T-Mobile US is scheduled to report its fourth-quarter 2025 results on February 11, with analysts forecasting 5% year-over-year revenue growth driven by continued expansion of its 5G network and stronger postpaid customer additions. Consensus estimates call for roughly 9 million postpaid net additions for the year, supported by robust demand for premium unlimited plans. Operating expenses are expected to rise as the carrier invests in network densification and spectrum acquisition, putting pressure on margins even as revenue per user climbs by an estimated 3% sequentially.

On Wednesday, Verizon Wireless filed a lawsuit against T-Mobile, accusing the carrier of misleading consumers with claims that switching to T-Mobile would save more than $1,000 per year. The complaint alleges that headline rate comparisons ignore mandatory fees and promotional limitations, resulting in ‘irreparable harm’ to Verizon’s customer base. T-Mobile’s marketing chief has defended the campaign, citing independent third-party surveys showing an average annual savings of $850 for families who migrate to its Magenta MAX plan.

T-Mobile’s management has signaled a shift toward returning excess cash to shareholders through share repurchases rather than pursuing large-scale M&A. In the first nine months of 2025, the company repurchased $2.3 billion of stock under its $10 billion authorization, reducing diluted share count by 2%. Free cash flow for the period reached $7.8 billion, up 12% year-over-year, providing ample coverage for both dividend distributions and continued buybacks without compromising network investment plans.