T-Mobile US has updated its customer and financial guidance following the completion of its UScellular acquisition on August 1, 2025. The Un-carrier shared new details on its ongoing digital transformation and business strategy.
Synergies from UScellular Integration
T-Mobile now expects $1.2 billion in annual run-rate cost synergies from the UScellular transaction, a 20 percent increase from its original $1.0 billion guidance. These synergies include approximately $950 million in operating expense savings and $250 million in capital expense savings.
T-Mobile, the third largest telecom operator in the United States, has also accelerated its timeline for integration, targeting completion within two years instead of the earlier three-to-four-year estimate. Costs to achieve integration remain at approximately $2.6 billion, with T-Mobile planning to reinvest a portion into improving network quality, consumer choice, and competition.
Customer Growth Outlook
T-Mobile confirmed that its strong postpaid net additions will offset higher churn from the newly acquired UScellular customer base. As a result, the company’s postpaid and postpaid phone customer guidance remains unchanged for 2025.
For Q3 2025, T-Mobile expects the UScellular acquisition to deliver:
$400 million in service revenues
$125 million in Core Adjusted EBITDA
$100 million in costs to achieve integration (excluded from Core Adjusted EBITDA)
$175 million in depreciation and amortization expenses
Additionally, the acquisition of UScellular’s lower Postpaid ARPA base, combined with accounts from the Metronet joint venture, will temporarily reduce consolidated Postpaid ARPA by approximately $1.50 in Q3. However, T-Mobile plans to apply its proven ARPA expansion strategy to drive future growth.
Excluding UScellular and Metronet, T-Mobile still expects at least 3.5 percent Postpaid ARPA growth for full-year 2025 compared to 2024.
Digital Transformation and Technology Modernization
T-Mobile is accelerating its digital transformation journey with a more streamlined billing technology stack. This move will result in approximately $350 million in non-cash costs in Q3, including impairment expenses, accelerated depreciation, and technology modernization personnel costs.
The company is also investing through its Lumos and Metronet fiber joint ventures, which are ramping up deployment. Additional recent acquisitions and network investments will contribute around $120 million in depreciation, amortization, and integration expenses in Q3, excluded from Core Adjusted EBITDA.
T-Mobile’s Strategy Going Forward
With the UScellular integration ahead of schedule, stronger customer growth, and a sharpened digital transformation strategy, T-Mobile is reinforcing its core value proposition: best network, best value, and best customer experience.
TelecomLead.com News Desk
