T-Mobile's EPS beat, hiked guidance, and two straight quarters of record postpaid and 5G broadband adds pushed my DCF-based fair value up to $287 (15% upside). T-Mobile's 5 G broadband bundle is accelerating net adds, slashing churn, and lifting ARPU without the heavy capex burden AT&T and Verizon carry. Consumer stress and historical precedents keep pricing pressure on the radar, yet T-Mobile's superior network economics and rising cash-flow guidance leave it better equipped than rivals.
TMUS posts strong second-quarter results with rising revenues, record postpaid growth and a raised 2025 outlook.
T-Mobile US, Inc. (NASDAQ:TMUS ) Q2 2025 Earnings Conference Call July 23, 2025 4:30 PM ET Company Participants Quan Yao - Senior Vice President of Investor Relations G. Sievert - President, CEO & Director Peter Osvaldik - Executive VP & CFO Srinivasan Gopalan - Chief Operating Officer Michael Katz - President of Marketing, Strategy & Products Callie Field - President of T-Mobile Business Group Ulf Ewaldsson - President of Technology Jon Freier - President of Consumer Group Conference Call Participants John Hodulik - UBS Investment Bank, Research Division Benjamin Swinburne - Morgan Stanley, Research Division Samuel McHugh - BNP Paribas Exane, Research Division Craig Moffett - MoffettNathanson LLC Jonathan Chaplin - New Street Research LLP Gregory Williams - TD Cowen, Research Division Michael Rollins - Citigroup Inc., Research Division Kutgun Maral - Evercore ISI Institutional Equities, Research Division Kannan Venkateshwar - Barclays Bank PLC, Research Division Operator Good afternoon.
T-Mobile (TMUS) came out with quarterly earnings of $2.84 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.49 per share a year ago.
T-Mobile raised its annual forecast for postpaid net customer additions on Wednesday and added more wireless subscribers than expected in the second quarter, signaling steady demand for the telecom giant's top-tier mobile services.
T-Mobile US (NASDAQ:TMUS) is scheduled to announce its earnings on Wednesday, July 23, 2025, with revenue anticipated to increase by approximately 6% year-over-year to $21 billion, while earnings per share are expected to rise slightly to $2.69. This growth is likely to be fueled by postpaid phone additions as well as the expansion of its high-speed wireless broadband business, supported by the company's 5G network, which currently reaches over 330 million people in the U.S. Nevertheless, growth has been slowing in recent quarters.
T-Mobile's Q2 results are likely to reflect gains from 5G expansion, and new prepaid and fiber plans.
Besides Wall Street's top-and-bottom-line estimates for T-Mobile (TMUS), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
T-Mobile (TMUS) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
I reiterate my sell rating on T-Mobile US, Inc. due to bearish technical signals and overwhelming downward EPS revisions ahead of Q2 earnings. The bearish indicators include lower-highs, lower-lows, declining RSI, and increased volume on price drops. Implied volatility is near a 52-week high, making option premiums attractive for sellers.
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CNBC's Jim Cramer breaks down why he's keeping an eye on shares of T-Mobile.