Dec 31, 2023

T-Mobile Q4 2023 Earnings Report

T-Mobile reported industry-leading growth in customers, service revenues, profitability, and cash flow.

Key Takeaways

T-Mobile reported Q4 2023 results, showcasing industry-leading growth in customers, service revenues, profitability and cash flow. Postpaid and high-speed internet customer additions were strong. The company effectively completed its historic merger integration and cemented itself as the nationwide overall network leader.

Postpaid net customer additions of 1.6 million in Q4 2023.

Postpaid phone net customer additions of 934 thousand in Q4 2023.

Postpaid phone churn of 0.96% in Q4 2023, the lowest in company history.

High Speed Internet net customer additions of 541 thousand in Q4 2023.

Total Revenue
$20.5B
Previous year: $20.3B
+1.0%
EPS
$1.67
Previous year: $1.18
+41.5%
Total Postpaid Customers
119.7M
Previous year: 113.6M
+5.4%
Net Postpaid Customer Additions
1.6M
Previous year: 1.82M
-12.0%
Net Prepaid Customer Additions
53K
Previous year: 25K
+112.0%
Gross Profit
$12.1B
Previous year: $11.6B
+4.1%
Cash and Equivalents
$5.14B
Previous year: $4.51B
+13.9%
Free Cash Flow
$4.31B
Previous year: $2.18B
+97.1%
Total Assets
$208B
Previous year: $211B
-1.7%

T-Mobile

T-Mobile

T-Mobile Revenue by Segment

Forward Guidance

T-Mobile provided a strong outlook for 2024.

Positive Outlook

  • Postpaid net customer additions are expected to be between 5.0 million and 5.5 million.
  • Core Adjusted EBITDA is expected to be between $31.3 billion and $31.9 billion, up 9% year-over-year at the midpoint.
  • Net cash provided by operating activities is expected to be between $21.5 billion and $22.3 billion, up 18% at the mid-point.
  • Adjusted Free Cash Flow is expected to be between $16.3 billion and $16.9 billion, up approximately 22% year-over-year at the mid-point.
  • Cash purchases of property and equipment, including capitalized interest, are expected to be between $8.6 billion and $9.4 billion.