TMUS · Earnings call · 2026Q3T · Full report

Guidance and Outlook

T-Mobile US, Inc. · 2026-10-28 · Importance 80 · Surprise 68 · No source text

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 offset by wholesale and other revenue declines, including faster Boost MVNO roll-off and prepaid trends. Full-year postpaid ARPA growth guidance increased to approximately 3.5% from 2.5%–3%, and Q4 postpaid organic service revenue growth is expected to be approximately 7% year over year. Q4 guidance incorporates holiday promotions, a staggered iPhone launch, OEM device-price increases, and inventory constraints that shifted some activity from Q3.

Key facts

• T-Mobile expects full-year 2026 service revenues of approximately $76.8 billion, representing 8% growth.
• T-Mobile expects full-year 2026 core adjusted EBITDA of $37.35 billion to $37.45 billion, up $100 million at the midpoint from its previous guidance.
• T-Mobile expects adjusted free cash flow of $18.7 billion to $18.8 billion for 2026, up $150 million at the midpoint from previous guidance.
• T-Mobile is on track to reach 3 million to 4 million fiber customers by 2030.
• T-Mobile's full-year 2026 cash CapEx expectation remains approximately $10 billion.
• T-Mobile expects full-year 2026 postpaid ARPA growth of approximately 3.5%, up from its previous expectation of 2.5% to 3%.
• T-Mobile expects Q4 postpaid organic service revenue growth of approximately 7% year over year.
• T-Mobile expects approximately 1 million account net additions for 2026.

Impact estimates