T-Mobile US, Inc. (TMUS)
Q3 Telecom Wars: How AT&T, TMUS and VZ Stack Up After the Results
The United States' Big Three telecom stocks delivered sharply different third-quarter results, highlighting the growing divide between premium growth names and value-oriented incumbents. Subscriber trends, revenue performance, and strategic direction all played a role in shaping market reaction.
The AI Revolution Will Make T-Mobile A Growth Stock
T-Mobile (TMUS) is undervalued at a 20x P/E, despite strong fundamentals and future growth potential from AI-driven connectivity demand. TMUS leads the US telecom market post-Sprint merger, with reliable revenue and a robust 5G network, positioning it for future expansion. AI proliferation will drive exponential growth in connected devices, making telecoms like TMUS key beneficiaries as demand for connectivity surges.
T-Mobile Wobbles But Remains A Buy
T-Mobile continues to deliver strong customer metrics and raised full-year guidance, reinforcing positive business momentum. TMUS reported solid revenue growth and net customer additions, with robust performance in both postpaid and broadband segments. Expense control is a concern, particularly rising SG&A costs, which pressured profitability and led to a year-over-year EPS decline.
T-Mobile Down Despite Strong Quarter
T-Mobile beat on EPS and Revenue but stock still sliding on lower than expected guidance.
T-Mobile US, Inc. (TMUS) Q3 2025 Earnings Call Transcript
T-Mobile US, Inc. (NASDAQ:TMUS ) Q3 2025 Earnings Call October 23, 2025 8:00 AM EDT Company Participants Quan Yao - Senior Vice President of Investor Relations G. Sievert - President, CEO & Director André Almeida - President of Growth & Emerging Businesses John Saw - President of Technology & CTO Srinivasan Gopalan - Chief Operating Officer Peter Osvaldik - Executive VP & CFO Michael Katz - President of Marketing, Strategy & Products Conference Call Participants Benjamin Swinburne - Morgan Stanley, Research Division John Hodulik - UBS Investment Bank, Research Division Samuel McHugh - BNP Paribas Exane, Research Division David Barden - New Street Research LLP Michael Rollins - Citigroup Inc. Exchange Research Craig Moffett - MoffettNathanson LLC Eric Luebchow - Wells Fargo Securities, LLC, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Presentation Operator Good morning.
Compared to Estimates, T-Mobile (TMUS) Q3 Earnings: A Look at Key Metrics
Although the revenue and EPS for T-Mobile (TMUS) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
T-Mobile Earnings Miss, Revenue Tops Amid Stellar Wireless Subscriber Growth
T-Mobile earnings missed Q3 estimates while wireless subscriber adds beat.
T-Mobile Revenue Rises as Postpaid Phone Subscribers Continue to Grow
T-Mobile US logged higher revenue in its latest quarter as it continued to add postpaid wireless phone subscribers at a fast clip.
T-Mobile Earnings Miss Expectations. There's Still Plenty for Investors to Like.
The wireless carrier missed analysts' expectations on profit, but its subscription numbers looked strong.
TMUS Unveils Edge Control & T-Platform to Boost Business Connectivity
T-Mobile expands its Advanced Network Solutions with Edge Control and T-Platform, empowering enterprises with faster, more secure, real-time connectivity.
Will T-Mobile Stock Rise On Its Q3 Earnings?
T-Mobile US (NASDAQ:TMUS) is scheduled to announce its earnings on Thursday, October 23, 2025. Revenue is anticipated to increase by approximately 9% compared to the previous year, reaching $22 billion according to consensus forecasts, while earnings per share are expected to be $2.40.
T-Mobile's Fundamentals Trump Political Static: The Bullish Case
When telecom CEOs face questioning from senators in Washington, it's easy for investors to see a cloud of uncertainty forming over the entire telecom sector. Such was the case on Oct. 10, 2025, when the leaders of T-Mobile NASDAQ: TMUS and other major carriers were in the political spotlight.
