CLAIM #57115 · T-Mobile US Inc (TMUS) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025
“We're also increasing our postpaid ARPA growth expectations to be at least 3.5% for the full year, as we see continued deepening of customer relationships.”
Peter Osvaldik · CFO
In context
“points that still make this industry notorious. At T-Mobile US, we call this mindset. We won't stop. So we won't stop. And for those of you that are counting on us, and I know you are, I want you to know we won't slow down either. Okay. Peter, over to you to give an update on our guidance. Peter Osvaldik: Alright. Thanks, Mike. As you can see, 2025 is off to a strong start. So let me provide an update of our expectations for the full year, our financial guidance now also reflecting the inclusion of Vistar, Bliss, and Lumos. Starting with customers, we continue to expect to deliver total postpaid net customer additions of between 5.5 and 6 million, of which approximately half will be postpaid phone net additions. Both of these remain our highest ever expectations at this point in the year. We're also increasing our postpaid ARPA growth expectations to be at least 3.5% for the full year, as we see continued deepening of customer relationships. This is up from our prior guidance of around 3%. And at the same time, we expect postpaid phone ARPU to grow at 1.5% this year, even higher than last year's growth of 1.1%. With the higher expectations for ARPA and ARPU growth, we now expect 2025 organic service to grow at an even higher rate than where we guided last quarter. We now expect core adjusted EBITDA to be between $33.2 billion and $33.7 billion for the full year, up just over 5% at the midpoint. Turning to cash CapEx, we continue to expect cash CapEx to be approximately $9.5 billion. Finally, we now expect adjusted free cash flow, including payments for merger-related costs, to be in the range of $17.5 billion to $18 billion, driven by both margin expansion and capital efficiency and resulting in industry-leading service reven”
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SEC filings for TMUS ↗ · Claim quote is verbatim from the 2025Q1 earnings call.