Latest Thesis
T-Mobile US: wireless scale has to keep funding 5G growth, buybacks and network discipline
TMUS has an annual revenue baseline of $88.3B, latest revenue marker of $23.1B Q1 2026, annual net income of $11.0B and cash of $3.5B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.
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T-Mobile US: wireless scale has to keep funding 5G growth, buybacks and network disciplineTMUS has an annual revenue baseline of $88.3B, latest revenue marker of $23.1B Q1 2026, annual net income of $11.0B and cash of $3.5B. The thesis depends on revenue durability, margins, cash conversion and balance-sheet discipline.NASDAQMay 20, 2026Research reportReadSlides