1Dยท

T-Mobile Q3โ€™25 Earnings Highlights

$TMUS (-1,71%)


๐Ÿ”น Revenue: $21.96B (Est. $21.88B) ๐ŸŸข; UP +9% YoY

๐Ÿ”น EPS (GAAP): $2.41 (Est. $2.40) ๐ŸŸข

๐Ÿ”น Service Rev.: $18.24B; UP +9% YoY

๐Ÿ”น Postpaid Service Rev.: $14.88B; UP +12% YoY


Guidance (Raised FY25)

๐Ÿ”น Total Postpaid Net Adds: 7.2Mโ€“7.4M (prior 6.1Mโ€“6.4M)

๐Ÿ”น Postpaid Phone Net Adds: ~3.3M (prior 2.95Mโ€“3.10M)

๐Ÿ”น Fiber Net Adds: ~130k (prior ~100k)

๐Ÿ”น Core Adjusted EBITDA: $33.7Bโ€“$33.9B

๐Ÿ”น Net Cash from Ops: $27.8Bโ€“$28.0B

๐Ÿ”น Capex (incl. capitalized interest): ~$10.0B

๐Ÿ”น Adjusted Free Cash Flow: $17.8Bโ€“$18.0B


Segment / Product & Subscriber Results

๐Ÿ”น Total Postpaid Net Adds: 2.3M (best-ever Q3)

๐Ÿ”น Postpaid Phone Net Adds: 1.0M (best Q3 in 10+ yrs)

๐Ÿ”น Postpaid Net Account Adds: 396k; UP +26% YoY

๐Ÿ”น Total Broadband Net Adds: 560k; UP +34% YoY

โ€ƒโ€ƒโ€ข 5G FWA Net Adds: 506k; UP +22% YoY

โ€ƒโ€ƒโ€ข Fiber Net Adds: 54k

๐Ÿ”น Postpaid Phone Churn: 0.89%; +3 bps YoY

๐Ÿ”น Total Customers/Connections: 139.9M (record)


Other Metrics

๐Ÿ”น Adjusted Free Cash Flow: $4.8B; DOWN -6.7% YoY

๐Ÿ”น Operating Cash Flow: $7.5B; UP +21% YoY

๐Ÿ”น Capex (incl. capitalized interest): $2.64B; UP +35% YoY

๐Ÿ”น Stockholder Returns: $3.5B in Q3 (Buybacks $2.5B; Dividends $0.99B)

๐Ÿ”น Network: Recognized 5G coverage & reliability leader; fastest FWA median speeds

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