Qhov kev pom zoo rau TMUS Tshuag piv rau S&P 500 boils mus rau kev tua teeb meem. Kev sib koom ua ke nrog Sprint tseem yog qhov tseem ceeb rau T-Mobile Tshuag.
Lwm qhov teeb meem rau T-txawb US (TMUS) yog seb kev tswj hwm tau nqis peev ntawm 5G wireless spectrum kom zoo dua vs. AT & T (T) thiab Verizon Communications (VZ).
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TMUS cov khoom lag luam tau ua tau zoo dua S&P 500 thaum lub lag luam dais hauv 2022. T-Mobile Tshuag tau nce 14% txog tam sim no xyoo no thaum S&P 500 poob 23%.
T-Mobile Tshuag: Buyback Tshaj Tawm
Tsis tas li ntawd, T-Mobile thaum Lub Cuaj Hli 8 tau tshaj tawm txog kev yuav khoom kom txog li $ 14 nphom hauv cov khoom lag luam mus txog lub Cuaj Hli 2023, suav nrog txog li $ 3 nphom mus txog qhov seem ntawm 2022. Ntawm Goldman Sachs kev sib tham txog nyiaj txiag, Thawj Tswj Hwm Mike Sievert tau hais tias kev tswj xyuas ntev. Lub sijhawm lub hom phiaj txog li $ 60 nphom ntawm kev yuav khoom rov qab tseem nyob ruaj khov.
Deutsche Telekom (DTEGY), T-Mobile tus tswj cov khoom lag luam, tsis muaj lub hom phiaj ntawm kev muag rau hauv $ 14 nphom kev yuav khoom rov qab. Raws li qhov tshwm sim, T-Mobile lub ntab ntab dawb tuaj yeem raug txo los ntawm kwv yees li 16%, cov kws tshuaj ntsuam hais. Qhov kev txo qis yuav pab txhawb EPS.
Ib qho ntxiv rau TMUS Tshuag yog tias kev tswj hwm txuas ntxiv mus rau kev tsim kho tshiab. T-Mobile thaum Lub Yim Hli tshaj tawm kev koom tes nrog Elon Musk's SpaceX broadband satellite kev pabcuam. Ob lub tuam txhab yuav muab kev sib txuas wireless rau qhov tsis tau txais txiaj ntsig "qhov chaw tuag" nyob rau hauv Teb Chaws Asmeskas Cov kev pabcuam tuaj yeem nyob rau hauv kev sim ua ntej kawg ntawm 2023. Cov kev pabcuam tau thov yuav ua tau zoo nrog rau feem coob ntawm cov xov tooj smartphones uas twb muaj lawm. Cov neeg muas zaub yuav tsum tau yuav ib tug cais satellite tais.
Thib ob peb lub hlis twg them tus neeg siv xov tooj ntxiv rau TMUS Tshuag tuaj nyob rau hauv siab tshaj qhov kev cia siab.
Deutsche Telekom nyob rau lub Plaub Hlis yuav $ 2.4 nphom hauv TMUS shares los ntawm Nyiv lub Softbank, nce nws feem rau 48.4%. Deutsche Telekom cia siab tias yuav nce nws cov ceg txheem ntseeg mus rau ntau dua 50% hauv 2023.
TMUS Tshuag: Cov neeg thov kev loj hlob qeeb?
Txawm hais tias nws twb loj 5G xov tooj cua spectrum tuav, T-Mobile tshaj tawm cov phiaj xwm yuav 600 MHz ntawm spectrum rau $ 3.5 billion. Cov ntawv tso cai, uas T-Mobile tau qiv keeb kwm yav dhau los, yuav npog ntau dua 45% ntawm lub tuam txhab cov nyiaj them poob haujlwm tom qab.
Lub caij no, T-Mobile tau ntxiv 5.84 lab cov kab them nyiaj hauv xyoo 2021, nce los ntawm 5.63 lab hauv 2020. Kev tswj hwm tau nce 2022 kev taw qhia mus rau thaj tsam ntawm 6 lab mus rau 6.3 lab cov kab them nyiaj tom ntej, nce ntawm 5.3 lab mus rau 5.8 lab yav dhau los.
