T-Mobile US, Inc. (TMUS) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Please welcome Cathy Yao. Hello, welcome everyone, and thank you for joining us live right here in New York City for our year-end earnings call and Capital Markets Day update event. Before we get started, I'll draw your attention to our Save Harbor Statement. This presentation includes forward-looking statements that may differ materially from actual results as well as certain non-GAAP measures. Please see our SEC filings for a review of risk factors. Please also see our investor relations website for all related materials, including a gap and non-gap reconciliation. Okay, let me walk you quickly through our agenda today. Srini is going to begin with a halftime check-in since our September 2024 Capital Markets Day, before turning to our widening differentiation across best network, best value, and best customer experiences. He's then going to talk about growth. He's going to talk about how our growth opportunities across our core wireless business, across our broadband business, and in new growth areas are going to continue to drive sustained outperformance for the end carrier. And then Peter will wrap it all together with a financial update. We'll then have the broader leadership team join us right here on stage to answer your questions. Okay, let's get this show started. T-Mobile topped the expectations. T-Mobile raised its outlook for the year. The mandate, keep the T-Mobile growth machine coming along. We are changing the industry with enormous amounts of innovation. where the place customers come when they don't want to make trade-offs. T-Mobile Tuesdays, Netflix, Hulu, Top of the Net, so many things. I don't have to pay a million dollars. I can just count on T-Mobile. We are the best network. And our lead is only growing. No matter where I'm at in the country, ...