We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
TMUS Set to Report Q2 Results: Will Revenue Growth Boost Earnings?
Read MoreHide Full Article
Key Takeaways
TMUS is expected to report Q2 revenue growth, driven by postpaid service traction and 5G expansion.
New fiber and prepaid plans with speed, price guarantees and added perks were launched during the quarter.
TMUS completed a $2B 5G expansion in Florida and acquired Lumos to scale fiber access in the Country.
T-Mobile, US, Inc. (TMUS - Free Report) is set to report second-quarter 2025 results on July 23, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 10.89%, while in the last reported quarter, it delivered an earnings surprise of 5.31%.
The wireless service provider is expected to have witnessed a revenue expansion year over year, backed by healthy traction for its postpaid services. T-Mobile’s customer-oriented strategy and focus on expanding its 5G portfolio for diverse use cases are positive factors. The focus on fiber network expansion is positive. However, stiff competition and macro headwinds remain a concern.
Factors at Play Ahead of TMUS’ Q2 Earnings Release
T-Mobile continues to boast a leadership position in the 5G market. The company continues to boost its network infrastructure to deliver best-in-class connectivity and coverage nationwide.
During the quarter, T-Mobile introduced Fiber Home Internet service plans with several enticing features. The services include Fiber 500, Fiber 1G, Fiber 2G and Fiber Founders Club plans. The plans mostly have similar features, with Internet speed as the primary differentiating factor. Apart from the price guarantee, the plans also include unlimited data, super-fast symmetrical speed, a WiFi 6 router and more. The company is steadily investing in fiber networks to expand its client base.
T-Mobile also introduced enticing prepaid plans across the starter, unlimited and unlimited plus categories. Unlimited talk and text with a 5-year price guarantee are included in all the plans.
In the quarter under review, T-Mobile has completed a $2 billion, multi-year network expansion across Florida, delivering significantly faster 5G speeds, broader coverage and stronger emergency communications infrastructure throughout the state. The investment reinforces the company’s commitment to both innovation and accessibility, reaching 22 million residents in urban and rural communities alike. These factors are expected to have boosted T-Mobile’s commercial prospects during the quarter.
Major events like the KPMG Women’s PGA Championship, SailGP and the Men’s PGA Championship have leveraged T-Mobile’s 5G to deliver immersive experiences to viewers. This highlights the growing demand for the company’s industry-leading 5G portfolio. These factors are expected to have a favorable impact on second-quarter earnings.
Key Developments in TMUS’ Q1
During the quarter, the joint venture TMUS formed with global investment organization EQT successfully completed the acquisition of Lumos. As one of the prominent fiber-to-the-home Internet access providers, Lumos operates a 7,500-mile fiber network, boasting a customer base of 475,000 homes throughout the Mid-Atlantic region.
T-Mobile has set a target of reaching around 12-15 million households by 2030. Its acquisition of Lumos perfectly aligns with its broader strategy. Lumos fiber-to-the-home service offerings complement TMUS 5G Home Internet offerings and will likely enable TMUS to match the growing broadband demand.
Overall Expectations From TMUS in Q2
Our estimate for total service revenues is pegged at $17.08 billion, implying 4% year-over-year growth. The estimate for equipment revenues is pegged at $3.36 billion, indicating an 8.3% increase year over year.
For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $20.97 billion, which indicates an improvement from the year-ago quarter’s reported figure of $19.77 billion. The consensus estimate for adjusted earnings per share is pegged at $2.69, up from $2.49 reported a year ago.
Earnings Whispers for TMUS Stock
Our proven model does not conclusively predict an earnings beat for T-Mobile this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here.
TMUS’ Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -2.29%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
TMUS’ Zacks Rank: T-Mobile currently has a Zacks Rank #3.
Stocks to Consider
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
Honeywell International (HON - Free Report) is scheduled to report quarterly numbers on July 24. The Earnings ESP for the company is +0.58% and it carries a Zacks Rank of 3 at present.
The Earnings ESP for Rogers Communications Inc. (RCI - Free Report) is +6.42% and it carries a Zacks Rank of 2 at present. The company is scheduled to report its quarterly numbers on July 23.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
TMUS Set to Report Q2 Results: Will Revenue Growth Boost Earnings?