Ib qho kev txhawj xeeb yog tias kev sib tw wireless yuav hnyav dua. Kua (AAPL) tau qhia txog iPhone 14, ua rau muaj kev txhawb nqa tshiab.
Ntau tus qub Sprint cov neeg siv khoom tuaj yeem hloov mus rau AT&T lossis Verizon. Lub caij no, cov tuam txhab cable TV tau muab cov kev pabcuam wireless nrog lawv cov khoom siv dav dav.
Kev tshaj tawm kev ua si rau 5G smartphone cov phiaj xwm tau ua kom sov.
Ua ntej Lub Rau Hli 2021 peb lub hlis twg, T-Mobile tau coj kev lag luam hauv cov neeg siv xov tooj them rov qab rau li xya xyoo. Tab sis AT&T tau coj kev lag luam hauv kev xa xov tooj them nyiaj ntxiv rau tsib lub hlis dhau los. High-margin postpaid xov tooj cov neeg siv khoom siv feem ntau txhua hli.
T-Mobile thiab Phaj Network (DISH) nyob rau lub Rau Hli tau nkag mus rau hauv daim ntawv cog lus los hloov kho 2020 tus tswv network kev pom zoo. T-Mobile yuav hloov 100,000-ntxiv rau Boost-branded cov neeg siv khoom los ntawm yav dhau los Sprint koom nrog rau Dish. Tsis tas li ntawd, T-Mobile npaj yuav txhim kho cov kev pabcuam hauv kev lag luam roaming. Hauv kev xa rov qab, Dish yuav pab $ 3.3 nphom hauv cov nyiaj tau los cog lus nyob rau lub sijhawm ntawm daim ntawv cog lus.
T-Mobile Tshuag: 5G Mid-Band Network Tsim-Tawm Cov Ntsiab Lus
Tsis tas li ntawd, T-Mobile kaw qhov kev sib koom ua ke nrog Sprint thaum lub Plaub Hlis 2020.
T-Mobile thiab Sprint kwv yees tias qee qhov $ 6 nphom nyob rau hauv chav ua haujlwm nqi them rov qab yuav yog los ntawm kev sib txuas ntawm kev them nqi thiab cov ntaub ntawv siv thev naus laus zis. Cov tuam txhab lag luam tseem npaj los sib txuas ua ke wireless wireless, xov tooj ntawm tes thiab cov chaw muag khoom.
Nrog kev nrhiav tau ntawm Sprint, T-Mobile tshiab muaj ntau lub xov tooj cua midband tshaj li AT&T lossis Verizon. Qhov ntawd tuaj yeem muab qhov tseem ceeb ntawm ntug 5G wireless kev pabcuam raug dov tawm. Midband airwaves muab 5G cov ntaub ntawv nrawm dua nrog kev pab cuam zoo dua li qhov qis-band spectrum.
Thaum kawg ntawm 2021, T-Mobile's midband 5G network tau mus txog 210 lab tus tib neeg. T-Mobile cia siab tias midband 5G network yuav npog 300 lab los ntawm 2023.
Thaum taug qab T-Mobile tam sim no, Verizon thiab AT&T tab tom sib tw kom xa lawv tus kheej 5G tes hauj lwm siv nruab nrab-band spectrum.
Tsis tas li ntawd, T-Mobile txuas ntxiv nthuav dav 5G tsau broadband kev pab cuam rau cov neeg siv khoom hauv tsev, noj cov tuam txhab cable TV. Nws tau tsom mus rau 7 lab mus rau 8 lab cov neeg siv khoom lag luam ruaj khov los ntawm 2025.
"TMUS Tshuag tau ntxiv 560,000 tus neeg siv khoom wireless ruaj khov nyob rau lub Rau Hli lub quarter," Wells Fargo tus kws tshuaj ntsuam Eric Luebchow tau hais hauv tsab ntawv. "Cov lus txuas ntxiv mus yog tias TMUS tab tom pom ob feem peb ntawm nws cov nets ntxiv los ntawm cov nroog thiab suburban qhov chaw - cable thaj chaw - txawm hais tias peb xav tias qhov sib xyaw no yuav pib qaij mus rau ntau lub khw nyob deb nroog hauv 2023 thaum lawv tsim tawm 5G peev hauv kev lag luam me ntxiv. "
T-Mobile tau tshaj tawm 5G Home Internet Lite kev pabcuam thaum Lub Yim Hli 16. Cov kev pabcuam yuav muaj 100 gigabyte ib hlis cov ntaub ntawv cap rau $ 50. Nws yuav muaj nyob thoob plaws T-Mobile's tag nrho cov hneev taw wireless, suav nrog kev lag luam uas nws tsis muaj peev xwm ntau dhau los muab nws cov kev pabcuam tsis muaj kev txwv broadband.
