| T |
Report |
Postpaid Phone Net Adds |
BEAT |
pred ~360K vs. cons 343K |
MEDIUM |
| T |
Report |
Wireless Service Revenue |
IN-LINE |
pred ~$17.30B vs. cons $17.24B |
HIGH |
| T |
Report |
Free Cash Flow |
BEAT |
pred ~$4.55B vs. cons $4.43B |
MEDIUM |
| T |
Guide |
Adj. EPS (FY 2026) |
UNCHANGED |
guide $2.25-$2.35 reaffirmed vs. cons $2.32 |
HIGH |
| T |
Guide |
Free Cash Flow (FY 2026) |
UNCHANGED |
guide $18B+ reaffirmed vs. cons $18.26B |
HIGH |
| T |
Guide |
Wireless Service Revenue Growth (FY 2026) |
UNCHANGED |
guide 2%-3% reaffirmed vs. cons ~2.0% implied |
HIGH |
| T |
Guide |
Churn Commentary (qualitative, FY 2026) |
BETTER |
Stankey signals stabilization in accelerated churn dynamic; convergence rate holds 42%+ |
MEDIUM |
| T |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.5% |
— |
MEDIUM |
| T |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — de-rated setup provides multi-day short-cover bid; no estimate revision catalyst limits follow-through beyond day-1 |
MEDIUM |