Can T-Mobile’s (TMUS) Satellite Push with onX Strengthen Its Edge in Remote Coverage?

• onX recently announced a partnership with T-Mobile to integrate T-Satellite with Starlink-enabled connectivity into its outdoor apps, allowing users access to real-time weather and safety information even beyond traditional cellular coverage.
• This collaboration highlights T-Mobile's efforts to broaden its advanced services footprint and further leverage its network in areas where competitors have limited reach.
• We'll examine how T-Mobile's push into satellite connectivity with onX aligns with its long-term subscriber and technology leadership narrative.

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T-Mobile US Investment Narrative Recap

To be a T-Mobile US shareholder, you need to believe in the company’s ability to leverage its leading 5G network and innovative offerings, like T-Satellite integration, to drive sustained customer growth and expand into underserved markets. The onX partnership spotlights T-Mobile’s push into satellite-enabled outdoor connectivity, but does not materially change the key short-term catalyst: ongoing subscriber momentum in both wireless and broadband. The biggest risk remains intensified industry-wide promotions that could pressure margins if T-Mobile must respond aggressively.

Another recent highlight is T-Mobile’s launch of a new Cyber Defense Center. This facility underpins the company’s focus on network reliability and data protection, which directly supports subscriber acquisition and retention, a core business catalyst, by strengthening customer trust as new services such as T-Satellite connectivity are rolled out.

In contrast, rising competitive promotions remain a concern for investors who should also be aware of the potential for...

Read the full narrative on T-Mobile US (it's free!)

T-Mobile US' narrative projects $98.3 billion revenue and $17.3 billion earnings by 2028. This requires 5.3% yearly revenue growth and a $5.1 billion earnings increase from $12.2 billion today.

Uncover how T-Mobile US' forecasts yield a $274.85 fair value, a 20% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members provided eight independent fair value estimates for T-Mobile, ranging from US$197 to US$547 per share. With industry-wide pricing pressure still a key risk, these differing views highlight how market participants weigh possible outcomes for T-Mobile’s margins and growth.

Explore 8 other fair value estimates on T-Mobile US - why the stock might be worth over 2x more than the current price!

Build Your Own T-Mobile US Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your T-Mobile US research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free T-Mobile US research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate T-Mobile US' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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