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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- **Network Leadership**: 70M+ customers paying premium for outdated networks; T-Mobile's 5G advanced speeds 40% faster than competitors.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

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

TMUS

TMUS fundamentals

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