T-Mobile US, Inc.'s Stock Analysis

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

T-Mobile US Completes Exchange Offers for Senior Notes

T-Mobile US, Inc. and its subsidiary T-Mobile USA, Inc. completed the settlement of exchange offers and consent solicitations related to the acquisition of certain assets from Array Digital Infrastructure, Inc. on August 5, 2025. The company issued a total of approximately $1.68 billion in new senior notes, including 6.700% Notes due 2033, 6.250% Notes due 2069, and 5.500% Notes due March and June 2070. The new notes will bear interest at rates ranging from 5.500% to 6.700% and will have varying maturity dates, with interest payments scheduled semi-annually and quarterly starting in late 2025 and early 2026.

The exchange offers were made pursuant to a registration statement filed with the SEC, and the company received valid consents from the majority of holders of the old notes to amend the indentures governing those securities. The new T-Mobile Notes are expected to be listed on Nasdaq’s Global Select Market, while the company does not plan to list the 2033 Notes on any exchange. The exchange offers did not yield any cash proceeds for T-Mobile USA, and the settlement is expected to finalize shortly after the announcement.

Aug 05, 2025 16:30:48

T-Mobile Reports Record Growth and Raises Financial Guidance

T-Mobile US, Inc. announced its second quarter 2025 results, achieving record highs in postpaid and postpaid phone net customer additions, with 1.7 million and 830 thousand respectively. The company also reported total service revenues of $17.4 billion, a 6% year-over-year increase, and net income of $3.2 billion, up 10% year-over-year. Additionally, T-Mobile’s Core Adjusted EBITDA grew 6% year-over-year to $8.5 billion, and the company generated $7.0 billion in net cash from operating activities, reflecting a 27% increase compared to the previous year. Stockholder returns amounted to $3.5 billion in Q2 2025, which included $2.5 billion in common stock repurchases and $996 million in cash dividends.

Furthermore, T-Mobile raised its full-year guidance for 2025, now expecting postpaid net customer additions between 6.1 million and 6.4 million, up from a previous forecast of 5.5 million to 6.0 million. The company anticipates Core Adjusted EBITDA to be between $33.3 billion and $33.7 billion, and net cash provided by operating activities is expected to reach between $27.1 billion and $27.5 billion. Adjusted Free Cash Flow guidance has also been increased to between $17.6 billion and $18.0 billion, indicating strong operational performance and growth prospects.

Jul 23, 2025 16:03:33

T-Mobile Extends Exchange Offers for US Cellular Debt Securities

T-Mobile US, Inc. and its subsidiary T-Mobile USA, Inc. have announced an extension of the expiration date for their exchange offers and consent solicitations related to certain outstanding senior notes of United States Cellular Corporation. The new expiration date is set for August 1, 2025, moving from the original date of July 1, 2025. The exchange offers involve the exchange of various senior notes issued by USCC for new senior notes to be issued by T-Mobile USA, with all other terms remaining unchanged.

As of the original expiration time, T-Mobile reported that a principal amount of $544 million of the Old USCC Notes was validly tendered and not withdrawn. The company has emphasized that the exchange offers and consent solicitations are subject to the terms set forth in the prospectus dated May 23, 2025, and that holders of the Old USCC Notes are encouraged to read the prospectus carefully before making any decisions regarding the exchange.

Jul 02, 2025 08:06:10

T-Mobile Announces Results of Debt Exchange Offers for US Cellular

T-Mobile US, Inc. has released preliminary results of its exchange offers for certain senior notes of United States Cellular Corporation (USCC). The company is offering to exchange various series of USCC's outstanding senior notes for new senior notes to be issued by T-Mobile USA. As of the early participation date, T-Mobile has received valid consents from holders of a majority of the outstanding principal amounts of each series of the old notes, allowing proposed amendments to the indentures to proceed upon the closing of the acquisition expected by mid-2025, pending regulatory approvals.

The exchange offers include specific terms for holders of the old USCC notes, with different eligibility criteria for those who tender their notes before and after the early participation date. T-Mobile USA has applied to list the new notes on Nasdaq’s Global Select Market, which is expected to occur shortly after their issuance. The withdrawal rights for the exchange offers and consent solicitations have expired, and the company emphasizes that this press release is for informational purposes and does not constitute an offer to buy or sell securities.

Jun 16, 2025 08:16:25

T-Mobile Reports Record Customer Growth and Financial Performance

T-Mobile US, Inc. announced its first quarter 2025 results, showcasing record postpaid net customer additions of 1.3 million, the highest in the industry. The company also achieved significant financial growth, with service revenues reaching $16.9 billion, up 5% year-over-year, and net income increasing 24% to $3.0 billion. Diluted earnings per share grew by 29% to $2.58, reflecting the company's strong operational performance and customer retention strategies. T-Mobile ended the quarter with a total of 130.9 million customers, marking a substantial increase from the previous year.

In addition to customer growth, T-Mobile reported robust cash flow, with net cash provided by operating activities rising 35% to $6.8 billion and adjusted free cash flow increasing by 31% to $4.4 billion. The company returned $3.5 billion to shareholders through stock repurchases and dividends. T-Mobile also highlighted its advancements in network technology, including the rollout of a nationwide 5G Advanced network and the launch of T-Satellite, which enhances connectivity options for customers. The results reinforce T-Mobile's position as a leader in the telecommunications industry.

Apr 24, 2025 16:04:57

T-Mobile Plans Public Offering of Senior Notes for Corporate Purposes

T-Mobile US, Inc. announced its intention to offer senior notes through its subsidiary, T-Mobile USA, Inc. The company plans to utilize the proceeds from this offering for general corporate purposes, which may include share repurchases, dividends, and refinancing existing debts. The offering is being managed by several financial institutions, including Barclays Capital Inc. and Deutsche Bank Securities Inc., and a registration statement has been filed with the SEC for the offering.

However, the press release emphasizes that this announcement does not constitute an offer to sell or solicit offers to buy the notes in jurisdictions where it would be illegal. It also includes a cautionary note about forward-looking statements, indicating that actual results may differ due to various risks and uncertainties related to market conditions and other factors affecting the company.

Mar 27, 2025 16:47:20