TMUS Tshuag: Cov Nyiaj Tau Los Tsis Txaus Ntawm Cov Khoom Ib zaug
T-Mobile tau tshaj tawm txog Lub Rau Hli-lub hlis twg cov nyiaj khwv tau los uas tsis pom cov kws tshuaj ntsuam xyuas vim yog cov khoom siv ib zaug, thaum cov nyiaj tau los poob qis ntawm qhov kev cia siab.
T-Mobile tau hais tias nws ntxiv 723,000 tus neeg siv xov tooj them nyiaj tom qab thiab kwv yees li ntawm 575,000. Hauv lub quarter thib ob, AT&T tau ntxiv 813,000 tus neeg rau npe thaum Verizon ntxiv tsuas yog 12,000.
Cov neeg siv xov tooj them nyiaj tom qab siv ntau tshaj plaws ntawm cov kev pabcuam wireless thiab feem ntau sau npe rau cov phiaj xwm tsis txwv. Lawv yog cov neeg tau txais txiaj ntsig tshaj plaws.
Hauv peb lub hlis xaus rau Lub Rau Hli 30, T-Mobile tau tshaj tawm qhov poob ntawm peb lub hlis twg ntawm 9 xees ntawm kev hloov kho raws li kev koom ua ke ntawm Sprint. T-Mobile tau hais tias kev siv nyiaj tsis zoo cuam tshuam txog cov cuab tam siv xov tooj thiab cov nuj nqis raug cai cuam tshuam rau lub Yim Hli 2021 cyberattack txo cov nyiaj tau los.
Cov kws tshuaj ntsuam kwv yees cov nyiaj tau los ntawm 26 xees ib feem ntawm cov nyiaj tau los ntawm $ 20.12 billion. Hauv lub xyoo dhau los, T-Mobile khwv tau 78 xees ntawm cov nyiaj tau los ntawm $ 19.95 billion.
T-Mobile tau hais tias cov nyiaj tau los hloov pauv tseem ceeb ua ntej paj paj, se, depreciation thiab amortization, los yog EBITDA, tau nce 10% rau $ 6.6 billion.
T-Mobile Tshuag: Puas 5G Wireless Boost Revenue?
Tsis tas li ntawd, TMUS cov khoom lag luam tau dhau los ntev txij li US cov neeg tswj hwm thaiv AT & T qhov kev xav tau ntawm T-Mobile hauv 2011. Ib qho kev rov ua haujlwm ntawm T-Mobile thaum lig 2013 tso nws cov "Tsis Kauj Ruam"-phiaj xwm kev tshaj tawm kev lag luam nrog rau tus nqi txo.
Kuj, T-Mobile hloov dua tshiab nws lub wireless network, kaw kev ua haujlwm tsis sib xws nrog Verizon. Lub tswv yim them tawm raws li T-Mobile tuav tus Tsov tus kheej ntawm cov neeg nyiam "them nyiaj" cov neeg siv nyiaj uas siv ntau dua rau cov kev pabcuam wireless cov ntaub ntawv.
Txawm li cas los xij, kev loj hlob tau txias txij xyoo 2017 rau tag nrho Asmeskas cov tuam txhab wireless. Cov lus nug loj yog seb 5G wireless network yuav tsim cov nyiaj tau tshiab.
5G wireless network yuav muab cov ntaub ntawv nrawm dua rau cov neeg siv khoom siv. Cov yeeb yaj kiab ob-xoos yuav rub tawm hauv 5 vib nas this vs. 6 feeb ntawm lub 4G network. Txawm li cas los xij, txoj kev loj hlob ntawm qee cov khoom lag luam 5G nyob ntawm qhov tshwm sim ntawm cov neeg siv khoom tshiab smartphone.
