T-Mobile US, Inc. Net Income Soars 10.2% on Strong Quarter

T-Mobile US, Inc. (NASDAQ: TMUS) reported a strong second quarter for 2025, with revenue reaching $21.13 billion, marking a 6.9% increase compared to $19.77 billion in Q2 2024. Net income also saw significant growth, rising 10.2% year-over-year to $3.22 billion, up from $2.92 billion in the same period last year. The reported diluted EPS was $2.84, which is 5.6% higher than the analyst estimate of 2.69. However, the reported revenue of $21.13 billion missed the analyst estimate of $20.98 billion by a slight margin. Overall, the company delivered its highest-ever net income for a second quarter, demonstrating robust financial performance.

Customer Growth and Network Leadership

T-Mobile achieved its best-ever Q2 total postpaid and postpaid phone net and gross customer additions. Postpaid net customer additions surged to 1.7 million, an increase of 394 thousand year-over-year, while postpaid phone net customer additions reached 830 thousand, up 53 thousand year-over-year. The company also reported 454 thousand 5G broadband net customer additions, leading to a record high of 132.8 million total customer connections.

The company continued to receive recognition as a network leader from third parties. Ookla awarded T-Mobile back-to-back Best Mobile Network awards, citing its performance in speed and experience based on extensive real-world data. Opensignal also recognized T-Mobile for the fourth consecutive year for best Overall Experience, noting significantly faster download and upload speeds compared to competitors.

Updated 2025 Guidance

T-Mobile has raised its full-year 2025 guidance, reflecting strong performance and the expected inclusion of Metronet. Postpaid net customer additions are now projected to be between 6.1 million and 6.4 million, an increase from the previous guidance of 5.5 million to 6.0 million. This includes 2.95 million to 3.10 million postpaid phone net customer additions and approximately 100 thousand Fiber net customer additions.

Core Adjusted EBITDA is anticipated to range from $33.3 billion to $33.7 billion, representing an increase at the midpoint from prior guidance. Net cash provided by operating activities is expected to be between $27.1 billion and $27.5 billion. Adjusted Free Cash Flow guidance has also been raised, now projected to be between $17.6 billion and $18.0 billion for the full year 2025.