TMUS

Valued at a market cap of $188.3 billion, T-Mobile US, Inc. (TMUS) is one of the largest wireless telecommunications providers in the United States, offering mobile voice, messaging, and high-speed data services to consumers, businesses, and government customers. The Bellevue, Washington-based company also provides broadband internet through its expanding 5G network and sells smartphones, tablets, and other connected devices. TMUS is expected to release its Q2 2026 earnings on Thursday, July 23, before the market opens. Ahead of the event, analysts expect the company’s EPS to be $2.57 on a diluted basis, down 9.5% from $2.84 in the year-ago quarter. The company has exceeded Wall Street’s EPS estimates in each of its last four quarters. Dear Microsoft Stock Fans, Mark Your Calendars for August 1 Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued? From Zero to $15 Billion, Qualcomm’s AI Roadmap Gets a Boost From Modular Acquisition Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. For fiscal 2026, analysts project the company’s earnings per share to be $10.65, up 4.8% from $10.16 in fiscal 2025. Moreover, its EPS is expected to rise 23.5% year over year to $13.15 in fiscal 2027. TMUS stock has declined 29.6% over the past 52 weeks, underperforming the S&P 500 Index’s ($SPX) 20.9% rise and the State Street Communication Services Select Sector SPDR ETF’s (XLC) 1.3% rise during the same time frame. On June 25, T-Mobile declared a quarterly cash dividend of $1.02 per share on its outstanding common stock. The dividend will be paid on Sept. 10, 2026, to shareholders of record as of Aug. 28, 2026, reflecting the company's continued commitment to returning capital to shareholders while maintaining confidence in its financial strength and cash flow generation. Analysts are highly bullish on TMUS, with the stock having a “Strong Buy” rating overall. Among the 30 analysts covering the stock, 21 are recommending a “Strong Buy,” three suggest a “Moderate Buy,” and six suggest a “Hold.” TMUS’ average analyst price target of $257.45 indicates an upside of 59.5% from current price levels. On the date of publication, Kritika Sarmah did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information...

BELLEVUE, Wash., June 25, 2026--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) looks forward to discussing second quarter 2026 financial and operational results on Thursday, July 23, 2026, at 7:30 a.m. Eastern Time (ET). The call will be accessible via dial-in with pre-registration as well as a webcast link on the Company’s Investor Relations website at https://investor.t-mobile.com. The earnings release, Investor Factbook, and other related materials will be available at approximately 6:30 a.m. ET on Thursday, July 23, 2026, at TMUS Investor Relations. Earnings Call InformationDate/TimeThursday, July 23, 2026, at 7:30 a.m. (ET) Access via Webcast The earnings call will be broadcast live and can be replayed via the Investor Relations website at https://investor.t-mobile.com. Pre-registration link for dial-in access Participants can pre-register for the conference call here in order to receive dial in information. To automatically receive T-Mobile financial news by e-mail, please visit the T-Mobile Investor Relations website, https://investor.t-mobile.com, and subscribe to E-mail Alerts. T-Mobile Social Media Investors and others should note that we announce material financial and operational information to our investors using our investor relations website (https://investor.t-mobile.com), newsroom website (https://t-mobile.com/news), press releases, SEC filings and public conference calls and webcasts. We also intend to use certain social media accounts as a means of disclosing information about us and our services and for complying with our disclosure obligations under Regulation FD (the @TMobileIR X account (https://x.com/TMobileIR), the @SriniGopalan X account (https://x.com/SriniGopalan) and our CEO’s LinkedIn account (https://www.linkedin.com/in/srini-gopalan/), both of which Mr. Gopalan also uses as a means for personal communications and observations, and the @TMobileCFO X account (https://x.com/tmobilecfo), and our CFO’s LinkedIn account (https://www.linkedin.com/in/peter-osvaldik-3887394), both of which Mr. Osvaldik also uses as a means for personal communication and observations). The information we post through these social media channels may be deemed material. Accordingly, investors should monitor these social media channels in addition to following our press releases, SEC filings and public conference calls and webcasts. The social media cha...

