STOCK TITAN

T-Mobile US, Inc. 8-K Filings

TMUS NASDAQ

Every 8-K that T-Mobile US, Inc. (TMUS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow TMUS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full TMUS filings page.

Rhea-AI Summary

T-Mobile US, Inc. (TMUS) announced a planned Chief Financial Officer transition, with current CFO Peter Osvaldik retiring in July 2027 and Jessica Uhl joining as CFO Designate in mid-September 2026 and expected to become CFO in February 2027, after the company files its Form 10-K for the year ending December 31, 2026. Osvaldik will remain CFO through February 2027, then serve as Strategic Advisor until July 1, 2027 to support an extended handover. Uhl’s compensation package includes a high variable component and significant equity-based incentives aligned with performance, and T-Mobile reaffirmed its previously stated 2026 financial guidance and its capital return program.

Rhea-AI Summary

T-Mobile US, Inc. reported strong results for the quarter ended June 30, 2026. Total service revenues were $19.0 billion, up 9% year-over-year, with postpaid service revenues of $15.9 billion, up 13%. Net income was $3.2 billion, up 1%, and diluted EPS was $2.99, up 5%, including UScellular merger-related costs of $146 million after tax, or $0.14 per share, and network restructuring costs of $46 million after tax, or $0.04 per share. Core Adjusted EBITDA reached $9.5 billion, up 12%. Net cash provided by operating activities was $7.5 billion, up 7%, and Adjusted Free Cash Flow was $4.8 billion, up 4%.

Operationally, postpaid ARPA was $152.91, up 2% year-over-year, with 277 thousand postpaid net account additions and postpaid account churn of 0.99%. The company highlighted a record wireless NPS score of 46 and multiple third-party network awards. For 2026, T-Mobile reaffirmed guidance for postpaid net account additions of 950 thousand to 1.05 million and Core Adjusted EBITDA of $37.1–$37.5 billion, while raising guidance for net cash provided by operating activities to $28.4–$28.8 billion and Adjusted Free Cash Flow to $18.4–$18.8 billion, with capital expenditures expected at approximately $10.0 billion. The company returned $3.3 billion to stockholders in Q2 2026, including $2.2 billion of share repurchases and $1.1 billion of cash dividends, bringing cumulative stockholder returns since Q3 2022 to $54.6 billion.

Rhea-AI Summary

T-Mobile US, Inc. is reshaping its leadership team, highlighted by the appointment of wireless industry veteran Chris Sambar as Chief Enterprise Officer, effective no later than October 14, 2026. He will lead the company’s SMB, enterprise and government businesses and report to CEO Srini Gopalan, with a mandate to expand T-Mobile’s business customer portfolio and scale emerging opportunities such as T-Ads and Physical AI.

André Almeida moves into an expanded role as Chief Marketing, Brand & Broadband Officer, partnering with the COO to drive consumer wireless and broadband growth. Dr. John Saw, Chief Technology Officer, will also oversee product engineering and cybersecurity, integrating network and technology functions to support next-generation AI and 6G experiences.

Longtime executive Mike Katz, Chief Business & Product Officer, will step away from his role effective July 8, 2026 and remain a strategic advisor through December 2026. The company frames these changes as aligned with strategic priorities outlined in its February 2026 Capital Markets Update, emphasizing continued growth, innovation and expansion beyond core wireless.

Rhea-AI Summary

T-Mobile US, Inc. reported results from its June 16, 2026 Annual Meeting of Stockholders. Stockholders elected 13 director nominees, each to serve until the 2027 annual meeting or until a successor is chosen. The slate included executives and independent directors such as G. Michael Sievert, Letitia A. Long, and others.

Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 1,024,896,937 votes for, 460,461 against, and 954,018 abstentions. In a non-binding advisory vote, compensation for the company’s named executive officers for 2025 was approved, receiving 723,426,378 votes for, 263,459,102 against, and 530,999 abstentions, plus 38,894,937 broker non-votes.

Rhea-AI Summary

T-Mobile US, Inc. reported strong Q1 2026 growth while absorbing merger costs. Service revenues reached $18.8 billion, up 11% year-over-year, with postpaid service revenues of $15.6 billion, up 15%. Core Adjusted EBITDA rose 12% to $9.2 billion, showing healthy underlying profitability.

Net income was $2.5 billion, down 15%, and diluted EPS was $2.27, down 12%, reflecting $476 million of UScellular merger-related costs, including accelerated depreciation. Postpaid net account additions were 217 thousand, up 6%, and postpaid ARPA increased 3.9% to $151.93, indicating deeper revenue per account.

Net cash provided by operating activities was $7.2 billion, up 5%, and Adjusted Free Cash Flow was $4.6 billion, also up 5%. The company returned $6.0 billion to stockholders in Q1 2026, including $4.9 billion of share repurchases and $1.1 billion of dividends, and has delivered cumulative stockholder returns of $51.4 billion since Q3 2022.

