capital Expenditures: $17.1B for FY 2024
🔹 Total Unsecured Debt: $117.9B; DOWN $10.6B YoY
🔹 Free Cash Flow (FY): $19.8B (UP +5.9% YoY)
Key Operational Highlights:
🔸 Achieved nearly 1M postpaid mobile and broadband subscriber additions in Q4, the highest in over a decade.
🔸 Continued leadership in wireless service revenue, with consistent growth across Consumer and Business segments.
🔸 Expanded broadband market share, driven by strong Fios and Fixed Wireless offerings.