Nomura Shares Drop After Profit Miss Despite Strong Revenue Growth 
Chinese Chip Stocks Surge on AI Boom and Domestic Tech Push 
Air Liquide Q1 Revenue Misses Estimates Amid Currency and Energy Headwinds 
Google Secures Pentagon AI Deal for Classified Projects 
Australia Targets Meta, Google, and TikTok With New News Payment Tax Proposal 
Strait of Hormuz Shipping Crisis Deepens as Traffic Plunges Amid Iran-U.S. Tensions 
Amazon Stock Rises as Meta Expands AWS Partnership for AI Infrastructure 
Starbucks Raises 2026 Outlook as Turnaround Strategy Boosts Sales and Earnings 
Taiwan Court Fines Tokyo Electron Unit $4.78M in Major TSMC Trade Secrets Case 
SK Hynix Reports Record Q1 Profit Surge Driven by AI Memory Chip Demand 
Microsoft Commits $18 Billion to Expand AI and Cloud Infrastructure in Australia 
Toyota Global Vehicle Sales Decline in March Amid RAV4 Transition and Middle East Slowdown 
U.S. Demand for Alternative Satellite Providers Remains Strong Amid SpaceX Regulatory Push 
Elon Musk Signals Intel 14A Chips for Tesla’s Terafab AI Semiconductor Venture 
Micro Systemation Reports Q1 Loss Amid Strategic Investments and Revenue Growth 
DeepSeek Launches V4 AI Models with Enhanced Reasoning and 1M Token Context Window 
Why Paycom Was Named a 2026 Platinum Employer on the Where You Work Matters List 
T-Mobile US Inc. (NASDAQ: TMUS) delivered a strong first-quarter performance, surpassing analyst expectations thanks to robust postpaid subscriber growth and rising service revenues. The wireless carrier reported adjusted earnings per share of $2.27, beating the consensus estimate of $2.05. Total revenue reached $23.11 billion, slightly above forecasts of $22.97 billion and representing an 11% year-over-year increase.
A key driver of this growth was T-Mobile’s postpaid segment. The company added 217,000 postpaid net accounts during the quarter, outperforming the Visible Alpha estimate of 193,000 additions and marking a 6% annual increase. Service revenue climbed 11% year-over-year to $18.8 billion, while postpaid service revenue surged 15% to $15.6 billion. Postpaid average revenue per account (ARPA) also improved, rising 3.9% to $151.93, highlighting stronger customer engagement and monetization.
Despite these gains, net income fell 15% year-over-year to $2.5 billion, largely due to costs associated with the UScellular merger. These included accelerated depreciation expenses totaling $476 million after tax. However, profitability metrics remained solid, with core adjusted EBITDA increasing 12% to $9.2 billion. Adjusted free cash flow also grew 5% to $4.6 billion, reflecting healthy operational performance.
CEO Srini Gopalan emphasized the company’s ability to attract new customers while deepening relationships with existing users, which continues to fuel growth in both accounts and revenue.
Looking ahead, T-Mobile raised its full-year 2026 guidance. The company now expects postpaid net account additions between 950,000 and 1.05 million, an increase from its previous forecast. Core adjusted EBITDA is projected in the range of $37.1 billion to $37.5 billion, while adjusted free cash flow is expected to reach between $18.1 billion and $18.7 billion.
Following the earnings release, TMUS stock saw a modest uptick in after-hours trading, reflecting investor confidence in the company’s growth trajectory and improved outlook.
