US Wireless Industry Seen Sustaining Growth on Subscriber Additions in Q4, 2025, UBS Says

MT Newswires Live12-20 04:16

The US wireless industry is poised to sustain financial growth in Q4 and 2025 as subscriber additions continue, UBS Securities said Wednesday in a report.

Trends are expected to be "more of the same with low churn, low upgrades and rational competition supporting [low to mid single-digit] revenue and EBITDA growth," UBS said.

The industry will probably add 2.9 million postpaid phone subscribers in Q4 and 9.1 million subscribers for the year, countering concerns about a slowdown in growth, the report said.

The industry trend will "normalize" next year with about 8 million subscriber additions, or a 3% growth, which compares with the 3.5% to 4% increase in recent years, UBS said.

"We expect T-Mobile's (TMUS) subscriber growth to remain at industry leading levels while Verizon's (VZ) metrics improve annually and AT&T (T) continues to have the lowest churn," the report said. "We look for 1-2% phone [average revenue per user] growth and [fixed wireless access] momentum to sustain 3-4% industry service revenue growth in 4Q and 2025."

Price: 40.03, Change: -0.21, Percent Change: -0.52

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment