Q1 2026 T-Mobile US Inc Earnings Call Transcript
Key Points
- T-Mobile US Inc (TMUS) reported industry-leading growth with a 15% year-over-year increase in postpaid service revenue.
- The company achieved a significant milestone by adding over 0.5 million total broadband net additions, maintaining its position as the fastest-growing ISP in America.
- T-Mobile US Inc (TMUS) continues to lead in 5G broadband speeds, outperforming competitors by over 50%.
- The company's innovative partnerships, such as the one with Major League Baseball for an automated ball-strike system, highlight its advanced network solutions.
- T-Mobile US Inc (TMUS) raised its guidance for total postpaid net account additions, reflecting strong business momentum.
- The competitive market environment, particularly in January, was challenging with heavy competition based on subsidies.
- Postpaid account churn increased due to higher churn rates among new and broadband-only customers.
- The integration of US Cellular is ongoing, with customer migration expected to continue through the year.
- The cost of acquiring new customers has increased, as indicated by a greater loss in equipment sales versus equipment revenue.
- The company's ARPA growth is expected to slow in Q2 due to previous rate plan optimizations and the dilutive effect of recent acquisitions.
(Operator Instructions) After todayâs presentation, there will be an opportunity to ask questions. (Operator Instructions) You may also submit a question via X by sending a post to @T-MobileIR or @Srinigopalan using number TGTM-US. 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 afternoon, and welcome to T-Mobile's First Quarter 2026 Earnings Call. Joining me on our call today are Srinivasan 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, investor fact book, and other documents related to our results, as well as reconciliations between GAAP and non-GAAP results discussed
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