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T-Mobile US (TMUS) Q2 2025 Earnings Call Transcript


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T-Mobile US (NASDAQ:TMUS) raised its full-year 2025 guidance across several metrics, reflecting record-setting postpaid net additions in Q2 2025 and strong service revenue growth in Q2 2025. Leadership emphasized strategic expansion through acquisitions, including MetroNet and UScellular, as well as network investments, including the commercial launch of T-Satellite in Q2 2025 and extensive greenfield builds with plans to bring on nearly 4,000 sites in 2025. The company highlighted accelerated digital transformation, a broadening premium ARPA mix, and entry into new business adjacencies through partnerships and fiber. Guidance reflects incremental tax and monetary benefits from recent legislation and spectrum license sales, with management reiterating discipline in capital allocation and emphasis on unlocking shareholder value through operational and financial scale.

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Source Fool.com

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