T-Mobile earnings rise as customers pour into premium plans

T-Mobile’s earnings rose as customers continued shifting into premium plans introduced last year. The carrier has framed the strategy around building a base of “higher quality accounts,” rather than pursuing growth solely through customer additions.

The company’s FY 2025 revenue was $88.3B, up 8.5% YoY, with diluted EPS of $9.72 and a 12.4% net margin. Those figures give the earnings story a concrete operating backdrop, although the supplied data does not include the size of the earnings beat, guidance, or the stock’s immediate reaction.

The bull case is that premium-plan adoption improves customer economics and supports continued revenue growth. The bear case is that the headline offers limited evidence on durability, pricing, churn, or forward guidance, leaving open the possibility that the strongest part of the mix shift is already established.

The next read-through is whether T-Mobile can maintain premium-account momentum without weakening retention or relying on heavier promotions. Updated guidance, subscriber quality metrics, and margin performance will determine whether the plan strategy represents a durable earnings driver or simply a favorable comparison period.