Earnings call briefThird-quarter 2026
T-Mobile US now expects 2026 service revenues of approximately $76.8 billion
The company also now expects postpaid ARPA growth of approximately 3.5%, up from 2.5% to 3%, and Q4 postpaid organic service revenue growth of approximately 7%.
GetSignal T-Mobile US TMUS
T-Mobile US said on its third-quarter call that postpaid outperformance drives its service revenue outlook, partly offset by declines in its wholesale and other line, including the faster roll-off of the Boost MVNO. It also cited ongoing prepaid trends as a further offset.
The company said it will probably reserve more of its capital envelope for spectrum in 2027 and 2028, citing upcoming spectrum auctions in those years.
Quotes from the call
“We now expect full year service revenues of approximately $76.8 billion, representing 8% growth for the full year, driven by ongoing outperformance of the postpaid business, partially offset by declines in the wholesale and other line, including from the faster roll-off of the Boost MVNO as well as the ongoing trends in prepaid.”
Key facts from the call
- Expected 2026 service revenues
- approximately $76.8 billion, representing 8% growth
- 2026 postpaid ARPA growth outlook
- approximately 3.5%, up from 2.5% to 3%
- Q4 postpaid organic service revenue growth outlook
- approximately 7% year over year
Source: T-Mobile US' third-quarter 2026 earnings call, October 28, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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