CLAIM #57133 · T-Mobile US Inc (TMUS) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025
“Right now, we haven't seen anything that causes us to think there's any kind of material impact to our business coming either way.”
Michael Sievert · CEO
In context
“ously, it's a moving target. We certainly understand the goals of the administration. It's not clear how much this is gonna affect the handset market. I think to the extent that it does land and if it's a material thing, you know, ultimately, I think we're gonna see that the customer is gonna wind up having to bear that cost. You know, taking on something big on the tariff front is just not something our business model is interested in trying to do or able to try to do. So, you know, it's gonna the customer's gonna wind up bearing the cost of that, and probably the dynamic of that would be a slowdown in upgrade rates. Exactly to the premise of your question. And that has other tumble-on effects in terms of possible benefits and possible costs to us that we would adjust for. Add it all up. Right now, we haven't seen anything that causes us to think there's any kind of material impact to our business coming either way. And, you know, obviously, if something changes on that front, you know, our investor community would be the first to hear. But right now, we don't see anything on the horizon that would rise to being material or causing us to second guess our guidance we've shared with you. Anything to add to that, Peter? Peter Osvaldik: No. I think that's everything we see today. It is embedded in that EBITDA guidance. Again, we reiterated CapEx guidance. So we're continuing to build. We're continuing on all of that front. But as you mentioned, it is a very dynamic environment and we continue to monitor it, of course. Quan Yao: Thank you, Craig. Operator, next question, please. Operator: Our next question comes from Timothy Horan from Oppenheimer. Please go ahead with your question. Timothy Horan: I bet,”
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SEC filings for TMUS ↗ · Claim quote is verbatim from the 2025Q1 earnings call.