TMUS · Full Picture

T-Mobile US, Inc. — the full picture

Trailing window · 2026-06-26 to 2026-09-24

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

What to look at first

  1. Revenue Performance and Mix · Revenue growth & mixPriority 68
    +253.2% revenue (realized); 2 sources (news, press_release); quote_verified
    Analysts are forecasting an EPS of $2.61 for T-Mobile US for Q2 2026 and revenue of $22.95 billion.
  2. Guidance / Outlook · Guidance & outlookPriority 66
    2 sources (news, press_release); 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.
  3. Free Cash Flow Outlook · Cash flow generationPriority 58
    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).
  4. Capital Return Program · Buybacks & dividendsPriority 57
    2 sources (news, press_release); 1 forward row(s); quote_verified
    T-Mobile US increased shareholder returns totaling $18.2 billion.
  5. Net Income and Profitability · Operating income & profitabilityPriority 57
    +41.9% operating_income (realized); quote_verified
    Net income for Q2 2026: $3.2 billion, grew 1% year-over-year and included UScellular merger-related costs including accelerated depreciation, net of tax, of $146 million.
  6. Spectrum License Acquisition · M&A and divestituresPriority 52
    2 forward row(s); quote_verified
    T-Mobile transferred its 800 MHz spectrum portfolio to Grain Management in exchange for $2.9 billion in cash and all of Grain's 600 MHz spectrum licenses.
  7. Quarterly Dividend Declaration · Buybacks & dividendsPriority 48
    2 forward row(s); quote_verified
    T-Mobile announced a quarterly dividend of $1.02 per share.
  8. Cash Flow and Capital Expenditures · Capital expenditurePriority 44
    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.
  9. Broadband Customer Growth · UnclassifiedPriority 42
    1 forward row(s); quote_verified
    T-Mobile is aiming for 12 million broadband customers by 2028.
  10. Market Demand Trends · Demand, orders & backlogPriority 42
    2 sources (news, press_release); quote_verified
    T-Mobile stock fell to a 52-week low of $173.98, reflecting a 26.51% decline over the past year.
  11. CFO Leadership Transition · Leadership & organizationPriority 40
    2 sources (news, press_release); 2 forward row(s); quote_verified
    Jessica Uhl will join T-Mobile US as CFO Designate and succeed Peter Osvaldik as Chief Financial Officer in February 2027.
  12. Strategic Initiatives · Strategic & business-model shiftsPriority 36
    2 sources (news, press_release); 2 forward row(s); quote_verified
    T-Mobile announced Chris Sambar will join the company as Chief Enterprise Officer.

Threads by pillar

Revenue & Demand Priority 73 · 5 threads

Costs & Margins Priority 60 · 3 threads

Capital & Balance Sheet Priority 67 · 5 threads

Strategy & Portfolio Priority 59 · 4 threads

Legal, Regulatory & Policy Priority 26 · 1 thread

Guidance & Outlook Priority 66 · 1 thread

Macro & Market Conditions Priority 38 · 3 threads

Management & Governance Priority 43 · 2 threads

Shareholders & Street Priority 16 · 1 thread

Unclassified Priority 53 · 5 threads

Expected impact by metric

metricforward netforward grossrealized
net_income——-0.6%
operating_income——+41.9%
revenue——+253.2%