T-Mobile US Inc 2025年第四季度后付费电话用户净增96.2万名，低于FactSet调查的分析师普遍预期的98.133万名。同时，后付费服务的客户流失率从去年同期的0.92%上升至1.02%。分析指出，激烈的市场竞争是主要原因，竞争对手推出了更具吸引力的设备优惠和套餐计划以争夺用户。
此外，公司对年度调整后自由现金流的指引区间为180亿至187亿美元，低于分析师平均预期的189亿美元。市场担忧与UScellular合并带来的整合成本增加可能影响了现金流前景。尽管季度总营收243.3亿美元高于预期，但核心用户增长放缓与现金流指引疲软共同打压了市场情绪。
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