CLAIM #56796 · T-Mobile US Inc (TMUS) · 2022Q2 earnings call · Jul 27, 2022 · due Dec 31, 2025
“The agreement, as of the struck, gives us tremendous visibility into what revenues will be in the coming years. And while that’s down over Analyst Day expectations, it’s about three quarters of what we anticipated at Analyst Day through the duration of the plan period, so very pleased with that.”
Peter Osvaldik · CFO
In context
“mance, we continue to see upwards of $60 billion in share buybacks in 2023, 2024 and 2025 in total with the possibility of beginning sooner, and absolutely, nothing has changed on that front, but we have accomplished some very important milestones toward that end. Peter Osvaldik: Absolutely. All right, Dave. And on your other question of core adjusted EBITDA and what are we seeing from inflation, what are we seeing from DISH and with synergies up $200 million and core adjusted EBITDA of $150 million, what are some of the delta items in there. So, first, just with regards to DISH, I think we are very pleased to have reached agreement, gone through all of the settlements of the disputes, as well as the CDMA shutdown and we are looking forward to being great partners with DISH in the future. The agreement, as of the struck, gives us tremendous visibility into what revenues will be in the coming years. And while that’s down over Analyst Day expectations, it’s about three quarters of what we anticipated at Analyst Day through the duration of the plan period, so very pleased with that. The other thing I will say from an inflation perspective, as we have talked before, there’s been a great, great work by Neville and his team to early on lock in a lot of our significant cost into long-term contracts, whether that was on the CapEx side, with the OEM vendors as the network rollout happened, whether it was with tower operators, whether that was with backhaul. So we have been able to get a lot of those costs fixed. Of course, we are seeing some pressure, as everybody else is, particularly in the labor space, but that’s all contemplated into the guide itself. Synergy is up $200 million is just, again, speaks to Neville and his team and how quickly they are moving on decommissioning in a very efficient and customer-friendly manner. And the other thing I will point to is, we jus”
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SEC filings for TMUS ↗ · Claim quote is verbatim from the 2022Q2 earnings call.