Mar 31, 2024

T-Mobile Q1 2024 Earnings Report

T-Mobile's Q1 2024 performance showcased industry-leading customer, service revenue, and profitability growth, with raised 2024 guidance.

Key Takeaways

T-Mobile reported industry-leading customer growth, translating into growth in service revenues and profitability. The company surpassed 5 million High Speed Internet customers and returned $4.3 billion to stockholders.

Postpaid net customer additions reached 1.2 million, leading the industry.

Postpaid phone net customer additions were 532 thousand, achieving a higher share of industry net adds year-over-year.

Service revenues grew by 4% year-over-year to $16.1 billion, marking industry-leading growth.

Net income increased by 22% year-over-year to $2.4 billion, demonstrating industry-leading growth.

Total Revenue
$19.6B
Previous year: $19.6B
-0.2%
EPS
$2
Previous year: $1.58
+26.6%
Total Postpaid Customers
120.87M
Previous year: 114.92M
+5.2%
Net Postpaid Customer Additions
1.22M
Previous year: 1.3M
-6.2%
Net Prepaid Customer Additions
-48K
Previous year: 26K
-284.6%
Gross Profit
$19.6B
Previous year: $12B
+63.5%
Cash and Equivalents
$6.71B
Previous year: $4.05B
+65.6%
Free Cash Flow
$2.46B
Previous year: $2.4B
+2.3%
Total Assets
$206B
Previous year: $210B
-1.9%

T-Mobile

T-Mobile

T-Mobile Revenue by Segment

Forward Guidance

T-Mobile raised its full-year guidance for postpaid net customer additions, Core Adjusted EBITDA, Net cash provided by operating activities and Adjusted Free Cash Flow.

Positive Outlook

  • Postpaid net customer additions are expected to be between 5.2 million and 5.6 million, an increase from prior guidance of 5.0 million to 5.5 million.
  • Core Adjusted EBITDA is expected to be between $31.4 billion and $31.9 billion, an increase from prior guidance of $31.3 billion to $31.9 billion.
  • Net cash provided by operating activities is expected to be between $21.6 billion and $22.3 billion, an increase from prior guidance of $21.5 billion to $22.3 billion.
  • Adjusted Free Cash Flow is expected to be between $16.4 billion and $16.9 billion, an increase from prior guidance of $16.3 billion to $16.9 billion.
  • Capital expenditures are expected to be between $8.6 billion and $9.4 billion.