BELLEVUE, Wash., June 16, 2026--(BUSINESS WIRE)--T-Mobile US, Inc. (NASDAQ: TMUS) ("T-Mobile" or "the Company") announced today that the Company’s Board of Directors has declared a cash dividend of $1.02 per share on its issued and outstanding shares of common stock. The dividend is payable on September 10, 2026 to stockholders of record as of the close of business on August 28, 2026. About T-Mobile US, Inc. As the supercharged Un-carrier, T-Mobile US, Inc. (NASDAQ: TMUS) is powered by an award-winning 5G network that connects more people, in more places, than ever before. With T-Mobile’s unique value proposition of best network, best value and best experiences, the Un-carrier is redefining connectivity and fueling competition while continuing to drive the next wave of innovation in wireless and beyond. Headquartered in Bellevue, Wash., T-Mobile provides services through its subsidiaries and operates its flagship brands, T-Mobile, Metro by T-Mobile and Mint Mobile. For more information, visit https://www.t-mobile.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260610705723/en/ Contacts Media Contact T-Mobile US, Inc. Media [email protected] Investor Relations Contact T-Mobile US, [email protected]

It has been about a month since the last earnings report for T-Mobile (TMUS). Shares have lost about 3.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is T-Mobile due for a breakout? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent drivers for T-Mobile US, Inc. before we dive into how investors and analysts have reacted as of late. TMUS Q1 Earnings Beat Estimates on Strong Service Revenue Growth T-Mobile reported first-quarter 2026 earnings of $2.70 per share, beating the Zacks Consensus Estimate of $2.06 by 31.07%. Earnings increased 4.7% from the year-ago quarter’s $2.58.Total revenues of $23.11 billion topped the consensus mark of $22.96 billion by 0.63% and rose 10.6% year over year. The upside was primarily driven by strong service revenue growth and continued expansion in postpaid accounts and ARPA. TMUS Posts Strong Service Revenue Growth T-Mobile generated total service revenues of $18.83 billion in the first quarter, reflecting an 11.3% year-over-year increase. This growth was fueled by higher postpaid service revenues, which climbed 15% to $15.63 billion.The expansion in service revenues was supported by an increase in postpaid accounts and higher average revenue per account (ARPA). Postpaid ARPA rose 3.9% year over year to $151.93, indicating sustained monetization of its customer base. T-Mobile Drives Account Growth and ARPA Expansion T-Mobile reported postpaid net account additions of 217,000 in the quarter, up 6% year over year, highlighting continued customer momentum. Total postpaid accounts reached 34.4 million at quarter-end.Growth was driven by higher gross additions, including contributions from prior acquisitions and broadband offerings, partially offset by increased industry switching. As shown in the investor factbook (page 4), account growth continues to trend upward despite seasonal softness in sequential additions. ARPA growth remained a key driver, supported by pricing optimization, increased customers per account and adoption of bundled services such as 5G broadband. TMUS Profitability Adversely Impacted by Higher Costs Operating income declined to $4.50 billion from $4.80 billion in the prior-year quarter, reflecting higher operating expenses. To...

Array’s first quarter was marked by a sharp decline in revenue and earnings per share relative to analyst expectations. Management attributed this divergence to strong progress in tower tenancy growth and successful efforts monetizing spectrum assets. CEO Walter Carlson highlighted the closing of a spectrum sale to T-Mobile and ongoing efforts to secure additional regulatory approvals for further transactions. Meanwhile, the company noted the positive impact of operational discipline and a shift to a tower-focused business model. Is now the time to buy AD? Find out in our full research report (it’s free). Revenue: $52.01 million vs analyst estimates of $54.34 million (92.8% year-on-year growth, 4.3% miss) EPS (GAAP): $2.06 vs analyst expectations of $3.69 (44.3% miss) Adjusted EBITDA: $62 million vs analyst estimates of $50.4 million (119% margin, 23% beat) Market Capitalization: $4.40 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Ric Prentiss (Raymond James): Asked about the potential to structure the fiber business as a REIT for tax efficiency. CFO Vicki Villacrez responded that current structures are not optimal, stated she would not speculate on future REIT structure, but left the door open for future evaluation. Sebastiano Carmine Petti (JPMorgan): Inquired about process improvements in fiber and cable operations, including sales channel investments. CEO Ken Dixon described the business as in “early innings,” with progress in sales velocity and a focus on multi-gig upgrades in cable markets. Sebastiano Carmine Petti (JPMorgan): Asked about the scale and strategy behind the Granite State Communications acquisition. Villacrez emphasized it was a tuck-in, adjacent, and fully fibered asset aligned with current markets. Sebastiano Carmine Petti (JPMorgan): Sought clarity on the $100 million cost savings program. Chris Bothfeld, VP, confirmed progress toward the run-rate target and noted that some savings will be reinvested, with the bulk of benefits expected after 2026. Sergey Dluzhevskiy (Gamco Investors): Requested insight into the margin outlook for the tower business post-T-Mobile transition. Anthony C...

