Earnings summaries and quarterly performance for T-Mobile US.
Executive leadership at T-Mobile US.
Srini Gopalan
Detailed
Chief Executive Officer
CEO
AA
Andre Almeida
Detailed
President, Growth and Emerging Businesses
DK
Deeanne King
Detailed
Executive Vice President and Chief People Officer
JS
John Saw
Detailed
President, Technology
JF
Jonathan Freier
Detailed
President, Consumer Group
MN
Mark Nelson
Detailed
Executive Vice President and General Counsel
MK
Michael Katz
Detailed
President, Marketing, Strategy and Products
MS
Mike Sievert
Detailed
Vice Chairman
NC
Nestor Cano
Detailed
Executive Vice President, Transformation and Chief Information and Digital Officer
PO
Peter Osvaldik
Detailed
Executive Vice President and Chief Financial Officer
Board of directors at T-Mobile US.
AM
Abdurazak Mudesir
Detailed
Director
CI
Christian Illek
Detailed
Director
DL
Dominique Leroy
Detailed
Director
JK
James Kavanaugh
Detailed
Director
LL
Letitia Long
Detailed
National Security Director
MC
Marcelo Claure
Detailed
Director
RK
Raphael Kubler
Detailed
Director
SD
Srikant Datar
Detailed
Director
TT
Teresa Taylor
Detailed
Lead Independent Director
TD
Thomas Dannenfeldt
Detailed
Director
TL
Thorsten Langheim
Detailed
Director
TH
Tim Hottges
Detailed
Chair of the Board
Research analysts who have asked questions during T-Mobile US earnings calls.
Craig Moffett
MoffettNathanson
5 questions for TMUS
Also covers: ATUS, CABO, CHTR +3 more
JH
John Hodulik
UBS Group AG
5 questions for TMUS
Also covers: AMCX, CHTR, CMCSA +7 more
JC
Jonathan Chaplin
New Street Research
5 questions for TMUS
Also covers: ATEX, ATUS, CCI +6 more
KV
Kannan Venkateshwar
Barclays PLC
5 questions for TMUS
Also covers: DIS, NYT, SPOT +5 more
Benjamin Swinburne
Morgan Stanley
4 questions for TMUS
Also covers: AMT, BATRA, CCI +23 more
MR
Michael Rollins
Citigroup
4 questions for TMUS
Also covers: AMT, ATUS, CCI +16 more
Samuel McHugh
BNP Paribas
4 questions for TMUS
Also covers: ATUS, CABO, FYBR +3 more
GW
Gregory Williams
TD Cowen
3 questions for TMUS
Also covers: CABO, CCOI, FYBR +3 more
JS
James Schneider
Goldman Sachs
3 questions for TMUS
Also covers: ACN, AMAT, AMKR +26 more
Peter Supino
Wolfe Research
3 questions for TMUS
Also covers: CHTR, DIS, FWONK +12 more
Chetan Sharma
Chetan Sharma Consulting
2 questions for TMUS
DB
David Barden
Bank of America
2 questions for TMUS
Also covers: AMT, BCE, CCI +10 more
Kutgun Maral
Evercore ISI
2 questions for TMUS
Also covers: ATUS, CHTR, CMCSA +11 more
Eric Luebchow
Wells Fargo
1 question for TMUS
Also covers: AMT, CUBE, DBRG +9 more
SF
Simon Flannery
Morgan Stanley
1 question for TMUS
Also covers: ABBN.SW, AMT, BCE +11 more
Timothy Horan
Oppenheimer & Co. Inc.
1 question for TMUS
Also covers: AI, ASTS, BKSY +18 more
Recent press releases and 8-K filings for TMUS.
T-Mobile US highlights 2025 milestones
TMUS
CEO Change
Product Launch
- Srini Gopalan took the helm as CEO, marking the start of what T-Mobile calls its strongest year yet.
- Earned the title of America’s Best Network from Ookla after analyzing half a billion data points in real-world tests.
- Rolled out 5G Advanced nationwide with L4S technology to deliver faster speeds and lower latency for immersive applications.
- Launched T-Satellite with Starlink as a beta direct-to-cell service and grew the T-Life app to 90 million installs.
- Reported its strongest quarterly performance in over a decade, underscoring robust growth and customer engagement.
