Companies · TMUS
T-Mobile
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Latest analysis
Updated Oct 28, 2026
T-Mobile Q3 2026: Industry-leading postpaid and FWA gains drive 9% postpaid service revenue growth; Physical AI infrastructure emerges as next monetization frontier.
T-Mobile delivered industry-leading postpaid phone net additions and FWA net additions in Q3 2026, with postpaid service revenue up 9% and core adjusted EBITDA growing 11% year-over-year. Management raised full-year service revenue guidance to approximately $76.8 billion and lifted core adjusted EBITDA guidance by $100 million at the midpoint to $37.35-$37.45 billion, underpinned by a 3.5% full-year postpaid ARPA growth forecast — up from 2.5%-3% prior. The most consequential new disclosure is the Kinetic Edge initiative with AWS, positioning T-Mobile as a physical AI infrastructure provider selling edge-compute solutions rather than pure connectivity.
Tone: bullishRevenue
$88.3B
TMUS 10-K · FY 2025
Employees
75,000
Revenue FY2024
$81.4B
Founded
1994
Profile
TMUS 10-K Item 1 · Feb 11, 2026T-Mobile US is a nationwide wireless communications and broadband provider serving 142.4 million postpaid and prepaid customers across its T-Mobile, Metro by T-Mobile, and Mint Mobile brands. The company operates America's largest 5G network utilizing a multilayer spectrum portfolio of low-band, mid-band, and mmWave licenses. Beyond wireless, T-Mobile has expanded into fixed wireless broadband, fiber, device protection, financial services, and advertising.
Read filing description ↓ Collapse description ↑
As America's supercharged Un-carrier, we have disrupted the telecommunications industry by actively engaging with and listening to our customers and focusing on eliminating their pain points. Our customers benefit from what we believe is an unmatched combination of the best value and best network, alongside an unwavering focus on offering them the best possible service experience and an undisputable drive for disruptive innovation in wireless and beyond. This includes providing added value and what we believe is an exceptional experience while implementing signature Un-carrier initiatives that have changed the industry. We ended annual service contracts, overages, unpredictable international roaming fees and data buckets, among other things. We are inspired by a relentless focus on customer experience, consistently delivering award-winning customer experience, which drives our customer satisfaction levels while enabling operational efficiencies. With what we believe is America's best network, with the largest, fastest, most awarded and most advanced 5G network, the Un-carrier strives to offer customers unrivaled coverage and capacity where they live, work and travel. We believe our network is the foundation of our success and powers everything we do. Our dense and multi-layer network provides an unmatched 5G and overall network experience to our customers, which consists of our foundational layer of low-band, mid-band and millimeter-wave spectrum licenses. As part of our relentless, customer-first focus, we are transforming into an AI-enabled, data-informed, digital-first organization to continue delivering differentiated experiences to our customers.
Primary products
- Postpaid wireless communications services
- Prepaid wireless communications services
- 5G broadband fixed wireless
- Fiber broadband
- Wireless devices and accessories
- Equipment Installment Plans (EIP)
End markets
Geographies
Named customers
Named competitors
“We are the second largest provider of wireless communications services in the U.S. as measured by our total postpaid and prepaid customers.” Competitive position, as stated in the filing
Revenue commentary · FY 2025
Total revenues increased $6.9 billion, or 8%, in 2025 versus 2024, driven primarily by higher postpaid revenues from account growth including acquisitions and higher postpaid ARPA, as well as growth in equipment revenues.
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