How Investors May Respond To T-Mobile US (TMUS) Surging Postpaid Growth and Enterprise Expansion

• T-Mobile US reported its third-quarter 2025 earnings results, recording revenue of US$21.96 billion and net income of US$2.71 billion, alongside a raised full-year guidance for postpaid net customer additions to between 7.2 million and 7.4 million.
• This quarter saw the company accelerate partnerships and product innovation spanning advanced network solutions, satellite connectivity, and secure communications for sectors like media, first responders, and enterprise customers.
• We'll look at how T-Mobile's record postpaid growth and expanded enterprise offerings could reshape the company's investment narrative going forward.

Find companies with promising cash flow potential yet trading below their fair value.

T-Mobile US Investment Narrative Recap

To own shares in T-Mobile US, an investor must believe in the company’s ability to maintain industry-leading postpaid customer growth and capitalize on 5G and broadband expansion. The latest earnings, with record postpaid net additions and increased full-year guidance, reinforce the central catalyst of customer growth. However, the quarter’s results did not materially change the key risk from potential industry-wide elevated churn, which could impact revenue targets if competitive pressures intensify.

One recent announcement worth noting is T-Mobile’s partnership with FOX Weather to power extreme-weather coverage using the SuperMobile plan, highlighting advancements in critical communications. This initiative reinforces T-Mobile’s broader push into enterprise and public sector solutions, a timely example of how network leadership and service expansion could serve as growth drivers, especially as the company touts new postpaid milestones.

But on the other side, investors should understand how persistent churn risks could...

Read the full narrative on T-Mobile US (it's free!)

T-Mobile US is projected to reach $98.3 billion in revenue and $17.3 billion in earnings by 2028. This outlook is based on an assumed annual revenue growth rate of 5.3% and an earnings increase of $5.1 billion from current earnings of $12.2 billion.

Uncover how T-Mobile US' forecasts yield a $275.19 fair value, a 25% upside to its current price.

Exploring Other Perspectives

Six Simply Wall St Community members estimate T-Mobile’s fair value between US$220 and US$533, spanning a wide spectrum of outlooks. While customer growth is fueling optimism, market risks such as industry churn remain in focus, so explore how others view the potential impact on performance.

Explore 6 other fair value estimates on T-Mobile US - why the stock might be worth over 2x more than the current price!

Build Your Own T-Mobile US Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your T-Mobile US research is our analysis highlighting 4 key rewards and 2 important warning signs that could impact your investment decision.
• Our free T-Mobile US research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate T-Mobile US' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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