T-Mobile US, Inc.'s Stock Analysis

T-Mobile USA Completes $2 Billion Senior Notes Offering

T-Mobile USA, Inc. has successfully closed an underwritten public offering of $2 billion in senior notes, consisting of $1.15 billion of 5.000% Senior Notes due 2036 and $850 million of 5.850% Senior Notes due 2056. The offering was conducted under an underwriting agreement with several financial institutions, with the proceeds intended for refinancing existing debt and other general corporate purposes. The notes are guaranteed on a senior unsecured basis by T-Mobile US and certain wholly-owned subsidiaries.

The offering was registered with the Securities and Exchange Commission (SEC) and is expected to close on January 12, 2026, pending customary closing conditions. Investors are encouraged to review the registration statement and related documents for detailed information about the offering. The joint book-running managers for the offering include Deutsche Bank Securities Inc., J.P. Morgan Securities LLC, and others, ensuring a broad syndicate for the transaction.

Jan 12, 2026 16:36:10

T-Mobile USA Secures $10 Billion Revolving Credit Facility

T-Mobile USA, a subsidiary of T-Mobile US, has entered into a new Second Amended and Restated Credit Agreement, which increases its revolving credit facility from $7.5 billion to $10 billion. This agreement extends the maturity of the commitments to January 5, 2031, allowing T-Mobile USA to repay, reborrow, or terminate amounts borrowed without penalty. The credit facility includes provisions for a letter of credit sub-facility of up to $1.5 billion and a swingline loan sub-facility of up to $500 million.

The Credit Agreement outlines that T-Mobile USA's obligations are guaranteed by its parent company and certain subsidiaries. It includes a financial maintenance covenant that requires T-Mobile USA to maintain a Leverage Ratio of 4.50 to 1.00 or lower. The agreement also specifies customary events of default and limitations on certain activities, such as incurring liens and mergers. The credit facility is not secured by any assets, and the interest rates are based on various benchmark rates, with margins that depend on the company's credit rating.

Jan 06, 2026 16:33:16

T-Mobile US Announces $14.6 Billion Shareholder Return Program

T-Mobile US, Inc. has authorized a new shareholder return program valued at up to $14.6 billion, which will be in effect until December 31, 2026. This program includes plans for share repurchases and cash dividends, with a specific cash dividend of $1.02 per share announced for Q1 2026, payable on March 12, 2026. The available amount for share repurchases will be adjusted based on any cash dividends declared and paid. This new program is in addition to an existing $14.0 billion shareholder return program that runs through the end of 2025.

Share repurchases and dividends will be funded through available cash and potential debt issuances, depending on market conditions and company performance. The timing and amount of repurchases and dividends are not guaranteed and will be determined at the discretion of the Board of Directors. The 2026 Shareholder Return Program does not obligate the company to repurchase a specific amount of stock or declare a certain amount of dividends, and it can be suspended or discontinued at any time.

Dec 11, 2025 16:19:39

T-Mobile Appoints COO and Introduces Retirement Program

T-Mobile US, Inc. appointed Jonathan A. Freier as Chief Operating Officer effective December 5, 2025. Freier, who has over 25 years in the telecommunications industry, will receive a base salary of $1,000,000 along with significant performance-based incentives, including a target short-term cash incentive of 200% of annual earnings and long-term incentive awards valued at a minimum of $9,000,000. His employment terms include provisions for termination benefits and a potential retirement after five years with notice requirements.

Additionally, T-Mobile's Compensation Committee approved a new retirement program effective January 1, 2026, applicable to current and future officers. This program includes agreements that provide specific retirement benefits for those who retire after meeting certain age and service criteria. Notably, upon qualifying retirement, some unvested long-term incentive awards will be forfeited. Mark W. Nelson, the Chief Legal Officer, will also participate in this program.

Dec 09, 2025 09:00:25

T-Mobile Reports Record Customer Growth and Financial Performance

T-Mobile US, Inc. announced robust results for the third quarter of 2025, highlighting a total of 2.3 million postpaid net customer additions, the highest in the company's history, and 1.0 million postpaid phone net customer additions, marking the best Q3 in over a decade. The company also achieved significant growth in service revenues, reaching $18.2 billion, a 9% increase year-over-year, while postpaid service revenues grew by 12% to $14.9 billion. T-Mobile's net income for the quarter was reported at $2.7 billion, with diluted earnings per share of $2.41. The company generated $7.5 billion in net cash from operating activities, a 21% increase compared to the previous year, and reported adjusted free cash flow of $4.8 billion.

