Subtext

T-Mobile US, Inc. TMUS

SectorCommunication Services
Transcripts46
Date range2007-11-14 – 2025-04-24
Calls charted46

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-23-11+0+11+232007 Q32009 Q12011 Q32013 Q22019 Q42021 Q22022 Q42024 Q22007 Q3 · Overall: +2.02007 Q4 · Overall: +4.52008 Q1 · Overall: +7.42008 Q2 · Overall: +11.52008 Q3 · Overall: +8.32008 Q4 · Overall: +10.32009 Q1 · Overall: +9.92009 Q3 · Overall: +4.82010 Q3 · Overall: +10.92010 Q4 · Overall: +10.22011 Q1 · Overall: +6.32011 Q2 · Overall: +5.52011 Q3 · Overall: +9.62011 Q4 · Overall: +9.32012 Q1 · Overall: +4.82012 Q2 · Overall: +7.22012 Q3 · Overall: +9.12012 Q4 · Overall: +5.92013 Q2 · Overall: +11.42013 Q3 · Overall: +8.32013 Q4 · Overall: +6.82019 Q1 · Overall: +7.72019 Q2 · Overall: +3.72019 Q3 · Overall: +4.52019 Q4 · Overall: +6.92020 Q1 · Overall: +3.82020 Q2 · Overall: +11.52020 Q3 · Overall: +14.92020 Q4 · Overall: +12.12021 Q1 · Overall: +14.52021 Q2 · Overall: +17.02021 Q3 · Overall: +13.22021 Q4 · Overall: +14.72022 Q1 · Overall: +14.82022 Q2 · Overall: +12.52022 Q3 · Overall: +17.22022 Q4 · Overall: +13.42023 Q1 · Overall: +13.42023 Q2 · Overall: +13.82023 Q3 · Overall: +14.02023 Q4 · Overall: +18.32024 Q1 · Overall: +7.22024 Q2 · Overall: +14.02024 Q3 · Overall: +8.72024 Q4 · Overall: +20.02025 Q1 · Overall: +8.0
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-30-15+0+15+302007 Q32009 Q12011 Q32013 Q22019 Q42021 Q22022 Q42024 Q22007 Q3 · CEO: +16.82008 Q3 · CEO: +16.12008 Q4 · CEO: +18.62009 Q1 · CEO: +9.12009 Q3 · CEO: +10.92010 Q3 · CEO: +10.32010 Q4 · CEO: +15.22011 Q1 · CEO: +5.22011 Q2 · CEO: +12.02011 Q3 · CEO: +17.02011 Q4 · CEO: +19.72012 Q1 · CEO: +14.52012 Q2 · CEO: +11.12012 Q3 · CEO: +16.92012 Q4 · CEO: +11.12013 Q2 · CEO: +8.12013 Q3 · CEO: +4.12013 Q4 · CEO: +8.82019 Q1 · CEO: +16.42019 Q2 · CEO: +3.52019 Q3 · CEO: +7.12019 Q4 · CEO: +6.02020 Q1 · CEO: +9.02020 Q2 · CEO: +12.32020 Q3 · CEO: +16.72020 Q4 · CEO: +16.52021 Q1 · CEO: +18.12021 Q2 · CEO: +19.42021 Q3 · CEO: +12.32021 Q4 · CEO: +15.92022 Q1 · CEO: +15.32022 Q2 · CEO: +13.22022 Q3 · CEO: +18.52022 Q4 · CEO: +14.62023 Q1 · CEO: +7.12023 Q2 · CEO: +18.42023 Q3 · CEO: +19.82023 Q4 · CEO: +26.22024 Q1 · CEO: +12.32024 Q2 · CEO: +17.02024 Q3 · CEO: +12.92024 Q4 · CEO: +23.72025 Q1 · CEO: +12.42007 Q3 · CFO: -0.62007 Q4 · CFO: +13.92008 Q2 · CFO: +7.52008 Q3 · CFO: +6.82008 Q4 · CFO: +2.92009 Q1 · CFO: +9.52009 Q3 · CFO: +3.52010 Q3 · CFO: +10.22010 Q4 · CFO: +9.82011 Q1 · CFO: +1.92011 Q2 · CFO: +1.32011 Q3 · CFO: +6.92011 Q4 · CFO: +4.02012 Q1 · CFO: +0.72012 Q2 · CFO: +9.62012 Q3 · CFO: +10.12012 Q4 · CFO: +10.92013 Q2 · CFO: +13.42013 Q3 · CFO: +8.52013 Q4 · CFO: +8.12019 Q1 · CFO: +4.92019 Q2 · CFO: +0.02019 Q3 · CFO: +2.32019 Q4 · CFO: +9.72020 Q1 · CFO: -5.02020 Q2 · CFO: +2.62020 Q3 · CFO: +8.02020 Q4 · CFO: +12.12021 Q1 · CFO: +9.62021 Q2 · CFO: +18.92021 Q3 · CFO: +21.42021 Q4 · CFO: +18.72022 Q1 · CFO: +13.42022 Q2 · CFO: +11.12022 Q3 · CFO: +19.72022 Q4 · CFO: +23.62023 Q1 · CFO: +25.02023 Q2 · CFO: +13.32023 Q3 · CFO: +13.02023 Q4 · CFO: +19.02024 Q1 · CFO: +14.02024 Q2 · CFO: +15.92024 Q3 · CFO: +15.42024 Q4 · CFO: +19.4
