- T-Mobile US (TMUS) increased its forecast for 2025 postpaid net customer growth to between 6.1 million and 6.4 million, compared to a previous range of 5.5 million to 6 million, with initial estimates at 5.94 million.
- The company projects its Core Adjusted EBITDA to be between $33.3 billion and $33.7 billion, aligning with previous expectations, and surpassing the initial estimate of $33.5 billion.
- TMUS anticipates adjusted free cash flow between $17.6 billion and $18 billion, slightly above earlier projections, with an original estimate of $17.78 billion.
- Capital expenditures are maintained at about $9.5 billion, consistent with the estimated $9.51 billion.
- In the second quarter, TMUS reported an EPS of $2.84, an increase from $2.49 year-over-year.
- Revenue for the quarter climbed to $21.13 billion, a 6.9% year-over-year increase, exceeding the estimate of $21.01 billion.
- Service revenue was up 6.1% year-over-year, reaching $17.44 billion, surpassing estimates of $17.33 billion.
- Total net customer additions were 1.77 million, a 17% increase year-over-year, exceeding estimates of 1.39 million.
- Postpaid net customer growth reached 1.73 million, a 29% increase year-over-year, beating the estimate of 1.34 million.
- Postpaid phone net customers increased by 830,000, a 6.8% rise year-over-year, above the estimate of 713,522.
- Postpaid other net customers surged by 902,000, a 61% year-over-year increase, beating the estimate of 633,013.
- Prepaid net customer additions were 39,000, showing a 78% decrease year-over-year, lower than the estimate of 76,594.
- Adjusted EBITDA came in at $8.55 billion, a 6.1% year-over-year increase, above the estimate of $8.41 billion.
- The average revenue per postpaid account (ARPA) was reported at $149.87, higher than the estimate of $148.43.
- Postpaid phone ARPU was $50.62, exceeding the estimate of $49.91.
- Postpaid phone churn rate increased to 0.9% from 0.8% year-over-year, against an estimate of 0.86%.
- Prepaid ARPU stood at $34.63, slightly below the estimate of $34.85.
- Prepaid churn rate rose to 2.65%, compared to 2.54% year-over-year, exactly matching the estimate.
- Capital expenditure for the quarter was $2.40 billion, a 17% increase year-over-year, slightly higher than the estimate of $2.35 billion.
- By the end of the period, total customers reached 132.78 million, a 5.5% year-over-year increase, surpassing the estimate of 132.15 million.
- The 2025 guidance includes the Metronet acquisition expected to close on July 24, while it excludes the pending acquisition of UScellular.
T Mobile Us Inc on Smartkarma
Analysts on Smartkarma, such as Baptista Research, are closely monitoring T-Mobile US Inc’s performance. In a recent report titled “T-Mobile Supercharges 5G Rollout with Nationwide Expansion & Network Slicing Power Moves!“, Baptista Research highlighted T-Mobile’s robust performance in the first quarter of 2025. The report emphasized T-Mobile’s strong growth metrics and notable increase in postpaid net additions, showcasing a healthy competitive position in the telecommunications industry.
Another report by Baptista Research, titled “T-Mobile US: Can Its Spectrum Advantage Give It An Edge Over Rivals“, discussed T-Mobile U.S.’s strong performance in 2024. The report mentioned record growth in customer acquisition, solid financial metrics, continued network improvements, and strategic investments positioning the company for future expansion. T-Mobile’s 2024 results included substantial gains in postpaid phone customers, with over 3 million net additions for the third consecutive year.
A look at T Mobile Us Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 3 | |
| Dividend | 3 | |
| Growth | 5 | |
| Resilience | 3 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 3.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on the Smartkarma Smart Scores, T-Mobile US, Inc. has a solid long-term outlook. With strong scores in Growth and Momentum, the company is positioned well for future expansion and market performance. Its Value score suggests that there may be potential for growth at a reasonable price, while the Resilience score indicates a level of stability in the face of challenges. The Dividend score, although not the highest, still reflects a respectable aspect of the company’s overall performance. Overall, T-Mobile US, Inc. appears to be a promising investment option with a positive trajectory.
T-Mobile US, Inc. is a major player in the US wireless carrier market, formed through the merger of T-Mobile USA and MetroPCS. With a focus on growth and momentum, the company seems poised for success in the long term. While not the highest in every category, T-Mobile US, Inc.’s balanced Smart Scores across multiple factors suggest a well-rounded approach to business. Investors looking for a company with potential for growth and resilience in the competitive telecommunications industry may find T-Mobile US, Inc. to be a compelling investment opportunity.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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