2024-01-23 08:30:00 ET
Summary
- T-Mobile US is continuing its dominance of the wireless market, gaining market share and growing FCF at a high rate.
- Analysts expect a 2.9% decrease in revenue and a 66% increase in EPS for the T-Mobile's Q4 earnings report, driven by synergies and reducing 5G spending.
- While T-Mobile's FCF growth is expected to slow to below 6% in FY24, the buyback program, cost-cutting initiatives, and reduced 5G spending imply double-digit EPS growth.
- Even though TMUS stock is sitting just shy of its all-time high, it still presents compelling value to investors before earnings, with the potential for almost 20% total returns.
Back in October, I wrote an article on T-Mobile US ( TMUS ) and my expectations for the company to continue outperforming the other wireless carriers such as AT&T ( T ) and Verizon ( VZ )....
Read the full article on Seeking Alpha
For further details see:
T-Mobile US Q4 Earnings Preview: Will Market Dominance Continue Amidst Slowing Growth?