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-47-24+0+24+472007 Q32009 Q12011 Q32013 Q22019 Q42021 Q22022 Q42024 Q22007 Q3 · Prepared remarks: +5.82007 Q4 · Prepared remarks: +5.02008 Q1 · Prepared remarks: +13.82008 Q2 · Prepared remarks: +13.92008 Q3 · Prepared remarks: +10.32008 Q4 · Prepared remarks: +17.92009 Q1 · Prepared remarks: +12.82009 Q3 · Prepared remarks: +12.02010 Q3 · Prepared remarks: +18.12010 Q4 · Prepared remarks: +17.72011 Q1 · Prepared remarks: +10.82011 Q2 · Prepared remarks: +11.22011 Q3 · Prepared remarks: +16.12011 Q4 · Prepared remarks: +16.32012 Q1 · Prepared remarks: +4.52012 Q2 · Prepared remarks: +8.42012 Q3 · Prepared remarks: +15.02012 Q4 · Prepared remarks: +8.22013 Q2 · Prepared remarks: +26.72013 Q3 · Prepared remarks: +41.12013 Q4 · Prepared remarks: +8.52019 Q1 · Prepared remarks: +10.62019 Q2 · Prepared remarks: +9.62019 Q3 · Prepared remarks: +8.32019 Q4 · Prepared remarks: +14.22020 Q1 · Prepared remarks: +3.92020 Q2 · Prepared remarks: +8.82020 Q3 · Prepared remarks: +13.92020 Q4 · Prepared remarks: +17.72021 Q1 · Prepared remarks: +21.42021 Q2 · Prepared remarks: +26.22021 Q3 · Prepared remarks: +13.32021 Q4 · Prepared remarks: +20.52022 Q1 · Prepared remarks: +20.02022 Q2 · Prepared remarks: +12.52022 Q3 · Prepared remarks: +28.52022 Q4 · Prepared remarks: +25.72023 Q1 · Prepared remarks: +27.72023 Q2 · Prepared remarks: +32.32023 Q3 · Prepared remarks: +29.32023 Q4 · Prepared remarks: +28.92024 Q1 · Prepared remarks: +24.42024 Q2 · Prepared remarks: +24.82024 Q3 · Prepared remarks: +29.72024 Q4 · Prepared remarks: +31.12025 Q1 · Prepared remarks: +24.02007 Q3 · Q&A responses: +0.82007 Q4 · Q&A responses: +7.22008 Q1 · Q&A responses: +9.02008 Q2 · Q&A responses: +13.12008 Q3 · Q&A responses: +8.92008 Q4 · Q&A responses: +3.92009 Q1 · Q&A responses: +11.02009 Q3 · Q&A responses: +4.52010 Q3 · Q&A responses: +9.12010 Q4 · Q&A responses: +4.02011 Q1 · Q&A responses: +5.02011 Q2 · Q&A responses: +5.62011 Q3 · Q&A responses: +8.82011 Q4 · Q&A responses: +5.12012 Q1 · Q&A responses: +16.22012 Q2 · Q&A responses: +8.82012 Q3 · Q&A responses: +7.82012 Q4 · Q&A responses: +8.62013 Q2 · Q&A responses: +11.52013 Q3 · Q&A responses: +10.72013 Q4 · Q&A responses: +6.42019 Q1 · Q&A responses: +9.32019 Q2 · Q&A responses: +4.62019 Q3 · Q&A responses: +7.72019 Q4 · Q&A responses: +5.22020 Q1 · Q&A responses: +5.62020 Q2 · Q&A responses: +14.22020 Q3 · Q&A responses: +17.62020 Q4 · Q&A responses: +11.22021 Q1 · Q&A responses: +14.32021 Q2 · Q&A responses: +15.42021 Q3 · Q&A responses: +16.02021 Q4 · Q&A responses: +16.12022 Q1 · Q&A responses: +14.02022 Q3 · Q&A responses: +15.02022 Q4 · Q&A responses: +13.92023 Q1 · Q&A responses: +11.32023 Q2 · Q&A responses: +9.12023 Q3 · Q&A responses: +12.02023 Q4 · Q&A responses: +18.62024 Q1 · Q&A responses: +9.42024 Q2 · Q&A responses: +15.52024 Q3 · Q&A responses: +8.52024 Q4 · Q&A responses: +20.22025 Q1 · Q&A responses: +8.0
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.11$6.24$11.372007 Q32009 Q12011 Q32013 Q22019 Q42021 Q22022 Q42024 Q22019 Q1: $4.062019 Q2: $4.292019 Q3: $4.622019 Q4: $4.792020 Q1: $4.712020 Q2: $1.942020 Q3: $1.812020 Q4: $2.822021 Q1: $2.822021 Q2: $2.722021 Q3: $3.252021 Q4: $3.282022 Q1: $3.352022 Q2: $4.462022 Q3: $5.422022 Q4: $6.642023 Q1: $7.672023 Q2: $8.382023 Q3: $9.252023 Q4: $10.032024 Q1: $9.582024 Q2: $10.032024 Q3: $10.66

