T-Mobile US, Inc.

NasdaqGS:TMUS 株式レポート

時価総額:US$209.0b

T-Mobile US マネジメント

マネジメント 基準チェック /14

T-Mobile USの CEO はSrini Gopalanで、 Nov2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 35.44Mで、 2.4%給与と97.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.002%を直接所有しており、その価値は$ 3.83M 。経営陣と取締役会の平均在任期間はそれぞれ1.3年と7.9年です。

主要情報

Srini Gopalan

最高経営責任者

US$35.4m

報酬総額

CEO給与比率2.43%
CEO在任期間less than a year
CEOの所有権0.002%
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間7.9yrs

経営陣の近況

Recent updates

Seeking Alpha May 04

T-Mobile: Firing On All Cylinders - Best-In-Class Growth, Guidance Raise, Still A Long-Term Buy

Summary T-Mobile remains a compelling long-term opportunity, with strong fundamentals and raised guidance despite recent share price underperformance. TMUS delivered double-digit revenue growth and robust postpaid service gains, driven by strategic acquisitions and expanding broadband initiatives. Management aggressively increased buybacks and announced fiber joint ventures, signaling confidence in undervaluation and future growth. I maintain a bullish rating on TMUS, citing its well-covered dividend, industry-leading growth, and attractive valuation relative to historical averages. Read the full article on Seeking Alpha
分析記事 May 01

Earnings Beat: T-Mobile US, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

T-Mobile US, Inc. ( NASDAQ:TMUS ) came out with its first-quarter results last week, and we wanted to see how the...
ナラティブ更新 Apr 27

TMUS: Sector Leading 2026 Outlook And Q1 Execution Will Support Rerating

Analysts have made a slight downward adjustment to the T-Mobile US fair value estimate, trimming the target by about $0.33 to $268.35. At the same time, recent price target increases and ratings upgrades from multiple firms point to sustained confidence in the company, supported by expected service revenue and core adjusted EBITDA growth.
新しいナラティブ Apr 16

T-Mobile US, Inc. (TMUS): The "Incumbent Disruptor" and the FY2026 AI-Native Pivot

T-Mobile US, Inc. (TMUS) , the company that systematically dismantled the wireless status quo, delivered a high-stakes performance as of Thursday, April 16, 2026 , confirming its transition from an industry underdog into the sector's most profitable growth engine.
ナラティブ更新 Apr 12

TMUS: Sector Leading 2026 Service Outlook Will Support Higher Earnings Multiple

Analysts have nudged their fair value framework for T-Mobile US higher, reflected in a modestly increased Street price target of $225. They are applying slightly better P/E assumptions supported by recent upgrades and neutral views on competitive risks such as AT&T OneConnect.
ナラティブ更新 Mar 29

TMUS: Sector Leading 2026 Service And EBITDA Outlook Will Drive Future Upside

The analyst price target for T-Mobile US edges up slightly to $268.68 from $268.52, as analysts fine tune assumptions around revenue growth, profit margins and future P/E multiples, while also factoring in recent price target revisions and ratings changes across the Street. Analyst Commentary Recent research updates on T-Mobile US reflect a mix of optimism about the company’s growth profile and some caution around valuation and sector conditions, which together shape the modest upward move in the consensus price target.
ナラティブ更新 Mar 15

TMUS: Multi Year Service And EBITDA Outlook Will Support Future Upside

Analysts have nudged their average T-Mobile US price target slightly higher to $268.52, reflecting updated views that incorporate recent guidance on service revenue and core adjusted EBITDA growth, alongside mixed but ongoing recalibrations of individual firm targets. Analyst Commentary Recent research on T-Mobile US shows a mix of optimism around the company’s growth plan and some restraint on valuation, with several firms updating price targets and ratings after the latest guidance and sector review.
ナラティブ更新 Mar 01

TMUS: Long Term Service And EBITDA Guidance Will Drive Future Upside

T-Mobile US's updated analyst price target edges up by $0.22, as analysts highlight sector leading long term service revenue and core adjusted EBITDA guidance, along with a continued focus on higher margin wireless and spectrum assets. Analyst Commentary Recent research on T-Mobile US highlights a mix of optimism around long term growth targets and some recalibration of price targets as analysts reassess sector conditions ahead of upcoming results.
ナラティブ更新 Feb 15

TMUS: 5G Network Depth And Agentic AI Will Drive Future Upside

Analysts have nudged their fair value estimate for T-Mobile US slightly higher to $268.30, reflecting a mix of updated price targets that factor in recent sector-wide revisions and modest adjustments to growth, margins and future P/E assumptions. Analyst Commentary Recent research updates on T-Mobile US show a mixed picture, with some analysts tightening their fair value ranges while others trim expectations as they refresh sector models ahead of upcoming results.
ナラティブ更新 Feb 01

TMUS: 5G Network Depth And Cash Returns Will Drive Future Upside

Analysts have reduced their T-Mobile US fair value estimate by about $1.40 to $266.82, reflecting recent price target cuts from several firms, along with ongoing expectations related to revenue growth, profit margins and future P/E levels. Analyst Commentary Recent research on T-Mobile US points to a mixed set of views, with some analysts trimming price targets while others edge them higher.
ナラティブ更新 Jan 18

TMUS: 5G Coverage And Cash Returns Will Support Future Outperformance

The analyst fair value estimate for T-Mobile US has shifted from US$277.08 to US$268.22 as analysts update price targets across the sector, balancing stronger revenue and margin assumptions with a lower future P/E and mixed views on competitive intensity and cash flow growth. Analyst Commentary Recent research on T-Mobile US reflects a mix of optimism around execution and cash generation, alongside more cautious views on valuation, industry competition, and certain cash flow exposures.
ナラティブ更新 Dec 03

