Thu, February 12, 2026 at 3:04 AM GMT+9 1 min read
In this article:
TMUS
+2.80%
This article first appeared on GuruFocus.
T-Mobile US, Inc. (NASDAQ:TMUS) turned in a quarter that looked strong on the surface but had a wrinkle underneath. Revenue beat expectations, but earnings came in lighter than Wall Street hoped.
For Q4, GAAP EPS landed at $1.88, missing estimates by $0.18. Revenue, however, climbed 11.2% y/y to $24.33 billion, edging past consensus by $60 million. The real strength showed up in service revenue, which hit $18.7 billion in the quarter and $71.3 billion for the full year, both marking industry leading growth.
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Subscriber momentum continues to be the backbone of the story. T Mobile added 2.4 million total postpaid customers in Q4 and 7.8 million for 2025. Postpaid phone net adds reached 962K in the quarter, while broadband added 558K customers, reinforcing its expansion beyond wireless.
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T-Mobile Beats on Revenue, Misses EPS
T-Mobile Beats on Revenue, Misses EPS
Moz Farooque ACCA
Thu, February 12, 2026 at 3:04 AM GMT+9 1 min read
In this article:
TMUS
+2.80%
This article first appeared on GuruFocus.
T-Mobile US, Inc. (NASDAQ:TMUS) turned in a quarter that looked strong on the surface but had a wrinkle underneath. Revenue beat expectations, but earnings came in lighter than Wall Street hoped.
For Q4, GAAP EPS landed at $1.88, missing estimates by $0.18. Revenue, however, climbed 11.2% y/y to $24.33 billion, edging past consensus by $60 million. The real strength showed up in service revenue, which hit $18.7 billion in the quarter and $71.3 billion for the full year, both marking industry leading growth.
Subscriber momentum continues to be the backbone of the story. T Mobile added 2.4 million total postpaid customers in Q4 and 7.8 million for 2025. Postpaid phone net adds reached 962K in the quarter, while broadband added 558K customers, reinforcing its expansion beyond wireless.
Terms and Privacy Policy
Privacy Dashboard
More Info