T-Mobile (TMUS.O) has projected robust subscriber growth in 2025, surpassing Wall Street expectations due to strong demand for premium 5G plans. The company’s shares rose over 7% following the announcement.
Key Highlights:
- Subscriber Growth Projection:
- Expected postpaid net additions: 5.5M – 6M (vs. 2.7M estimate).
- Q4 postpaid phone net additions: 903,000 (beating 858,500 estimate).
- Premium 5G Plan Success:
- Go5G Next & Go5G Plus plans bundle Netflix, Apple TV+ with high-speed internet.
- 60%+ of new customers opt for top-tier plans.
- Competitive Gains & Market Expansion:
- Holiday promotions and AI-powered iPhone sales attracted switchers from rivals.
- Growth strategy includes rural markets & fixed wireless access.
- Financial & Operational Performance:
- Revenue: $21.87B (above $21.31B estimate).
- High-speed internet adds: 428,000 (vs. 402,000 estimate).
- Postpaid churn rate: 0.92% (up from 0.86% in Q3).
T-Mobile’s strong performance caps a solid quarter for U.S. telecoms, with AT&T and Verizon also exceeding subscriber expectations.
