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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ben Swinburne | Morgan Stanley | 9 | 11% |
| John Hodulik | UBS | 9 | 22% |
| Samuel McHugh | BNP Paribas | 8 | 0% |
| Kannan Venkateshwar | Barclays | 7 | 14% |
| Peter Supino | Wolfe Research | 6 | 17% |
| Craig Moffett | MoffettNathanson | 6 | 0% |
| Mike Rollins | Citigroup | 6 | 0% |
| Dave Barden | New Street Research | 5 | 0% |
| Jon Chaplin | New Street Research | 5 | 0% |
| Jim Schneider | Goldman Sachs | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Morgan Stanley | 2 | 10 | 10% |
| New Street Research | 2 | 10 | 0% |
| UBS | 1 | 9 | 22% |
| BNP Paribas | 1 |
| 8 |
| 0% |
| Barclays | 1 | 7 | 14% |
| MoffettNathanson | 1 | 6 | 0% |
| Goldman Sachs | 2 | 6 | 0% |
| Citigroup | 1 | 6 | 0% |
Total service revenue grew 11% at a rate more than four times the nearest competitor, with core adjusted EBITDA growing 12% and free cash flow margins reaching 24%. ARPA expanded 3.9% year-over-year while the fiber JV expansion broadened broadband capabilities beyond fixed wireless. Management raised the lower end of full-year EBITDA guidance by $100 million to $37.1-37.5 billion and adjusted free cash flow to $18.1-18.7 billion, with the UScellular integration cost synergy program tracking on schedule toward the $2.7 billion target.
Competitive Dynamics | Subscriber Growth | M&A | Pricing | Innovation & R&D | Capex Investment | Demand | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 5 | 9 | 2 | 3 | 5 | 2 | 1 | 3 |
| 2025Q1 | 5 | 8 | 4 | 2 | 1 | 2 | 1 | |
| 2025Q2 | 6 | 5 | 2 | 3 | 1 | 1 | 2 | 2 |
| 2025Q3 | 8 | 3 | 1 | 2 | 2 | 2 | ||
| 2025Q4 | 2 | 3 | 1 | 2 | 2 | 1 | 1 | 2 |
| 2026Q1 | 5 | 1 | 5 | 4 | 1 | 2 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 5 | 5 | 6 | 8 | 2 | 5 |
| Subscriber Growth | 9 | 8 | 5 | 3 | 3 | 1 |
| M&A | 2 | 4 | 2 | 1 | 1 | 5 |
| Pricing | 3 | 2 | 3 | 2 | 4 | |
| Innovation & R&D | 5 | 1 | 1 | 2 | 2 | 1 |
| Capex Investment | 2 | 2 | 1 | 2 | 1 | 2 |
| Demand | 1 | 1 | 2 | 2 | 1 | 3 |
| Revenue Growth | 3 | 2 | 2 | 2 |