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2021-11-03
Well
T-Mobile Silences the Doubters With Its Earnings Report
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The","content":"<p>T-Mobile US put recent investor fears to rest with its third-quarter results on Tuesday evening. The company fell short on revenue, but beat subscriber and earnings forecasts, and raised guidance for the remainder of 2021.</p>\n<p>Many analysts had been cautious going into T-Mobile’s third-quarter report, given the potential for strong showings by rivals and a consumer-data hack to weigh on the magenta-hued wireless company’s momentum. It didn’t turn out that way.</p>\n<p>The results were good enough to send T-Mobile stock (ticker: TMUS) soaring 6% in Wednesday morning trading, to around $123.</p>\n<p>T-Mobile reported 55 cents in earnings per share for the third quarter, ahead of analysts’ average estimate of 48 cents but, down from $1.00 in the same period a year ago. Management said that costs related to the merger with Sprint subtracted 56 cents per share from earnings in the period.</p>\n<p>Revenue in the period was $19.6 billion, up 2%, versus the Wall Street consensus of $20.2 billion. T-Mobile’s third-quarter adjusted Ebitda—short for earnings before interest, taxes, depreciation, and amortization—came in at $6.8 billion, matching estimates. Net income was almost $100 million better than expected at $691 million. The company also generated $1.6 billion in free cash flow, as expected.</p>\n<p>The financial results are hard to seriously criticize, but T-Mobile had set the bar high for itself. The company was coming off a pair of beat-and-raise quarters, and tends to do better than Wall Street’s numbers across the board each period it reports. As-expected results are actually a relatively weak showing for this perpetual outperformer.</p>\n<p>But investors seemed to be expecting a much worse result. T-Mobile shares had declined 20% from July 1 through Tuesday’s close, while the S&P 500 had returned 7%.</p>\n<p>On the subscriber front, T-Mobile narrowly beat AT&T‘s (T) third-quarter net additions for wireless postpaid customers—meaning those who pay a monthly bill—but lagged behind its big blue rival in postpaid phones, which are seen as the most valuable.</p>\n<p>T-Mobile said Tuesday that it added a net 1.3 million postpaid subscribers in the third quarter, topping the average call on Wall Street for 1.2 million. Some 673,000 of those were postpaid phones, versus the consensus call of 645,000. AT&T added a net 1.2 million postpaid subscribers last quarter, including 928,000 postpaid phones.Verizon Communications (VZ), meanwhile, said last month that it added a net 699,000 postpaid subscribers including 429,000 postpaid phones in the third quarter.</p>\n<p>T-Mobile’s subscriber growth beat a lowered bar from Wall Street. The average estimate of postpaid net adds came down from more than 1.5 million since the start of September, while the postpaid phones net add target stood at 750,000 two months ago. In August, T-Mobile was hit by a cyberattack that exposed customer information including social-security numbers, addresses, and driver’s license information. T-Mobile said it had worked to quickly secure its systems and had offered customers an identity-theft monitoring service, but CEO Mike Sievert warned in September that the episode had affected T-Mobile’s business for some of the third quarter.</p>\n<p>T-Mobile management lifted the bottom end of their 2021 postpaid subscriber growth target, to a current range of 5.1 million to 5.3 million net additions, versus between 5.0 million to 5.3 million a quarter ago. The company also now expects to realize merger-related cost savings faster than expected, and deliver $5.5 billion to $5.6 billion in free cash flow this year, from prior guidance of $5.2 billion to $5.5 billion.</p>\n<p>Management also lifted their guidance for 2021 “core adjusted Ebitda,” which further excludes lease revenues from adjusted Ebitda, which already leaves out stock-based compensation, merger-related costs, Covid-19-related costs, and other noncash or nonrecurring expenses. T-Mobile now has a target of $23.4 billion to $23.5 billion in core adjusted Ebitda this year, up from $23.0 billion to $23.3 billion.</p>\n<p>Zooming out beyond just the third quarter, T-Mobile’s momentum remains unmatched in the U.S. wireless industry. Last year’s acquisition of Sprint gave the combined company greater scale, wireless spectrum, and network assets, and has helped it to continue to win market share—on top of lower prices than Verizon and AT&T. Cost-savings benefits from the merger are showing up in T-Mobile’s bottom line as the lengthy integration process proceeds. Rising free cash flow will open the door to tens of billions of dollars of share repurchases in the coming years.</p>\n<p>The 20% discount to T-Mobile stock since the summer has made the shares all the more interesting. Almost 90% of Wall Street analysts have a Buy or equivalent rating on the stock, with an average price target of $169—some 45% above current levels.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>T-Mobile Silences the Doubters With Its Earnings Report</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nT-Mobile Silences the Doubters With Its Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-03 22:50 GMT+8 <a href=https://www.barrons.com/articles/t-mobile-stock-earnings-51635888334?mod=hp_LATEST><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>T-Mobile US put recent investor fears to rest with its third-quarter results on Tuesday evening. The company fell short on revenue, but beat subscriber and earnings forecasts, and raised guidance for ...