In addition to strong customer growth and financial results, T-Mobile raised its guidance for 2025, now projecting total postpaid net customer additions between 7.2 million and 7.4 million, up from previous estimates. The company anticipates core adjusted EBITDA to be between $33.7 billion and $33.9 billion, and net cash provided by operating activities to reach between $27.8 billion and $28.0 billion. T-Mobile's commitment to maintaining its network leadership and enhancing customer experiences continues to drive its strategy, with a focus on profitable growth in both wireless and broadband services.

Oct 23, 2025 07:00:09

T-Mobile USA Closes $2.8 Billion Senior Notes Offering

T-Mobile USA, Inc. has successfully completed an underwritten public offering of senior notes totaling $2.8 billion. This includes $800 million in 4.625% Senior Notes due 2033, $1 billion in 4.950% Senior Notes due 2035, and $1 billion in 5.700% Senior Notes due 2056. The offering was managed by several financial institutions, and the net proceeds are intended for refinancing existing debt and other general corporate purposes.

The issuance of the notes was registered with the Securities and Exchange Commission, and T-Mobile USA's obligations under these notes will be guaranteed by T-Mobile US, Inc. and certain wholly-owned subsidiaries. The offering is part of T-Mobile's strategy to manage its debt effectively, and it reflects ongoing efforts to optimize its capital structure.

Oct 09, 2025 16:53:17

T-Mobile US Appoints New Board Member from Deutsche Telekom

Abdurazak Mudesir has been elected to the Board of Directors of T-Mobile US, effective September 19, 2025. His appointment follows a designation by Deutsche Telekom AG, as outlined in a stockholders' agreement involving T-Mobile, Deutsche Telekom, and SoftBank Group Corp.

Mr. Mudesir is currently serving as the Chief Technology Officer at Deutsche Telekom. This addition to the board may influence strategic decisions within T-Mobile US, given Mr. Mudesir's background and affiliation with Deutsche Telekom.

Sep 24, 2025 16:01:45

T-Mobile Appoints New CEO and Executive Compensation Changes

T-Mobile US, Inc. has appointed Srinivasan Gopalan as President and Chief Executive Officer, effective November 1, 2025. Gopalan, currently the Chief Operating Officer, has significant experience in the telecommunications sector and will replace G. Michael Sievert, who will transition to the role of Vice Chairman. As part of this transition, T-Mobile has entered into new employment agreements with both Gopalan and Sievert, outlining their compensation and benefits. Gopalan's agreement specifies an annual base salary of $1.4 million, with potential short-term and long-term incentives based on performance metrics.

Additionally, amendments to compensation agreements for other executives, including Peter Osvaldik and Michael J. Katz, have been made, extending their employment terms and adjusting their compensation packages. Osvaldik's agreement has been updated to extend through July 1, 2027, while Katz will have a minimum annual salary of $975,000. These changes reflect T-Mobile's ongoing strategy for leadership continuity and compensation alignment with industry standards, which may impact investor sentiment and stock performance.

Sep 22, 2025 07:14:56

T-Mobile Updates Synergy Expectations Post UScellular Acquisition

T-Mobile US, Inc. has provided updated guidance following its acquisition of United States Cellular Corporation, which was finalized on August 1, 2025. The company announced an increase and acceleration of synergy targets related to this acquisition, indicating a positive outlook for customer and financial impacts in the upcoming quarter. T-Mobile is also focusing on business transformation initiatives, aiming to enhance customer experiences through digital transformation efforts.

In addition to the acquisition updates, T-Mobile plans to streamline its billing technology, resulting in approximately $350 million in non-cash costs for the third quarter. The company anticipates an additional $120 million in expenses from recent acquisitions and ongoing network investments, which will be excluded from Core Adjusted EBITDA calculations. These developments may influence the company's financial performance and stock price as T-Mobile continues to invest in its infrastructure and service offerings.

Sep 04, 2025 08:08:52

T-Mobile US Announces Leadership Changes and Succession Planning

T-Mobile US, Inc. has made significant changes to its senior leadership team as part of its succession planning. André Almeida has been appointed as President of Growth and Emerging Businesses, effective September 1, 2025, where he will oversee various business sectors including broadband and financial services. Almeida, a member of the Board of Directors, has extensive experience in telecommunications and media. Additionally, John Saw has been promoted to President of Technology, responsible for the network team, following the retirement of Ulf Ewaldsson, who played a key role in the development of the company’s 5G network.

Callie Field, the current President of the Business Group, will step down from her position on September 30, 2025, after two decades with the company, but will continue as a strategic advisor until March 31, 2026. Almeida's resignation from the Board will take effect on August 31, 2025, and is not due to any disagreements with the company. These leadership changes are expected to enhance T-Mobile's ability to achieve its long-term business objectives.

Aug 25, 2025 16:56:11