T-Mobile beats forecasts, sets out mid-term AI build-out and pay-out
T-Mobile reported Q3 service revenue of $19.4 billion (+6%), adjusted EBITDA of $9.6 billion (+11%) and net income of $3.5 billion (+27%), and raised full-year guidance. The carrier plans to allocate more capital to spectrum ahead of FCC auctions in 2027–2028 and to monetize edge compute for physical AI, while again rejecting an MVNO deal with SpaceX.
- Service revenue $19.4B, net income $3.5B, up 27%
- 274,000 postpaid net additions, ARPA $155.73 (+4%)
- More capital reserved for spectrum before FCC auctions in 2027–2028
- No SpaceX MVNO, but edge compute deals possible
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