Every material Form 8-K T-Mobile US has filed with the SEC since December 09, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
T-Mobile US reported its third-quarter 2026 financial results, highlighting year-over-year increases in service revenues, net income, and diluted earnings per share alongside growth in postpaid accounts. The company also raised the midpoint of several full-year 2026 financial guidance metrics, including Core Adjusted EBITDA and Adjusted Free Cash Flow. For shareholders, these results reflect continued operational momentum and stronger cash flow generation expectations.
Diluted earnings per share grew 34% year-over-year to $3.22 for the third quarter of 2026.
Total service revenues increased 6% year-over-year to $19.4 billion in Q3 2026.
Full-year 2026 Core Adjusted EBITDA guidance was raised to between $37.35 billion and $37.45 billion at the midpoint.
Stockholder returns reached $3.5 billion in Q3 2026 through $2.4 billion in share repurchases and $1.1 billion in cash dividends.
T-Mobile US said Vice Chair G. Michael Sievert notified the Board on October 26, 2026, that he will resign from the Board and its Transaction Committee effective November 1, 2026, and will also stop serving as Vice Chair. The company said the timing matches the expiration of a September 19, 2025 amendment to his employment agreement, and that the resignation involves no disagreement over operations, policies or practices.
Resignation from the Board and Transaction Committee effective November 1, 2026
Notice to the Board given October 26, 2026
Timing tied to expiration of the September 19, 2025 amendment to his employment agreement
Company states the resignation is not due to any disagreement on operations, policies or practices
T-Mobile said CFO Peter Osvaldik will retire from the CFO role in February 2027 and stay as Strategic Advisor through July 1, 2027. Jessica Uhl, former CFO of Shell and most recently President of GE Vernova, joins as CFO Designate in mid-September 2026 and is expected to become CFO at the transition. The company reaffirmed its 2026 financial guidance and capital return program.
Jessica Uhl starts as CFO Designate in mid-September 2026 and is expected to become CFO in February 2027.
Uhl's offer letter provides a base salary of no less than $975,000 and a $1,000,000 sign-on bonus.
Uhl's one-time sign-on LTI awards have a target grant-date value of $9,525,000.
T-Mobile reaffirmed its previously stated 2026 financial guidance and maintained its capital return program.
T-Mobile reported second quarter 2026 results, with service revenues up 9% year-over-year to $19.0 billion, net income up 1% to $3.2 billion and diluted EPS up 5% to $2.99. The company raised its 2026 guidance for net cash provided by operating activities and Adjusted Free Cash Flow, while reiterating its Core Adjusted EBITDA guidance of $37.1 billion to $37.5 billion.
Diluted EPS of $2.99 rose 5% year-over-year and included $0.14 per share of UScellular merger-related costs, including accelerated depreciation, net of tax.
Postpaid net account additions were 277 thousand, down 13% year-over-year, while postpaid ARPA of $152.91 grew 2%.
Adjusted Free Cash Flow guidance for 2026 is now $18.4 billion to $18.8 billion, up from $18.1 billion to $18.7 billion.
Stockholder returns were $3.3 billion in Q2 2026, and the company repurchased an additional $392 million in common stock from Q3 2026 through July 17, 2026.
T-Mobile appointed Chris Sambar, formerly Chief Operating Officer at Public Storage and a two-decade AT&T veteran, as Chief Enterprise Officer, effective no later than October 14, 2026. Chief Business and Product Officer Michael J. Katz is leaving his role effective July 8, 2026, and will remain as a strategic advisor through December 2026. The filing reports no financial results, so the changes affect shareholders through leadership structure rather than current numbers.
Chris Sambar joins as Chief Enterprise Officer, effective no later than October 14, 2026, reporting to CEO Srinivasan Gopalan
Michael J. Katz, Chief Business and Product Officer, steps away effective July 8, 2026, and stays as strategic advisor through December 2026
André Almeida moves to Chief Marketing, Brand and Broadband Officer; Dr. John Saw expands his role to include product engineering and cybersecurity
T-Mobile reported first-quarter 2026 results for the period ended March 31, 2026. Service revenues rose 11% year-over-year to $18.8 billion, but net income fell 15% to $2.5 billion and diluted EPS fell 12% to $2.27, both including UScellular merger-related costs. The company raised its 2026 guidance for postpaid net account additions, Core Adjusted EBITDA, operating cash flow and Adjusted Free Cash Flow.
