T-Mobile US Inc

TMUS: XNAS (USA)

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T-Mobile Earnings: Taking Share Without Excessive Discounting; Fair Value to $235 From $220

Michael Hodel

Jul 24, 2025

T-Mobile reported a strong rebound in customer growth, adding 830,000 net postpaid wireless phone customers, a second-quarter record. Revenue per phone customer also jumped 3% year over year, driving 6% service revenue growth. Phone subsidies increased slightly, but the EBITDA margin held steady.

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T-Mobile US Inc

T-Mobile Earnings: Taking Share Without Excessive Discounting; Fair Value to $235 From $220

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