Strong Customer Growth and Financial Performance: T-Mobile reported record-breaking results for Q2 2025, achieving the highest total postpaid net additions ever, with year-over-year growth in total postpaid adds and ARPA (average revenue per account) up over 5%, the highest in 8 years. Postpaid service revenues grew 9% year-over-year, and total service revenues increased 6%. These results demonstrate T-Mobile's robust market position and operational effectiveness amidst a competitive environment.
Increased Guidance for 2025: The company raised its full year guidance for total postpaid net additions to between 6.1 million and 6.4 million. For postpaid phone net additions, the forecast is now between 2.95 million and 3.1 million. Expected postpaid ARPA growth remains at least 3.5%, and service revenue growth is projected to be at least 6%. These upward revisions suggest management's confidence in sustaining momentum throughout the year.
Network Expansion and Infrastructure Investment: T-Mobile has committed to significantly increasing its network infrastructure, planning to add nearly 4,000 new sites in 2025, with over 1,000 already built in the first half of the year. The acquisition of UScellular will enhance coverage and capacity, particularly in rural areas, bolstering T-Mobile's position as a leader in network quality.