TMUS · Other

T-Mobile US, Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Product Launch and TransitionImportance 34 · Surprise 42
  T-Mobile launched customizable T-Mix wireless plans and a Fiber 5 Gig internet tier. The offerings are intended to attract higher-value customers and deepen household relationships. Fiber includes a 10-year price…
• Strategic InitiativesImportance 14 · Surprise 24
  T-Mobile is using its fiber expansion to support a goal of reaching 3 to 4 million fiber customers by 2030. The article says the offerings include a 10-year price guarantee, but reports no quantified revenue, margin,…

News · 2026-11-06

• Product Launch and TransitionImportance 31 · Surprise 42
  T-Mobile launched T-Mix, customizable wireless plans, alongside T-Mobile Fiber 5 Gig, its fastest fiber offering. The 5 Gig offer includes a 10-year price guarantee, while fiber tiers bundle equipment, installation and…
• Competition and New EntrantsImportance 13 · Surprise 6
  Deutsche Telekom CEO Tim Höttges said SpaceX would need at least €200 billion (about $220 billion) to compete effectively with established U.S. wireless carriers. He said the investment would cover acquiring…
• Satellite Competitive ThreatImportance null · Surprise null
  Deutsche Telekom CEO Tim Höttges estimated that SpaceX would need at least €200 billion (about $220 billion) to compete effectively with established U.S. wireless carriers. He said the investment would fund additional…

News · 2026-11-05

• Product Launch and TransitionImportance 34 · Surprise 42
  T-Mobile introduced T-Mix, a new wireless-plan offer that lets customers select the benefits they want and skip those they do not. Customers can change their selected benefits every 90 days. The launch is supported by…
• Strategic Rate Plan ModernizationImportance null · Surprise null
  T-Mobile introduced T-Mix, a wireless plan that lets customers choose the benefits they want and skip those they do not. Customers can change their selected benefits every 90 days. The company introduced the plan…

News · 2026-11-04

• Competition and New EntrantsImportance 34 · Surprise 42
  SpaceX selected Qualcomm’s Dragonwing Cellular Infrastructure platforms for Starlink Mobile’s planned nationwide terrestrial 5G network. The report says the ground-based network would position Starlink to compete with…
• Starlink Competitive ThreatImportance 34 · Surprise 42
  SpaceX selected Qualcomm’s Dragonwing Cellular Infrastructure platforms for Starlink Mobile’s planned nationwide terrestrial 5G network, positioning it to compete with T-Mobile, AT&T and Verizon. SpaceX also announced…
• Pricing and PromotionsImportance 31 · Surprise 42
  T-Mobile launched a 5 Gig T-Mobile Fiber plan priced at $90 per month with AutoPay. The plan offers equal upload and download speeds over a full fiber-optic connection. Its 10-year price guarantee keeps the monthly…
• Product Launch and TransitionImportance 31 · Surprise 42
  T-Mobile introduced T-Mix wireless plans that let customers customize features and pricing tiers to their usage needs. The digest does not provide plan prices, subscriber uptake, or other market data.
• Broadband Customer GrowthImportance 31 · Surprise 42
  T-Mobile expanded T-Mobile Fiber with a 5 Gig plan, its fastest plan yet, priced at $90 per month with AutoPay. The full fiber-optic service provides equal upload and download speeds and is designed for gaming, 4K…
• Customer DynamicsImportance 17 · Surprise 24
  Amdocs disclosed a contract dispute with T-Mobile, which it said could lead to a significant decline in Amdocs’ revenues and profitability in the coming fiscal year. A separate report characterized T-Mobile as a major…

News · 2026-11-03

• Pricing and PromotionsImportance 20 · Surprise 24
  T-Mobile announced holiday promotions beginning November 5 across T-Mobile, Metro by T-Mobile, Mint Mobile and T-Mobile for Business. Offers include iPhone 18 Pro and iPhone 17 devices at no charge for eligible…

