TMUS at a glance
T-Mobile US (TMUS, SEC CIK 1283699) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 3, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), T-Mobile US (TMUS) reported revenue of $88.3 billion (up 8.5% from FY2024) and net income of $11.0 billion. Diluted EPS was $9.72.
- As of June 30, 2026, 53 institutional investment managers tracked by SignalX reported holding T-Mobile US (TMUS) shares worth $41.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Drobac Daniel James on September 10, 2026 of 772 shares at $178.33 per share.
- In the last 90 days, TMUS insiders reported 0 open-market purchases ($0) and 1 open-market sale ($138K) on Form 4, a net sale of $138K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $88.3B
- +8.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$138K
- 13F holders
- 53 funds
- $41.7B · +1 vs prior quarter
- Latest 8-K
- Sep 3, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- FCC investigation and class action lawsuits following August 2021 and January 2023 cyberattacks causing significant costs
- Exposure to Ukraine-Russia and Israel-Hamas conflicts impacting supply chain and consumer demand due to geopolitical instability
- Integration risks and potential service disruption from August 1, 2025 UScellular Wireless Business acquisition over next two years
- Intense competition from AT&T, Verizon, Comcast, Charter, and satellite providers threatening market share in wireless and broadband
- CEO transition in November 2025 and enterprise-wide restructuring risk disrupting leadership continuity and talent retention
Management Discussion & Analysis
- Revenue $85.5B, up $6.9B (8%) YoY, driven by postpaid (+$5.6B, 11%) and equipment revenues (+$1.7B, 12%), wholesale down $562M (-16%)
- Operating income $15.1B, up $269M (1%), net income $11.0B, down $347M (-3%), net income margin 15% vs 17%
- Best segment: Postpaid customers 116.4M, +12.3M (12%), with ARPA $148.97, +4%; Worst segment: Wholesale revenues down 16% ($562M)
- Adjusted EBITDA $33.9B, up $2.1B (7%), core adjusted EBITDA margin steady at 48%; Capex and cash flows not detailed in excerpt
- Management shift to focus on high-value accounts from Q1 2026; risks include integration costs, higher churn (postpaid churn 0.93%, up 7 bps), and network restructuring expenses
Business Overview
- Core business model: Nationwide wireless communications and broadband services with focus on customer experience and network quality
- New product emphasis: 5G broadband fixed wireless product launched, leveraging advanced multilayer spectrum portfolio
- Strategic shift: Transformation into AI-enabled, data-informed, digital-first organization with personalized self-service and immersive customer experience stores
- Quantitative metric: 142.4 million postpaid and prepaid customers as of Dec 31, 2025
- Noteworthy fact: Comprehensive T-Life app enables full customer transactions anytime, enhancing digital engagement and operational efficiency
AI summary of the TMUS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Headwinds: competition, tariffs, supply-chain disruption, inflation, interest rates, cyberattacks, spectrum costs, and regulatory complexity
- Outlook: forward-looking results subject to material uncertainty; no updated guidance disclosed
Risk Factors
- Newly emphasized AI-enabled cyberattacks, accelerating vulnerability exploitation and potentially outpacing patch deployment
- Cybersecurity exposure through third-party providers and uncontrolled fourth-party components with unknown defects
- Regulatory and litigation costs from August 2021 and January 2023 breaches, including FCC investigation and mass arbitration claims
- Operational disruption risk from ransomware and distributed denial-of-service attacks targeting wireless and business systems
- Acquisition-related cybersecurity risk from companies with vulnerabilities or unsophisticated security measures
AI summary of the TMUS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- CFO transition announced on September 3, 2026
- Leadership change may affect financial strategy, forecasting, and investor confidence
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CFO Peter Osvaldik retiring February 2027; remaining Strategic Advisor through July 1, 2027, supporting extended transition
- Jessica Uhl expected to become CFO after T-Mobile files its 2026 Form 10-K
Item EX-99.1: Item EX-99.1
- Jessica Uhl joins as CFO Designate in mid-September 2026 and succeeds Peter Osvaldik in February 2027
- Osvaldik remains CFO through February 2027, then Strategic Advisor until planned retirement July 1, 2027
Item 2.02: Results of Operations and Financial Condition
- Exhibits 99.1 and 99.2 furnished under Item 2.02, likely containing TMUS fiscal-year 2026 results
- Investor analysis requires the earnings releases or presentations in Exhibits 99.1 and 99.2
Item EX-99.1: Item EX-99.1
- Q2 service revenue $19.0B, up 9%; postpaid service revenue $15.9B, up 13%, signaling strong monetization
- Core Adjusted EBITDA $9.5B, up 12%; adjusted free cash flow $4.8B, up 4% despite $2.7B capital spending
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chris Sambar appointed Chief Enterprise Officer by October 14, 2026, overseeing enterprise and government businesses
- André Almeida shifting to Chief Marketing, Brand, and Broadband Officer, retaining certain enterprise responsibilities during onboarding
Item 7.01: Regulation FD Disclosure
- Chris Sambar appointed T-Mobile’s Chief Enterprise Officer
- Additional leadership changes announced, potentially affecting enterprise strategy and execution
Item EX-99.1: Item EX-99.1
- Leadership reshuffle targets growth beyond wireless, including SMB, enterprise, government, T-Ads and Physical AI
- Chris Sambar joins as Chief Enterprise Officer by October 14, 2026, leveraging AT&T network and enterprise experience
AI summaries of TMUS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TMUS
Don't miss the next TMUS filing
- Alerts as it files. A push when TMUS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut TMUS, by share count.