2 days ago
T-Mobile US authorizes $14.6 billion shareholder return program through 2026
TMUS
Share Buyback
Dividends
- The Board approved a $14.6 billion shareholder return program running through December 31, 2026, comprising share repurchases and cash dividends.
- Funds for repurchases will be reduced by dividends declared, including the Q1 2026 cash dividend of $1.02 per share payable March 12, 2026 to holders of record as of February 27, 2026.
- This 2026 program is in addition to the $14.0 billion plan through December 31, 2025; any unused 2025 authorization will be added to the 2026 program.
Dec 11, 2025, 9:19 PM
T-Mobile details 2026 strategic priorities and growth outlook
TMUS
Guidance Update
M&A
New Projects/Investments
- In 2026, T-Mobile will focus on extending its network lead and closing perception gaps, driving digital/AI transformation, and accelerating broadband via FWA and fiber.
- Subscription growth in 2025 outpaced guidance, driven by robust customer lifetime values (CLVs) and “jump ball” plan expirations, with guidance based on CLVs rather than net adds.
- Digital/AI investments include 90M+ T-Life app downloads, 70% digital upgrades, and the “15 Minutes to Better” switch tool, underpinned by a partnership with OpenAI.
- Broadband growth: FWA customers doubled over two years to 8 million, targeting 12 million by end-2026; fiber partnerships prioritize homes connected and penetration over homes passed.
- The US Cellular integration raises synergies to $1.2 billion in 2 years, adds 47 MHz spectrum, while maintaining a $9–10 billion CapEx guide and ~26% free cash flow conversion.
Dec 9, 2025, 2:45 PM
T-Mobile outlines 2026 strategy and growth targets
TMUS
Guidance Update
M&A
- T-Mobile’s 2026 priorities are to extend its network lead across 5G and into 6G while closing the perception gap, accelerate AI-driven digital transformation (90 M T-Life app downloads, “15 Minutes to Better”), and drive broadband growth through FWA and fiber expansion.
- Fixed wireless (FWA) customers doubled to 8 M over two years, with usage up 30% and speeds ~50% higher; the company maintains a 12 M FWA customer guide, leveraging new mobile tech for capacity gains.
- The UScellular deal is on track to deliver $1.2 B in synergies by year two, adds 47 MHz spectrum over 37 M POPs, and is being integrated using the proven Sprint playbook.
- 2025–26 CapEx is forecast at $9–10 B (peaking at $10 B for UScellular), with long-term free cash flow conversion remaining industry-leading (26% of revenue) underpinned by current investments.
Dec 9, 2025, 2:45 PM
T-Mobile outlines 2026 strategy at UBS Media & Communications Conference
TMUS
Guidance Update
M&A
New Projects/Investments
- Network leadership is a top priority, aiming to extend T-Mobile’s U.S. 5G/6G advantage and close perception gaps to convert premium Verizon/AT&T customers.
- Digital and AI transformation investments include a partnership with OpenAI and the T-Life app, which has 90 million downloads and handles 70 % of device upgrades digitally.
- Broadband expansion saw fixed wireless subscribers double to 8 million over two years, with a goal of 12 million customers by 2027, leveraging 5G capacity enhancements.
- US Cellular acquisition integration is progressing ahead of plan, boosting expected synergies from $1 billion over 3–4 years to $1.2 billion over 2 years and adding 47 MHz of spectrum for 37 million pops.
Dec 9, 2025, 2:45 PM
T-Mobile President Outlines Q4 Strategy and CEO Transition at Wells Fargo TMT Summit
TMUS
CEO Change
M&A
Guidance Update
- T-Mobile reviewed the CEO transition to Srini Gopalan, who will focus on network leadership, digital customer experience, and broadband growth, ensuring strategic continuity.
- Management sees a competitive Q4 promotional environment but reaffirmed full‐year post‐paid phone net adds guidance of 3.3 M (implying strong Q4 performance).
- The company emphasized 5G fixed wireless growth, adding 560 K broadband customers in Q3 and targeting 12 M customers by end-2028, with 70% in top 100 markets.
- T-Mobile is pushing its claim as America’s best network, launching new advertising to address perception gaps and attract AT&T/Verizon network seekers.
