Why it is moving
T-Mobile's Q2 results show mixed signals: earnings-per-share and postpaid net account additions beat expectations, while reported revenue of $22.79B trailed the $22.93B estimate. Management reaffirmed full-year guidance, suggesting confidence in executing the 950,000 to 1.05 million postpaid net accounts target and achieving $37.1B to $37.5B core adjusted EBITDA.
Driver data is partial
Some drivers have no confirmed source evidence yet, read those as context, not confirmation.
Main drivers
Q2 subscriber growth acceleration relative to consensus forecast
No confirmed source evidence yet.
Core adjusted EBITDA resilience amid slightly lower revenue realization
No confirmed source evidence yet.
Capex spending of $2.70B versus $2.44B estimate indicating infrastructure investment pace
No confirmed source evidence yet.
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