T-Mobile US Inc at New Street Research and BCG Virtual 5G, Telco, and Applications Conference Transcript
Good morning, all, and thanks for joining us. I'm Jonathan Chaplin from New Street Research. I'm joined by Rüdiger Schicht, Senior Partner from BCG. Neville Ray needs no introduction to this audience. He's the world's most recognizable CTO. Actually, I should say he's the most -- the world's most recognizable president of technology.
We at New Street think T-Mobile has 2 avenues for value creation. First, they're going to capture about $7 billion to $8 billion in annual synergies. That's my number, not Neville's. Second, they're going to capture at least 500 basis points of market share over the course of the next few years that will deliver another $7 billion to $8 billion in EBITDA. Neville is at the heart of both value drivers. He's leading the most significant part of the integration process, the network integration. And he's building the network advantage that's going to drive the market share gains.
And so Neville, you're on the hook for a lot. Thanks for joining us today.
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