异动解读 | T-Mobile夜盘大涨5.13%,上调全年用户增长预期且季度业绩超预期

异动解读
Jul 24, 2025

T-Mobile US Inc(TMUS)周三夜盘交易中股价大涨5.13%,至247美元,主要受益于公司上调全年用户增长预期以及公布强劲的第二季度财报。

根据公司最新财报,T-Mobile大幅上调了2025年全年新增后付费用户预期,从此前的550万至600万上调至610万至640万。这一调整反映出公司对未来增长前景的强烈信心。同时,T-Mobile第二季度业绩也超出市场预期。公司新增83万后付费电话用户,远超分析师预计的70.03万。总营收达211.3亿美元,同样高于市场预期的210.2亿美元。

T-Mobile的出色表现得益于其积极的市场策略和富有吸引力的服务套餐。公司今年4月推出的后付费体验计划在用户中反响良好,约60%的新用户选择了Experience More和Experience Beyond计划。这些计划不仅捆绑了Netflix和Apple TV+等流媒体服务,还为用户提供五年价格保证,有效增强了客户粘性并扩大了市场份额。在竞争日益激烈的美国电信市场中,T-Mobile通过这些创新举措成功吸引了大量新用户,巩固了其市场地位。

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