TMUS · Earnings call · 2026Q3T · Full report

Supply Chain And Inventory

T-Mobile US, Inc. · 2026-10-28 · Importance 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 company cited device availability, including the lack of a base-model phone and limited sell-down variants, as factors contributing to uncertainty around customer response during the holiday quarter.

Key facts

• T-Mobile said Q3 inventory constraints shifted some activity into Q4, including from an EBITDA perspective, because costs are recognized when products are shipped and fulfilled.