Jun 30, 2021

T-Mobile Q2 2021 Earnings Report

T-Mobile reported industry-leading postpaid net additions and record financial results, raising 2021 guidance.

Key Takeaways

T-Mobile's Q2 2021 results showcased industry-leading postpaid net additions and record service revenues, Core Adjusted EBITDA, and Free Cash Flow. The company raised its 2021 guidance across the board for the second consecutive quarter, driven by its growth strategy and network leadership.

Postpaid net additions of 1.3 million, leading the industry.

Total revenues grew 13% year-over-year to $20.0 billion.

Net income increased to $978 million, eight times more than the previous year.

Free Cash Flow, excluding gross payments for the settlement of interest rate swaps, grew 16% year-over-year to $1.7 billion.

Total Revenue
$20B
Previous year: $17.7B
+12.9%
EPS
$0.78
Previous year: $0.09
+766.7%
Total Postpaid Customers
1.3M
Previous year: 65.1M
-98.0%
Net Postpaid Customer Additions
1.3M
Previous year: 1.11M
+16.9%
Net Prepaid Customer Additions
76K
Previous year: 133K
-42.9%
Gross Profit
$11B
Previous year: $10.9B
+0.9%
Cash and Equivalents
$3.78B
Previous year: $11.1B
-65.9%
Free Cash Flow
$1.7B
Previous year: $1.44B
+18.0%
Total Assets
$204B
Previous year: $187B
+9.0%

T-Mobile

T-Mobile

T-Mobile Revenue by Segment

Forward Guidance

T-Mobile raised its 2021 outlook across the board for the second consecutive quarter.

Positive Outlook

  • Postpaid net customer additions are expected to be between 5.0 million and 5.3 million.
  • Core Adjusted EBITDA is expected to be between $23.0 billion and $23.3 billion.
  • Cash purchases of property and equipment, including capitalized interest, are expected to be between $12.0 billion to $12.3 billion.
  • Net cash provided by operating activities, including payments for Merger-related costs, is expected to be between $13.6 billion and $13.9 billion.
  • Free Cash Flow, including payments for Merger-related costs, is expected to be between $5.2 billion and $5.5 billion.

Challenges Ahead

  • Merger-related costs are expected to be between $2.7 billion and $3.0 billion before taxes.
  • These costs are excluded from Core Adjusted EBITDA but will impact Net income.
  • These costs will impact Net cash provided from operating activities.
  • These costs will impact Free Cash Flow.
  • Free Cash Flow guidance does not assume any material net cash inflows from securitization.

Revenue & Expenses

Visualization of income flow from segment revenue to net income