T-Mobile US, Inc. · TMUS · Next earnings

T-Mobile US, Inc. reports Wednesday, Feb 10, 2027

TMUS reports session not yet known with consensus EPS at $2.68 and revenue at $25.44B. Last quarter: T-Mobile pairs Q3 growth with AI-RAN and broadband expansion

Reports Session not yet known97 days awayDate unknown Communication Services

What the street expects

Consensus for the coming report
Consensus EPS $2.68 Calendar consensus
Consensus revenue $25.44B Calendar consensus
Report date Feb 10, 2027 Wednesday, date unknown
Session Session not yet known 97 days away

Where TMUS left off: FY2026 Q3

Full report

T-Mobile pairs Q3 growth with AI-RAN and broadband expansion

EPS surprise +11.4% Reported $3.22 vs $2.89
Revenue surprise +1.9% Reported $23.58B vs $23.15B
Stock move +0.9% Event window
Subsequent drift 0.0% Up to 20 sessions

Management reaffirmed FY 2026 guidance, raised the postpaid ARPA expectation to 3.5%, and maintained the $10 billion capex plan.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Competition from Verizon and AT&T in postpaid and broadband.
  • Potential Q4 and device-cycle-related churn, including effects from rate-plan changes.
  • Uncertain pricing and outcomes in the 2027 and 2028 FCC spectrum auctions.
  • Execution, cost, and funding risk for large-scale AI, edge, and fiber infrastructure.

Questions analysts left open

  • FWA subscriber and net-add metrics were not disclosed.
  • Q4 churn and ARPA effects from rate-plan modernization and device cycles remain uncertain.
  • The return profile and capital needs of fiber and AI-edge infrastructure are not yet clear.
  • The economics of physical AI and future spectrum auctions remain open questions.

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Recent TMUS quarters

All TMUS earnings
+0.9%FY2026 Q3-10.7%FY2026 Q2+6.1%FY2026 Q1+5.1%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.