Networking stocks got a serious boost this week after Cisco (CSCO) put up a strong fiscal Q3 2026 report. On May 13, the company posted networking revenue of $8.82 billion, up 25%, thanks to heavy spending on AI infrastructure and campus networking gear. The market liked what it saw. Cisco shares jumped between 18% and 22% in after-hours trading, and that enthusiasm spread quickly across the sector. Nokia (NOK) climbed more than 10%, which is notable because the company is starting to shake off its old image as just a legacy telecom business. NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week Microsoft Stock Is an AI Bargain That Investors Are Missing A $1.5 Trillion Reason to Buy Taiwan Semi Stock Here Our exclusive Barchart Brief newsletter is your FREE midday guide to what's moving stocks, sectors, and investor sentiment - delivered right when you need the info most. Subscribe today! This wasn't just traders piling into anything networking-related. AI buildouts are picking up speed, with major cloud companies planning to spend hundreds of billions in 2026 to handle larger training clusters and inference workloads. So here's the real question. If Cisco's results show that networking demand is heating up again, does Nokia have what it takes to be the next big winner in this space? Let's dive in. Nokia Corporation, based in Espoo, Finland, has a market value of about $83 billion and builds telecom equipment, optical gear, and network software for carriers, enterprises, and data centers. The Finnish gear maker is positioned to benefit when spending on connectivity, AI, and carrier infrastructure strengthens across global markets. As for the stock, NOK is up about 116% since the year started, 169% gain over the past 52 weeks, and closed at $13.98 on May 15. Even so, the valuation looks a bit rich. It trades at 33.72x trailing earnings and 27.59x cash flow, both above sector medians of 24.52x and 18.01x. Its latest quarterly report, released in March 2026, helped support the bullish view. Nokia posted $0.06 in earnings per share, while sales came in at $5.26 billion, down 25.60% quarter-to-quarter, so revenue was softer even though the company stayed profitable. That same quarter also showed stronger cash generation. Their operating cash flow rose to $578 million, up about 30% from the prior quarter, which suggests the core business was hol...

This article first appeared on GuruFocus. Group Organic Service Revenues: Increased by 4.6% year-on-year. Organic EBITDA Growth: Accelerated to 7.5%. T-Mobile Stake: Reached almost 54% at the end of April, up 2 percentage points from one year ago. T-Mobile US EBITDA Growth: 12% on US GAAP and 10% on IFRS basis. FTTH Expansion: Passed 3.6 million additional European homes in the last 12 months. Germany FTTH Reach: 13 million homes. Fiber Joint Ventures in the US: Expected to pass 1.8 million homes by the end of the year. T-Mobile US Service Revenue Growth: 11.3%. T-Mobile US Core Adjusted EBITDA Growth: 11.9%. Germany Total Revenue Growth: 2.1% in the first quarter. Germany Adjusted EBITDA Growth: 2.5%. European Organic EBITDA Growth: 3.5%. Free Cash Flow Guidance: More than EUR19.8 billion. Net Debt Increase: EUR1.4 billion without leases. Leverage Ratio: 2.64, below the comfort zone of 2.75. Warning! GuruFocus has detected 3 Warning Sign with DTEGF. Is DTEGF fairly valued? Test your thesis with our free DCF calculator. Release Date: May 13, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Deutsche Telekom AG (DTEGF) reported a 4.6% year-on-year increase in group organic service revenues and a 7.5% growth in organic EBITDA. The company raised its group guidance, reflecting T-Mobile's guidance increase, and remains on track with its capital markets targets. Deutsche Telekom AG (DTEGF) demonstrated innovation leadership with the announcement of the first in-call AI assistant and an autonomous network agent. The company increased its stake in T-Mobile to almost 54%, up 2 percentage points from the previous year. Deutsche Telekom AG (DTEGF) continues to invest in market network leadership, with significant fiber expansion in Europe and the US. The German mobile service revenue slowed down sequentially to 2.1%, although it remained within the guidance corridor. Fixed service revenue in Germany also slowed down sequentially, with broadband revenue remaining subdued due to customer losses in 2025. The company faces elevated churn due to back book price increases, expected to peak in the second quarter. The reported financials were impacted by a weaker dollar, affecting the cash flow from operations. The German market sentiment is not favorable, with stagnant GDP growth forecasts and a high number of insolvenc...