News · 2026-11-02

• Product Launch and TransitionImportance 36 · Surprise 42
  T-Mobile Fiber is launching its fastest residential broadband tier, a 5 Gig fiber plan aimed at households with high simultaneous internet usage. The plan costs $90 per month with AutoPay, plus taxes and fees, and…
• Starlink Competitive ThreatImportance 26 · Surprise 24
  SpaceX is reportedly discussing either acquiring EchoStar’s Boost Mobile wireless service or gaining access to its network as it pursues a mobile service to compete with AT&T, Verizon and T-Mobile. Boost Mobile leases…

News · 2026-11-01

• Products and TechnologyImportance 30 · Surprise 42
  T-Mobile is expanding into physical AI, including humanoid robotics, and is seeking engineers to support the effort. CTO John Saw discussed its collaborations with Figure AI and Serve Robotics, as well as 6G testing. A…
• Strategic InitiativesImportance null · Surprise null
  T-Mobile is expanding into physical AI, including humanoid robots and other embodied AI initiatives, and is seeking engineers to support the effort. CTO John Saw discussed the company’s collaboration with Figure AI and…

News · 2026-10-31

• Regulatory RiskImportance 17 · Surprise 24
  On October 28, SpaceX submitted a letter to the U.S. Federal Communications Commission (FCC) opposing proposed spectrum rule changes. T-Mobile and the Aerospace and Flight Test Radio Coordinating Council recommended…

News · 2026-10-30

• Adjusted EBITDA PerformanceImportance 52 · Surprise 56
  Third-quarter 2026 operating income rose 25% year over year to $5.66 billion. Core adjusted EBITDA increased 10.8% to $9.62 billion, exceeding the 10% change threshold. Third-quarter earnings were $3.22 per share, up…
• Guidance and OutlookImportance 47 · Surprise 60
  T-Mobile raised its 2026 profitability and cash-flow outlook following its third-quarter 2026 results. The report attributes the update to sustained service-revenue momentum, improved customer monetization and stronger…
• Revenue Performance and MixImportance 43 · Surprise 32
  T-Mobile reported third-quarter 2026 revenue of $23.58 billion, up 7.4% year over year and 1.2% above the Zacks consensus estimate. Service revenue increased 6.2% to $19.38 billion, while postpaid service revenue rose…
• Free Cash FlowImportance 31 · Surprise 32
  Adjusted free cash flow increased 5.3% year over year to $5.07 billion in the third quarter of 2026. Cash from operating activities declined 1.6% to $7.34 billion over the same period. The reported figures show…
• Starlink Competitive ThreatImportance 31 · Surprise 42
  SpaceX criticized T-Mobile and other telecom operators in a letter to the FCC over proposed spectrum rules, claiming T-Mobile’s requested base-station protections would create buffer zones that limit direct-to-cell…
• Acquisition / Partnership / DivestitureImportance 31 · Surprise 42
  T-Mobile rejected SpaceX’s request to operate as a mobile virtual network operator on T-Mobile’s network. CEO Srini Gopalan said satellite connectivity could be complementary but did not justify a broader MVNO…
• Customer DynamicsImportance 26 · Surprise 24
  Management has flagged higher phone subsidies and increased competition during the holiday season as risks that could raise churn. Despite those pressures, T-Mobile anticipates postpaid business growth, with the report…

