T-Mobile US, Inc. (TMUS) Earnings Call Transcripts

T-Mobile US, Inc.'s Latest Earnings Call - September 10, 2026

In the Q3 2026 earnings call for T-Mobile US, Inc. (TMUS), CEO Srini Gopalan highlighted strong growth in consumer wireless and broadband, with a notable increase in customer satisfaction metrics. The company reported a revenue of $20.5 billion, exceeding expectations by $1.2 billion, and an EPS of $1.75, beating estimates by $0.15. T-Mobile raised its guidance for postpaid net additions for the full year to 1.5 million, indicating robust demand and operational strength in the competitive landscape.

Reported metrics

Guidance from management

T-Mobile raised its full-year guidance for postpaid net additions to 1.5 million, reflecting strong demand and operational confidence. No changes were made to revenue or EPS guidance, maintaining a steady outlook.

What management said

So when you look at fiber, right? Firstly, 20% year 1 for a greenfield build is phenomenal, right? And that's a lot of the thesis on how we got into fiber, which is the thesis that the brand, the distribution and our ability to execute, would count in fiber as well. And that's clearly coming through as you can see from this. The way we think about FWA and fiber is the overlap is pretty minimal, and they're fundamenta...

We think there's definitely enough capacity. I mean if you look at our wireless growth and our RWA growth, our FWA and we talked about this, I think when we shared the FWA numbers, where in our current $15 million, we're assuming no incremental spectrum. We're assuming also no spectral efficiency gains, which we're seeing already, right? And so we feel good about the spectrum that's coming on board. And we will, as a...

What analysts pressed on

Analysts expressed concerns about potential churn increases due to recent pricing changes and competition in the broadband space. There were questions regarding how T-Mobile plans to maintain its competitive edge in a rapidly evolving market.

Main topics on the call

• Consumer Wireless Growth — T-Mobile's consumer wireless segment continues to thrive, with a focus on enhancing customer value. Gopalan stated, "We're in the very fortunate place where our best value position is not just about what we offer the cus...
• Broadband Expansion — T-Mobile is aggressively expanding its broadband services, with a new target of 15 million fixed wireless customers by 2030. Gopalan mentioned, "We just upped our guidance a little while ago from 12 million to 15 million...
• Customer Satisfaction and NPS — The company reported an NPS of 46, the highest among the major carriers, indicating strong customer loyalty. Gopalan emphasized, "This is not simply about price. It's great value, yes," highlighting the importance of cus...
• AI Integration — T-Mobile is leveraging AI to enhance customer service and operational efficiency. Gopalan noted, "We committed to a 75% reduction in our calls... and AI is a big part of that," showcasing their commitment to using techno...

Read the full T-Mobile US, Inc. transcript (September 10, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 103 T-Mobile US, Inc. earnings call transcripts on record, spanning January 7, 2020 to September 10, 2026. Based on this history, T-Mobile US, Inc. reports quarterly. The most recent call on file is dated September 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

TMUS

Exchange

NasdaqGS

Country

US

Sector

Communication Services

Industry

Wireless Telecommunication Services

Calls on record

103

First call

January 7, 2020

Most recent

September 10, 2026

Reporting cadence

quarterly