@usstocksnews | YouTube | VK Видео | Чат
🔹 Revenue: $21.96B (Est. $21.88B) 🟢; UP +9% YoY
🔹 EPS (GAAP): $2.41 (Est. $2.40) 🟢
🔹 Service Rev.: $18.24B; UP +9% YoY
🔹 Postpaid Service Rev.: $14.88B; UP +12% YoY
Guidance (Raised FY25)
🔹 Total Postpaid Net Adds: 7.2M–7.4M (prior 6.1M–6.4M)
🔹 Postpaid Phone Net Adds: ~3.3M (prior 2.95M–3.10M)
🔹 Fiber Net Adds: ~130k (prior ~100k)
🔹 Core Adjusted EBITDA: $33.7B–$33.9B
🔹 Net Cash from Ops: $27.8B–$28.0B
🔹 Capex (incl. capitalized interest): ~$10.0B
🔹 Adjusted Free Cash Flow: $17.8B–$18.0B
Segment / Product & Subscriber Results
🔹 Total Postpaid Net Adds: 2.3M (best-ever Q3)
🔹 Postpaid Phone Net Adds: 1.0M (best Q3 in 10+ yrs)
🔹 Postpaid Net Account Adds: 396k; UP +26% YoY
🔹 Total Broadband Net Adds: 560k; UP +34% YoY
• 5G FWA Net Adds: 506k; UP +22% YoY
• Fiber Net Adds: 54k
🔹 Postpaid Phone Churn: 0.89%; +3 bps YoY
🔹 Total Customers/Connections: 139.9M (record)
Other Metrics
🔹 Adjusted Free Cash Flow: $4.8B; DOWN -6.7% YoY
🔹 Operating Cash Flow: $7.5B; UP +21% YoY
🔹 Capex (incl. capitalized interest): $2.64B; UP +35% YoY
🔹 Stockholder Returns: $3.5B in Q3 (Buybacks $2.5B; Dividends $0.99B)
🔹 Network: Recognized 5G coverage & reliability leader; fastest FWA median speeds
#tmus
