{"podcast":{"title":"Charged Alpha Stock Encyclopedia","slug":"charged-alpha-stock-encyclopedia-7819792","podcast_index_feed_id":7819792,"rss_url":"https://feed.podbean.com/chargedalpha/feed.xml","website_url":"https://chargedalpha.podbean.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/22241603/charged_alpha_logo_2048.png","author":"Colton Thomas","episode_count":1630,"summary":"Charged Alpha reviews earnings for each stock in the Russel 1000 every quarter. Each podcast gives thorough analysis, along with an in-depth profile in the beginning of the episode of the company, what they do, how they earn money and what to look for.","last_synced_at":"2026-09-04T06:17:14.359815+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792"},"episode":{"title":"T-Mobile Stock: It Beat and RAISED Cash Guidance — Then Crashed 11%. So Why We Say BUY","slug":"t-mobile-stock-it-beat-and-raised-cash-guidance-then-crashed-11-so-why-we-say-buy","published_at":"2026-07-24T08:44:15+00:00","page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/t-mobile-stock-it-beat-and-raised-cash-guidance-then-crashed-11-so-why-we-say-buy","show_page_url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792","url":"https://chargedalpha.podbean.com/e/t-mobile-stock-it-beat-and-raised-cash-guidance-%e2%80%94-then-crashed-11-so-why-we-say-buy/","audio_url":"https://mcdn.podbean.com/mf/web/sq5svd1wy2jvok94/audio_q.mp3","summary":"T-Mobile US (TMUS) Q2 2026 — T-Mobile US (TMUS), America's postpaid wireless leader, reported a strong Q2 2026: diluted EPS of $2.99 beat the ~$2.60 estimate (+5% YoY), Core Adjusted EBITDA rose 12% to $9.5B, total service revenue grew 9% to $19.0B (industry-leading), and Adjusted Free Cash Flow was $4.8B — and management RAISED full-year cash guidance (Adjusted FCF to $18.4–$18.8B, operating cash flow to $28.4–$28.8B). Postpaid phone net adds of 777K led the industry (0.80% phone churn) and 5G home broadband added 406K. Yet the stock CRASHED ~10.7% to $170.42 — near its 52-week low, ~35% off its $261.56 high — because total revenue of $22.79B slightly missed, postpaid account adds slowed 13% to 277K, and it was the first quarter in ages without an across-the-board guidance raise. Priced for perfection, it delivered merely excellent. After the crash the stock trades at ~9x FCF, ~6.9x EV/EBITDA and a ~10% FCF yield. Our call: BUY, 4/5, fair value ~$230. T-Mobile US is the un-carrier — the disruptor that stormed from number three to America's number-one postpaid wireless company, and after absorbing Sprint it runs the deepest 5G network in the country (a record NPS of 46 and a clean sweep of the independent network awards). Q2 2026 was a genuinely good quarter: diluted EPS of $2.99 beat (~+5% YoY), total service revenue rose 9% to $19.0B (industry-leading), postpaid service revenue jumped 13% to $15.9B, Core Adjusted EBITDA grew 12% to $9.5B, and Adjusted Free Cash Flow hit $4.8B. Postpaid PHONE net adds of 777K led the entire industry with phone churn of just 0.80%, and 5G home broadband added 406K. Management even RAISED full-year cash guidance — Adjusted FCF to $18.4–$18.8B and operating cash flow to $28.4–$28.8B — while reiterating account growth (950K–1.05M) and Cor…","meta_description":"T-Mobile US (TMUS) Q2 2026 — T-Mobile US (TMUS), America's postpaid wireless leader, reported a strong Q2 2026: diluted EPS of $2.99 beat the ~$2.60 estim…","key_points":[],"chapters":[],"topics":[],"duration_seconds":856,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/charged-alpha-stock-encyclopedia-7819792/episodes/t-mobile-stock-it-beat-and-raised-cash-guidance-then-crashed-11-so-why-we-say-buy/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/charged-alpha-stock-encyclopedia-7819792/t-mobile-stock-it-beat-and-raised-cash-guidance-then-crashed-11-so-why-we-say-buy.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}