Sign in

You're signed outSign in or to get full access.

T-Mobile US (TMUS)

--

Earnings summaries and quarterly performance for T-Mobile US.

Recent press releases and 8-K filings for TMUS.

T-Mobile US proposes public offering of senior notes
TMUS
Debt Issuance
  • On January 7, 2026, T-Mobile USA, Inc., a wholly-owned subsidiary of T-Mobile US, Inc., announced plans to offer senior notes in a registered public offering, subject to market and other conditions.
  • The net proceeds are intended to refinance existing indebtedness and for other general corporate purposes.
  • Deutsche Bank Securities Inc., J.P. Morgan Securities LLC, RBC Capital Markets, LLC and UBS Investment Bank are the joint book-running managers for the proposed offering.
  • A registration statement, including a prospectus, has been filed with the SEC; investors should review these documents for complete offering details.
Jan 12, 2026, 9:36 PM
T-Mobile US launches Better Value family plan
TMUS
Product Launch
  • T-Mobile unveiled its Better Value family plan starting Jan. 14 at $140/month for three lines ($46/line + taxes & fees), marking its lowest premium plan price.
  • The plan delivers over $1,000 in savings compared to AT&T and Verizon and includes a five-year price guarantee on talk, text and data.
  • Features include unlimited premium data on its 5G network, 250 GB of high-speed hotspot data, unlimited North America & global data, satellite connectivity, and an entertainment bundle with Netflix, Hulu and Apple TV for $3/month.
  • Available to new customers (3+ lines & 2 eligible ports) and existing customers with 3+ lines and 5+ years of tenure; customers can switch in 15 minutes via the T-Life app, with up to $800 in device balance payoff per line.
Jan 7, 2026, 2:00 PM
T-Mobile US ups revolving credit facility to $10 billion
TMUS
Debt Issuance
  • On January 5, 2026, T-Mobile USA entered into a Second Amended and Restated Credit Agreement, increasing its revolving credit commitments from $7.5 billion to $10.0 billion and extending the maturity to January 5, 2031.
  • Borrowings under the facility bear interest at the Base Rate or Term Benchmark/RFR plus margins ranging from 0.00% to 1.00%, with an unused commitment fee of 0.040%–0.080% per annum.
  • The credit agreement includes a $1.5 billion letter of credit sub-facility and a $500 million swingline sub-facility, is unsecured, and is guaranteed by T-Mobile US, Inc. and its domestic restricted subsidiaries.
  • Covenants include customary restrictions and a financial maintenance covenant requiring a Leverage Ratio of 4.50 to 1.00 or less at each fiscal quarter end.
Jan 6, 2026, 9:33 PM
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.
Dec 22, 2025, 6:44 PM
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