| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | July 23, 2026 | 8/12 | 3 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q1'26 | April 28, 2026 | 8/12 | 2 medium, 4 low flags | 5 | 0 | Call sheet → |
| Q4'25 | February 11, 2026 | 9/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Exceeded | T-Life reaching 25M+ MAUs Hit 30M MAUs, ahead of expectations |
| Q2'26 | Delivered | Integration of UScellular progressing well Integration on track per Gopalan |
| Q2'26 | Pending | Postpaid ARPA growth of 2.5-3% for full year Q2 at 2% reported, tracking toward 3% per Osvaldik |
| Q2'26 | Delivered | Continue to be fastest-growing ISP Maintained #1 position but growth decelerated to upper 400K range |
| Q2'26 | Pending | Live translation beta launching soon Still in beta despite 'soon' promise from Q1 |
| Q2'26 | Delivered | Raise full year core adjusted EBITDA guide Raised to $37.1B-$37.5B, up $200M at midpoint |
| Q1'26 | Pending | AI and digital transformation driving efficiency On track for $3B savings by 2027, chatbot handling 60% of customer questions but full impact still developing |
| Q1'26 | Exceeded | Significant returns to shareholders $6B returned in Q1, raised authorization by $3.6B to $18.2B total |
| Q1'26 | Delivered | Continued network leadership investment Maintained $10B CapEx, deployed 4K greenfield sites using AI-driven customer coverage model |
| Q1'26 | Exceeded | Strong postpaid ARPA growth continuation 3.9% YoY vs guided 2.5-3% range - driven by premium plan uptake and back book dynamics |
| Q1'26 | Delivered | Industry-leading postpaid net account growth 217K additions, 6% YoY growth, 10x better than competitor who reports accounts |
| Q1'26 | Exceeded | 15 million 5G broadband customers by 2030 Raised from previous 12 million by 2028 target - ahead of expectations |
| Q4'25 | Exceeded | T-Life digital transformation progress 73% of upgrades on T-Life vs 22% assisted in Q4 2024 |
| Q4'25 | Delivered | Postpaid ARPA growth of 2.5-3% Q4 organic ARPA growth of 3.6%, guiding 2.5-3% for 2026 |
| Q4'25 | Exceeded | UScellular integration within 3 years Accelerated to 2 years with $1.2B synergies vs $950M originally |
| Q4'25 | Delivered | Continue network leadership expansion Speeds 85% faster than competitor on iPhone 17, J.D. Power #1 ranking |
| Q4'25 | Pending | $3B AI/digital savings by 2027 Refined to $2.7B run rate with $1.3B in 2026, on track |
| Q4'25 | Exceeded | 12M fixed wireless customers by 2028 Now targeting 15M by 2030, ahead of original timeline |
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