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CLAIM #56736 · T-Mobile US Inc (TMUS) · 2021Q4 earnings call · Feb 2, 2022 · due Dec 31, 2023

Well, first of all, as it relates to the trends that Dow was saying, we see 2022 significantly bigger than 2021, and we see 2023 bigger than 2022.

Michael Sievert · CEO

PENDING
graded after results covering Dec 31, 2023 are reported

In context

hn Hodulik: Got it. Thanks guys. Mike Sievert: Operator, let’s go back to the next caller. Operator: Thank you. We'll go to our next caller, Doug Mitchelson of Credit Suisse. Doug Mitchelson: Well, thanks so much. Sorry to follow-up on broadband, but I'm just curious if you're able to offer any context on business versus residential, but also relative to the follow – the build-out of the network, is there any reason why the fourth quarter isn't the right growth pace to look at for fixed wireless net adds in 1Q and beyond? That would be interesting. And then separately, just your comment on premiums like Netflix and Apple TV+ and Paramount+, how have those impacted marketing? Would you look to add more services? Has that been efficient for you? That would be helpful. Mike Sievert: You bet. Well, first of all, as it relates to the trends that Dow was saying, we see 2022 significantly bigger than 2021, and we see 2023 bigger than 2022. So, we do see a ramp-up happening. We probably fixed wireless is such a new industry, and we're by far the leaders in the U.S. I don't think there's a seasonality trend well established yet for this part of the industry. And so, look, we're going into places informed by our capital and our network capacity and where we're able to market. And there's so much great opportunity in smaller markets and rural areas, which I think we should talk about, both for mobile and for fixed. So, it's going to be a year of, I think, increasing momentum as essentially, we follow that network build. You remember in 2021, including Q4 with this record performance. We're still in the process of allocating capacity to the Destination Network. We're still in the height of an integration, and that capacity start

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SEC filings for TMUS · Claim quote is verbatim from the 2021Q4 earnings call.