TMUS · Full Picture

T-Mobile US, Inc. — the full picture

Earnings window · 2026-07-23 to 2026-11-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Guidance / Outlook · Guidance & outlookPriority 86
    +20.5% revenue; 3 sources (news, press_release, transcript); 9 forward row(s); quote_verified
    Updated guidance: Adjusted Free Cash Flow (including net payments for UScellular merger-related costs) now expected between $18.4 billion and $18.8 billion, increased from prior guidance of $18.1 billion to $18.7 billion (change + $200 million at midpoint); guidance does not assume any material net cash inflows from securitization.
  2. Revenue Performance and Mix · Revenue growth & mixPriority 80
    +253.2% revenue (realized); 3 sources (news, press_release, transcript); 1 forward row(s); quote_verified
    T-Mobile continues to expect full year service revenues of approximately $77 billion for the year, representing 8% growth.
  3. Adjusted EBITDA Performance · Operating income & profitabilityPriority 69
    +8.8% operating_income (realized); 2 sources (news, transcript); quote_verified
    T-Mobile expects full year core adjusted EBITDA to be between $37.1 billion and $37.5 billion, representing 10% growth year-over-year at the midpoint.
  4. Capital Return Program · Buybacks & dividendsPriority 66
    3 sources (news, press_release, transcript); 1 forward row(s); quote_verified
    T-Mobile's current stockholder return authorization is for up to $18.2 billion through December 31, 2026.
  5. Free Cash Flow Outlook · Cash flow generationPriority 66
    2 sources (news, transcript); 3 forward row(s); quote_verified
    T-Mobile US management raised cash flow guidance for 2026, projecting $18.4–$18.8 billion in free cash flow (FCF).
  6. Spectrum License Acquisition · M&A and divestituresPriority 63
    2 sources (news, transcript); 4 forward row(s); quote_verified
    T-Mobile US stock fell 13.2% on October 9 following SpaceX's approximately US$8 billion deal for nationwide 800 MHz spectrum licenses.
  7. Cash Flow and Capital Expenditures · Capital expenditurePriority 54
    2 forward row(s); quote_verified
    Capital expenditures guidance: Cash purchases of property and equipment, including capitalized interest, are expected to be approximately $10.0 billion.
  8. Balance Sheet and Liquidity · Liquidity & cash positionPriority 53
    2 sources (news, transcript); 2 forward row(s); quote_verified
    T-Mobile's expectation for full year 2026 cash CapEx remains approximately $10 billion.
  9. Broadband Customer Growth · UnclassifiedPriority 53
    2 sources (news, transcript); 1 forward row(s); quote_verified
    T-Mobile expects full year postpaid account net additions between 950,000 and 1,050,000.
  10. Quarterly Dividend Increase · Buybacks & dividendsPriority 51
    2 forward row(s); quote_verified
    T-Mobile announced a 15% increase in its quarterly dividend to USD 1.17 per share payable on December 10, 2026.
  11. Net Income and Profitability · Operating income & profitabilityPriority 48
    +4.0% operating_income (realized); 2 sources (news, press_release); quote_verified
    T-Mobile's diluted EPS in Q3 2026 was $3.22, up 33.6% year over year.
  12. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 47
    3 sources (news, press_release, transcript); 1 forward row(s); quote_verified
    T-Mobile reported an increase in adjusted free cash flow guidance.

Threads by pillar

Revenue & Demand Priority 87 · 8 threads

Costs & Margins Priority 76 · 5 threads

Capital & Balance Sheet Priority 81 · 7 threads

Strategy & Portfolio Priority 72 · 5 threads

Legal, Regulatory & Policy Priority 27 · 4 threads

Guidance & Outlook Priority 86 · 1 thread

Macro & Market Conditions Priority 54 · 3 threads

Management & Governance Priority 37 · 2 threads

Shareholders & Street Priority 14 · 1 thread

Unclassified Priority 72 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
revenue+20.5%+20.5%+253.2%
operating_income+0.4%+0.4%+12.8%
net_income——-0.6%