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Inferra AI / Company / TMUS

T-Mobile US

TMUS · Communication Services

Last earnings Oct 28, 2026

Key results

Financial Growth Service revenuequarter

$18.2 billion

Profitable Financial Growth Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth Postpaid service

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Revenuequarter

$14.9 billion

revenues of $14.9 billion grew 12% year-over-year, best in industry growth

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Strong net incomequarter

$2.7 billion

Strong Net income of $2.7 billion and diluted earnings per share ( EPS ) of $2.41 Core Adjusted EBITDA (2) of $8.7 billion grew 6% year-over-year

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EPSquarter

$2.41

Strong Net income of $2.7 billion and diluted earnings per share ( EPS ) of $2.41 Core Adjusted EBITDA (2) of $8.7 billion grew 6% year-over-year

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

2 Translating Industry-Leading Customer Growth into Durable and Profitable Financial Growth (1) Total service revenues increased 9% year-over-year to $18.2 billion, and Postpaid service revenues increased 12% year-over-year to $14.9 billion.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Net incomequarter

$2.7 billion

Net income of $2.7 billion included the impact from impairment expense, net of tax, of $208 million.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Diluted EPS of $2.41 per share included the impact from impairment expense, net of tax, of $0.18 per share.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Adjusted free cash flowquarter

$4.8 billion

Adjusted Free Cash Flow of $4.8 billion.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Year-Over-Year Service revenuequarter

9%

Year-Over-Year Service revenues increased 9% primarily due to An increase in Postpaid service revenues, including following the acquisitions of UScellular, Metronet and

SEC original ↗T-Mobile US — Presentation / slide deck (8-K exhibit)EX-99Oct 23, 2025

AI analysis

Q3 2025 · reported Oct 23, 2025

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Revenue · Q3 2025
$14.9B
EX-99 · Oct 23, 2025
EPS · Q3 2025
$2.41
EX-99 · Oct 23, 2025
Adjusted free cash flow · Q3 2025
$4.8B
EX-99 · Oct 23, 2025
Strong net income · Q3 2025
$2.7B
EX-99 · Oct 23, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Financial Growth Service revenue$18.2 billion——
Revenue$14.9 billion——
Strong net income$2.7 billion——
EPS$2.41——
Net income$2.7 billion——
Adjusted free cash flow$4.8 billion——
Year-Over-Year Service revenue9%——

EX-99 · Oct 23, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Raising Profitability and Cash Flow Guidance at the Midpoint Postpaid net account additions are expected to be approximately 1.”

Next earningsNo verified date on fileNo date is estimated or imported

Cash flow & capex

Adjusted free cash flow$4.8B

Capital allocation

Cash purchases of property and equipment, including capitalized interest increased 35% year-over-year to $2.6 billion, which included the impact from planned higher capital purchases, including for increased greenfield site builds in the second half of the year and incremental capital expenditures following the acquisition of UScellular.

Stockholder Returns of $3.5 billion in Q3 2025, including common stock repurchases of $2.5 billion and cash dividends of $987 million as part of current stockholder return authorization of up to $14.0 billion, for cumulative stockholder returns (3) of $41.8 billion since program inception, split across repurchases of $34.7 billion and cash dividends of $7.0 billion.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

T-Mobile US Q3 2025 — Profitable Financial Growth Service revenues of $18.2 billion grew 9% year-over-year, best in industry growth Postpaid service

Based on: Earnings release + Q3 2025 deck + parent 8-K — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Cash purchases of property and equipment, including capitalized interest increased 35% year-over-year to $2.6 billion, which included the impact from planned higher capital purchases, including for increased greenfield site builds in the second half of the year and incremental capital expenditures following the acquisition of UScellular.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Stockholder Returns of $3.5 billion in Q3 2025, including common stock repurchases of $2.5 billion and cash dividends of $987 million as part of current stockholder return authorization of up to $14.0 billion, for cumulative stockholder returns (3) of $41.8 billion since program inception, split across repurchases of $34.7 billion and cash dividends of $7.0 billion.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

(3) Capital expenditures means cash purchases of property and equipment, including capitalized interest.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Adjusted Free Cash Flow is utilized by T-Mobile s management, investors and analysts to evaluate cash available to pay debt, repurchase shares, pay dividends and provide further investment in the business.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Adjusted Free Cash Flow Margin is utilized by T-Mobile s management, investors, and analysts to evaluate the company s ability to convert service revenue efficiently into cash available to pay debt, repurchase shares and provide further investment in the business.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

EBITDA Ratios ($ in billions) Stockholder Returns ($ in millions) Total debt, excluding tower obligations, at the end of Q3 2025 was $86.5 billion.

SEC original ↗T-Mobile US — Presentation / slide deck (8-K exhibit)EX-99Oct 23, 2025

Strategy & priorities

Q3 once again proves that our differentiated strategy is working more and more consumers recognize our industry-leading network and elevated customer experiences through digital innovation, said Srini Gopalan, COO and incoming CEO of T-Mobile.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Management believes analysts and investors use Core Adjusted EBITDA because it normalizes for the transition in the company s device financing strategy, by excluding the impact of device lease revenues from Adjusted EBITDA, to align with the related depreciation expense on leased devices, which is excluded from the definition of Adjusted EBITDA.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Risks & headwinds

Forward-looking statements are based on current expectations and assumptions, which are subject to risks and uncertainties and may cause actual results to differ materially from the forward-looking statements.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

Given these risks and uncertainties, readers are cautioned not to place undue reliance on such forward-looking statements.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

(4) Legal-related expenses (recoveries), net consists of the settlement of certain litigation and compliance costs associated with the August 2021 cyberattack, net of insurance recoveries.

SEC original ↗T-Mobile US — Earnings release (8-K exhibit)EX-99Oct 23, 2025

(3) Legal-related expenses (recoveries), net, consists of the settlement of certain litigation and compliance costs associated with the August 2021 cyberattack and is presented net of insurance recoveries.

SEC original ↗T-Mobile US — Presentation / slide deck (8-K exhibit)EX-99Oct 23, 2025

Documents

Earnings deck slides

0 decks with slide view

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

T-Mobile US — 2026 Q2 Investor Factbook (2026 Q2) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Sea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication ServicesAppLovin (APP) Communication Services

Filings

83 documents

Earnings releases

65 documents

Presentations

11 documents

Transcripts

0 documents

No transcripts for T-Mobile US are held in this edition of the library.

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