T-Mobile US, Inc.
T-Mobile US, Inc. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
What the Q2 FY26 call signalled
1 of 3 strong
The short version
- Raising expectation for total postpaid net account additions to 950,000 - 1,050,000 for the full year, reflecting strong momentum (Page 3). - Raised full-year postpaid net account additions guidance to between 950,000 and 1,050,000 due to strong momentum (Page 3).
From T-Mobile US, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Raising expectation for total postpaid net account additions to 950,000 - 1,050,000 for the full year, reflecting strong momentum (Page 3).
- Full-year service revenue expected at approximately $77 billion, representing 8% growth, with Q2 service revenue ~ $19 billion (up 9% YoY) (Page 3).
- Strong postpaid ARPA growth forecast of 2.5% to 3% for the full year (Page 3).
- Core adjusted EBITDA guidance increased to a range of $37.1 billion to $37.5 billion, with Q2 EBITDA expected around $9.4 billion (up 10% YoY) (Page 3).
- Adjusted free cash flow expected between $18.1 billion and $18.7 billion, up $100 million at the lower end (Page 3).
2 more points from T-Mobile US, Inc.'s call on revenue
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Profitability & Margins
See what T-Mobile US, Inc. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Full year 2026 cash CapEx is expected to be approximately $10 billion, unchanged from previous guidance, focusing on continued network differentiation (Page 3).
- $2.7 billion of investment planned across 2 fiber joint ventures (JVs) when they close; more updates to follow post-close (Page 12).
- Fiber JVs aim for double-digit IRRs, focusing on creating true equity value rather than chasing homes passed metrics (Page 4).
- Investment in AI and transformation to realize $3 billion cost synergies by 2027, including efficiencies in customer care, retail, and back-office (Page 12).
2 more points from T-Mobile US, Inc.'s call on capex
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Fundraising & Capital Structure
See what T-Mobile US, Inc. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
See what T-Mobile US, Inc. said on order book & pipeline — free account, 30 seconds.
Continue your research
Others in Wireless Telecommunication Services this season
- Millicom International Cellular S.A. (Q2 FY26)
Millicom International Cellular S.A. Q2 FY26 quarterly results analysis. Colombia: Strong top-line growth at 8%, driven by mobile postpaid growth, B2B services,
- Vodafone Group Public Limited Company (Q2 FY26)
Vodafone Group Public Limited Company Q2 FY26 quarterly results analysis. **U.K. Market Cap $35,472, P/E 8.6. AI-powered earnings insights.
Potential multibaggers · Q2 FY27
This quarter's potential multibaggers
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were T-Mobile US, Inc. Q2 FY26 results?
- Raising expectation for total postpaid net account additions to 950,000 - 1,050,000 for the full year, reflecting strong momentum (Page 3). - Raised full-year postpaid net account additions guidance to between 950,000 and 1,050,000 due to strong momentum (Page 3).
What is T-Mobile US, Inc. share price analysis?
T-Mobile US, Inc. currently shows a below-average growth signal. The stock trades at a P/E of 20.3 with a market cap of $204,548. Investors should review the full earnings analysis for detailed insights.
Is T-Mobile US, Inc. planning capital expenditure?
- Full year 2026 cash CapEx is expected to be approximately $10 billion, unchanged from previous guidance, focusing on continued network differentiation (Page 3).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.