T-Mobile US remains a long-term buy, with the current valuation below 19x forward earnings and strong upside potential. Despite a Q4 EPS miss from severance charges, TMUS delivered robust revenue and broadband subscriber growth, supporting management's bullish 2026–2027 outlook. Management forecasts service revenue to reach $77B in 2026 and broadband subscribers to double over four years, underpinning double-digit dividend growth.
T-Mobile maintains strong customer metrics and top-line growth, despite cost and expense control challenges. The company's 2026 guidance is respectable, with core adjusted EBITDA expected to rise 10% YoY and stable CapEx. Postpaid ARPU and broadband customer growth were robust, signaling resilient core business momentum.
T-Mobile US, Inc. (TMUS) Analyst/Investor Day Transcript
TMUS tops Q4 estimates as revenues climb to $24.33B on robust postpaid demand, adding 2.4M net customers and lifting EBITDA and cash flow.
T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) reported fourth quarter earnings on Wednesday that exceeded analyst forecasts, supported by growth in its postpaid and broadband customer base. The company reported adjusted earnings per share of $2.14 for the quarter, above the consensus estimate of $2.04.
Although the revenue and EPS for T-Mobile (TMUS) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
T-Mobile (TMUS) came out with quarterly earnings of $2.14 per share, beating the Zacks Consensus Estimate of $2.03 per share. This compares to earnings of $2.57 per share a year ago.
T-Mobile's Q4 results reflected strong operational momentum offset by workforce restructuring costs.
T-Mobile US fell a bit short of Wall Street's expectations with its latest haul of postpaid phone subscribers. But its 962,000 net additions still made for the telecommunications company's best fourth-quarter total since its deal with Sprint closed in 2020.
T-Mobile US logged lower profit despite higher revenue in its latest quarter as it continued to add subscribers for its most lucrative phone offering.
T-Mobile added fewer wireless subscribers in the fourth quarter than analysts had expected, as rivals extended aggressive deals and offers to lure customers.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for T-Mobile (TMUS), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.