AT&T focuses on fiber buildout and spectrum acquisitions, while T-Mobile's 5G network drives strong subscriber gains.
T-Mobile US, Inc. (NASDAQ:TMUS ) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 3:25 PM EDT Company Participants G. Sievert - President, CEO & Director Srinivasan Gopalan - Chief Operating Officer Conference Call Participants Michael Ng - Goldman Sachs Group, Inc., Research Division Presentation Michael Ng Research Analyst Good afternoon, everybody.
T-Mobile's fundamentals are robust, with resilient top-line growth, expanding margins, and strong operating cash flow, supporting a bullish outlook. Customer metrics are industry-leading, with record postpaid net additions and strong 5G broadband growth, alleviating demand concerns despite consumer headwinds. Full-year guidance for operating cash flow and adjusted FCF was raised, signaling accelerating cash generation and ongoing investment for future growth.
T-Mobile (TMUS) reported earnings 30 days ago. What's next for the stock?
T-Mobile has consistently exceeded expectations, demonstrating robust and sustained growth. Recent earnings reports highlight the company's strong performance and upward momentum. Continued growth and impressive earnings potential reinforce my positive investment outlook.
T-Mobile launches three long-dated, investment-grade senior unsecured baby bonds (TMUSZ, TMUSL, and TMUSI) with maturities in 2069–2070. Strong participation (79–90%) across targeted notes; ~$364M aggregate principal remains outstanding post-offer. Moody's Baa2 / Fitch BBB+ / S&P BBB; strong liquidity ($12B cash, $7.5B revolver) and ~$13B forecast 2025 FCF support a positive outlook.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
T-Mobile laid off an undisclosed amount of employees within its IT organization, the Bellevue, Wash.
T-Mobile's Q2 results beat expectations with strong EPS and revenue growth and raised 2025 guidance, outpacing Verizon and AT&T. Acquisitions, fiber expansion, and satellite initiatives are driving long-term growth and increasing market share, especially in underserved areas. Balance sheet strength, ongoing share buybacks, and a low dividend payout ratio support continued double-digit dividend growth and capital returns.
Few companies remain unaffected by global and U.S. trade tariff negotiations. However, the ones that operate under a subscription-based business model allow investors (and analysts) to accurately forecast future financials, enabling the stock price to shake off most, if not all, volatility in the market.
Elon Musk's satellite internet service Starlink said it had a "network outage," and is working on a solution. Starlink's service is offered through SpaceX, which is also run by Musk.
In trading on Thursday, shares of T-Mobile US Inc crossed above their 200 day moving average of $238.93, changing hands as high as $251.75 per share. T-Mobile US Inc shares are currently trading up about 5.8% on the day.