TMUS · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

T-Mobile US, Inc. · 2026-10-28 · Importance 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. T-Mobile for Business delivered healthy double-digit year-over-year revenue growth, its 17th consecutive quarter of positive ports. Management attributed pressure on wholesale and other service revenue to faster-than-expected roll-offs of TracFone and Boost, and described prepaid declines as reflecting higher-value customers engaging directly with postpaid brands.

Key facts

• Q3 postpaid ARPA grew over 4% year over year.
• For new accounts coming to T-Mobile, 60% of lines are on premium rate plans.
• T-Mobile said TracFone and Boost wholesale and other service revenue rolled off faster than anticipated, creating downward pressure in 2026 versus 2025.
• Q3 postpaid service revenue grew 9%.
• Q3 total service revenue grew 6%.