Nyob rau sab enterprise, private 5G network kev pab cuam yuav tsum tau tsav kev lag luam tshiab siv. Lub neej yav tom ntej ntawm 5G wireless nyob hauv kev lag luam hauv Is Taws Nem ntawm Yam, kev saib xyuas kev noj qab haus huv nyob deb, drones thiab neeg hlau, kev tsav tsheb tsis muaj zog, thiab cov chaw tsim khoom ntse.
Tom qab ntaus txhua lub sijhawm siab ntawm 150.20 thaum Lub Xya Hli 16 hauv 2021, T-Mobile cov khoom lag luam swooned.
TMUS cov khoom lag luam poob thaum Lub Yim Hli 2021 tom qab cov neeg siv khoom loj cov ntaub ntawv ua txhaum cai uas cuam tshuam ntau dua 54 lab tus neeg siv nyiaj.
Kev ntsuam xyuas rau T-Mobile Tshuag
Tab sis T-Mobile Tshuag thaum ntxov 2022 forged thawj theem, khob-nrog-kuav daim ntawv qauv.
T-Mobile Tshuag muaj ib tug IBD txheeb txheeb Strength Rating ntawm 89 ntawm qhov zoo tshaj plaws-muaj peev xwm 99, raws li IBD Stock Checkup. Cov khoom lag luam zoo tshaj plaws yuav muaj RS Kev Ntsuas ntawm tsawg kawg yog 80.
Tsis tas li ntawd, TMUS Tshuag tuav ib qho IBD Composite Rating ntawm 86 tawm ntawm qhov zoo tshaj plaws tau 99.
IBD's Composite Rating ua ke tsib qhov kev ntaus nqi ua ib qho yooj yim-rau-siv kev ntaus nqi. Cov txiaj ntsig kev loj hlob zoo tshaj plaws muaj Kev Sau Tseg Tshaj ntawm 90 lossis zoo dua.
Yog TMUS Tshuag A Tam Tam Sim No?
TMUS cov khoom lag luam muaj qhov Sib Nqus / Distribution Rating ntawm D-minus. Qhov kev ntsuas ntawd ntsuas tus nqi thiab qhov ntim hloov pauv hauv cov khoom lag luam thaum 13 lub lis piam ua ntej ntawm kev lag luam. Kev ntsuam xyuas, ntawm qhov ntsuas A + rau E, ntsuas lub tuam txhab kev yuav khoom thiab muag hauv Tshuag. A + qhia txog kev yuav khoom hnyav; E txhais tias muag hnyav. Xav txog qib C yog qhov nruab nrab.
TMUS cov khoom lag luam tau tshwm sim ntawm nws daim ntawv tshaj tawm nyiaj tau los ntawm peb lub hlis thib ob. Muaj forged lub hauv paus tiaj tus, TMUS Tshuag muaj qhov nkag nkag ntawm 139.08.
Raws li lub Cuaj Hlis 24, T-Mobile Tshuag tau tso tawm ntawm thaj chaw yuav khoom.
Txheeb xyuas IBD cov npe npaj thiab lwm cov ntsiab lus IBD nrhiav tau kaum ob ntxiv ntawm cov zoo tshaj plaws khaws cia mus yuav lossis saib.
Ua raws li Reinhardt Krause hauv Twitter @reinhardtk_tech rau cov kev hloov tshiab ntawm 5G wireless, kev txawj ntse tsim, cybersecurity thiab huab xam.
KOJ UA LI CAS:
Txheeb IBD Tshuag Ntawm Ib Hnub
Cov Khoom Siv Hluav Taws Xob No Muaj Qhov Chaw Rau Hauv IBD Cov Thawj Coj
IBD Digital: Txhim Kho IBD Daim Ntawv Teev Khoom Tseem Ceeb, Cov Cuab Yeej Thiab Cuam Tshuam Hnub no
Pom Cov Tshuag Muaj Lawm Xwb Ntxiv Rau - Thiab Txiav Ntawm - IBD's Screens Top
Tau qhov twg los: https://www.investors.com/news/technology/tmus-stock-is-it-buy-right-now-what-tmobile-earnings-chart-say/?src=A00220&yptr=yahoo