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Business Philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
T-Mobile US
T-Mobile US (TMUS) investor relations material
T-Mobile US Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved industry-leading customer and service revenue growth in Q4 2025, with 2.4M net postpaid customer additions, 558K broadband net additions, and recognition for best network quality by J.D. Power and Opensignal.
Service revenues grew 10% year-over-year to $18.7B in Q4 2025, with postpaid service revenues up 14% and core Adjusted EBITDA up 7% to $8.4B, margin at 45.2%.
Net income for Q4 2025 was $2.1B, with diluted EPS of $1.88, impacted by $293M in severance and $208M in impairment expenses.
Raised 2026 and 2027 guidance, now expecting $77B in service revenue for 2026 (8% growth) and $80.5–$81.5B for 2027 (5% growth), with $40–$41B in adjusted EBITDA by 2027.
Focused on network, value, and customer experience differentiation, leveraging AI, digitalization, and unique engagement platforms.
Financial highlights
Total revenues for Q4 2025 were $24.3B, up from $21.9B in Q4 2024; net cash from operating activities was $6.7B, up 20% year-over-year.
Free cash flow conversion from service revenue at 22% in Q4 and 25% for the year; Adjusted Free Cash Flow for Q4 2025 was $4.2B, up 2% year-over-year.
Equipment revenues increased 14% year-over-year, driven by higher average revenue per device and increased high-end phone mix.
Cost of services (excl. D&A) and SG&A expenses both rose 23% year-over-year, reflecting merger, restructuring, and severance costs.
Free cash flow guidance: $18–$18.7B in 2026, $19.5–$20.5B in 2027.
Outlook and guidance
2026 guidance: $77B service revenue (8% growth), $37–$37.5B adjusted EBITDA, $18–$18.7B free cash flow, and capital expenditures around $10B.
2027 guidance: $80.5–$81.5B service revenue (5% growth), $40–$41B adjusted EBITDA, $19.5–$20.5B free cash flow.
Postpaid net account additions expected at 900,000–1 million in 2026, with 2.5 million postpaid phone net adds implied.
Postpaid ARPA growth guided at 2.5–3% annually.
$52B capital allocation envelope for 2026–2027, with up to $30B for shareholder returns and $22B for strategic investments.
Explain J.D. Power network quality shift
UScellular acquisition impact on 2026 guidance
Quantify 2025 workforce transformation impact
How does account-based reporting change operational focus?
Prioritize new growth areas' financial impact
Elaborate on the shift from device subsidy focus
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Next T-Mobile US earnings date
Q1 202623 Apr, 2026
T-Mobile US
Next T-Mobile US earnings date
Q1 202623 Apr, 2026
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Frequently asked questions
Mobile services down to a T
T-Mobile is a telecommunications company that operates as a wireless network carrier. With a focus on providing wireless voice, messaging, and data services, T-Mobile serves both individual consumers and businesses. The company offers various mobile plans, aiming to deliver reliable and fast wireless connectivity to its customers. Through its extensive network infrastructure, T-Mobile enables mobile communication and internet access for individuals and organizations across the United States.
Crystal clear telecommunications
T-Mobile, founded in 1994, is a telecommunications company that has established itself as a significant player in the US market. The company originated as VoiceStream Wireless and went through various mergers and acquisitions before rebranding as T-Mobile. Since its inception, T-Mobile has focused on delivering wireless communication services to individuals and corporations. By offering competitive pricing plans and placing an emphasis on customer satisfaction, T-Mobile has become a popular choice amongst consumers. Other publicly traded telecommunications companies in direct competition with T-mobile include names like Verizon and AT&T.
Efficient mobile solutions
T-Mobile offers a wide array of mobile services and plans to meet the demands of the modern consumer. Their offerings include voice calling, messaging, and high-speed data connectivity. With nationwide coverage and a focus on reliable network performance, T-Mobile strives to enable seamless communication to its customers.
For businesses, T-Mobile provides comprehensive solutions designed to enhance productivity and connectivity. These solutions encompass business mobile plans, data plans, device management, and security services. T-Mobile aims to supply businesses of all sizes by offering solutions tailored to the organization's needs, along with dedicated customer support.
Connecting both businesses and private individuals
The company provides fixed wireless access, which enables customers to connect their homes or businesses to the internet using T-Mobile's wireless network. This eliminates the need for traditional wired connections and offers a solution for customers looking to access high-speed internet services. T-Mobile offers in-home broadband services, providing customers with reliable and high-speed internet connectivity. These broadband solutions utilizes T-Mobile's previously mentioned network infrastructure to deliver fast and reliable internet access to users across the entire US.
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