T-Mobile raises subscriber growth forecasts after bumper quarter

(Sharecast News) - T-Mobile lifted its expectations for subscriber growth in 2025 on Wednesday, projecting between 5.5 million and six million postpaid net additions, more than double Wall Street estimates, as it also beat expectations for fourth quarter revenue. The optimistic forecast followed a strong fourth quarter in which the company led the US mobile sector, with 903,000 net postpaid phone additions topping analyst expectations.

It said its performance was driven by strong demand for its premium 5G plans, particularly the 'Go5G Next' and 'Go5G Plus' offerings, which bundle high-speed wireless service with popular streaming subscriptions such as Netflix and Apple TV+.

A surge in holiday-season promotions and new iPhone sales further bolstered customer acquisitions, with over 60% of new subscribers opting for T-Mobile's top-tier plans.

T-Mobile said its fourth-quarter revenue reached $21.87bn, exceeding estimates of $21.31bn.

The firm also outperformed expectations in its home internet segment, adding 428,000 high-speed internet customers, a key growth area as it expanded coverage in rural and underserved areas.

It said its investment in fixed wireless access had positioned it as a competitive alternative in areas with limited fibre-optic and fixed line infrastructure.

Despite strong subscriber gains, T-Mobile said its postpaid phone churn rate rose slightly to 0.92% from the prior quarter's 0.86%.

Looking ahead, T-Mobile said it expected to expand its 5G network and invest in infrastructure, including a $4.9bn partnership with private equity firm KKR to acquire fibre-optic provider Metronet.

At 0959 EST (1459 GMT), shares in T-Mobile US were up 8.7% in New York at $240.37.

Reporting by Josh White for Sharecast.com.