TMUS: 5G Leadership And Satellite Expansion Will Sustain Market Outperformance

Analysts modestly increased their average price target on T-Mobile US by roughly $2 to about $277 per share, citing the company’s continued 5G network leadership, solid subscriber and cash flow trends, and confidence in sustained execution despite heightened industry competition and selective target reductions. Analyst Commentary Recent Street research on T-Mobile reflects a broadly constructive view on the company’s long term growth and execution, even as some valuation targets are trimmed to factor in competitive and sector specific risks.
ナラティブ更新 Nov 16

TMUS: Expanding 5G Coverage Will Sustain Market Leadership And Business Upside

T-Mobile US saw its average analyst price target edge slightly lower to $275.00 from $275.19, as analysts cite modestly reduced revenue growth and profit margin expectations. This is offset by ongoing optimism around the company's network strengths and market position.
分析記事 Oct 29

T-Mobile US (NASDAQ:TMUS) Is Paying Out A Larger Dividend Than Last Year

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...
ナラティブ更新 Oct 25

Network Leadership And Industry Moves Will Drive Market Opportunity Forward

T-Mobile US's fair value estimate sees a slight increase to $275.19 from $274.85 as analysts cite ongoing network advantages, balanced with slightly lower growth and profitability forecasts as a result of mixed changes in price targets. Analyst Commentary Recent analyst updates on T-Mobile US reveal a range of perspectives concerning the company's valuation, strategic execution, and potential future growth.
分析記事 Oct 15

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

The board of T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that the dividend on 11th of December will be increased to...
ナラティブ更新 Oct 10

5G And T-Fiber Expansion Will Unlock New Opportunities

T-Mobile US saw its analyst fair value target rise to approximately $274.85 from $272.30. Analysts cite the company's sustained network advantages and improved revenue growth forecasts as reasons supporting the upward revision.
分析記事 Sep 22

T-Mobile US (NASDAQ:TMUS) Is Increasing Its Dividend To $1.02

T-Mobile US, Inc. ( NASDAQ:TMUS ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 Jul 02

The Returns At T-Mobile US (NASDAQ:TMUS) Aren't Growing

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
Seeking Alpha Apr 26

Why Charter Rallies While T-Mobile Sells Off

Summary After releasing their Q1/25 results, both T-Mobile and Charter stocks showed outsized moves in opposite directions. I believe one single specific reason caused both huge price moves. In this article, we will see whether today can be considered the starting point of a trend inversion for Charter and/or T-Mobile. Read the full article on Seeking Alpha

CEO報酬分析

T-Mobile US の収益と比較して、Srini Gopalan の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$11b

Dec 31 2025US$35mUS$862k

US$11b

報酬と市場: Sriniの 総報酬 ($USD 35.44M ) は、 US市場 ($USD 14.74M ) の同規模の企業の平均を上回っています。

報酬と収益: Sriniの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Srini Gopalan (55 yo)

less than a year
在職期間
US$35,439,422
報酬

Mr. Srinivasan Gopalan, also known as Srini, was Chief Executive Officer of T-Mobile USA, Inc. from November 2025 to 2026. Mr. Gopalan was Chief Operating Officer of T-Mobile USA, Inc. from 2025 to Novembe...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
Peter Osvaldik
Executive VP & CFO5.8yrsUS$13.25m0.0012%
$ 2.6m
Jonathan Freier
Chief Operating Officerless than a yearUS$20.37m0.017%
$ 35.3m
Mark Nelson
Chief Legal Officer & General Counsel4.6yrsUS$16.43m0.00043%
$ 898.9k
Michael Katz
Chief Business & Product Officerno dataUS$22.20m0.017%
$ 35.1m
André Almeida
Chief Broadbandless than a yearUS$117.30k0.00095%
$ 2.0m
Daniel Drobac
VP & Chief Accounting Officer1yrデータなし0.0033%
$ 7.0m
John C. Saw
President of Technology & CTO3.1yrsデータなし0.0044%
$ 9.2m
Jeff Simon
Executive VP & Chief Information Officer1.3yrsデータなしデータなし
Quan Yao
Senior Vice President of Investor Relationsno dataデータなしデータなし
Lucy McLellan
Executive VP and Chief Brand & Communications Officerno dataデータなしデータなし
Doug Chartier
Senior Vice President of Sales and Marketing17.4yrsデータなしデータなし
1.3yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: TMUSの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Srinivasan Gopalan
CEO, President & Directorless than a yearUS$35.44m0.0018%
$ 3.8m
G. Sievert
Vice Chairman8.3yrsUS$50.41m0.0067%
$ 13.9m
Srikant T. Datar
Independent Director13.1yrsUS$539.01k0.0028%
$ 5.9m
Thorsten Langheim
Director13.1yrsデータなしデータなし
Timotheus Hottges
Chairman of the Board13.1yrsデータなしデータなし
Raphael Kübler
Director13.1yrsデータなしデータなし
Teresa Taylor
Lead Independent Director13.1yrsUS$563.53k0.00042%
$ 878.0k
Dominique Yvette Leroy
Director5.5yrsデータなしデータなし
Letitia Long
Independent Director4.9yrsUS$695.40k0.00039%
$ 815.3k
Raul Claure
Independent Director6.1yrsUS$459.87k0.25%
$ 529.0m
Thomas Dannenfeldt
Independent Directorless than a yearUS$377.46kデータなし
Christian Illek
Director7.5yrsデータなしデータなし
7.9yrs
平均在職期間
61yo
平均年齢

経験豊富なボード: TMUSの 取締役会経験豊富 であると考えられます ( 7.9年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/07 05:33
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

T-Mobile US, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52

アナリスト機関
Andrew Charles BealeArete Research Services LLP
Joseph BonnerArgus Research Company
William PowerBaird