[T-Mobile US Q3 2026 Earnings Call] T-Mobile Raises Full-Year Guidance as Postpaid Service Revenue Climbs 9%, ARPA Growth Tops 4%

T-Mobile (TMUS) reported Q3 2026 earnings, highlighting growth in postpaid accounts, service revenue, and network leadership. The company launched T-Mix, a customizable plan, and saw 32 million monthly active users in T-Life. Network speeds were 60-70% faster than competitors, and business segment revenue grew double digits. Guidance updated: 1M account net additions, $76.8B service revenue, and adjusted free cash flow of $18.7B-$18.8B.

T-Mobile US (TMUS) reported Q3 2026 earnings, highlighting strong postpaid growth and raising guidance. The company expects Q4 slowdown due to seasonal promotions and iPhone launch timing. Postpaid churn increased by 12 basis points, driven by price hikes. Wholesale revenue faces pressure, while prepaid revenues decline as customers migrate to postpaid. T-Mobile sees intensified competition and potential uplink capacity constraints.

T-Mobile US Inc. (TMUS) reported Q3 earnings of $3.22 per share, up 33.6%, and revenue of $23.58B, up 7.4%. The company raised its 2026 cash flow outlook and increased its full-year targets. Shares rose 0.88% after hours. FedEx (FDX) beat estimates but shares fell 2.4% after hours.

Verizon, AT&T, and T-Mobile are urging the FCC to remove 290 MHz of spectrum from a proposal allowing satellite companies like SpaceX to offer direct-to-phone services. The FCC will vote on the proposal on October 29. SpaceX, which plans to use the spectrum for its Starlink Mobile service, opposes the carriers' request. The carriers argue the bands are crucial for their 5G networks, while SpaceX seeks to add another band and modernize interference rules.

T-Mobile US (TMUS) reported Q3 2026 results with postpaid service revenue up 9% YoY, total service revenue up 6%, and core adjusted EBITDA up 11%. The company raised full-year guidance for service revenue to $76.8B (8% growth) and adjusted free cash flow to $18.7-$18.8B. Postpaid ARPA grew over 4% YoY, driven by premium plan adoption and 5G broadband growth. Management highlighted strong 5G broadband momentum and fiber penetration, as well as opportunities in AI and edge computing.

T-Mobile reported Q3 revenue growth of 7.4% and earnings up 34%, exceeding analyst expectations. The company added new customers and saw higher average revenue per account. However, prepaid revenue declined. Shares initially rose on the news. According to the company, the results reflect strong performance in key metrics. (TMUS:NASDAQ)