Forward P/E

11.5038.9866.472007 Q32009 Q12011 Q32013 Q22019 Q42021 Q22022 Q42024 Q22019 Q1: 17.802019 Q2: 18.252019 Q3: 17.342019 Q4: 15.932020 Q1: 15.802020 Q2: 53.042020 Q3: 62.682020 Q4: 46.032021 Q1: 45.102021 Q2: 53.282021 Q3: 39.162021 Q4: 36.102022 Q1: 38.112022 Q2: 28.372022 Q3: 26.162022 Q4: 21.442023 Q1: 18.842023 Q2: 15.292023 Q3: 15.302023 Q4: 15.912024 Q1: 17.132024 Q2: 17.712024 Q3: 18.45

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2019 Q2 tone ↓ -4.0 fwd EPS ↑ +0.23 Tone cooled even as the forward EPS estimate rose.
  • 2020 Q2 tone ↑ +7.8 fwd EPS ↓ -2.77 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↑ +3.4 fwd EPS ↓ -0.12 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↓ -2.8 fwd EPS ↑ +1.00 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q2 tone ↑ +2.5 fwd EPS ↓ -0.10 Tone rose while the forward EPS estimate was cut.
  • 2021 Q3 tone ↓ -3.8 fwd EPS ↑ +0.52 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q2 tone ↓ -2.3 fwd EPS ↑ +1.11 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↓ -3.8 fwd EPS ↑ +1.21 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q3 tone ↓ -5.3 fwd EPS ↑ +0.63 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-04-24+8.0——View →
2024 Q42025-01-29+20.0——View →
2024 Q32024-10-23+8.7$10.6618.4View →
2024 Q22024-07-31+14.0$10.0317.7View →
2024 Q12024-04-25+7.2$9.5817.1View →
2023 Q42024-01-25+18.3$10.0315.9View →
2023 Q32023-10-25+14.0$9.2515.3View →
2023 Q22023-07-27+13.8$8.3815.3View →