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.
Benjamin Swinburne
Morgan Stanley
6 questions for TMUS
Also covers: AMT, BATRA, CCI +23 more
JH
John Hodulik
UBS Group AG
6 questions for TMUS
Also covers: AMCX, CHTR, CMCSA +8 more
KV
Kannan Venkateshwar
Barclays PLC
6 questions for TMUS
Also covers: DIS, NYT, SPOT +5 more
Craig Moffett
MoffettNathanson
5 questions for TMUS
Also covers: ATUS, CABO, CHTR +4 more
GW
Gregory Williams
TD Cowen
5 questions for TMUS
Also covers: CABO, CCOI, FYBR +3 more
JC
Jonathan Chaplin
New Street Research
5 questions for TMUS
Also covers: ATEX, ATUS, CCI +6 more
MR
Michael Rollins
Citigroup
4 questions for TMUS
Also covers: AMT, ATUS, CCI +17 more
Samuel McHugh
BNP Paribas
4 questions for TMUS
Also covers: ATUS, CABO, FYBR +4 more
Eric Luebchow
Wells Fargo
3 questions for TMUS
Also covers: AMT, CCI, CUBE +10 more
JS
James Schneider
Goldman Sachs
3 questions for TMUS
Also covers: ACN, AMAT, AMKR +28 more
Peter Supino
Wolfe Research
3 questions for TMUS
Also covers: CHTR, DIS, FWONK +12 more
AG
Avi Greengart
Techsponential
2 questions for TMUS
Chetan Sharma
Chetan Sharma Consulting
2 questions for TMUS
DB
Dave Barden
New Street Research
2 questions for TMUS
DB
David Barden
Bank of America
2 questions for TMUS
Also covers: AMT, BCE, CCI +10 more
JK
Jonathan Kees
Daiwa Capital Markets
2 questions for TMUS
Also covers: NXT
Kutgun Maral
Evercore ISI
2 questions for TMUS
Also covers: ATUS, CHTR, CMCSA +12 more
MH
Matthew Harrigan
The Benchmark Company, LLC
2 questions for TMUS
Also covers: BATRA, CSGS, FWONK +11 more
SM
Sam McHugh
BNP Paribas S.A.
2 questions for TMUS
Also covers: LUMN
CZ
Chet Zalesky
UBS
1 question for TMUS
FL
Frank Louthan
Raymond James
1 question for TMUS
Also covers: AKAM, ATUS, CABO +15 more
MF
Micheal Funk
Bank of America
1 question for TMUS
MF
Mike Funk
Bank of America
1 question for TMUS
Also covers: AMT, CCCS, EQIX +1 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 +19 more
Recent press releases and 8-K filings for TMUS.
T-Mobile raises multi-year growth targets and updates guidance
TMUS
Guidance Update
Share Buyback
- T-Mobile increased its 2030 broadband target to 18–19 million total customers (15 million 5G, 3–4 million T-Fiber), expecting $3 billion incremental Core Adjusted EBITDA by end-2027 relative to 2025.
- Provided 2026–2027 guidance: 900 thousand–1 million postpaid net additions and 2.5–3.0% postpaid ARPA growth in 2026; Service Revenues of $77 billion in 2026, rising to $80.5–81.5 billion in 2027; Core Adjusted EBITDA of $37–37.5 billion in 2026 and $40–41 billion in 2027; Adjusted Free Cash Flow of $18–18.7 billion in 2026 and $19.5–20.5 billion in 2027.
- Reported strong delivery to date: 6% service revenue CAGR, 8% Core Adjusted EBITDA CAGR, and 15% Adjusted Free Cash Flow CAGR from 2023–2025.
- Reaffirmed differentiation through Best Network, Best Value, Best Experiences, including first-ever #1 network quality in five of six regions by J.D. Power and a >20% NPS lead over nearest competitor.
- Maintains prudent 2.5x leverage target, returned >$20 billion to shareholders since 2024, authorized up to $14.6 billion in stock returns for 2026 and doubled Q1 2026 repurchases to $5 billion.
