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CLAIM #56860 · T-Mobile US Inc (TMUS) · 2022Q4 earnings call · Feb 1, 2023 · due Dec 31, 2023

But there's been just a this amount of tailwind. We continue to see strength in Magenta MAX take rates in Q4. So as you get further into the year, there's potentially opportunity that we could even see some increases over that.

Michael Sievert · CEO

PENDING
graded after results covering Dec 31, 2023 are reported

In context

things to keep in mind is that even though business ARPUs are lower than consumer and always have been, and there's no structural change happening there. They are very good. The cost to sell in that area is lower longevity. So, there's plenty of reasons to like that business that are different for ARPU. That's why you got to be careful about ARPU as a guiding metric for the profitability of the business because it's not. Mike Sievert: Yes. Absolutely, Mike. And your question, we're definitely not anticipating ARPU to be down on a year-over-year basis. And probably our guide right now would be generally stable. And that's primarily the mix-driven metric as we just had the continued success in T-Mobile for Business, for example, being a mix-driven metric responders or segmentation approach. But there's been just a this amount of tailwind. We continue to see strength in Magenta MAX take rates in Q4. So as you get further into the year, there's potentially opportunity that we could even see some increases over that. But I'd say right now, generally stable with potential upside later in the year, and we'll see how that develops. Operator: Our next question comes from John Hodulik with UBS. You may proceed with your question. John Hodulik: Great. Two quick ones, if I could. First, I guess, following up on the business market question. Could you give some details on the rural market strategy? In the past, you've talked about where you are from a sort of spectrum deployment and distribution standpoint and sort of how well you're doing in terms of penetrating that market? And then on the CapEx guide, about $9.5 billion, is this sustainable level? And for Neville, maybe could you give us a sense for sort of what you have in store for the network in '23? Maybe update us on sort of the spectrum deployment at

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SEC filings for TMUS · Claim quote is verbatim from the 2022Q4 earnings call.