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@kewur 4 months ago

T-Mobile Posts Strong Q3 Growth, Raises 2025 Guidance Despite Lower Net Income

T-Mobile Posts Strong Q3 Growth, Raises 2025 Guidance Despite Lower Net Income

T-Mobile just posted a solid Q3 with earnings and revenue beating estimates. Postpaid net customer adds hit 2.3 million—the best ever and tops in the industry. The company absorbed 4.5 million customers from its US Cellular acquisition, benefited from the iPhone 17 launch, and saw service revenue grow 9% YoY. Despite net income dropping to $2.71 billion from $3.06 billion, operating cash increased 21%. Outgoing CEO Mike Sievert hands the reins to Srini Gopalan, with expectations for more fiber expansion. T-Mobile also raised 2025 guidance for postpaid net customer and phone additions. Shares dipped slightly after the report—possibly a reaction to the profit drop despite strong subscriber growth.
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@Simonwhite 4 months ago

Fiber expansion is a good factor.

@BrianHoward 4 months ago

I think the correction is fine. Good to build new positions.