Analysis of T-Mobile US January 2025 8-K Filings and 2024 Financial Performance

Based on my comprehensive search of the SEC EDGAR database, T-Mobile’s official investor relations website, and multiple financial data sources, I need to first clarify an important finding for you:

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After a systematic search of authoritative sources including the official SEC EDGAR database[1], SECDatabase[2], and last10k.com[3],

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However, I found that T-Mobile US filed two important 8-K documents in January 2025, which are likely the core disclosures you need to focus on:

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Pursuant to the 8-K form filed with the SEC on January 27, 2025, T-Mobile US Inc announced a key appointment of Chief Operating Officer:

• Appointee: Srinivasan Gopalan
• Position: Chief Operating Officer (COO)
• Effective Date: March 1, 2025

The new COO’s compensation package is highly competitive, reflecting T-Mobile’s emphasis on top-tier talent[1]:

Compensation Item	Amount/Percentage	Description
Annual Base Salary	$1,000,000	Fixed Compensation
Annual Short-Term Cash Incentive	Target of No Less Than $2,000,000	Up to 200% of Target
One-Time Sign-On Bonus	$2,000.000	Paid Within 60 Days of Effective Date
Annual Long-Term Incentive (LTI) Award	Target Grant Value of No Less Than $9,500,000	Long-Term Incentive Plan
Match Payments	Paid in Four Installments	Tied to Vesting of Deutsche Telekom Phantom Shares

:

• Tax Preparation/Financial Planning Services (Capped at $50,000/Year for 2025-2026)
• Relocation Assistance
• First-Class Round-Trip Flights (Capped at 32 Flights, Including Taxes, Within 24 Months of Effective Date)
• Reimbursement for Legal Fees (Up to $50,000)

In the event of termination without cause or resignation for good reason (meeting release and restrictive covenant requirements):

• Lump-Sum Payment: 2x (Base Salary + Target Short-Term Incentive)
• Unpaid Sign-On Bonus
• Earned Short-Term Incentive from Prior Year
• Pro-Rata Short-Term Incentive for the Current Year
• Full Vesting of Time-Based LTI Awards
• Partial Vesting of Performance-Based LTI Awards
• 18 Months of Company-Paid Health/Dental Insurance
• Continued Access to Mobile Service Discounts

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T-Mobile delivered record financial performance in 2024:

Metric	Q4 2024	YoY Growth	Full-Year 2024	YoY Growth
Total Service Revenue	$16.9B	+6%	$66.2B	+5%
Postpaid Service Revenue	$13.5B	+8%	$52.3B	+7%

Metric	Q4 2024	YoY Growth	Full-Year 2024	YoY Growth
Net Income	$3.0B	+48%	$11.3B	+36%
Diluted Earnings Per Share	$2.57	+54%	$9.66	+39%
Core Adjusted EBITDA	$7.9B	+10%	$31.8B	+9%

Metric	Q4 2024	YoY Growth	Full-Year 2024	YoY Growth
Net Cash from Operating Activities	$5.5B	+14%	$22.3B	+20%
Adjusted Free Cash Flow	$4.1B	-5%	$17.0B	+25%
Capital Expenditures (Property and Equipment)	$2.2B	+39%	$8.8B	-10%

Customer Metric	Q4 2024	Full-Year 2024	Industry Position
Postpaid Net Account Growth	263,000	1.1M	Industry Best
Postpaid Net Customer Growth	1.9M	6.1M	Industry Best
Postpaid Mobile Net Growth	903,000	3.1M	Industry Best
Postpaid Mobile Churn Rate	0.92%	0.86%	Company’s All-Time Low
High-Speed Internet Net Growth	428,000	1.7M	Industry Best
Prepaid Net Growth	103,000	258,000	Steady Growth
Total Customer Connections	-	129.5M	All-Time High

Financial Metric	2025 Guidance	YoY Growth (Midpoint)
Postpaid Net Customer Growth	5.5M-6.0M	Continued Industry Leadership
Core Adjusted EBITDA	$33.1B-$33.6B	+5%
Net Cash from Operating Activities	$26.8B-$27.5B	-
Capital Expenditures	~$9.5B	-
Adjusted Free Cash Flow	$17.3B-$18.0B	+8%

