other material
confidence high
sentiment positive
materiality 0.85
T-Mobile raises multi-year outlook; targets 18-19M broadband customers by 2030, lifts EBITDA and FCF guidance
T-Mobile US, Inc.
- Service revenues guided to ~$77B in 2026, $80.5-$81.5B in 2027; Core Adj. EBITDA $37-$37.5B in 2026, $40-$41B in 2027.
- Broadband target increased to 15M 5G broadband and 3-4M T-Fiber customers by 2030, totaling 18-19M.
- Q1 2026 share repurchases doubled to up to $5.0B; $14.6B stockholder return authorized for 2026.
- Since 2024 CMD, returned over $20B to stockholders and invested ~$12B in accretive M&A.
- Postpaid net account additions guided 900k-1.0M in 2026; ARPA growth 2.5%-3.0%.