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Jun 30, 2025
T-Mobile Q2 2025 Earnings Report
T-Mobile reported its Q2 2025 earnings, achieving record customer and financial growth, and subsequently raised its full-year 2025 guidance.
Key Takeaways
T-Mobile delivered its best-ever Q2 performance in total postpaid and postpaid phone net customer additions, alongside industry-leading postpaid net account additions and 5G broadband net customer additions. This strong customer growth translated into industry-best service revenue growth, record net income, and robust Adjusted Free Cash Flow, reinforcing its position as a network leader.
Achieved best-ever Q2 postpaid net customer additions of 1.7 million and postpaid phone net customer additions of 830 thousand.
Reported highest-ever net income of $3.2 billion, a 10% year-over-year increase.
Service revenues grew 6% year-over-year to $17.4 billion, with postpaid service revenues increasing 9% year-over-year to $14.1 billion.
Raised full-year 2025 guidance for postpaid net customer additions, Core Adjusted EBITDA, net cash provided by operating activities, and Adjusted Free Cash Flow.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
T-Mobile raised its full-year 2025 guidance across key customer and financial metrics, reflecting strong performance and the expected inclusion of Metronet.
Positive Outlook
- Increased postpaid net customer additions guidance to 6.1 million - 6.4 million (up from 5.5 million - 6.0 million).
- Increased Core Adjusted EBITDA guidance to $33.3 billion - $33.7 billion (midpoint increase of $50 million).
- Increased net cash provided by operating activities guidance to $27.1 billion - $27.5 billion (midpoint increase of $50 million).
- Increased Adjusted Free Cash Flow guidance to $17.6 billion - $18.0 billion (midpoint increase of $50 million).
- Expected inclusion of Metronet acquisition, adding approximately 100 thousand Fiber net customers.
Challenges Ahead
- Capital expenditures guidance remains unchanged at approximately $9.5 billion.
- Does not assume any material net cash inflows from securitization for Adjusted Free Cash Flow guidance.
- Net income forecast is not provided due to high variability and difficulty in prediction.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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