T-Mobile US (TMUS) Company Report

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

Transcript

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

Transcript

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

Transcript

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

Morningstar

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

Press Release

T-Mobile US expands cybersecurity capabilities and launches 5G home internet service

TMUS

Product Launch

New Projects/Investments

T-Mobile (NASDAQ: TMUS) unveiled new Cyber Defense Center and Executive Briefing Center, integrating them with its Business Operations Center to enhance real-time cyber threat detection, disruption, and response.
Mint Mobile (NASDAQ: TMUS) launched MINTernet, a 5G home internet service starting at $30/month, powered by T-Mobile’s network.

Oct 15, 2025, 5:26 PM

Press Release

T-Mobile US launches 5G home MINTernet service

TMUS

Product Launch

T-Mobile’s Mint Mobile introduced MINTernet, a 5G home internet service powered by its industry-leading network, with plans starting at $30/month with a Mint phone plan and $40/month standalone.
Introductory pricing offers 3 months at $30/month ($90 upfront) with a Mint voice line or 3 months at $40/month ($120 upfront) standalone; customers can renew on a 12-month plan or another 3-month term thereafter.
Service features include plug-and-play setup in under 15 minutes, no monthly equipment fees, and a 14-day money-back guarantee.
The launch targets the 66% of internet subscribers ready to switch for lower rates, positioning MINTernet as a simple, transparent alternative to cable bundles.

Oct 15, 2025, 1:30 PM

Press Release

T-Mobile US proposes public offering of senior notes

TMUS

Debt Issuance

T-Mobile US, Inc. subsidiary T-Mobile USA, Inc. plans to offer senior notes in a registered public offering, subject to market and other conditions (proposed debt issuance).
Net proceeds from the offering are intended for refinancing existing indebtedness and for general corporate purposes.
Barclays Capital Inc., Citigroup Global Markets Inc., Goldman Sachs & Co. LLC, and Wells Fargo Securities, LLC will serve as joint book-running managers for the transaction.
A registration statement (including a prospectus) has been filed with the SEC; investors may obtain the prospectus via EDGAR or by contacting any of the underwriters.

Oct 9, 2025, 8:53 PM

8-K

T-Mobile US plans multi-part senior notes offering

TMUS

Debt Issuance

T-Mobile US is issuing multi-part senior notes to refinance existing debt and support general corporate needs.
The offering comprises three tranches, including a 30-year security with yields 1.25–1.3 points above Treasuries.
Notes are expected to receive investment-grade ratings: Baa1 (Moody’s), BBB (S&P), BBB+ (Fitch).
The senior notes will be issued by T-Mobile USA, the company’s direct wholly-owned subsidiary.
The deal is managed by Barclays, Citigroup, Goldman Sachs & Co., and Wells Fargo Securities as joint book-running managers.

Oct 6, 2025, 1:17 PM

Bloomberg

T-Mobile expands T-Satellite to power off-grid apps

TMUS

Product Launch

T-Mobile, powered by 650+ Starlink satellites, has expanded T-Satellite from text messaging to support app-based voice/video chat and data for apps like WhatsApp, AllTrails, AccuWeather, Google Maps and X, launched just over two months after its commercial debut.
The T-Life app now integrates satellite support, enabling location sharing, live in-app help, and direct access to satellite-ready apps on compatible devices at no extra charge for premium plans or $10/month for others.
Business customers on SuperMobile and T-Priority plans gain secure satellite connectivity for enterprise apps such as Dialpad, FLORIAN, MultiLine, and T-Mobile Direct Connect, unlocking mission-critical communications in remote or disaster-stricken areas.
The service automatically switches to satellite when terrestrial signals drop, delivering essential navigation, weather, voice, and video capabilities beyond traditional network coverage, enhancing safety and connectivity.

Oct 1, 2025, 1:00 PM

Press Release

Earnings Transcripts

Quarterly earnings call transcripts for T-Mobile US.

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