Q2 2026 T-Mobile US Inc Earnings Call Transcript
Key Points
- T-Mobile US Inc (TMUS) achieved a record high Net Promoter Score (NPS) of 46, the highest in the wireless industry among the big three carriers.
- The company reported strong postpaid net account additions of 277,000 in Q2, with a 2% year-over-year growth in Average Revenue Per Account (ARPA).
- T-Mobile US Inc (TMUS) continues to lead in 5G broadband, winning J.D. Power's number one in Customer Satisfaction and being the fastest-growing ISP in the country.
- The company's network superiority is highlighted by winning the Best Mobile Network by Ookla and sweeping Opensignal's Quality of Experience and Network Performance awards.
- T-Mobile US Inc (TMUS) increased its adjusted free cash flow guidance to between $18.4 billion and $18.8 billion, driven by lower cash income taxes.
- T-Mobile US Inc (TMUS) anticipates a temporary elevated account churn profile in Q3 due to rate plan modernization.
- The company faces competitive pressure with less volume growth this year, focusing more on price increases.
- Device subsidies remain a challenge, with higher smartphone prices expected due to memory price increases.
- The company's fixed wireless access (FWA) business consumes a significant portion of network capacity, raising concerns about future traffic growth.
- Prepaid revenue is experiencing declines, partly due to subscriber declines and ARPU decreases, with some customers migrating to postpaid plans.
Good morning. (Operator Instructions) I would now like to turn the conference over to Cathy Yao, Senior Vice President of Investor Relations for T-Mobile US. Please go ahead.
Good morning. Welcome to T-Mobile's second-quarter 2026 earnings call. Joining me on our call today are Srini Gopalan, our President and CEO; Peter Osvaldik, our CFO, as well as other members of the leadership team.
During this call, we will make forward-looking statements, which involve risks and uncertainties that may cause actual results to differ materially. We encourage you to review the risk factors set forth in our SEC filings. Our earnings release, investors' factbook and other documents related to our results, as well as reconciliations between GAAP and non-GAAP results discussed on this call can be found on our Investor Relations website.
With that, let me now turn it over to Srini.
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