Array Digital Infrastructure, Inc. AD reported first-quarter 2026 earnings that missed the Zacks Consensus Estimate despite strong year-over-year revenue growth. Earnings per share from continuing operations came in at $2.08 against the consensus mark of $5.74, reflecting a negative surprise of 63.76%. Revenues of $52 million also missed the consensus estimate of $56 million by 7.23%. The top line surged roughly 93% year over year, driven by robust growth in site rental revenues following the execution of the T-Mobile master license agreement. Tower tenancy growth and spectrum monetization remained key operational highlights during the quarter. Array Digital Infrastructure Inc. price-consensus-eps-surprise-chart | Array Digital Infrastructure Inc. Quote Array generated total operating revenues of $52 million in the first quarter compared with $27 million in the prior-year period. Site rental revenues climbed 92% year over year to $51 million, while services revenues rose to nearly $1 million from $0.4 million a year ago. The growth was primarily supported by the T-Mobile master license agreement, under which T-Mobile leases space on an additional minimum of 2,015 Array-owned towers. The company also benefited from interim tower leasing arrangements and extended license terms on existing colocations. As of March 31, 2026, Array owned 4,452 towers across 19 states with 4,290 colocations and a tower tenancy rate of 0.96. The company continued focusing on growing colocations and amendments on existing towers to drive recurring rental income. Management highlighted continued progress in optimizing tower operations and securing healthy application volumes despite the impact of DISH Wireless payment disputes. Excluding DISH, the company continued to report tenancy growth during the quarter. Net income attributable to Array shareholders from continuing operations surged to $179.8 million from $4.7 million in the year-ago quarter. The improvement was largely driven by gains tied to spectrum license transactions. During the quarter, Array closed the sale of certain 3.45 GHz and 700 MHz spectrum licenses to AT&T for proceeds of $1.018 billion and recorded a book gain of $156.6 million. The company also closed a separate 700 MHz spectrum transaction with T-Mobile on May 5, 2026, generating proceeds of $74.8 million. Array also continues working toward completing additio...

Delivered the strongest quarterly performance in company history, led by record earnings in Global Lifestyle and double-digit growth in Connected Living and Global Automotive. Expanded the mobile protection footprint to nearly 69 million devices globally, supported by the successful migration of U.S. Cellular subscribers following the T-Mobile acquisition. Leveraged a proven ability to transition large, complex device portfolios with minimal disruption and low churn, serving as a critical proof point for new client acquisition. Optimized the Global Automotive segment through disciplined rate actions and enhanced claims processing, resulting in a 23% earnings increase and a significant inflection in profitability. Strengthened the Global Housing market position through long-term renewals with lender-placed partners representing over 5 million loans and double-digit premium growth in the property management channel. Advanced enterprise-wide AI initiatives focused on dealership training, claims automation, and personalized customer experiences to drive future share gains and operational scale. Increased full-year guidance for adjusted EBITDA and EPS to grow low single digits, both excluding catastrophes, overcoming a $94 million headwind from lower favorable prior-year reserve development. Projecting high single-digit underlying growth when excluding catastrophes and prior-year development, with Global Lifestyle expected to lead at approximately 10% growth. Anticipating a Global Housing combined ratio in the low to mid-80s, assuming a full-year catastrophe load of $185 million and continued hardening of the voluntary homeowners market. Raised share repurchase expectations to a range of $300 million to $350 million for the full year, reflecting strong cash generation and a commitment to returning excess capital. Expectations for Global Auto growth are underpinned by higher investment income and continued loss ratio improvement following multi-year product and rate optimizations. Secured a 2026 catastrophe reinsurance program with more favorable terms, reducing estimated premiums to $180 million from $200 million in the prior year. Maintained a consistent catastrophe retention of $160 million, providing loss coverage up to a 1-in-265 year event for the main U.S. program. First quarter results included a $13 million real estate joint venture gain, primarily benefi...