</p>\n\n<a href=\"https://www.barrons.com/articles/t-mobile-stock-earnings-51635888334?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TMUS":"T-Mobile US Inc"},"source_url":"https://www.barrons.com/articles/t-mobile-stock-earnings-51635888334?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169010547","content_text":"T-Mobile US put recent investor fears to rest with its third-quarter results on Tuesday evening. The company fell short on revenue, but beat subscriber and earnings forecasts, and raised guidance for the remainder of 2021.\nMany analysts had been cautious going into T-Mobile’s third-quarter report, given the potential for strong showings by rivals and a consumer-data hack to weigh on the magenta-hued wireless company’s momentum. It didn’t turn out that way.\nThe results were good enough to send T-Mobile stock (ticker: TMUS) soaring 6% in Wednesday morning trading, to around $123.\nT-Mobile reported 55 cents in earnings per share for the third quarter, ahead of analysts’ average estimate of 48 cents but, down from $1.00 in the same period a year ago. Management said that costs related to the merger with Sprint subtracted 56 cents per share from earnings in the period.\nRevenue in the period was $19.6 billion, up 2%, versus the Wall Street consensus of $20.2 billion. T-Mobile’s third-quarter adjusted Ebitda—short for earnings before interest, taxes, depreciation, and amortization—came in at $6.8 billion, matching estimates. Net income was almost $100 million better than expected at $691 million. The company also generated $1.6 billion in free cash flow, as expected.\nThe financial results are hard to seriously criticize, but T-Mobile had set the bar high for itself. The company was coming off a pair of beat-and-raise quarters, and tends to do better than Wall Street’s numbers across the board each period it reports. As-expected results are actually a relatively weak showing for this perpetual outperformer.\nBut investors seemed to be expecting a much worse result. T-Mobile shares had declined 20% from July 1 through Tuesday’s close, while the S&P 500 had returned 7%.\nOn the subscriber front, T-Mobile narrowly beat AT&T‘s (T) third-quarter net additions for wireless postpaid customers—meaning those who pay a monthly bill—but lagged behind its big blue rival in postpaid phones, which are seen as the most valuable.\nT-Mobile said Tuesday that it added a net 1.3 million postpaid subscribers in the third quarter, topping the average call on Wall Street for 1.2 million. Some 673,000 of those were postpaid phones, versus the consensus call of 645,000. AT&T added a net 1.2 million postpaid subscribers last quarter, including 928,000 postpaid phones.Verizon Communications (VZ), meanwhile, said last month that it added a net 699,000 postpaid subscribers including 429,000 postpaid phones in the third quarter.\nT-Mobile’s subscriber growth beat a lowered bar from Wall Street. The average estimate of postpaid net adds came down from more than 1.5 million since the start of September, while the postpaid phones net add target stood at 750,000 two months ago. In August, T-Mobile was hit by a cyberattack that exposed customer information including social-security numbers, addresses, and driver’s license information. T-Mobile said it had worked to quickly secure its systems and had offered customers an identity-theft monitoring service, but CEO Mike Sievert warned in September that the episode had affected T-Mobile’s business for some of the third quarter.\nT-Mobile management lifted the bottom end of their 2021 postpaid subscriber growth target, to a current range of 5.1 million to 5.3 million net additions, versus between 5.0 million to 5.3 million a quarter ago. The company also now expects to realize merger-related cost savings faster than expected, and deliver $5.5 billion to $5.6 billion in free cash flow this year, from prior guidance of $5.2 billion to $5.5 billion.\nManagement also lifted their guidance for 2021 “core adjusted Ebitda,” which further excludes lease revenues from adjusted Ebitda, which already leaves out stock-based compensation, merger-related costs, Covid-19-related costs, and other noncash or nonrecurring expenses. T-Mobile now has a target of $23.4 billion to $23.5 billion in core adjusted Ebitda this year, up from $23.0 billion to $23.3 billion.\nZooming out beyond just the third quarter, T-Mobile’s momentum remains unmatched in the U.S. wireless industry. Last year’s acquisition of Sprint gave the combined company greater scale, wireless spectrum, and network assets, and has helped it to continue to win market share—on top of lower prices than Verizon and AT&T. Cost-savings benefits from the merger are showing up in T-Mobile’s bottom line as the lengthy integration process proceeds. Rising free cash flow will open the door to tens of billions of dollars of share repurchases in the coming years.\nThe 20% discount to T-Mobile stock since the summer has made the shares all the more interesting. Almost 90% of Wall Street analysts have a Buy or equivalent rating on the stock, with an average price target of $169—some 45% above current levels.","news_type":1},"isVote":1,"tweetType":1,"viewCount":174,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/848997349"}
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