๐น Revenue: $21.96B (Est. $21.88B) ๐ข; UP +9% YoY
๐น EPS (GAAP): $2.41 (Est. $2.40) ๐ข
๐น Service Rev.: $18.24B; UP +9% YoY
๐น Postpaid Service Rev.: $14.88B; UP +12% YoY
Guidance (Raised FY25)
๐น Total Postpaid Net Adds: 7.2Mโ7.4M (prior 6.1Mโ6.4M)
๐น Postpaid Phone Net Adds: ~3.3M (prior 2.95Mโ3.10M)
๐น Fiber Net Adds: ~130k (prior ~100k)
๐น Core Adjusted EBITDA: $33.7Bโ$33.9B
๐น Net Cash from Ops: $27.8Bโ$28.0B
๐น Capex (incl. capitalized interest): ~$10.0B
๐น Adjusted Free Cash Flow: $17.8Bโ$18.0B
Segment / Product & Subscriber Results
๐น Total Postpaid Net Adds: 2.3M (best-ever Q3)
๐น Postpaid Phone Net Adds: 1.0M (best Q3 in 10+ yrs)
๐น Postpaid Net Account Adds: 396k; UP +26% YoY
๐น Total Broadband Net Adds: 560k; UP +34% YoY
โโโข 5G FWA Net Adds: 506k; UP +22% YoY
โโโข Fiber Net Adds: 54k
๐น Postpaid Phone Churn: 0.89%; +3 bps YoY
๐น Total Customers/Connections: 139.9M (record)
Other Metrics
๐น Adjusted Free Cash Flow: $4.8B; DOWN -6.7% YoY
๐น Operating Cash Flow: $7.5B; UP +21% YoY
๐น Capex (incl. capitalized interest): $2.64B; UP +35% YoY
๐น Stockholder Returns: $3.5B in Q3 (Buybacks $2.5B; Dividends $0.99B)
๐น Network: Recognized 5G coverage & reliability leader; fastest FWA median speeds