业绩超预期、用户增长创佳绩，T-Mobile US(TMUS.US)迎来CEO交接新阶段

智通财经10-23

智通财经APP获悉，T-Mobile US(TMUS.US)公布了好于预期的2025年第三季度业绩，并上调了全年业绩预期。财报显示，T-Mobile US第三季度总营收为219.57亿美元，同比增长8.9%，好于市场预期的219.03亿美元。其中，服务营收同比增长9.1%至182.41亿美元，符合市场预期。净利润同比下降11.3%至27.14亿美元;每股收益为2.41美元，好于市场预期的2.38...

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US市场、战略与产品总裁Mike Katz表示，苹果(AAPL.US)9月发布的iPhone 17也推动了新用户增长。他指出，每年iPhone发布季都是“许多用户重新审视套餐、寻找更优惠方案的时刻”，“本季度的结果正好证明了这一点”。T-Mobile目前正与AT&T(T.US)和Verizon(VZ.US)展开激烈竞争，三大运营商均推出促销和优惠计划以吸引新用户，但这种竞争也伴随着成本上升。AT&T周三公布，得益于一系列优惠措施，其月度手机账户和家庭宽带用户均有所增长，但其营收低于分析师预期。AT&T表示，三大运营商之间的激烈竞争仍在持续，且“没有任何缓和迹象”。该公司称，其用户流失率(即客户转向其他运营商的比例)升至0.92%，而T-Mobile US的流失率为0.89%。T-Mobile US目前预计，2025年全年新增用户数量将在720万至740万之间，此前预期为610万至640万。该公司预计，今年全年无线用户新增数量将达到330万，家庭光纤宽带用户将增加约13万。值得一提的是，第三季度财报是T-Mobile US现任首席执行官Mike Sievert任内的最后一份财报。Mike Sievert将于11月1日卸任，由现任首席运营官Srini Gopalan接任。Srini Gopalan预计将领导T-Mobile 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