Core Points - T-Mobile US, Inc. will present a business update at the Wells Fargo TMT Summit on November 18, 2025 [1] - A live webcast of the event will be available on the company's Investor Relations website [2] - T-Mobile is recognized for its award-winning 5G network and aims to redefine connectivity and drive innovation in the wireless industry [3] Company Overview - T-Mobile US, Inc. operates under the brands T-Mobile, Metro by T-Mobile, and Mint Mobile, providing services through its subsidiaries [3] - The company emphasizes its unique value proposition of best network, best value, and best experiences [3] Recent Collaborations - T-Mobile has partnered with CNN to enhance mobile journalism through SuperMobile, which offers intelligent performance, built-in security, and seamless satellite coverage [5] Holiday Promotions - T-Mobile is offering significant savings during the holiday season, including deals on top-tier devices and accessories, amounting to over $1000 in savings [6] - A special promotion allows customers to get four lines for $25 per line/month and four iPhone 17 devices with no trade-in required [7]

Core Insights - T-Mobile has partnered with CNN to launch SuperMobile, a business plan designed to enhance mobile journalism by providing intelligent performance, built-in security, and satellite-to-cell coverage [1][2][5] Group 1: Collaboration Details - The collaboration aims to support CNN's digital transformation and improve the delivery of breaking news to audiences [2] - SuperMobile will enable CNN journalists to go live from virtually anywhere in the U.S., enhancing real-time news coverage [1][4] Group 2: Technology and Features - SuperMobile operates on T-Mobile's 5G Advanced network, allowing for seamless connectivity even in challenging environments [3][5] - The service includes features like network slicing for optimized resource allocation, ensuring journalists remain connected during critical reporting moments [5][6] - Built-in security measures, including a "Threat Protect" feature, help safeguard communications on mobile devices [11] Group 3: Impact on Journalism - SuperMobile is positioned as a game-changer for mobile-first journalism, enabling CNN to deliver faster and more reliable news coverage [7] - Journalists can stream live from various locations, including political rallies and major events, directly to CNN's digital platforms [4][7]

Core Insights - T-Mobile has been selected by Siemens Energy to implement its SuperMobile solution for improved connectivity across Siemens' U.S. operations [1] - Siemens Energy plays a significant role in the U.S. energy sector, supporting nearly 25% of the country's energy generation [1] Company Overview - T-Mobile is recognized as America's Best Mobile Network, indicating its strong position in the telecommunications industry [1] - Siemens Energy is a leading energy technology company, highlighting its importance in the global energy market [1] Operational Impact - The SuperMobile solution will enhance connectivity for Siemens Energy's manufacturing sites and remote installation and service jobs, indicating a focus on operational efficiency [1]

Financial Data and Key Metrics Changes - T-Mobile US Inc. reported a strong Q3 2025, achieving all-time best postpaid account growth and total postpaid net additions, with over a million postpaid phone net additions, marking the best Q3 in over a decade [10][14] - Postpaid service revenue grew by 12% year-over-year, while overall service revenue increased by 9% [15] - Core adjusted EBITDA rose by 6%, with a free cash flow conversion rate of 26% [15][28] Business Line Data and Key Metrics Changes - The wireless segment saw significant growth, with postpaid ARPA increasing by 3.8% on an organic basis, excluding the dilutive impact of UScellular, Metronet, and Lumos [14] - In broadband, T-Mobile led the industry with over 500,000 customer additions in 5G broadband and over 50,000 in fiber [15] - The integration of UScellular customers has begun, enhancing network experience and customer benefits [14] Market Data and Key Metrics Changes - T-Mobile's postpaid share of households increased, with strong performance in both top 100 markets and smaller rural areas [14] - The company reported a significant increase in customer lifetime values and strong customer momentum across all segments [15][62] Company Strategy and Development Direction - The company aims to widen its differentiation through network leadership and digital transformation, focusing on customer experience and operational efficiency [17][21] - T-Mobile is committed to maintaining its position as a network leader while investing in future technologies, including AI and satellite communications [76][78] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's growth trajectory, highlighting the successful execution of strategies that have led to record customer results [24][41] - The outlook for 2026 and 2027 is optimistic, with expectations for increased guidance reflecting core business strength and M&A contributions [22][28] Other Important Information - The company is accelerating synergy realization from the UScellular merger, with an expected total of $1.2 billion in OPEX and CAPEX run-rate synergies [26] - T-Mobile's digital transformation initiatives are aimed at simplifying customer acquisition processes and enhancing overall customer experience [65][66] Q&A Session Summary Question: Network perception gap and strategy to close it - Management discussed strategies to improve network perception, emphasizing local engagement and digital transformation initiatives to make switching easier for customers [31][35] Question: UScellular synergies and timeline - Management provided insights on the timeline for achieving full run-rate synergies from the UScellular merger, expecting most to be realized by the end of 2027 [43][44] Question: Broadband business opportunities - Management highlighted the potential of both fiber and 5G fixed wireless access, emphasizing the importance of competitive pricing and capital-light structures [48][50] Question: Customer acquisition costs and competitive environment - Management noted that customer acquisition costs remain stable, with strong customer lifetime values and promotional strategies driving customer switching [58][62] Question: Satellite partnership with SpaceX - Management discussed the ongoing collaboration with SpaceX on satellite technology, aiming to eliminate dead zones and enhance service offerings [72][76]

Core Insights - T-Mobile has partnered with FOX Weather to provide SuperMobile, a unique business plan that combines intelligent connectivity, satellite-to-cell coverage, and enhanced security for FOX Weather reporters [1][3][4] Group 1: Partnership and Communication Enhancement - T-Mobile is now the preferred communications provider for FOX Weather, ensuring that reporters can deliver uninterrupted updates from virtually any location, regardless of weather conditions [1][2] - The collaboration aims to enhance communication capabilities for FOX Weather teams, allowing them to livestream, share radar imagery, and send critical updates even during high network demand [2][3] Group 2: Features of SuperMobile - SuperMobile offers three key capabilities: intelligent performance, built-in security, and off-grid coverage through T-Satellite, enabling reporters to stay connected in unpredictable conditions [3][4] - The network slice technology of SuperMobile dynamically allocates resources to support high-quality livestreams and real-time updates, preventing issues like buffering and dropped feeds [5] - Enhanced security features include encryption, advanced device authentication, and strong privacy protections, tailored specifically for journalists [5] Group 3: Satellite Connectivity - T-Satellite provides access to over 650 satellites, ensuring connectivity in more than 500,000 square miles of the U.S. that lack terrestrial cell tower coverage [5] - As of October 1, T-Satellite now includes data services, allowing reporters to use apps for navigation and share multimedia content in remote areas [5]

Group 1 - T-Mobile has been announced as the preferred communications provider for FOX Weather [1] - FOX Weather reporters will be equipped with T-Mobile's SuperMobile plan, which combines intelligent performance, built-in security, and seamless satellite coverage [1] - This partnership aims to enhance the delivery of weather reports by FOX Weather reporters [1]