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Compared to Estimates, T-Mobile (TMUS) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2025, T-Mobile (TMUS - Free Report) reported revenue of $21.96 billion, up 8.9% over the same period last year. EPS came in at $2.59, compared to $2.61 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $21.78 billion, representing a surprise of +0.81%. The company delivered an EPS surprise of +7.02%, with the consensus EPS estimate being $2.42.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how T-Mobile performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total postpaid customer accounts: 33.98 million compared to the 32.69 million average estimate based on four analysts.
  • Net customer additions - Total postpaid customers - Postpaid other customers: 1.34 million versus 731.49 thousand estimated by four analysts on average.
  • Total High Speed Internet customers, end of period: 7.96 million compared to the 7.73 million average estimate based on four analysts.
  • Total High Speed Internet net customer additions: 506 thousand versus the four-analyst average estimate of 422.58 thousand.
  • Net customer additions - Total customers: 2.39 million compared to the 1.72 million average estimate based on four analysts.
  • Total postpaid customers: 114.06 million versus the four-analyst average estimate of 110.97 million.
  • Equipment revenues: $3.47 billion versus the six-analyst average estimate of $3.5 billion. The reported number represents a year-over-year change of +8%.
  • Revenue- Total service revenues: $18.24 billion versus the six-analyst average estimate of $17.89 billion. The reported number represents a year-over-year change of +9.1%.
  • Revenue- Other revenues: $251 million compared to the $237.19 million average estimate based on six analysts. The reported number represents a change of +9.1% year over year.
  • Revenue- Wholesale and other service revenues: $734 million versus the five-analyst average estimate of $714.89 million. The reported number represents a year-over-year change of +4.7%.
  • Revenue- Prepaid revenues: $2.63 billion versus the five-analyst average estimate of $2.71 billion. The reported number represents a year-over-year change of -3.4%.
  • Revenue- Postpaid revenues: $14.88 billion versus $14.52 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +11.8% change.

View all Key Company Metrics for T-Mobile here>>>

Shares of T-Mobile have returned -4.6% over the past month versus the Zacks S&P 500 composite's +0.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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