Service revenues of $18.8 billion, up 11% year-over-year; net income of $2.5 billion, down 15%, including $476 million of UScellular merger-related costs, net of tax
Diluted EPS of $2.27, down 12% year-over-year, including a $0.43 impact from UScellular merger-related costs
Core Adjusted EBITDA of $9.2 billion, up 12%; Adjusted Free Cash Flow of $4.6 billion, up 5%
2026 Core Adjusted EBITDA guidance raised to $37.1 billion to $37.5 billion; stockholder return authorization raised to up to $18.2 billion on April 23, 2026
T-Mobile's Board authorized an increase of up to $3.6 billion to its 2026 Shareholder Return Program, lifting the total from up to $14.6 billion to up to $18.2 billion. The program covers share repurchases and cash dividends through December 31, 2026, and the filing says the added amount is subject to market conditions and other factors.
Total authorized shareholder returns rise from up to $14.6 billion to up to $18.2 billion.
The program runs through December 31, 2026, and can be suspended or discontinued at any time.
Q1 2026 dividend of $1.02 per share was paid March 12, 2026; Q2 2026 dividend of $1.02 per share is payable June 11, 2026 to holders of record May 29, 2026.
Repurchases and dividends are expected to be funded from cash on hand and proceeds of debt issuances or other borrowings.
On March 31, 2026, T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, elected to release certain subsidiary guarantors under its $10 billion revolving credit agreement, following repayment of certain legacy debt. The release corresponds to changes under the indentures governing its senior notes and other debt facilities, leaving TMUS and three Sprint entities as guarantors. The filing is administrative in nature and reports no financial results or change in the amount of debt.
Guarantees released under the $10 billion revolving credit agreement on March 31, 2026, after prior repayment of certain legacy indebtedness
Corresponding releases under indentures dated April 28, 2013, April 9, 2020 and September 15, 2022, governing senior notes
Remaining guarantors are TMUS, Sprint LLC, Sprint Capital Corporation and Sprint Communications LLC
T-Mobile US said director Abdurazak Mudesir notified the Board on March 26, 2026 that he will resign from the Board and from the Nominating, Corporate Governance and Compliance Committee, effective March 31, 2026. The filing states the resignation is not due to any disagreement with the company on its operations, policies or practices.
Director Abdurazak Mudesir resigns from the Board effective March 31, 2026
He also leaves the Nominating, Corporate Governance and Compliance Committee
Notice given to the Board on March 26, 2026; filing states no disagreement with the company
On February 19, 2026, T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, closed an underwritten public offering of €2.5 billion in senior notes in three tranches. The filing says net proceeds are expected to fund general corporate purposes, including share repurchases, dividends declared by the Board, and refinancing of existing debt.
Three tranches totaling €2.5 billion: €750 million of 3.200% notes due 2032, €750 million of 3.625% notes due 2035, and €1.0 billion of 3.900% notes due 2038.
The offering closed on February 19, 2026, under an underwriting agreement dated February 12, 2026.
The notes are senior unsecured obligations guaranteed initially by T-Mobile US and certain wholly-owned subsidiaries.
T-Mobile USA intends to list the notes on the Nasdaq Bond Exchange.
On February 11, 2026, T-Mobile updated the multi-year plan it first shared at its September 2024 Capital Markets Day, raising its 2027 service revenue and Core Adjusted EBITDA targets. It also set a new target of 18–19 million total broadband customers by 2030 and said it expects to roughly double Q1 2026 share repurchases to up to approximately $5.0 billion. The filing shows 2025 net income of $10.992 billion, down from $11.339 billion in 2024.
2027 service revenues are now expected at $80.5–$81.5 billion, up from prior expectations of $75.0–$76.0 billion.
2026 Core Adjusted EBITDA is expected at $37.0–$37.5 billion and 2027 at $40.0–$41.0 billion.
Q1 2026 share repurchases are now expected to be up to approximately $5.0 billion, and the 2026 stockholder return authorization is up to $14.6 billion.
