What does T-Mobile US do and what are its main business segments?

What were the key takeaways from T-Mobile US's earnings call?

What is T-Mobile US's latest dividend and current dividend yield?

What factors drove the changes in T-Mobile US's revenue and profit?

What is the revenue and EPS growth rate for T-Mobile US year over year?

What guidance did T-Mobile US's management provide for the next earnings period?

Did T-Mobile US beat or miss consensus estimates last quarter?

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- **Record Q3 Growth**: 1.1M postpaid phone adds, 500K+ 5G broadband adds, and 103K T-Fiber adds highlight broad-based momentum.
- **Network Dominance**: 90% speed advantage over competitors and 75% digital upgrades via T-Life app drive switching.
- **Financial Strength**: $1.2B UScellular synergies, 26% cash conversion, and $18B free cash flow guidance reflect disciplined execution.
- **AI Innovation**: IntentCX AI reduces customer friction, enabling 22% YoY FWA growth and 3.8% ARPA expansion.
- **Strategic Position**: 2-year network lead, capital-light fiber expansion, and selective spectrum densification maintain competitive edge.


**【CEO Summary Section】**
- T-Mobile delivered record Q3 results, including 1.1 million postpaid phone net additions, 500,000+ 5G broadband additions, and 103,000 T-Fiber net adds.
- Postpaid ARPA grew 3.8% organically, with service revenue up 12% YoY and core adjusted EBITDA up 6%.
- Network perception among switchers hit an all-time high, driven by Ookla's 90% speed advantage over competitors.
- Digital transformation initiatives, like 75% of iPhone upgrades via T-Life app, reduced customer friction and improved retention.

**【CFO Financial Commentary】**
- Full-year guidance raised: postpaid net adds to 7.2-7.4M, ARPA growth of 3.5%+, core EBITDA $33.7-33.9B, and free cash flow $17.8-18B.
- UScellular integration on track for $1.2B OpEx/CapEx synergies within 2 years, with $300M in Q4 merger costs.
- Cash CapEx increased to $10B, driven by UScellular and network expansion.

**【Q&A Highlights】**
- **Network Leadership**: 70M+ customers paying premium for outdated networks; T-Mobile's 5G advanced speeds 40% faster than competitors.
- **Broadband Growth**: 580GB/month 5G broadband usage, 12M-15M homes passed for fiber, and 103,000 T-Fiber adds in Q3.
- **AI Integration**: IntentCX AI reduces customer acquisition steps from 36 to 1, driving 22% YoY FWA growth and 3.8% ARPA expansion.
- **Balance Sheet Utilization**: Capital-light fiber JVs and selective spectrum densification maintain 2-year network lead over peers.
- **Customer Lifetime Value**: CLVs resilient despite industry churn normalization, with 3.8% organic ARPA growth and 26% cash conversion.


T-Mobile US, Inc. (TMUS) Q3 2025 Earnings Call Transcript

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