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T-Mobile’s full-year 2024 results indicate the company is in a strong growth phase:

• 36% Net Income Growth
  to a record $11.3B, reflecting significant improvements in operational efficiency[5]
• 25% Growth in Adjusted Free Cash Flow
  to $17.0B, demonstrating strong cash generation capability[5]
• 7% Growth in Postpaid Service Revenue
  , indicating continued expansion of high-value customer base[5]

T-Mobile is on track to lead the industry for the 11th consecutive year, with its customer acquisition capability continuing to outperform competitors:

• 3.1M Full-Year Postpaid Mobile Net Growth
  , with strong performance in every quarter[5]
• Postpaid Mobile Churn Rate Dropped to All-Time Low of 0.86%
  , demonstrating improved customer satisfaction and service quality[5]
• 6.4M High-Speed Internet Customers
  , indicating the company’s successful expansion in the Fixed Wireless Access (FWA) market[5]

The appointment of Srinivasan Gopalan as COO may have the following strategic impacts on the company:

• Enhanced Execution Capability
  : The addition of the new COO may bring more efficient operational management
• Incentive Plan Aligns Long-Term Interests
  : The $9.5M long-term incentive target closely aligns management interests with shareholder value[1]

• 2025 Capital Expenditures Expected to Be Approximately $9.5B
  , representing an ~8% increase from 2024’s $8.8B[5]
• This may pressure short-term free cash flow, but it will help maintain network leadership

• While T-Mobile has performed excellently in customer growth, industry competition remains fierce
• Verizon and AT&T may intensify their competitive efforts in 2025

• The company is pursuing multiple acquisitions (including UScellular, Metronet, Lumos, and Vistar Media)[5]
• These transactions may bring integration challenges and execution risks

Considering the following factors, T-Mobile’s current valuation may be attractive:

• 2025 Guidance Indicates 5% Adjusted EBITDA Growth
  , with a stable growth trajectory[5]
• Attractive Free Cash Flow Yield
  , with 2025 guidance implying approximately $17.0B in adjusted free cash flow
• Sustained Industry Leadership and Customer Growth
  lay the foundation for long-term value creation

Following T-Mobile’s Q4 2024 results announcement, investors should focus on the following points:

• The company’s 2025 guidance indicates management’s strong confidence in business prospects
• Record full-year results and the lowest churn rate lay a solid foundation for 2025
• Sustained shareholder return programs (such as share repurchases) may further enhance shareholder value

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While T-Mobile US Inc did not file an 8-K form on January 6, 2025, its filings on January 27 and January 29, 2025 disclosed major matters including

and .

:

1. Robust Performance
   : 36% full-year net income growth and 25% growth in adjusted free cash flow demonstrate the company’s strong profitability
2. Leading Customer Growth
   : Industry-leading postpaid customer growth and all-time low churn rate prove its competitive edge
3. Positive 2025 Guidance
   : Expected to maintain industry leadership, with steady growth in EBITDA and free cash flow
4. Management Adjustment
   : The appointment of the new COO and the corresponding incentive plan demonstrate the company’s emphasis on talent and execution capability

: Continue to monitor T-Mobile’s network investment plans, integration progress, and competitive dynamics to assess its long-term investment value.

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[1] SEC EDGAR - T-Mobile US Inc 8-K Filing (January 27, 2025). https://www.sec.gov/Archives/edgar/data/1283699/000119312525012757/d930077d8k.htm

[2] SECDatabase - T-Mobile US Inc SEC Filings. https://research.secdatabase.com/CIK/1283699/Company-Name/T-MOBILE-US-INC.

[3] last10k.com - T-Mobile US Inc SEC Filings. https://last10k.com/sec-filings/tmus

[4] StockInsights.ai - TMUS T-MOBILE US INC Management Changes 8-K Filing. https://www.stockinsights.ai/us/TMUS/8-K/management-changes-20251209-3b0

[5] T-Mobile Newsroom - T-Mobile Q4 FY 2024 Earnings. https://www.t-mobile.com/news/business/t-mobile-q4-fy-2024-earnings