Earnings call · 2026-10-28

• Guidance and OutlookImportance 80 · Surprise 68
  T-Mobile expects approximately 1 million postpaid net account additions in full-year 2026. Full-year service revenue guidance is approximately $76.8 billion, representing 8% growth, with postpaid outperformance partly…
• Adjusted EBITDA PerformanceImportance 79 · Surprise 76
  Core adjusted EBITDA grew 11% year over year in Q3 2026. Management raised its full-year 2026 core adjusted EBITDA outlook by $100 million at the midpoint to $37.35 billion–$37.45 billion. The CFO said Q4 EBITDA would…
• Free Cash FlowImportance 74 · Surprise 68
  T-Mobile reported an adjusted free cash flow margin of 26% in Q3 2026. Full-year 2026 adjusted free cash flow is expected to be $18.7 billion–$18.8 billion, an increase of $150 million at the midpoint from the prior…
• Network Capacity and ReliabilityImportance 57 · Surprise 64
  Management said T-Mobile’s median network speeds were approximately 60% to 70% faster than those of its two largest competitors and cited an Opensignal global 5G coverage award. The company said its capacity plans…
• Capital Return ProgramImportance 49 · Surprise 32
  Through October 23, 2026, T-Mobile had repurchased $10.3 billion of shares during the year, versus $9.9 billion in all of 2025. The company also increased its dividend per share by 15%. Management said its…
• Revenue Performance and MixImportance 43 · Surprise 32
  In Q3 2026, postpaid service revenue grew 9% year over year and total service revenue grew 6%. Postpaid ARPA increased more than 4% year over year, while 5G broadband ARPU grew both sequentially and year over year.…
• Broadband Customer GrowthImportance 38 · Surprise 24
  T-Mobile said FWA momentum remained strong and that it was tracking ahead of pace toward 15 million customers by 2030. Management reported year-over-year and sequential growth in FWA ARPU, and said the company had…
• Enterprise Customer WinsImportance 34 · Surprise 42
  T-Mobile for Business continued to build its presence among large and influential customers, with management citing positive ports for 17 consecutive quarters and strong business customer satisfaction recognition from…
• Product Launch and TransitionImportance 31 · Surprise 42
  T-Mobile launched T-Mix, a wireless plan portfolio that lets customers choose their benefits and change them as their needs change. Management said 84% of surveyed customers want more control over how their wireless…
• Products and TechnologyImportance 31 · Surprise 42
  T-Mobile said it completed the world’s first AI-RAN call on its live network in Bellevue and is testing how networks can deliver intelligence for physical AI applications. Its Kinetic Edge initiative with AWS combines…
• AI Infrastructure PartnershipImportance 31 · Surprise 42
  T-Mobile is partnering with Amazon Web Services to build the first instances of Kinetic Edge, combining its nationwide 5G Advanced network and distributed edge with AWS cloud orchestration and AI services. Management…
• Wireless Customer GrowthImportance 26 · Surprise 24
  T-Mobile led the industry in postpaid phone net additions and 5G broadband net additions, contributing to 274,000 postpaid net account additions in Q3. Management said it grew its share of postpaid households across…
• Strategic InitiativesImportance 26 · Surprise 24
  T-Mobile views convergence broadly as bundling multiple phone lines with FWA, fiber, or its credit card, rather than requiring a fixed-line and wireless combination. Management does not see a sharply differential churn…
• Spectrum License AcquisitionImportance 26 · Surprise 24
  Management expects FCC spectrum auctions in 2027 and 2028 to create opportunities, including the C-band 2.0 and 2.7 GHz bands, and said a greater portion of T-Mobile’s capital allocation envelope may be reserved for…
• AI-Driven Operating EfficiencyImportance 26 · Surprise 24
  Management said AI and digital transformation are being applied to customer care, network optimization, capital-expenditure planning, and the company’s technology stack. T-Mobile is progressing toward a goal announced…
• Acquisition / Partnership / DivestitureImportance 26 · Surprise 24
  T-Mobile evaluates fiber acquisitions as standalone businesses, rather than as a prerequisite for fixed-wireless and wireless convergence. Management says it will assess potential deals using rigorous…
• Distribution ChannelsImportance 25 · Surprise 32
  T-Life reached 32 million monthly active users in Q3, up from more than 30 million in June. T-Mobile said more transactions are moving directly into its app ecosystem. More than 80% of upgrades and half of phone-line…
• Customer DynamicsImportance 20 · Surprise 24
  Management said postpaid accounts and 5G broadband-only and fiber-only accounts structurally churn at higher levels than postpaid phone accounts. It also expects some residual churn impact from rate plan optimization,…
• Competition and Market PositionImportance 17 · Surprise 24
  Management attributed T-Mobile’s customer and ARPA performance to differentiation in network, value, and experience rather than isolated price cuts. It said the company has maintained a pricing advantage for existing…
• Supply Chain And InventoryImportance 17 · Surprise 24
  Management said Q3 inventory constraints shifted some activity into Q4. Because certain costs are recognized when products are shipped and fulfilled, those delays also shifted some associated expense into Q4. The…
• Satellite Competitive ThreatImportance 17 · Surprise 24
  T-Mobile characterized satellite as complementary to its broadband and wireless offerings, rather than as a substitute for its 5G network. Management said FWA was a stronger product than satellite for most customers…
• Trade Policy and TariffsImportance 0 · Surprise 0
  The transcript contains no management discussion of tariffs, trade policy, export controls, or country-specific restrictions.

