- T-Mobile’s earnings per share (EPS) for Q3 is $2.41, slightly down from $2.61 year-over-year.
- Revenue for the quarter reached $21.96 billion, an increase of 8.9% from the previous year, which is just under the estimated $21.98 billion.
- Service revenue grew by 9.1% to $18.24 billion, surpassing the analyst estimate of $18.16 billion.
- Total net customer additions were 2.39 million, a 49% increase year-over-year, exceeding expectations of 1.58 million.
- Postpaid net customer additions were 2.35 million, up 49% from the previous year, surpassing projections of 1.55 million.
- Postpaid phone net customers increased by 1.01 million, a 16% rise, beating the estimate of 852,016.
- Postpaid other net customers grew by 1.34 million, an 89% increase, exceeding the projected 703,697.
- Prepaid net customer additions were 43,000, a 79% year-over-year increase, although slightly below the estimate of 46,422.
- Adjusted EBITDA came in at $8.68 billion, a 5.3% increase, slightly above the expected $8.62 billion.
- Postpaid monthly ARPA was $149.44, an increase of 2.6% year-over-year, but below the estimate of $149.85.
- Postpaid phone ARPU was $50.71, marginally below the expected $50.87.
- Postpaid phone churn rate is at 0.89%, up from 0.86% year-over-year, near the estimate of 0.88%.
- Prepaid ARPU declined by 5.2% to $33.93, missing the estimated $34.74.
- Prepaid churn is at 2.77%, slightly improved from 2.78% year-over-year, and better than the estimate of 2.8%.
- T-Mobile’s total customer base at the end of the period is 139.95 million, a 9.8% increase year-over-year, surpassing the estimate of 136.93 million.
- For 2025, T-Mobile forecasts core adjusted EBITDA of $33.70 billion to $33.90 billion, above previous guidance and closely aligning with the $33.81 billion estimate.
- Postpaid net customer additions for the year are expected to be between 7.2 million and 7.4 million, significantly up from prior expectations.
- Projected capital expenditure for the year is around $10.00 billion, higher than the previous $9.5 billion estimate.
- T-Mobile forecasts adjusted free cash flow for the year to be between $17.80 billion and $18.00 billion, slightly surpassing the estimate of $17.53 billion.
- The company added significant numbers of customers through the UScellular acquisition, including 3.29 million postpaid phone customers, 390,000 postpaid other customers, and 349,000 prepaid customers.
T Mobile Us Inc on Smartkarma
Independent analysts on Smartkarma, like Baptista Research, have been closely monitoring T-Mobile US Inc. One report titled “T-Mobile’s Surprise CEO Shake-Up: Will Growth Stay On Track Under Srini Gopalan?” discusses the shift in leadership as Srini Gopalan takes over as CEO, causing a slight drop in stock value. However, analysts view this more as a timing issue than a concern over execution.
Another positive report titled “T-Mobile Is Turbocharging Its 5G Network—4,000 New Towers Are Only The Beginning!” highlights T-Mobile’s strong performance in customer growth and financial success in the second quarter of 2025. Analysts note the company’s significant achievements in expanding its customer base and financial performance, showcasing a strong double-digit growth year-over-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
According to Smartkarma Smart Scores, T-Mobile US Inc has a strong long-term outlook. With a high Growth score of 5, the company is positioned for significant expansion and development in the future. This indicates favorable prospects for T-Mobile’s business expansion and revenue growth over the long term.
While the Value, Dividend, Resilience, and Momentum scores are all at a solid level of 3, T-Mobile US Inc overall presents a stable and promising investment opportunity. As one of the major national wireless carriers in the US, T-Mobile’s strategic positioning and combination of T-Mobile USA and MetroPCS bode well for its future growth and sustainability in the competitive telecom industry.
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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