Highest-materiality recent filing
T-Mobile Q1 2026: Postpaid net adds +6% YoY, service revenue +11%, raises guidance
Postpaid net account additions of 217k (+6% YoY); ARPA $151.93 (+3.9% YoY).
T-Mobile boosts shareholder return program by $3.6B to up to $18.2B
Board authorized increase from up to $14.6B to up to $18.2B in total returns through Dec 31, 2026.
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.
T-Mobile Q4 2025: Postpaid net adds 2.4M, service revenue $18.7B, EPS $1.88, Core EBITDA $8.4B
Total postpaid net customer additions of 2.4M in Q4 and 7.8M in 2025, both industry best.
T-Mobile USA upsizes revolving credit facility to $10B, extends maturity to Jan 2031
Second Amended and Restated Credit Agreement increases commitments from $7.5B to $10.0B.
T-Mobile authorizes $14.6B shareholder return program through 2026
Board authorized $14.6B shareholder return program through Dec 31, 2026 for share repurchases and dividends.
Total postpaid net customer additions of 2.3M (best-ever); postpaid phone net adds 1.0M, highest Q3 in over a decade.
Gopalan gets base salary $1.4M, target STI 250% of base (2026 onward), annual LTI target >$19.5M with peer-based escalators.
UScellular acquisition total annual run-rate cost synergies increased to ~$1.2B (up 20% from ~$1.0B); integration now expected in ~2 years (vs 3-4 originally).
T-Mobile USA exchanges $1.68B in Array notes for new notes with maturities to 2070
Exchanged ~$1.68B aggregate principal of old Array notes for new T-Mobile USA notes.
T-Mobile Q2 net income $3.2B, EPS $2.84, raises FY2025 guidance
Postpaid net customer adds 1.7M; postpaid phone net adds 830k, both best-ever Q2.
T-Mobile extends USCC debt exchange offer to Aug 1, reports high tenders
Expiration extended to 5:00 p.m. on Aug 1, 2025; withdrawal deadline already passed.
T-Mobile announces preliminary exchange results: ~89% of USCC 2033 notes tendered
Holders tendered $487.2M of $544M USCC 2033 notes (89.56%), and 74-76% of other series.
T-Mobile reports record Q1: EPS $2.58 (+29% YoY), postpaid net adds 1.3M, service rev $16.9B (+5%)
Net income $3.0B (+24% YoY); diluted EPS $2.58 (+29% YoY); Core Adjusted EBITDA $8.3B (+8% YoY).
T-Mobile Q4 2024: 3M postpaid phone net adds; diluted EPS $9.66 FY; guides 2025 higher
Q4 postpaid phone net adds 903K, FY 2024 3.1M (3rd straight year >3M); record low FY churn 0.86%.
T-Mobile authorizes $14B shareholder return program through 2025
Board authorized new $14B shareholder return program for share repurchases and cash dividends through December 31, 2025.
T-Mobile Q3 beats: EPS $2.61 (+43% YoY), raises FY2024 guidance
Postpaid phone net adds of 865K, highest Q3 in a decade; phone churn 0.86% record low.
T-Mobile targets nearly $10B increase in Annual Core Adjusted EBITDA by 2027 at Capital Markets Day.
T-Mobile Q2 2024: EPS $2.49, revenue $16.4B; raises FY2024 customer & cash flow guidance
Postpaid phone net adds 777K (best Q2 ever); total postpaid net adds 1.3M; crossed 100M postpaid customers.
T-Mobile and KKR form JV to acquire Metronet fiber network; T-Mobile invests $4.9B for 50% stake
T-Mobile will invest ~$4.9 billion for a 50% equity stake and acquire 100% of Metronet's residential fiber retail operations.
T-Mobile Q1 net income $2.4B (+22% YoY), raises 2024 guidance; postpaid phone net adds 532K
Service revenues $16.1B (+4% YoY), postpaid service revenues $12.6B (+6% YoY).
The Company’s current CAO, Dara Bazzano, has decided to retire from the Company, but will continue to serve as the principal accounting officer of the Company through April 30, 2025.
On April 8, 2025, T-Mobile US, Inc. (the “Company”) appointed Daniel J. Drobac as Vice President and Chief Accounting Officer (“CAO”) of the Company, effective as of May 1, 2025.
Additionally, on February 18, 2025, Srini Gopalan notified the Board of his decision to resign from the Board and its Compensation Committee, effective as of February 28, 2025, due to his acceptance of a new role at the Company as the Company’s Chief Operating Officer.
On February 18, 2025, Kelvin Westbrook notified T-Mobile US, Inc. (the “Company”) of his decision to not to stand for re-election to the Board of Directors (the “Board”) of the Company at the 2025 Annual Meeting of Stockholders (the “Annual Meeting”).
due to his acceptance of a new role at the Company as the Company’s Chief Operating Officer.
On January 27, 2025, the Board of Directors (the “Board”) of T-Mobile US, Inc. (“T-Mobile”) appointed Srinivasan Gopalan as Chief Operating Officer (“COO”) of T-Mobile, effective as of March 1, 2025 (the “Effective Date”).
Max materiality 0.90 · Median 0.57 · Most common event other_material