TMUS
T-Mobile US, Inc.198.00
+1.84+0.94%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Reaffirms script; adds metric transparency.
Q&A largely reaffirmed prepared remarks on industry-leading growth and differentiation, adding transparency via a shift to postpaid account/ARPA reporting as the core value metric—dropping phone subs—and committing to disclose account churn amid Q4 normalization (lowest full-year increase industry-wide). Management teased an upcoming Un-carrier push to dial back device subsidies toward everyday value like plan perks, baked into guidance with 1-1.5% ARPU lift. TFB eyes double-digit revenue growth for 3-5 years on network wins; fiber/FWA builds track plans. Differentiation trumps promotions. Confident tone; investors watch subsidy moves and account metrics.
Key Stats
Market Cap
222.83BP/E (TTM)
19.08Basic EPS (TTM)
10.38Dividend Yield
0.02%Recent Filings
8-K
T-Mobile USA closes €2.5B notes
T-Mobile USA closed its €2.5 billion euro-denominated senior notes offering on February 19, 2026, issuing €750 million 3.200% notes due 2032, €750 million 3.625% notes due 2035, and €1.0 billion 3.900% notes due 2038. Guaranteed by T-Mobile US and subsidiaries, proceeds target general corporate uses like share repurchases, dividends, and debt refinancing. Notes to list on Nasdaq Bond Exchange. Market conditions shaped pricing.
8-K
T-Mobile crushes Q4 customer growth
T-Mobile reported Q4 2025 results on February 11, 2026, with industry-best 2.4 million total postpaid net customer additions and 7.8 million for the year, driving service revenues to $18.7 billion (up 10% YoY) and $71.3 billion annually. Core Adjusted EBITDA hit $8.4 billion in Q4 and $33.9 billion yearly, both with 7% growth, despite $293 million severance hit. Network leads swept J.D. Power and Opensignal awards. 2026 guides $37.0-37.5 billion Core Adjusted EBITDA. Growth persists.
10-K
FY2025 results
T-Mobile US delivered FY2025 revenue of $88.3B, up 8% y/y, with postpaid revenues surging 11% to $57.9B on 3.3M net account additions to 34.2M, fueled by UScellular's August close adding 1.4M accounts and fiber ramps from Metronet/Lumos JVs. Q4 accelerated with 12.9M total customers (up 10% y/y to 142.4M), postpaid phone churn steady at 0.93%, and ARPA climbing 4% to $149 amid rate hikes and broadband bundling. Core Adjusted EBITDA held 48% margins at $33.9B despite $263M UScellular integration costs; Adjusted FCF edged to $18B on $28B op cash flow, funding $10B buybacks and $4.1B dividends under the $14B program. Year-end debt stood at $88.6B with $5.6B cash; revolver dry at $7.5B. Cybersecurity breaches remain a persistent risk to quarterly momentum.
8-K
T-Mobile boosts growth targets
T-Mobile raised its multi-year outlook on February 11, 2026, targeting 18–19 million broadband customers by 2030 (15 million 5G, 3–4 million T-Fiber) amid network leadership and AI gains. Service revenues hit $77.0B in 2026, $80.5–$81.5B in 2027; Core Adjusted EBITDA $37.0–$37.5B then $40.0–$41.0B. Buybacks double to $5.0B in Q1 2026. Execution risks loom.
8-K
T-Mobile USA closes $2B notes
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