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T-Mobile US, Inc.
TMUSleaderT-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.
Продукты и выручка
Доля выручки продукта
Структура выручки ($81.4B)
Статические данные (загрузка финансов…)
Postpaid Revenue (60%)
Prepaid Revenue (12%)
Service Revenue Other (8%)
Equipment Revenue (20%)
Структура сегментов и ключевые клиенты
Подробности продукта
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
Связи цепочки поставок
Конкуренты
Макро- и рыночный контекст
커뮤니케이션 서비스Новости сектора
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%
Предстоящие катализаторы
◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)◆Google I/O AI Search 업데이트 (2026.05)◆FTC·DOJ Meta·Google 반독점 판결 일정
Институциональные сигналы
| Институт | Действие | Стоимость | Квартал | Дата подачи |
|---|---|---|---|---|
| BlackRock | accumulating | $156M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $75M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $96M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $14M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $120M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $27M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $2.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $113M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $147M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $97M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $174M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $796M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $22M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $63M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $26M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $26M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $164K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $148M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $541M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $52M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $44K | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $7.7B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $213M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $160M | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $5.1B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $3.1B | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $254K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $11M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $22M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $67M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $6M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $416K | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $60M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $30K | 2025.12 | 2026-02-17↓ |
| Wellington Management | accumulating | $81M | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $43M | 2025.12 | 2026-02-17↓ |
| Wellington Management | reducing | $10K | 2025.12 | 2026-02-17↓ |
| Viking Global Investors | accumulating | $762M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $2.3B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $262M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $204M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $9M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $424M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
Последние новости
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AI-анализ
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Информация о компании
Обзор сектора — 커뮤니케이션 서비스
Новости сектора광고 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%
Ключевые темы
- •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
Предстоящие катализаторы
- ◆Alphabet·Meta·Netflix Q1 실적 (2026.04~05)
- ◆Google I/O AI Search 업데이트 (2026.05)