Thoughts?
https://finance.yahoo.com/news/t-mobile-names-srini-gopalan-111113116.html
28 replies (most recent on top)
12/31/2024 Close: 220.73
10/03/2025 Close: 230.27
= 4.32202% Increase [1]
[1] Use an online calculator OR mouse over the YTD selection on the Yahoo Finance chart. Don’t forget to account for the dividend yield and the share buybacks; hopefully you are participating in the Dividend Reinvestment Plan (DRIP).
https://www.calculatorsoup.com/calculators/algebra/percent-change-calculator.php
https://finance.yahoo.com/quote/TMUS/
https://www.morningstar.com/stocks/xnas/tmus/dividends
@1x5 Whatever of the metrics causes the stock to regain the 13% its lost since 1/1/25.
@1r3 which ”revenue metric” is the problem? Do you have any recommendations to improve these metrics?
| Quarter | Post ARPA | Post ARPU | Pre ARPU |
| 2025Q2 | $149.87 | $50.62 | $34.63 |
| 2025Q1 | $146.22 | $49.38 | $34.67 |
| 2024Q4 | $146.28 | $49.73 | $35.49 |
| 2024Q3 | $145.60 | $49.79 | $35.81 |
| 2024Q2 | $142.54 | $49.07 | $35.94 |
| 2024Q1 | $140.88 | $48.79 | $37.18 |
| 2023Q4 | $140.23 | $48.91 | $37.55 |
| 2023Q3 | $139.83 | $48.93 | $38.18 |
| 2023Q2 | $138.94 | $48.84 | $37.98 |
| 2023Q1 | $138.04 | $48.63 | $37.98 |
| 2022Q4 | $137.78 | $48.86 | $38.29 |
| 2022Q3 | $137.49 | $48.89 | $38.86 |
| 2022Q2 | $137.92 | $48.96 | $38.71 |
| 2022Q1 | $136.53 | $48.41 | $39.19 |
| 2021Q4 | $135.04 | $48.03 | $39.32 |
| 2021Q3 | $134.54 | $48.06 | $39.49 |
| 2021Q2 | $133.55 | $47.61 | $38.53 |
| 2021Q1 | $132.91 | $47.30 | $37.81 |
| 2020Q4 | $133.08 | $47.86 | $38.08 |
| 2020Q3 | $133.03 | $48.55 | $38.49 |
| 2020Q2 | $130.57 | $47.99 | $37.80 |
| 2020Q1 | $129.47 | $45.80 | $38.11 |
| 2019Q4 | $130.39 | $45.79 | $38.54 |
| 2019Q3 | $131.15 | $46.22 | $38.16 |
| 2019Q2 | $130.36 | $46.10 | $37.46 |
| 2019Q1 | $129.77 | $46.07 | $37.65 |
- ARPA and ARPU Calculation Method (ARPA Reporting Started in 2020 Q1)*
https://s29.q4cdn.com/310188824/files/doc_financials/2020/q1/Earnings-Release.pdf#&page=12
@1qr Correct. They have 2 revenue metrics ARPU and ARPA. One is up, one is down. A read of the 10Q from July shows that.
@a9 Be careful with this statement, TMO doesn't count customers the way that other carriers do...
AEM: What a total crock of sh-t.
T-Mobile is about to get Verizon'd
The SLT "Sprint Leadership Team" really FUBAR'd this company up, can't get any worse. About time he's gone, time will tell what direction Srini will steer the ship in. Fingers crossed.
@n0 This is why:
(Reporting by Zaheer Kachwala, Akash Sriram and Arsheeya Bajwa in Bengaluru; Editing by Shailesh Kuber and Shilpi Majumdar)
Sweet baby Jesus, could they have glazed Mike any harder today??
@mh HAHHAHAHA. Katz? HAHAHAHA
Why didn't they just appoint Katz?
T-Mobile swells from its own greed. New CEO will probably be more of the same, just less "charisma".
More student driver stickers come to frisco lol
The globalization (leadership) of American companies is being done to expand operations to countries like India, outsource to Indian owned companies. Remember "Global Citizen" that's code for your job is going to another country. Indian leadership has more loyalty to India than the USA.
