T-Mobile US, Inc.（TMUS）株——良い事業でしょうか？

T-Mobile US, Inc.（TMUS）株——良い事業でしょうか？ — InspectStocks

Just reported

Q3 2026 results

From T-Mobile US's results release of 2026年10月28日; its quarterly report has since been filed.

Revenue
Actual
$23.58B
+7.4% y/y
+3.5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$3.22
+34% y/y
+7.7% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$5.66B
+25% y/y
+3.1% q/q
Guided
—
No guide given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

どうやって稼いでいるか

Postpaid wireless and related service68%
Wireless devices and equipment17%
Prepaid wireless service11%
Wholesale wireless service3%

売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。

競合

TAT&T
C
規模
$149.5B
利益率
10.2%
VZVerizon Communications
C
規模
$192.2B
利益率
11.8%
CMCSAComcast
D
規模
$89.7B
利益率
9.2%
CHTRCharter Communications
B
規模
$16.2B
利益率
2.5%
SATSEchoStar
Cox Communications

何を売っているか5

Postpaid wireless plans
Phone and connected-device plans billed after service is used, including Experience More, Experience Beyond, and Essentials.
Prepaid wireless plans
Wireless service paid for in advance and sold under T-Mobile, Metro by T-Mobile, Mint Mobile, and Ultra Mobile.
5G home internet
Home internet delivered wirelessly through a gateway that connects to T-Mobile's cellular network.

さらに2件を表示

Fiber internet
Home internet delivered over fiber-optic lines, which T-Mobile sells under its brand through joint ventures.
Devices and accessories
Smartphones, tablets, watches and other wearables, internet gateways, and accessories made by various suppliers.

誰が買っているか5

Consumers with postpaid wireless accounts, who generally pay after receiving service.
Consumers who buy prepaid wireless service in advance through T-Mobile, Metro by T-Mobile, Mint Mobile, or Ultra Mobile.
Business customers buying wireless and connected-device service under the T-Mobile for Business brand.

さらに2件を表示

Wireless service resellers that buy network access and sell service under their own brands.
Households and small businesses buying T-Mobile home internet through wireless or fiber connections.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Wireless service depends on access to licensed radio spectrum. The Federal Communications Commission issues and renews licenses, and T-Mobile leases some spectrum, including spectrum in the 2.5 gigahertz band.
2T-Mobile relies on outside suppliers and service providers for devices and for products and services used to operate its business and network.
3Deutsche Telekom controls a majority of T-Mobile's voting power and the T-Mobile trademarks used in its business.

うまくいかなくなる可能性

1Wireless carriers and broadband providers compete for customers through prices, promotions, network service, and bundled plans; losing customers can reduce service and device revenue.
2Cyberattacks, failures in T-Mobile's systems or network, or problems at outside providers could disrupt service or expose customer data.
3Spectrum is limited and costly to acquire, and changes to spectrum rules or failure to renew or retain licenses could affect T-Mobile's ability to provide wireless service.

財務諸表をすべて見る →

T-Mobile US, Inc.について

T-Mobile operates a nationwide fifth-generation (5G) wireless network and sells phone service under the T-Mobile, Metro by T-Mobile, Mint Mobile, and Ultra Mobile brands. Customers may pay for service after using it, pay in advance, or buy home internet through wireless or fiber connections; businesses and resellers can also buy network service. At June 30, 2026, T-Mobile reported 34.7 million postpaid billing accounts (June 30, 2026, high); in the second quarter of 2026 it added 277,000 postpaid accounts net of accounts that left (quarter ended June 30, 2026, high).

本社: Bellevue, Washington, and Overland Park, Kansas
設立: 1994
従業員数: approximately 75,000 (December 31, 2025, high)
上場市場: NASDAQ
決算期: December 31

T-Mobile US, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported

Q3 2026 results

From T-Mobile US's results release of 2026年10月28日; its quarterly report has since been filed.

Revenue
Actual
$23.58B
+7.4% y/y
+3.5% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$3.22
+34% y/y
+7.7% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$5.66B
+25% y/y
+3.1% q/q
Guided
—
No guide given

The full earnings report →

Keep exploring

The themes T-Mobile US is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Telecom Services

Graded A or B and worth $2B or more: A first, then the largest.

All 51 graded companies in its industry

Grade rose recently in Communication Services

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

Postpaid wireless and related service68%
Wireless devices and equipment17%
Prepaid wireless service11%
Wholesale wireless service3%

売上構成比はquarter ended March 31, 2026の推計であり、提出された報告書の数字ではありません。

競合

TAT&T
C
規模
$149.5B
利益率
10.2%
VZVerizon Communications
C
規模
$192.2B
利益率
11.8%
CMCSAComcast
D
規模
$89.7B
利益率
9.2%
CHTRCharter Communications
B
規模
$16.2B
利益率
2.5%
SATSEchoStar
Cox Communications

何を売っているか5

Postpaid wireless plans
Phone and connected-device plans billed after service is used, including Experience More, Experience Beyond, and Essentials.
Prepaid wireless plans
Wireless service paid for in advance and sold under T-Mobile, Metro by T-Mobile, Mint Mobile, and Ultra Mobile.
5G home internet
Home internet delivered wirelessly through a gateway that connects to T-Mobile's cellular network.

さらに2件を表示

Fiber internet
Home internet delivered over fiber-optic lines, which T-Mobile sells under its brand through joint ventures.
Devices and accessories
Smartphones, tablets, watches and other wearables, internet gateways, and accessories made by various suppliers.

誰が買っているか5

Consumers with postpaid wireless accounts, who generally pay after receiving service.
Consumers who buy prepaid wireless service in advance through T-Mobile, Metro by T-Mobile, Mint Mobile, or Ultra Mobile.
Business customers buying wireless and connected-device service under the T-Mobile for Business brand.

さらに2件を表示

Wireless service resellers that buy network access and sell service under their own brands.
Households and small businesses buying T-Mobile home internet through wireless or fiber connections.