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T-Mobile US, Inc.

TMUSleader

T-Mobile is the second-largest US wireless carrier by subscribers, known for its 'Un-carrier' strategy and leading nationwide 5G network built on mid-band spectrum from the Sprint merger.

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Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($81.4B)

Données statiques (chargement des finances en temps réel…)

Postpaid Revenue (60%)
Prepaid Revenue (12%)
Service Revenue Other (8%)
Equipment Revenue (20%)

Composition des segments et principaux clients

Détails du produit

Postpaid Wireless65%

Consumer and business postpaid wireless plans with 5G access

Prepaid Wireless15%

Metro by T-Mobile and T-Mobile prepaid plans

Home Internet8%

Fixed wireless 5G home broadband service

Wholesale & Other12%

MVNO wholesale, device sales, and tower leasing revenue

Relations dans la chaîne d'approvisionnement

Concurrents

AT&T Inc.

Wireless services

Impact: High — major wireless rival

Verizon Communications Inc.

Wireless services

Impact: High — major wireless rival

Partenaires

Apple Inc.

iPhone distribution

Impact: High — key device partner

Contexte macro et de marché

커뮤니케이션 서비스Actualités du secteur

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Prochains catalyseurs

◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정

Signaux institutionnels

InstitutionActionValeurTrimestreDate de dépôt
BlackRockaccumulating$156M2024.062024-08-13↑
BlackRockreducing$75M2024.062024-08-13↓
BlackRockreducing$96M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$14M2024.062024-08-13↓
BlackRockreducing$120M2024.062024-08-13↓
BlackRockreducing$27M2024.062024-08-13↓
BlackRockaccumulating$2.3B2024.062024-08-13↑
BlackRockaccumulating$2.0B2024.062024-08-13↑
BlackRockreducing$113M2024.062024-08-13↓
BlackRockaccumulating$147M2024.062024-08-13↑
BlackRockreducing$97M2024.062024-08-13↓
BlackRockaccumulating$174M2024.062024-08-13↑
BlackRockaccumulating$796M2024.062024-08-13↑
BlackRockreducing$22M2024.062024-08-13↓
BlackRockreducing$63M2024.062024-08-13↓
BlackRockreducing$26M2024.062024-08-13↓
BlackRockreducing$26M2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockreducing$164K2024.062024-08-13↓
BlackRockaccumulating$148M2024.062024-08-13↑
Vanguard Groupaccumulating$541M2025.122026-01-29↑
Vanguard Groupaccumulating$52M2025.122026-01-29↑
Vanguard Groupaccumulating$44K2025.122026-01-29↑
Vanguard Groupaccumulating$7.7B2025.122026-01-29↑
Vanguard Groupaccumulating$213M2025.122026-01-29↑
Vanguard Groupaccumulating$160M2025.122026-01-29↑
State Streetaccumulating$5.1B2025.122026-02-13↑
Wellington Managementaccumulating$3.1B2025.122026-02-17↑
Wellington Managementreducing$254K2025.122026-02-17↓
Wellington Managementreducing$11M2025.122026-02-17↓
Wellington Managementreducing$22M2025.122026-02-17↓
Wellington Managementreducing$67M2025.122026-02-17↓
Wellington Managementreducing$6M2025.122026-02-17↓
Wellington Managementreducing$416K2025.122026-02-17↓
Wellington Managementreducing$60M2025.122026-02-17↓
Wellington Managementreducing$30K2025.122026-02-17↓
Wellington Managementaccumulating$81M2025.122026-02-17↑
Wellington Managementreducing$43M2025.122026-02-17↓
Wellington Managementreducing$10K2025.122026-02-17↓
Viking Global Investorsaccumulating$762M2025.122026-02-17↑
FMR (Fidelity)accumulating$2.3B2025.122026-02-17↑
FMR (Fidelity)accumulating$262M2025.122026-02-17↑
FMR (Fidelity)accumulating$204M2025.122026-02-17↑
FMR (Fidelity)accumulating$9M2025.122026-02-17↑
FMR (Fidelity)accumulating$424M2025.122026-02-17↑
FMR (Fidelity)accumulating$5M2025.122026-02-17↑

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de T-Mobile US, Inc. par intelligence artificielle.

Informations sur l'entreprise

Siège social

Bellevue, Washington, USA

Fondée en

1994

Effectifs

75,000+

Site web

t-mobile.com

Aperçu du secteur — 커뮤니케이션 서비스

Actualités du secteur

광고 회복 + 스트리밍 수익화 + AI 검색 전환 리스크 — 옥석 가리기

글로벌 디지털 광고 성장

+11% YoY

Netflix 유료 구독자

3.01억 명

YouTube 광고 수익 YoY

+21%

AI 검색 점유율 (US)

11%

Thèmes clés

  • •AI 검색(Perplexity·ChatGPT) → Google 검색 점유율 잠식 리스크
  • •Meta AI 추천 알고리즘 → Instagram·Threads 광고 단가 급등
  • •스트리밍 수익화 — Netflix·Disney+ 광고요금제 MAU 급증

Prochains catalyseurs

  • ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
  • ◆Google I/O AI Search 업데이트 (2026.05)