4 days ago
T-Mobile US raises multi-year growth outlook
TMUS
Guidance Update
New Projects/Investments
- Raised multi-year growth targets: 18–19 million total broadband customers by 2030 (15 million 5G, 3–4 million fiber) and ~$3 billion incremental Core Adjusted EBITDA by end of 2027 vs. 2025, driven by digitalization and AI
- Delivered strong 2023–2025 performance: 6% service revenue CAGR, 8% Core Adjusted EBITDA CAGR, and 15% Adjusted Free Cash Flow CAGR, significantly outperforming peers
- Provided 2026 guidance: 900 K–1 M postpaid net adds, 2.5–3.0% ARPA growth, ~$77 billion service revenues, $37.0–37.5 billion Core Adjusted EBITDA, $18.0–18.7 billion Adjusted Free Cash Flow; and 2027: $80.5–81.5 billion revenues, $40.0–41.0 billion EBITDA, $19.5–20.5 billion FCF
- Emphasized durable differentiation: #1 network quality in 5 of 6 regions (J.D. Power), lowest backbook and frontbook pricing, 50% reduction in care calls, 24 million T-Life MAUs, and >20% NPS lead
4 days ago
T-Mobile US reports Q4 2025 results and 2026 guidance
TMUS
Earnings
Guidance Update
Share Buyback
- Q4 2025: 261,000 postpaid net account additions, service revenue up 10% YoY (5% organic), adjusted EBITDA up 7% YoY (4% organic), and free cash flow conversion of 22% in Q4 (25% in FY 2025).
- 2026 guidance: expects $77 billion in service revenue (+8% total, +6% organic), $37–37.5 billion in adjusted EBITDA (+10% reported, +7% organic), 900,000–1 million postpaid net account additions, and 2.5–3% postpaid ARPA growth.
- Shareholder returns: accelerated Q1 2026 share buybacks to up to $5 billion, Deutsche Telekom plans no T-Mobile US share sales in 2026, with a $52 billion total return envelope and $30 billion earmarked for dividends and buybacks.
- Capital expenditure: forecasts $10 billion of CapEx in 2026 and $9–10 billion in 2027, focusing investments via customer-driven coverage to enhance network experience.
4 days ago
T-Mobile US reports Q4 2025 earnings and updates 2026-27 guidance
TMUS
Earnings
Guidance Update
Share Buyback
- 261,000 postpaid net account additions; service revenue +10% YoY (5% organic); adjusted EBITDA +7% YoY (4% organic); free cash flow conversion at 22% in Q4 and 25% FY
- 2026 guidance: service revenue ~$77 billion (+8% reported; +6% organic) and adjusted EBITDA $37 – 37.5 billion (+10% reported; +7% organic)
- 2027 outlook: service revenue $80.5 – 81.5 billion (+5% reported) and adjusted EBITDA $40 – 41 billion (+9% reported; +8% organic)
- Capital allocation: >$20 billion returned to shareholders in 2025; Q1 2026 share buybacks accelerated to up to $5 billion; Deutsche Telekom plans no T-Mobile US share sales in 2026
- Growth drivers include targeting 15 million FWA customers by 2030, expanding fiber to reach 18 – 19 million broadband subscribers, and new ventures in advertising and financial services
4 days ago
T-Mobile US reports Q4 2025 results
TMUS
Earnings
Guidance Update
Share Buyback
- Q4 2025 postpaid net account additions of 261,000, driving 10% reported / 5% organic service revenue growth and 7% reported / 4% organic adjusted EBITDA growth; free cash flow margin was 22% in Q4 and 25% for full year 2025.
- 2026 service revenue is guided at $77 billion (+8% reported, 6% organic), with adjusted EBITDA of $37–37.5 billion (+10% reported, 7% organic) and free cash flow of $18–18.7 billion; 2027 outlook includes $80.5–81.5 billion service revenue and $19.5–20.5 billion free cash flow.
- Emphasis on network and customer experience differentiation: median download speeds are twice those of nearest competitors and ranking #1 in J.D. Power network quality, while the T-Life app has 100 million downloads with 34 million active accounts (24 million monthly users) and will deliver ~$3 billion of AI/digital savings by end 2027.
