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搭上AI东风 T-Mobile(TMUS.US)预计2027年EBITDA将增至390亿美元

Catching the AI trend, T-Mobile (TMUS.US) is expected to increase its EBITDA to $39 billion by 2027.

Zhitong Finance ·  Sep 19 09:30

One of the largest wireless telecommunication service providers in the USA, T-Mobile(TMUS.US), announced its growth targets for the next three years on Wednesday, expecting an increase in profit due to the growth in customer base and the implementation of new technologies such as artificial intelligence.

It has come to the attention of the Futu News app that T-Mobile(TMUS.US), one of the largest wireless telecommunication service providers in the USA, announced its growth targets for the next three years on Wednesday, expecting an increase in profit due to the growth in customer base and the implementation of new technologies such as artificial intelligence.

The three major telecom companies in the USA are caught in intense competition, on one hand to prevent customers from switching to competitors' platforms, and on the other hand to find new users. The second largest mobile operator in the USA, T-Mobile, is collaborating with OpenAI to develop a new platform called IntentCX, which aims to provide faster and more personalized customer service. T-Mobile states that by accessing consumer data, IntentCX will be able to use meaningful understanding and knowledge of each customer to solve problems and take proactive action on their behalf.

Through this collaboration, T-Mobile will be able to use OpenAI's new o1 inference model, which is designed to take more time to think before responding. This technology is particularly powerful in analyzing call records, able to identify frustrations that can be better addressed, thus improving the customer experience.

Sam Altman, CEO of OpenAI, said during a speech at a T-Mobile capital markets event, 'One exciting thing about the next generation models is that we can offer personalized services to individual users or customers, as well as convenience for integrated services. These models can look at a large amount of data, use a wide range of tools, and provide these magical experiences that we hope to achieve.'

T-Mobile also announced partnerships with NVIDIA, LM Ericsson, and Nokia to design AI-enabled mobile networks that bring advanced features to wireless access networks. These companies are investing in an AI-RAN Innovation Center in Bellevue, Washington. The company states that AI-RAN will greatly improve the customer experience and meet the growing demand for faster speed, lower latency, and higher reliability for the latest games, videos, social media, and augmented reality applications on mobile devices.

T-Mobile states that AI-RAN will use billions of data points to develop algorithms for optimal network adjustments required to achieve maximum performance.

Jensen Huang, CEO of NVIDIA, said at the event, 'We all see the same opportunity to reshape the telecommunications industry with fundamental technology, which is reshaping one of the largest industries in the world, the computing industry. Without a doubt, this foundational technology will completely change every industry.' He stated, 'This will be a huge growth opportunity for the telecommunications industry.'

T-Mobile CEO Mike Sievert outlined the company's financial goals. T-Mobile expects EBITDA to increase to $39 billion by 2027. From 2023 to 2027, service revenue is expected to grow at a compound annual growth rate of about 5%, reaching $76 billion.

During this period, this will result in an annualized increase in EBITDA of approximately $10 billion. By 2027, adjusted free cash flow is expected to be between $18 billion and $19 billion. The company also announced a 35% dividend increase to $0.88 per share.

After the above forecasts were announced, T-Mobile's stock price fell by 2.8% to $197.05, indicating that the company's prospects may disappoint some investors. T-Mobile's stock price reached a record high this week.

T-Mobile also announced a new plan to prioritize first responders and ensure they have lower latency and faster, more consistent 5G speeds, especially in highly congested network areas.

Emergency personnel are increasingly reliant on cellular communication and data-intensive tools such as drones and augmented reality to provide new tools for emergencies. However, during a crisis, network congestion can hinder critical communication. The new product will ensure faster speeds for data-intensive communication tools, providing first responders with their own network slices.

The translation is provided by third-party software.


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