# Fundamentals #0038: T-Mobile US: 3Q2026 results

Date: 2026-10-29 02:20
URL: https://heniu.blog/en/f-log/flog-2026-10-29-0038/
Author: Heniu (heniu.blog). Text license: CC BY 4.0 (https://creativecommons.org/licenses/by/4.0/).

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T-Mobile US (TMUS) revenues in the third quarter increased by 7.4% y/y to 23.58 billion USD, and earnings per share (GAAP) increased by 33.6% y/y to 3.22 USD.

### Quarterly results

Earnings per share (GAAP, diluted) was 3.23 USD (33.5% y/y), while operating income reached 5.66 billion USD (25.0% y/y).

### Company guidance

The company expects revenues in the range of 37.35 billion USD – 37.45 billion USD and free cash flows in the range of 18.70 billion USD – 18.80 billion USD, with a tax rate of 24.0% – 25.0%.

### Management commentary

Management emphasized that in fixed broadband via cellular networks, they see continued strong growth and increasing revenue per customer. According to management, gains from AI-driven radio network planning exceeded expectations. Management noted that satellite connectivity is treated as a complementary product, therefore they do not foresee reselling another operator's satellite services on their network. According to management, the company aims to maintain a balance between the number of customers and their value, focusing on acquiring accounts and translating this into a financial advantage. Management also pointed to a belief in bundling services rather than strictly combining fixed and mobile telephony.