This company is Sprint now. Plain and simple. S-Mobile
I think we all owe Mike our collective thanks. Job well done sir.
Jon Freier was not mentioned in the 8-K filed this morning. It was Sievert, Gopalan, Osvaldik, and Katz mentioned. Katz is here until 2030 according to the filing. I think that means Jon is leaving and Katz will be here running the show. Or another Deutsche Telekom person is coming to replace him. Good or bad?
@at Why?
Time for Freier to go next.
@ag Another non-US CEO for an American Telecom. I wonder if he's an H1B? I wonder how much scrutiny TMUS will now get for having a foreign born CEO?
I'm getting Marcelo Claure vibes from him. Can they save T-Mobile from being yet another Sprint failure?
A lot of SLTs have been leaving and 'retiring' this year alone. They're all jumping ship, they know what's coming. I foresee yet another "re-org" with this new guy. Even when he joined as COO in April, I think we all thought it was odd and knew he was the new replacement, just nobody would say it out loud.
Mikey's realized he's swindled enough money out of T-Mobile. He's sold $224 million in TMUS stock, and is sitting on some $78 million in stock
@a7, I agree with your layoff numbers, but the ”failed mergers” comment can be debunked with the easily verifiable operational and financial data; improving Gross, Operating, and Net Margins.
Historical Post-Paid Churn
| Year | Q1 | Q2 | Q3 | Q4 |
| 2001 | N/A | N/A | 3.60 | 3.30 |
| 2002 | 2.70 | 2.50 | 2.60 | 2.45 |
| 2003 | 2.30 | 2.30 | 2.70 | 2.70 |
| 2004 | 2.60 | 2.40 | 2.60 | 2.60 |
| 2005 | 2.30 | 2.30 | 2.40 | 2.30 |
| 2006 | 2.10 | 2.20 | 2.30 | 2.10 |
| 2007 | 1.90 | 1.80 | 2.00 | 1.80 |
| 2008 | 1.70 | 1.90 | 2.40 | 2.40 |
| 2009 | 2.30 | 2.20 | 2.40 | 2.50 |
| 2010 | 2.20 | 2.20 | 2.40 | 2.50 |
| 2011 | 2.40 | 2.40 | 2.40 | 3.10 |
| 2012 | 2.50 | 2.10 | 2.30 | 2.50 |
| 2013 | 1.89 | 1.54 | 1.70 | 1.63 |
| 2014 | 1.47 | 1.48 | 1.64 | 1.73 |
| 2015 | 1.30 | 1.32 | 1.46 | 1.46 |
| 2016 | 1.33 | 1.27 | 1.32 | 1.28 |
| 2017 | 1.18 | 1.10 | 1.23 | 1.18 |
| 2018 | 1.07 | 0.95 | 1.02 | 0.99 |
| 2019 | 0.88 | 0.78 | 0.89 | 1.01 |
| 2020 | 0.86 | 0.80 | 0.90 | 1.03 |
| 2021 | 0.98 | 0.87 | 0.96 | 1.10 |
| 2022 | 0.93 | 0.80 | 0.88 | 0.92 |
| 2023 | 0.89 | 0.77 | 0.87 | 0.96 |
| 2024 | 0.86 | 0.80 | 0.86 | 0.92 |
| 2025 | 0.91 | 0.90 | N/A | N/A |
https://www.macrotrends.net/stocks/charts/TMUS/t-mobile-us/profit-margins
@a7 Laughable CWA narrative.
SAAAAAAAAARRRRRRR we must increase the shareholder value SARRRRRRRRRRRRRRRRRRRRR
Not true on losing customers. Record customer growth. But small little mergers are not contributing.
IMO: T-Mobile is planning a major reorg in Q1 2026, with 2,000–4,000 layoffs expected.
The string of failed mergers — which only boosted the customer base on paper to reflect short-term growth — isn’t paying off. On the surface the numbers look solid, but in reality T-Mobile has been losing customers steadily due to price hikes. That snowball effect is what leadership is now trying to stop.