- Ask anything. An AI agent that reads every TMUS filing and answers with sources.
TMUS alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Drobac Daniel James | A | Sep 24, 2026 | 2,768 | - |
| Nelson Mark Wolfe | A | Sep 10, 2026 | 102.942 | $178.14 |
| Drobac Daniel James | Sell | Sep 10, 2026 | 772 | $178.33 |
| Drobac Daniel James | A | Sep 10, 2026 | 1.769 | $178.14 |
| Almeida Andre | F | Sep 1, 2026 | 530.438 | $182.16 |
| Drobac Daniel James | F | Aug 25, 2026 | 171.425 | $181.61 |
| Drobac Daniel James | F | Aug 15, 2026 | 87.677 | $182.61 |
| Sambar Christopher | A | Aug 1, 2026 | 40,966 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $81.4B | $88.3B |
| Operating Income | - | $18.0B | $18.3B |
| Net Income | $8.3B | $11.3B | $11.0B |
| Op. Margin | - | 22.1% | 20.7% |
| Net Margin | - | 13.9% | 12.4% |
| Balance Sheet | |||
| Total Assets | $207.7B | $208.0B | $219.2B |
| Equity | - | $61.7B | $59.2B |
| ROE | - | 18.4% | 18.6% |
| Per Share | |||
| EPS | $6.93 | $9.66 | $9.72 |
| Cash Flow | |||
| Operating CF | - | $22.3B | $27.9B |
| CapEx | $9.8B | $8.8B | $10.0B |
Source: XBRL data in T-Mobile US (TMUS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TMUS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 53 | $41.75B |
| Q1 2026 | 52 | $52.77B |
| Q4 2025 | 50 | $50.59B |
| Q3 2025 | 53 | $54.86B |
| Q2 2025 | 50 | $50.60B |
| Q1 2025 | 48 | $40.77B |
| Q4 2024 | 42 | $27.94B |
| Q3 2024 | 38 | $15.30B |
- Goldman Sachs Group+5.55M (+88%)
- AQR Capital Management+1.78M (+66%)
- Bank of America Corp+1.37M (+43%)
- State Street Corp+1.30M (+5%)
- Invesco Ltd+646.0K (+2%)
- FMR LLC (Fidelity)−4.38M (-35%)
- T. Rowe Price Group−3.01M (-11%)
- Citadel Advisors LLC−1.83M (-73%)
- JPMorgan Chase & Co−833.6K (-18%)
- Principal Financial Group−466.5K (-24%)
- DigitalBridge Group, Inc.+301.9K
- Marex Group plc+2.9K
- Viking Global Investors−2.97M
Source: 13F-HR filings on SEC EDGAR (aggregated from 386 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TMUS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 4, 2026 | - | - | - |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 7, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 4 | May 4, 2026 | - | - | - |
| 8-K | Apr 28, 2026 | - | Analysis | - |
Related Communication Services companies
- TIGO · Millicom International Cellular SARadiotelephone Communications
- SPOK · Spok Holdings, IncRadiotelephone Communications
- ACEL · Accel Entertainment, Inc.Services-Amusement & Recreation Services
- ACCO · ACCO BRANDS CorpBlankbooks, Looseleaf Binders & Bookbindg & Relatd Work
- GOOGL · Alphabet IncServices-Computer Programming, Data Processing, Etc.
- AMC · AMC ENTERTAINMENT HOLDINGS, INC.Services-Motion Picture Theaters
- AMCX · AMC Networks Inc.Cable & Other Pay Television Services
- ATEX · Anterix Inc.Telephone Communications (No Radiotelephone)
TMUS SEC filings: frequently asked questions
Are TMUS insiders buying or selling?
In the last 90 days, T-Mobile US (TMUS) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $137,671 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TMUS stock?
As of June 30, 2026, the largest T-Mobile US (TMUS) holders among the 13F filers tracked by SignalX were BlackRock ($6.6 billion), Invesco Ltd ($5.3 billion), Vanguard Capital Management LLC ($4.9 billion), T. Rowe Price Group ($4.3 billion), State Street Corp ($4.2 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TMUS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), T-Mobile US (TMUS) reported revenue of $88.3 billion (up 8.5% from FY2024) and net income of $11.0 billion. Diluted EPS was $9.72. The figures come from the XBRL data in the 10-K.
What are the main risks in TMUS's latest 10-K?
In the 10-K filed February 11, 2026, T-Mobile US (TMUS) flagged: FCC investigation and class action lawsuits following August 2021 and January 2023 cyberattacks causing significant costs. Exposure to Ukraine-Russia and Israel-Hamas conflicts impacting supply chain and consumer demand due to geopolitical instability. (AI summary of the Risk Factors section.)
What did TMUS report in its latest 8-K?
T-Mobile US (TMUS) filed an 8-K on September 3, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). CFO transition announced on September 3, 2026.
What are the latest TMUS SEC filings?
T-Mobile US (TMUS) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on September 3, 2026 and a Form 4 insider filing on September 28, 2026.
What is TMUS's SEC CIK number?
T-Mobile US (TMUS)'s SEC Central Index Key (CIK) is 1283699. EDGAR lists every TMUS filing under that number.
Ask anything about TMUS
The research agent reads TMUS's filings, financials, insider trades and 13F holders, then answers with sources.