AT&T, Verizon, and T-Mobile all gained after their latest earnings reports. Verizon and T-Mobile increased their full-year guidance, leading to larger upside moves than AT&T. Analysts are optimistic about T-Mobile, forecasting significant appreciation ahead. Interested in T-Mobile US, Inc.? Here are five stocks we like better. AT&T (NYSE: T), Verizon Communications (NYSE: VZ), and T-Mobile US (NASDAQ: TMUS) are the three dominant players in the United States telecom industry. These firms battle fiercely for customers across mobile phone connectivity and home and business internet solutions. In late April, all three of these names reported earnings, providing investors the latest glimpse into how the telecom war is playing out. Notably, there was not a clear “loser” in Q1 2026, with each of these stocks gaining after their results. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook However, there was a clear distinction in how impressed markets were with each of their performances. Let’s dive into what transpired among these telecom giants during Q1 2026. Starting with AT&T, the company managed to post beats on both the top and bottom lines. Revenue rose by 2.9% year over year (YOY) to $31.51 billion, exceeding expectations of $31.29 billion. Adjusted earnings per share increased by 11.8% (YOY) to 57 cents, better than estimates of 55 cents. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Net wireless subscribers rose by 294,000. Although the figure dropped 9% YOY, it still exceeded estimates. AT&T continued to show strength within broadband, which looks at providing internet to home and business locations. The firm added 584,000 total fiber and fixed wireless customers, with additions split evenly between the two. AT&T also made very strong progress on its “convergence strategy.” Its convergence rate measures the percentage of home internet customers that are also wireless subscribers. The figure came in at 42% on a reported basis. → 2 Stocks to Watch as the Quantum Space Gets More Crowded However, AT&T added 1.1 million fiber customers through its recent deal with Lumen Technologies (NYSE: LUMN), which dilutes reported convergence. Adjusting for this, the company’s organic convergence rate was 44.6%. This was a big step up from 40.9% in Q1 2025, and marked the company’s fastest YOY convergence growth rate ever. Ove...

T-Mobile (TMUS) came out with quarterly earnings of $2.7 per share, beating the Zacks Consensus Estimate of $2.06 per share. This compares to earnings of $2.58 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +31.07%. A quarter ago, it was expected that this wireless carrier would post earnings of $2.03 per share when it actually produced earnings of $2.14, delivering a surprise of +5.42%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. T-Mobile, which belongs to the Zacks Wireless National industry, posted revenues of $23.11 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.63%. This compares to year-ago revenues of $20.89 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. T-Mobile shares have lost about 10% since the beginning of the year versus the S&P 500's gain of 4.8%. While T-Mobile has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for T-Mobile was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here....

T-Mobile US, Inc. TMUS reported first-quarter 2026 earnings of $2.70 per share, beating the Zacks Consensus Estimate of $2.06 by 31.07%. Earnings increased 4.7% from the year-ago quarter’s $2.58. Total revenues of $23.11 billion topped the consensus mark of $22.96 billion by 0.63% and rose 10.6% year over year. The upside was primarily driven by strong service revenue growth and continued expansion in postpaid accounts and ARPA. T-Mobile US, Inc. price-consensus-eps-surprise-chart | T-Mobile US, Inc. Quote T-Mobile generated total service revenues of $18.83 billion in the first quarter, reflecting an 11.3% year-over-year increase. This growth was fueled by higher postpaid service revenues, which climbed 15% to $15.63 billion. The expansion in service revenues was supported by an increase in postpaid accounts and higher average revenue per account (ARPA). Postpaid ARPA rose 3.9% year over year to $151.93, indicating sustained monetization of its customer base. T-Mobile reported postpaid net account additions of 217,000 in the quarter, up 6% year over year, highlighting continued customer momentum. Total postpaid accounts reached 34.4 million at quarter-end. Growth was driven by higher gross additions, including contributions from prior acquisitions and broadband offerings, partially offset by increased industry switching. As shown in the investor factbook (page 4), account growth continues to trend upward despite seasonal softness in sequential additions. ARPA growth remained a key driver, supported by pricing optimization, increased customers per account and adoption of bundled services such as 5G broadband. Operating income declined to $4.50 billion from $4.80 billion in the prior-year quarter, reflecting higher operating expenses. Total operating expenses rose to $18.61 billion from $16.09 billion. Cost pressures were driven by the higher cost of equipment sales and increased depreciation and amortization, partly linked to network investments and merger-related impacts. Net income declined 15.2% year over year to $2.50 billion, primarily due to UScellular-related costs. Despite these headwinds, the company maintained strong profitability metrics, supported by revenue growth and disciplined cost management in other areas. Core adjusted EBITDA increased 11.9% year over year to $9.24 billion, underscoring solid operating performance. The company also generate...