| TMUS |
Report |
Postpaid Account Net Adds |
BEAT |
pred ~290K vs. cons 259K |
MEDIUM |
| TMUS |
Report |
Core Adjusted EBITDA |
IN-LINE |
pred ~$9.50B vs. cons $9.421B |
MEDIUM |
| TMUS |
Report |
5G Broadband Net Adds |
BEAT |
pred ~460K vs. cons 419K |
MEDIUM |
| TMUS |
Guide |
FY Postpaid Acct Net Adds (FY 2026) |
BETTER |
guide ~1,050K midpoint vs. cons 1,045K |
MEDIUM |
| TMUS |
Guide |
FY Core Adjusted EBITDA (FY 2026) |
BETTER |
guide ~$37.5B midpoint vs. cons $37.336B |
MEDIUM |
| TMUS |
Guide |
FY Adjusted Free Cash Flow (FY 2026) |
UNCHANGED |
guide ~$18.6B midpoint vs. cons $18.632B |
MEDIUM |
| TMUS |
Guide |
ARPA Re-acceleration (qualitative, H2 2026) |
BETTER |
mgmt guides H2 ARPA ~3%+ YoY vs. Q2 trough ~2% |
MEDIUM |
| TMUS |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| TMUS |
Return |
5-day cumulative residual |
+2.0% (STABILIZE) |
STABILIZE — H2 implied math limits follow-through despite beat |
MEDIUM |