T-Mobile raised its 2026 outlook, increasing guidance for postpaid net account additions to 950 thousand–1.05 million and nudging up the midpoint for Core Adjusted EBITDA, net cash from operating activities, and Adjusted Free Cash Flow, signaling confidence in continued growth despite integration and restructuring costs.

Rhea-AI Summary

T-Mobile US, Inc. increased its 2026 shareholder return program authorization by up to $3.6 billion, raising the total planned returns from up to $14.6 billion to up to $18.2 billion through December 31, 2026. The program combines share repurchases of common stock and cash dividends.

The amount available for buybacks will be reduced by dividends paid during 2026, including a $1.02 per share cash dividend paid on March 12, 2026 and a second $1.02 per share dividend payable on June 11, 2026. T‑Mobile expects to fund repurchases and dividends using cash on hand and proceeds from debt or other borrowings, with actual timing and amounts dependent on market conditions, company performance and Board decisions.

Rhea-AI Summary

T-Mobile US, Inc. reports that on March 31, 2026, its subsidiary T-Mobile USA, Inc. (TMUSA) released guarantees previously provided by certain subsidiaries under TMUSA’s $10 billion revolving credit agreement after repaying legacy debt. This triggered corresponding releases under indentures dated April 28, 2013, April 9, 2020 and September 15, 2022 that govern TMUSA’s outstanding senior notes.

After these changes, TMUSA remains the issuer or borrower, and T-Mobile US, Inc., Sprint LLC, Sprint Capital Corporation and Sprint Communications LLC serve as guarantors under the revolving credit agreement and senior notes. Similar subsidiary guarantor releases were also implemented for other TMUSA debt facilities, including export credit agency facilities and its unsecured short-term commercial paper program, simplifying the group’s guarantee structure.

Rhea-AI Summary

T-Mobile US, Inc. reported that board member Abdurazak Mudesir has decided to resign from its Board of Directors and from the Nominating, Corporate Governance and Compliance Committee, effective March 31, 2026. The company states that his resignation is not due to any disagreement regarding its operations, policies or practices.

Rhea-AI Summary

T-Mobile USA, Inc., a wholly owned subsidiary of T-Mobile US, Inc., closed an underwritten public offering of euro-denominated senior notes. The company issued €750 million of 3.200% Senior Notes due 2032, €750 million of 3.625% Senior Notes due 2035 and €1.0 billion of 3.900% Senior Notes due 2038.

The notes are issued under existing indentures and are expected to be listed on the Nasdaq Bond Exchange. Net proceeds are intended for general corporate purposes, which may include share repurchases, dividends declared by the board and refinancing of existing debt over time.

Rhea-AI Summary

T-Mobile US, Inc. updated its multi-year plan during its fourth quarter 2025 earnings call and Capital Markets Day Update, raising its long-term growth outlook. The company now targets 18–19 million total broadband customers by 2030, including 15 million 5G broadband and 3–4 million T-Fiber customers.

T-Mobile expects a nearly $3 billion incremental contribution to Core Adjusted EBITDA from digitalization and AI by the end of 2027 relative to 2025, while maintaining an industry-leading Adjusted Free Cash Flow margin. From 2023 to 2025, Net income grew at a 15.0% CAGR and Core Adjusted EBITDA grew at a 7.9% CAGR, supported by rising Adjusted Free Cash Flow and improving cash flow margins.

Rhea-AI Summary

T-Mobile US, Inc. reported strong fourth-quarter and full-year 2025 results, highlighting rapid customer growth and higher recurring revenues. Total service revenues reached $18.7 billion in Q4 2025 and $71.3 billion for 2025, up 10% and 8% year-over-year, driven mainly by postpaid performance.

Net income was $2.1 billion in Q4 and $11.0 billion for 2025, with diluted EPS of $1.88 and $9.72. Core Adjusted EBITDA rose to $8.4 billion in Q4 and $33.9 billion for the year, while Adjusted Free Cash Flow reached $4.2 billion in Q4 and $18.0 billion in 2025.

The company added 2.4 million total net customers in Q4 and 8.0 million in 2025, ending the year with 142.4 million customers and 9.4 million broadband customers. For 2026, T-Mobile targets postpaid net account additions of 900 thousand to 1.0 million, Core Adjusted EBITDA of $37.0–$37.5 billion, and Adjusted Free Cash Flow of $18.0–$18.7 billion.

Rhea-AI Summary

T-Mobile US, Inc., through its subsidiary T-Mobile USA, Inc., closed a new senior notes financing on January 12, 2026. The company issued $1.15 billion of 5.000% Senior Notes due 2036 and $850 million of 5.850% Senior Notes due 2056 in an underwritten public offering under an existing automatic shelf registration.

The notes were issued under a base indenture dated September 15, 2022, as supplemented by new indentures specific to each series, and are guaranteed on a senior unsecured basis by T-Mobile US and certain wholly owned subsidiaries. The company expects to use the net proceeds primarily to refinance existing debt over time, or for other general corporate purposes, which helps manage its long-term capital structure.

