CLAIM #57193 · T-Mobile US Inc (TMUS) · 2025Q3 earnings call · Oct 23, 2025 · due Dec 31, 2025
“We're seeing that momentum continue into Q4 so far, and that's reflected in the numbers and the guidance that you heard from both Srini and Peter just a few moments ago.”
John Saw · President of Technology
In context
“his promotional construct that we've been using has been really resonating, which is our new plans on our experience, more experience beyond plans, some of our no trade up to a certain value in terms of what you're getting with us. All of those promotional constructs are working really, really well. But the overall environment is just generally being consistent. And then like what Mike said just a few moments ago, more switching in the marketplace against that backdrop is definitely helping to fuel our overall momentum in the marketplace. And of course, with lower churn and better retention that you're seeing from T-Mobile, coupled with higher gross adds, that's producing the overall volume that you're seeing in the marketplace. So we feel really good about what happened in Q3, obviously. We're seeing that momentum continue into Q4 so far, and that's reflected in the numbers and the guidance that you heard from both Srini and Peter just a few moments ago. So all of that's going incredibly well. We're excited about it. It's going against our plans, and that's what's really happening out there in the marketplace. G. Sievert: And what about -- how is it affecting customer lifetime values, the state of the competition out there? John Saw: Yes. Our CLVs have been very, very resilient. So when you look at -- we look at this, we don't report, obviously, CLVs, and we don't look at this on a daily or a weekly basis. But we certainly look at it and monitor these very, very carefully on a monthly and quarterly and ongoing basis. But overall, CLVs are holding very, very constant. As you're seeing premium plan adoption, customers self-selecting up that rate card continuing to increase, churn continuing to decrease relative to what others have seen in t”
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SEC filings for TMUS ↗ · Claim quote is verbatim from the 2025Q3 earnings call.