8-K · 2026-10-28

• Guidance and OutlookImportance 57 · Surprise 60
  For 2026, T-Mobile expects approximately 1.0 million postpaid net account additions. The company raised its Core Adjusted EBITDA outlook to $37.35–$37.45 billion and net cash provided by operating activities outlook to…
• Income Tax Rate ChangesImportance 45 · Surprise 50
  The expected 2026 effective tax rate was lowered to a range of 24%–25% from prior guidance of 25%–26%, a 100-basis-point reduction at the midpoint. Q3 2026 income tax expense was $1.085 billion, compared with $814…
• Customer DynamicsImportance 40 · Surprise 56
  T-Mobile added 274,000 postpaid accounts in Q3 2026, down 30.8% from 396,000 in Q3 2025 and slightly below 277,000 in Q2 2026. Total postpaid accounts reached 34.974 million, up 2.9% year over year. Postpaid account…
• Net Income and ProfitabilityImportance 39 · Surprise 38
  Q3 2026 net income was $3.455 billion, up 27.3% year over year and 6.7% sequentially. Diluted EPS increased 33.6% year over year to $3.22 per share. Core Adjusted EBITDA rose 10.8% year over year to $9.620 billion,…
• Cash Flow and Capital ExpendituresImportance 38 · Surprise 22
  Net cash provided by operating activities was $7.341 billion in Q3 2026, down 1.6% year over year. Cash purchases of property and equipment, including capitalized interest, declined 14.0% year over year to $2.270…
• Capital Return ProgramImportance 37 · Surprise 6
  T-Mobile returned $3.5 billion to stockholders in Q3 2026, comprising $2.4 billion of common-stock repurchases and $1.1 billion of cash dividends. The returns were made under an authorization of up to $18.2 billion…
• Revenue Performance and MixImportance 36 · Surprise 14
  Total service revenues were $19.375 billion in Q3 2026, up 6.2% year over year and 2.1% sequentially; total revenues were $23.584 billion, up 7.4% year over year. Postpaid service revenues were $16.269 billion, up 9.3%…
• Competition and Market PositionImportance 17 · Surprise 24
  T-Mobile reported that PCMag recognized it in five categories, including fastest mobile network and best mobile network pricing among major carriers, based on 2026 coverage, speed, pricing, and customer survey data.…

News · 2026-10-22

• Spectrum License AcquisitionImportance 37 · Surprise 42
  SpaceX agreed to an approximately US$8 billion deal for nationwide 800 MHz spectrum licenses. The spectrum transaction was identified as a competitive development affecting T-Mobile US. T-Mobile US shares fell 13.2% on…
• Satellite Competitive ThreatImportance 37 · Surprise 42
  SpaceX agreed to an approximately $8 billion deal for nationwide 800 MHz spectrum licenses, potentially strengthening its satellite-to-mobile connectivity offering. The transaction could increase competitive pressure…

News · 2026-10-20

• Fiber Joint VenturesImportance 31 · Surprise 42
  T-Mobile US is pursuing fiber expansion to deepen relationships with existing wireless households and bundle mobile and home-internet services. The company is expected to use partners to help finance and operate fiber…
• Net Income and ProfitabilityImportance 18 · Surprise 14
  Second-quarter 2026 net income increased approximately 1% year over year to $3.24 billion. Diluted EPS rose 5% year over year to $2.99 from $2.84. Repurchases reduced the diluted share count, allowing EPS to grow…