Rhea-AI Summary

T-Mobile US, Inc. furnished an 8-K announcing it issued a press release with financial and operating results for the quarter ended September 30, 2025. The company attached two exhibits: a press release titled “T-Mobile Delivers Record Customer Growth, Fueled By Widening Differentiation and Focus on Durable and Profitable Financial Growth, Raises Guidance Across the Board” (Exhibit 99.1) and an Investor Factbook for third-quarter 2025 results (Exhibit 99.2). The information is furnished, not filed, under Item 2.02.

Rhea-AI Summary

T-Mobile US filed an 8-K reporting debt transactions tied to a proposed public offering of senior notes and related indentures and underwriting arrangements. The filing lists an Underwriting Agreement dated October 6, 2025 and three supplemental indentures dated October 9, 2025 that include the forms of newly issued senior notes with coupon rates of 4.625% due 2033, 4.950% due 2035, and 5.700% due 2056.

The company also disclosed press releases describing a proposed offering and a sale agreement for $2.8 billion of senior notes. Legal opinions and consents from counsel are included as exhibits. The filing documents the financing mechanics but does not present operating results, use-of-proceeds detail, or pricing allocation by tranche within the disclosed $2.8 billion aggregate amount.

Rhea-AI Summary

T-Mobile US, Inc. reported that on September 19, 2025, Abdurazak Mudesir was elected to its Board of Directors, effective immediately. He was selected as a designee of Deutsche Telekom AG under a Second Amended and Restated Stockholders’ Agreement with Deutsche Telekom and SoftBank Group Corp.

Mr. Mudesir currently serves as the Chief Technology Officer of Deutsche Telekom, adding senior technology and strategic expertise from a major stockholder to T-Mobile’s boardroom.

Rhea-AI Summary

T-Mobile announced a leadership transition effective November 1, 2025: Srinivasan Gopalan will become President and Chief Executive Officer and join the Board. Current CEO G. Michael Sievert will transition to Vice Chairman of the Company and Vice Chairman of the Board and remain a Deutsche Telekom AG designee under the existing stockholders' agreement.

The filing describes compensation and benefit terms tied to the change: Gopalan will receive annual long-term incentive awards with an Annual LTI Target Value not less than $19,500,000 commencing in 2026, relocation benefits subject to pro-rata repayment if employment ends under certain conditions, and limited company-paid first-class round-trip airfare for his family through March 1, 2027 (capped at 32 round trips). Amendments to compensation term sheets for two other executives (Peter Osvaldik and Michael J. Katz) will become effective on the same date.

Rhea-AI Summary

T-Mobile US, Inc. disclosed a press release dated September 4, 2025 announcing updated guidance tied to its recently closed acquisition of United States Cellular Corporation and providing an update on its business transformation initiatives. The filing indicates the press release was furnished under Item 7.01 and that the cover page interactive XBRL data is embedded in the Inline XBRL document. No specific financial figures, guidance amounts, or timing details for the transformation milestones are included in the excerpt provided.

Rhea-AI Summary

T-Mobile US, Inc. disclosed the addition of Mr. Almeida to its senior leadership team in an 8-K filed as a material event. The filing states Mr. Almeida is an experienced telecommunications executive with a track record in consumer and B2B segments and with prior involvement at T-Mobile, Sprint and Clearwire. It says he played a role in the company’s 5G network development, including introducing advanced network technologies and deploying previously underutilized spectrum to support the 5G build-out following the Sprint merger. The company states it believes his addition will further enhance its ability to execute long-term business objectives. The filing includes a signature block from Peter Osvaldik, Executive Vice President and Chief Financial Officer, and is dated August 25, 2025.

Rhea-AI Summary

On July 2, 2025, T-Mobile US, Inc. (NASDAQ: TMUS) filed a Form 8-K disclosing that it and its wholly-owned subsidiary, T-Mobile USA, Inc., have extended the expiration date of their Exchange Offers and related Consent Solicitations for all outstanding senior notes of United States Cellular Corporation (USCC). The offers, originally scheduled to expire at 5:00 p.m. ET on July 1, 2025, will now expire at 5:00 p.m. ET on August 1, 2025, unless further extended or terminated. No other terms of the Exchange Offers have been changed.

The Exchange Offers were first launched on May 23, 2025 and are being conducted under an effective Registration Statement on Form S-4 (No. 333-287414). They form an integral part of the Securities Purchase Agreement dated May 24, 2024, under which T-Mobile intends to acquire substantially all of USCC’s wireless operations and select spectrum assets. Exhibit 99.1 contains the press release announcing the extension; no additional financial statements were filed.

Key takeaways for investors:

  • The one-month extension modestly lengthens the transaction timeline but does not affect pricing, consideration, or covenants.
  • No incremental financial data, guidance changes, or regulatory concerns were disclosed in the filing.
  • The Exchange Offers remain critical to closing the USCC asset purchase, but management signals the process is continuing without material revision.

Overall, the event is operational rather than financial in nature and is expected to have a neutral near-term impact on TMUS equity or debt valuation unless additional delays occur.