- Integration of UScellular assets is proceeding on schedule, adding 37 M pops, retaining 2 K sites, and unifying under the T-Mobile brand ahead of customer migrations in 2026.
Nov 18, 2025, 11:00 PM
T-Mobile outlines Q4 strategy, broadband growth, and UScellular integration at TMT Summit
TMUS
CEO Change
M&A
- T-Mobile highlighted the recent CEO transition, noting Srini Gopalan’s three priorities: extending network leadership, elevating customer experience through digitalization, and driving broadband growth.
- The company described a competitive Q4 holiday environment with headline offers (e.g., four lines for $100) contributing low-single-digit gross additions, and reaffirmed its postpaid phone net adds guidance of 3.3 million for FY 2025.
- Fixed wireless broadband continues to scale, reaching nearly 9 million customers with a target of 12 million by end-2028; about 70% of this growth is in urban/suburban markets and 30% in rural, primarily displacing cable.
- T-Mobile completed the UScellular acquisition on August 1, adding 47 MHz across 37 million POPs, integrating roughly 2,000 sites into its network, and unifying all new customer acquisition under the T-Mobile brand.
- The T-Life super app has achieved 85 million downloads and sees over 20 million active lines monthly, with two-thirds of device upgrades processed via the app, simplifying customer journeys and improving efficiency.
Nov 18, 2025, 11:00 PM
T-Mobile details CEO priorities, Q4 outlook, and broadband growth at Wells Fargo TMT Summit
TMUS
Management Change
M&A
- T-Mobile’s new CEO Srini Gopalan, a decade-long board member, will focus on extending network leadership, driving digital customer experience, and growing broadband profitably.
- Q4 remains competitive but stable, with the pulsed “four for $100” offer historically accounting for low-single-digit gross adds and T-Mobile reaffirming 3.3 million post-paid phone net adds guidance for 2025.
- The company is now the 5th largest ISP with nearly 9 million broadband subscribers and aims for 12 million fixed wireless customers by 2028, with a 70/30 urban-rural mix, primarily converting cable users.
- T-Mobile has been crowned America’s best overall network and is investing in new ads to close the perception gap and attract network seekers from AT&T and Verizon.
- The UScellular deal closed August 1, adding 47 MHz of spectrum over 37 million pops; network integration is complete, customer migrations begin in 2026, and integration-related CapEx will peak through 2026.
Nov 18, 2025, 11:00 PM
T-Mobile US reports record Q3 2025 subscriber growth and raises full-year guidance
TMUS
Earnings
Guidance Update
Management Change
- T-Mobile US added a record 2.3 million postpaid customers in Q3 2025, the highest Q3 net additions in a decade, bringing total postpaid accounts to nearly 34 million.
- The company reported $21.96 billion in revenue and $2.41 EPS, topping expectations, though its share price dipped amid concerns over an elevated $10 billion capex plan.
- Full-year 2025 guidance was raised to up to 7.4 million new postpaid customers and $18 billion in adjusted free cash flow.
- An upcoming CEO transition will see Srini Gopalan replacing Mike Sievert, marking a significant leadership change during strong operational performance.
- Profitability remains robust with a 23.08% operating margin, 14.53% net margin, current ratio of 1.21, and debt-to-equity ratio of 1.93.
Oct 23, 2025, 2:24 PM
T-Mobile US launches Edge Control and T-Platform for mission-critical connectivity
TMUS
Product Launch
- T-Mobile US introduced Edge Control and T-Platform, two new Advanced Network Solutions on its 5G Advanced network designed for mission-critical business operations.
- Edge Control combines 5G Advanced with Local Breakout to provide private network–like performance with ultra-low latency, enhanced security, and simplified scalability by routing traffic through fewer hops and supporting on-premises or private cloud processing.
- T-Platform is a unified management portal that centralizes visibility and control across all T-Mobile for Business solutions — from 5G Business Internet to IoT deployments — enabling real-time decision-making and streamlined operations.
- Early adopters in healthcare, sports (including the PGA of America and Formula 1), and the military are piloting these solutions to improve real-time data processing and maintain data sovereignty.
Oct 20, 2025, 1:00 PM
Quarterly earnings call transcripts for T-Mobile US.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more