
T-Cell US, Inc. (NASDAQ:TMUS) JPMorgan 53rd Annual World Expertise, Media and Communications Convention Name Might 13, 2025 3:10 PM ET
Firm Individuals
Peter Osvaldik – Chief Monetary Officer
Convention Name Individuals
Sebastiano Petti – JPMorgan
Sebastiano Petti
Good afternoon, everyone. I’m Sebastiano Petti, and I cowl the telecom, cable and satellite tv for pc house at JPMorgan. I wish to welcome T-Cell’s CFO, Peter Osvaldik. Peter, thanks for being with us at present.
Peter Osvaldik
Thanks for having us. It’s at all times enjoyable.
Sebastiano Petti
In fact, I believe do you may have a Secure Harbor?
Peter Osvaldik
I believe that we’re going to put it up, however to the extent that they – there it’s. So everyone, please look, we’ll be making forward-looking statements and referencing non-GAAP metrics. So I refer you to our filings for all of the related disclosures.
Query-and-Reply Session
Q – Sebastiano Petti
Superior. Alright. Properly, Peter, final fall, T-Cell outlined an aggressive multiyear marketing strategy to rework T-Cell from Challenger to Champion within the wi-fi ecosystem, underpinned by continued postpaid share good points. Are you able to simply take a step again and assist us take into consideration T-Cell’s relative place within the business, confidence within the development levers from right here and the place you see the best alternatives within the medium time period?
Peter Osvaldik
Sure, completely. Thanks. And if I take a step again and simply take into consideration the business, it truly is a backdrop of a rising business whether or not you’re service revenues or profitability. A enjoyable truth, from 2022 to 2024, this business grew free money flows by 50% whereas additionally delivering extra for customers. In fact, inside that entire time-frame, T-Cell has constantly out-executed and outdelivered from a buyer development perspective, service income, free money circulate era. And actually, the basic motive for that’s considerate sturdy benefits that we’ve constructed over time, broadly categorized in our minds round three type of segments. One