T-Mobile is scheduled to report its fourth-quarter 2025 results on February 11. Analysts expect consolidated service revenue to rise by approximately 6.5% year-over-year, fueled by continued 5G network expansion and net postpaid customer additions of roughly 800,000. Management has guided to sustained demand for premium unlimited plans, which carry average revenue per user (ARPU) of around $50. The company’s capital expenditures are projected to increase by 8% compared with the prior year, reflecting investments in mid-band spectrum and network densification. Investors will focus on operating margin trends as rising labor and spectrum costs put pressure on profitability.

Verizon Wireless filed a lawsuit against T-Mobile on Wednesday, alleging that T-Mobile’s newest promotional campaign—which promises consumers more than $1,000 in annual savings when switching carriers—is misleading. The complaint claims the savings calculations assume unrealistic device trade-in values and exclude fees that customers typically incur. Verizon seeks injunctive relief to halt the campaign and unspecified damages for what it calls harm to market competition. T-Mobile has not yet commented, but any legal setback could disrupt customer acquisition momentum and inflate marketing expenses in 2026.

T-Mobile’s board has approved a new $10 billion share repurchase program, reflecting management’s confidence in free cash flow generation. In the first nine months of fiscal 2025, the company repurchased $6.3 billion of its common shares, reducing share count by 3.2%. With net debt to adjusted EBITDA at approximately 2.4x, T-Mobile maintains room for additional leverage under its investment-grade credit ratings. The buyback strategy should bolster shareholder returns and help stabilize the stock’s valuation against volatility in interest rates and competitive intensity.