Full-year 2025 net income was $10.992 billion, compared with $11.339 billion in 2024.
T-Mobile reported fourth-quarter and full-year 2025 results and issued 2026 guidance. Total revenues rose 11.3% year over year in Q4 to $24.3 billion, but net income fell 29.5% to $2.1 billion and diluted EPS fell 26.8% to $1.88, with Q4 results including $293 million in after-tax severance costs. The company expects 2026 Core Adjusted EBITDA of $37.0 billion to $37.5 billion and Adjusted Free Cash Flow of $18.0 billion to $18.7 billion.
Q4 2025 total revenues of $24.3 billion, up 11.3% from Q4 2024; full-year 2025 revenues of $88.3 billion, up 8.5%
Q4 2025 net income of $2.1 billion and diluted EPS of $1.88, versus $2.98 billion and $2.57 in Q4 2024; net income included $293 million of after-tax severance costs
Core Adjusted EBITDA of $8.4 billion in Q4 2025 and Adjusted Free Cash Flow of $4.2 billion, up 2% year over year
2026 guidance: Core Adjusted EBITDA of $37.0 billion to $37.5 billion and Adjusted Free Cash Flow of $18.0 billion to $18.7 billion; a multi-year guidance update through 2027 is due at a separate Capital Markets Day Update event
T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, closed an underwritten public offering of $1.15 billion of 5.000% senior notes due 2036 and $850 million of 5.850% senior notes due 2056 on January 12, 2026. Net proceeds are expected to refinance existing indebtedness on an ongoing basis or for general corporate purposes, and the notes are guaranteed on a senior unsecured basis by the parent and certain subsidiaries.
2036 Notes: $1.15 billion principal at a 5.000% coupon
2056 Notes: $850 million principal at a 5.850% coupon
Offering closed January 12, 2026, under an underwriting agreement dated January 7, 2026
Proceeds expected for refinancing existing debt or general corporate purposes
T-Mobile USA, a wholly-owned subsidiary of T-Mobile US, entered into a Second Amended and Restated Credit Agreement on January 5, 2026, with JPMorgan Chase Bank, N.A. as administrative agent. The revolving credit facility rises from $7.5 billion to $10.0 billion and its commitments now run to January 5, 2031, which gives the company a larger, longer-dated borrowing source.
Revolving commitments increase from $7.5 billion to $10.0 billion, maturing January 5, 2031
Borrowings priced at a margin of 0.600% to 1.000% over benchmark rates, based on the Applicable Debt Rating; unused fee of 0.040% to 0.080%
Obligations guaranteed by T-Mobile US, Inc. and wholly-owned domestic restricted subsidiaries, not secured by assets
Financial maintenance covenant requires a Leverage Ratio of 4.50 to 1.00 or less at each fiscal quarter end
T-Mobile's Board authorized a new shareholder return program of up to $14.6 billion running through December 31, 2026, covering share repurchases and cash dividends. The program is in addition to the $14.0 billion program that runs through December 31, 2025, and any unused amount from that program will roll into the new one.
Program size: up to $14.6 billion, running through December 31, 2026
Repurchases will be reduced by dividends declared and paid, including the Q1 2026 dividend of $1.02 per share payable March 12, 2026
Unused amount from the $14.0 billion 2025 program will be added to the 2026 program
Funding expected from cash on hand and proceeds of debt issuances or other borrowings
T-Mobile appointed Jonathan A. Freier, previously President of its Consumer Group, as Chief Operating Officer effective December 5, 2025. His letter agreement sets a $1,000,000 base salary from 2026 and an annual long-term incentive target of no less than $9,000,000, and it adds severance and retirement terms, which matter to shareholders because they define the pay for the company's operating leader.
Jonathan A. Freier appointed COO effective December 5, 2025; he had served as President, Consumer Group since September 2021
Letter agreement dated December 8, 2025: base salary $1,000,000 and annual LTI target value of no less than $9,000,000 starting in 2026
Severance on termination without cause or for good reason includes a lump sum equal to two times base salary plus target short-term incentive
Mark W. Nelson, Chief Legal Officer and General Counsel, will join a retirement program effective January 1, 2026
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