Key Takeaways
T-Mobile, US, Inc. (TMUS - Free Report) is set to report second-quarter 2025 results on July 23, after the closing bell. In the trailing four quarters, the company delivered an earnings surprise of 10.89%, while in the last reported quarter, it delivered an earnings surprise of 5.31%.
The wireless service provider is expected to have witnessed a revenue expansion year over year, backed by healthy traction for its postpaid services. T-Mobile’s customer-oriented strategy and focus on expanding its 5G portfolio for diverse use cases are positive factors. The focus on fiber network expansion is positive. However, stiff competition and macro headwinds remain a concern.
Factors at Play Ahead of TMUS’ Q2 Earnings Release
T-Mobile continues to boast a leadership position in the 5G market. The company continues to boost its network infrastructure to deliver best-in-class connectivity and coverage nationwide.
During the quarter, T-Mobile introduced Fiber Home Internet service plans with several enticing features. The services include Fiber 500, Fiber 1G, Fiber 2G and Fiber Founders Club plans. The plans mostly have similar features, with Internet speed as the primary differentiating factor. Apart from the price guarantee, the plans also include unlimited data, super-fast symmetrical speed, a WiFi 6 router and more. The company is steadily investing in fiber networks to expand its client base.
T-Mobile also introduced enticing prepaid plans across the starter, unlimited and unlimited plus categories. Unlimited talk and text with a 5-year price guarantee are included in all the plans.
In the quarter under review, T-Mobile has completed a $2 billion, multi-year network expansion across Florida, delivering significantly faster 5G speeds, broader coverage and stronger emergency communications infrastructure throughout the state. The investment reinforces the company’s commitment to both innovation and accessibility, reaching 22 million residents in urban and rural communities alike. These factors are expected to have boosted T-Mobile’s commercial prospects during the quarter.
Major events like the KPMG Women’s PGA Championship, SailGP and the Men’s PGA Championship have leveraged T-Mobile’s 5G to deliver immersive experiences to viewers. This highlights the growing demand for the company’s industry-leading 5G portfolio. These factors are expected to have a favorable impact on second-quarter earnings.
Key Developments in TMUS’ Q1
During the quarter, the joint venture TMUS formed with global investment organization EQT successfully completed the acquisition of Lumos. As one of the prominent fiber-to-the-home Internet access providers, Lumos operates a 7,500-mile fiber network, boasting a customer base of 475,000 homes throughout the Mid-Atlantic region.
T-Mobile has set a target of reaching around 12-15 million households by 2030. Its acquisition of Lumos perfectly aligns with its broader strategy. Lumos fiber-to-the-home service offerings complement TMUS 5G Home Internet offerings and will likely enable TMUS to match the growing broadband demand.
Overall Expectations From TMUS in Q2
Our estimate for total service revenues is pegged at $17.08 billion, implying 4% year-over-year growth. The estimate for equipment revenues is pegged at $3.36 billion, indicating an 8.3% increase year over year.
For the June quarter, the Zacks Consensus Estimate for total revenues is pegged at $20.97 billion, which indicates an improvement from the year-ago quarter’s reported figure of $19.77 billion. The consensus estimate for adjusted earnings per share is pegged at $2.69, up from $2.49 reported a year ago.
Earnings Whispers for TMUS Stock
Our proven model does not conclusively predict an earnings beat for T-Mobile this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. However, that is not the case here.
TMUS’ Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate and the Zacks Consensus Estimate, is -2.29%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
T-Mobile US, Inc. Price and EPS Surprise
T-Mobile US, Inc. price-eps-surprise | T-Mobile US, Inc. Quote
TMUS’ Zacks Rank: T-Mobile currently has a Zacks Rank #3.
Stocks to Consider
Here are some companies you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this season:
The Earnings ESP for Verizon Communications Inc. (VZ - Free Report) is +0.18% and it carries a Zacks Rank of 3 at present. The company is scheduled to report its quarterly numbers on July 21. You can see the complete list of today’s Zacks #1 Rank stocks here.
Honeywell International (HON - Free Report) is scheduled to report quarterly numbers on July 24. The Earnings ESP for the company is +0.58% and it carries a Zacks Rank of 3 at present.
The Earnings ESP for Rogers Communications Inc. (RCI - Free Report) is +6.42% and it carries a Zacks Rank of 2 at present. The company is scheduled to report its quarterly numbers on July 23.