Jim Cramer Predicts T-Mobile Will Have a Very Positive Apple Offering

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Jim Cramer predicted that T-Mobile US Inc. will have a very positive Apple offering. His remarks come as T-Mobile's second quarter earnings beat profit-per-share estimates with $2.99 against an expected $2.59, but the carrier guided for 250,000 postpaid additions in the third quarter, down from 275,000 in the second quarter. The stock fell 10.7% on July 23rd following the report. Cramer's comment highlights the potential for Apple's premium iPhone to boost T-Mobile's high-value subscriber additions and average revenue per user, as seen in the third quarter of 2025 when the carrier added one million subscribers after a new iPhone launch, its highest growth in a decade. Hedge fund interest increased to 85 out of 1,022 funds in the first quarter of 2026 from 76 out of 1,041 in the prior quarter, with SoftBank Group Corp holding the largest stake at $2.1 billion despite a 65% reduction.

Impact on stocks 3

Cloud & Digital Infrastructure · 1 stocks
T-Mobile US Inc
TMUS
▲ PositiveDemandrelevance

Cramer's prediction of a positive Apple offering suggests high-value subscriber additions and ARPU growth for T-Mobile, as seen in past iPhone launches.

Artificial Intelligence · 1 stocks
Apple Inc.
AAPL
± MixedDemandrelevance

Cramer predicts T-Mobile will have a positive Apple offering, implying strong iPhone demand, but no direct impact on Apple's own sales.

Financials · 1 stocks