T-Mobile expects Q3 Service revenue impact of $400M from UScellular

For Q3, T-Mobile (TMUS) expects the following financial impacts from the UScellular acquisition: Service revenue of approximately $400M and core adjusted EBITDA of $125M. The company said, “Approximately $100 million in costs to achieve as the company begins an accelerated integration process, which are excluded from Core Adjusted EBITDA, and approximately $175 million in depreciation and amortization expenses. Acquisition of the lower Postpaid ARPA UScellular base, together with postpaid accounts acquired from the Metronet joint venture also with lower Postpaid ARPA, will impact consolidated T-Mobile Postpaid ARPA by approximately $1.50 in Q3. These acquired customers represent an exciting opportunity to apply the company’s proven ARPA expansion playbook as part of integration. Excluding UScellular and Metronet, T-Mobile’s underlying business continues to see strong Postpaid ARPA growth, with ongoing expectations for full year 2025 versus 2024 growth of at least 3.5%.”