Core Viewpoint - T-Mobile reported strong Q2 2025 earnings, exceeding estimates for both revenue and net income, driven by significant postpaid customer growth and solid service revenue expansion [2][3][4]. Financial Performance - Net income for Q2 was $3.22 billion, or $2.84 per share, reflecting a 10.2% year-over-year increase from $2.92 billion or $2.49 per share [3]. - Total revenues reached $21.13 billion, up from $19.77 billion in the same quarter last year, surpassing the consensus estimate of $20.97 billion [4]. - Service revenues totaled $17.43 billion, a 6.1% increase from $16.42 billion year-over-year, driven by strong demand for postpaid services [5]. Customer Growth - T-Mobile added 1.7 million postpaid net customers and 318,000 postpaid net accounts during the quarter, with a postpaid phone churn rate of 0.9% [6]. - Postpaid average revenues per account increased to $149.87 from $142.54 in the previous year [6]. Segment Performance - Net sales from prepaid services were $2.64 billion, slightly up from $2.59 billion year-over-year, with a prepaid net customer addition of 39,000 [7]. - Equipment revenues rose to $3.43 billion from $3.1 billion in the prior year, attributed to a higher average revenue per device sold [8]. Operating Metrics - Total operating expenses increased to $15.91 billion from $15.14 billion year-over-year, while operating income rose to $5.2 billion from $4.6 billion [9]. - Core adjusted EBITDA was $8.54 billion, up from $8.02 billion a year ago, supported by robust service revenue growth [9]. Cash Flow and Liquidity - Cash generated from operating activities was $6.99 billion, compared to $5.52 billion in the prior year, with adjusted free cash flow at $4.6 billion [11]. - As of June 30, 2025, T-Mobile had $10.25 billion in cash and cash equivalents and $75.01 billion in long-term debt [11]. Future Outlook - T-Mobile has upgraded its guidance for 2025, expecting postpaid net customer additions between 6.1 million and 6.4 million, and core adjusted EBITDA in the range of $33.3-$33.7 billion [12]. - The company anticipates cash from operating activities between $27.1 billion and $27.5 billion, with adjusted free cash flow projected at $17.6-$18 billion [12].

针对此次事件，Verizon发言人明确表示，该数据集为旧数据，与公司当前客户信息无关。Verizon强 调，公司已采取多项措施保护用户数据安全，并建议公众保持警惕，但无需因该事件产生不必要的担 忧。截至目前，Verizon尚未披露该数据库的具体年份或来源，但表示将进一步调查此事。 作为美国最大的无线通信服务商，Verizon近年来多次遭遇数据安全事件。2025年4月，Verizon曾证实其 一家供应商因安全漏洞导致750万用户信息泄露，涉及用户移动和在线订阅详情。更早的2022年5月， Verizon员工数据泄露事件导致员工全名、电子邮件地址、公司ID和电话号码等信息外泄。此外，2017 年Verizon因云服务器安全配置错误，导致600万客户个人数据泄露。（青山） 根据SafetyDetectives披露的样本数据，该数据库包含Verizon用户的姓名、性别、出生日期、税号、身份 证号码、完整地址及电话号码等敏感信息。尽管样本数据看起来"真实可信"，但SafetyDetectives团队表 示无法确认其是否确实属于Verizon客户。发布者在论坛中以"有偿出售"的方式兜售该数据库，进一步引 发了外界对数据真 ...