Why T-Mobile Expects Stable Revenue Growth

In this part of the series, we’ll look at T-Mobile’s (TMUS) postpaid phone ARPU (average revenue per user) trends over the last few quarters. In the first quarter, T-Mobile’s branded postpaid phone ARPU fell ~1.8% YoY (year-over-year) to $46.66. According to the company, this YoY reduction was mainly due to “a decrease in regulatory program revenues with the continued adoption of T-Mobile ONE tax inclusive plans, promotions targeting families and new segments, lower insurance program revenue per subscriber, and the negative impact of the new revenue recognition standard of $0.22. ...