CLAIM #57209 · T-Mobile US Inc (TMUS) · 2025Q4 earnings call · Feb 11, 2026 · due Mar 31, 2026
“So we expect Q1 core adjusted EBITDA to be between $9 to $9.1 billion”
Peter Osvaldik · CFO
In context
“re not driving the most customer value. And we can streamline and optimize the network to reduce those and reinvest in those that are driving the most value. And of course, as you'd expect like everybody else, but probably in a leadership fashion, there's a lot of efficiencies in the back office, in IT, through utilization of simplicity, efficiency and AI. If you do it from a customer centricity lens first, you get differentiated results. Now, 2026 is going to have a slightly different phasing to core adjusted EBITDA than 2025 had, which you'd expect because we're both delivering on synergies in the U. Cellular and those will expand as we go through the year, but we're also going to harvest more of these AI and digitalization and simplicity savings as we go through the course of the year. So we expect Q1 core adjusted EBITDA to be between $9 to $9.1 billion There's a few below the line items in 2026 I wanted to highlight as well. Beginning with, we expect approximately 1.2 billion in merger-related costs primarily related to U. S. Cellular. As you recall, we had an exciting announcement around our acceleration of the timeline integrate U. S. Cellular at two years. Network optimization that I just mentioned, this CDC-based network optimization to generate value. Is going to result in a network optimization cost of approximately $450 million will be done through that primarily in Q1 and Q2 we'll harvest those savings and reinvest into the network. We'll have workforce restructuring charges of approximately 150 million in Q1 as we go through our simplification initiatives and conclude what we began in Q4. Alright, CapEx. No big surprises here.”
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SEC filings for TMUS ↗ · Claim quote is verbatim from the 2025Q4 earnings call.