Citable filing context
TMUS's research view summarizes recent SEC filing context, starting with management_change from Sep 3, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 3, 2026 | management_change | T-Mobile announced CFO Peter Osvaldik will retire in February 2027, with Jessica Uhl succeeding him. |
| Jul 23, 2026 | earnings | T-Mobile reported Q2 2026 net income of $3.2 billion and service revenue of $19.0 billion. |
| Jul 7, 2026 | management_change | T-Mobile appointed Chris Sambar as Chief Enterprise Officer and announced several executive leadership transitions. |
| Jul 23, 2026 | Guidance: adjusted_free_cash_flow | 18400.00 to 18800.00 |
| Jul 23, 2026 | Guidance: capital_expenditures | 10000.00 to 10000.00 |
| Jul 23, 2026 | Guidance: core_adjusted_ebitda | 37100.00 to 37500.00 |
| Jul 23, 2026 | mda_quarterly | T-Mobile US, Inc. continues to prioritize high-value account growth, reporting a 13% increase in postpaid revenues for the second quarter of 2026, driven by the acquisitions of UScellular, Metronet, and Lumos, alongside higher average revenue per account (ARPA). While total service revenues rose 9% to $18.98 billion, the company faces increased operating expenses, which grew 9% due to merger-related integration costs, network restructuring, and workforce transformation initiatives. Strategic capital allocation remains focused on 5G network expansion and fiber-to-the-home partnerships. T-Mobile has invested heavily in joint ventures with Lumos and Metronet, with further fiber investments planned through 2028. Additionally, the company is pursuing a joint venture with AT&T and Verizon to eliminate wireless dead zones via satellite-based technologies. Financial performance remains robust, with Core Adjusted EBITDA increasing 12% to $9.54 billion. The company maintains a disciplined capital return strategy, having authorized an $18.2 billion 2026 Stockholder Return Program, which includes both share repurchases and dividends. Despite rising interest expenses and integration-related cash outflows, management expects existing liquidity sources to satisfy operational and strategic needs for the next 12 months. Key risks include ongoing integration complexities, regulatory compliance, and the competitive landscape for wireless and broadband connectivity. |
| Apr 28, 2026 | mda_quarterly | T-Mobile US reported an 11% revenue increase to $23.1 billion for Q1 2026, driven by a 15% rise in postpaid revenues from higher accounts and ARPA, despite a 5% decline in prepaid. Operating income decreased 6% to $4.5 billion, and net income fell 15% to $2.5 billion, primarily due to $635 million in UScellular merger-related costs, $136 million for network restructuring, and $141 million in workforce transformation severance. Despite this, Adjusted EBITDA grew 12% to $9.2 billion, and Adjusted Free Cash Flow increased 5% to $4.6 billion. The company completed the UScellular acquisition in August 2025 for $2.8 billion cash and $1.7 billion in notes, targeting $1.2 billion in annual run-rate cost synergies by 2027. TMUS significantly expanded its fiber-to-the-home footprint through joint ventures with Lumos ($932 million) and Metronet ($4.6 billion), acquiring residential customers, with further fiber investments planned. Acquisitions of Vistar Media and Blis diversified its advertising technology. Postpaid accounts grew 11% to 34.4 million, with ARPA up 4% to $151.93, though churn increased to 1.04%. TMUS saw $6.4 billion in debt issuance and repayment, while strategically acquiring 600 MHz spectrum from Comcast and selling 800 MHz to Grain Management. The company returned $4.9 billion to shareholders via repurchases and $1.1 billion in dividends under an expanded 2026 Stockholder Return Program, now totaling $18.2 billion. |
Source: SEC EDGAR filing text and events; period Sep 3, 2026; filed Sep 3, 2026.
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