- Capital allocation includes accelerated $5 billion share buybacks in Q1 2026, with Deutsche Telekom suspending share sales in 2026, and a remaining $22 billion envelope for strategic investments or further returns, all under a 2.5× leverage target.
4 days ago
T-Mobile US reports Q4 2025 results
TMUS
Earnings
Guidance Update
Share Buyback
- T-Mobile US delivered service revenues of $18.702 billion and total revenues of $24.334 billion in Q4 2025, with Core Adjusted EBITDA of $8.445 billion and net income of $2.103 billion ($1.88 diluted EPS).
- Postpaid net account additions reached 261 thousand, including 962 thousand postpaid phone adds and 558 thousand broadband adds, bringing total postpaid customers to 116.445 million and broadband customers to 9.447 million.
- During the quarter, T-Mobile repurchased 11.9 million shares for $2.5 billion and paid a $1.1 billion cash dividend (at $1.02 per share), ending Q4 with total debt of $88.6 billion and net debt of $83.0 billion.
- For 2026, the company forecasts 900 thousand–1.0 million postpaid net adds, Core Adjusted EBITDA of $37.0–37.5 billion, operating cash flow of $28.0–28.7 billion, capex of ~$10 billion, and Adjusted Free Cash Flow of $18.0–18.7 billion.
4 days ago
T-Mobile reports Q4 2025 revenue rise and EPS miss
TMUS
Earnings
Guidance Update
Share Buyback
- T-Mobile reported Q4 2025 revenue of $24.33 billion, topping estimates, while GAAP diluted EPS of $1.88 missed expectations and net income declined year-over-year.
- Service revenues reached $18.7 billion, and the company added about 2.4 million total postpaid customers (including 962,000 postpaid phone net adds), with ARPA rising to $150.17.
- The EPS shortfall was partly driven by $293 million in severance costs, which reduced EPS by about $0.26 per share, alongside higher operating and interest expenses.
- At its Capital Markets Day, management raised its multi-year growth outlook—setting 2030 targets for 18–19 million broadband customers, boosting 2026–27 service-revenue and Core Adjusted EBITDA targets, and planning up to $5 billion in Q1 2026 share buybacks.
4 days ago
T-Mobile US reports Q4 2025 results
TMUS
Earnings
Guidance Update
- Total postpaid net customer additions were 2.4 million in Q4 2025 and 7.8 million in 2025, driving industry-best growth across phone and broadband segments.
- Service revenues reached $18.7 billion in Q4 and $71.3 billion for the full year; net income was $2.1 billion in Q4 and $11.0 billion in 2025, with EPS of $1.88 and $9.72, respectively; Core Adjusted EBITDA totaled $8.4 billion in Q4 and $33.9 billion in 2025.
- Operating cash flow of $6.7 billion in Q4 and $28.0 billion in 2025 supported Adjusted Free Cash Flow of $4.2 billion in Q4 and $18.0 billion for the year.
- FY 2026 guidance calls for 900 K–1.0 M postpaid net account additions, $37.0–$37.5 billion in Core Adjusted EBITDA, $28.0–$28.7 billion in operating cash flow, ~$10 billion in capex, and $18.0–$18.7 billion in Adjusted Free Cash Flow.
4 days ago
T-Mobile launches network-integrated real-time AI with Live Translation
TMUS
Product Launch
- T-Mobile unveiled the world’s first real-time AI platform built directly into its wireless network, marking a shift from add-on services to core capabilities.
- The initial service, Live Translation, offers instantaneous phone-call translation in 50+ languages on any device—no apps or hardware needed—activated by dialing 87; beta registration opens now with free access this spring.
- Live Translation runs on T-Mobile’s nationwide 5G Advanced network, leveraging its extensive tower footprint and deep spectrum to deliver AI at scale.
- Following beta testing, T-Mobile plans a commercial launch later this year to extend real-time AI services to millions of users.
4 days ago
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
Quarterly earnings call transcripts for T-Mobile US.
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