T-Mobile US, Inc.
T-Mobile provides wireless communications and broadband services to postpaid and prepaid consumers and business customers, as well as wholesale partners that use its network to serve their customers. As of December 31, 2025, it serves 142.4 million postpaid and prepaid customers. Its brands include T-Mobile, Metro by T-Mobile, Mint Mobile and Ultra Mobile, and it offers service plans, wireless devices and accessories, device protection, financial services and advertising. Broadband offerings include 5G fixed wireless service and fiber. Customers can buy through company-owned stores, websites, apps, customer care, national retailers and third-party distributors. T-Mobile makes money primarily by providing wireless communications and broadband services to postpaid and prepaid customers, and also earns revenue from wholesale and other services and device sales. It is headquartered in Bellevue, Washington, and Overland Park, Kansas.
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T-Mobile launched a new Fiber 5 Gig internet plan priced at $90/month with a 10-year price guarantee, aiming to address customer losses. The company reported a 31% drop in new postpaid accounts and higher churn in Q3 2026, partly due to its UScellular acquisition. T-Mobile faces competition from Verizon and AT&T, which added 155,000 and 416,000 fiber customers respectively in Q3.
T-Mobile's Q3 2026 earnings show a 4.2% increase in postpaid ARPA to $155.73, partly due to higher fees and plan changes. However, churn rose to 1.09%, and a reader poll suggests customer dissatisfaction. The company's Un-Carrier promise of all-inclusive pricing is questioned as newer plans list fees separately, adding $263.52 annually for a four-line household.
SpaceX partners with Qualcomm for Starlink Mobile's 5G base stations, aiming for U.S. deployment by 2027. Deutsche Telekom CEO Tim Höttges acknowledges Starlink as a threat but estimates $200B needed for SpaceX to compete, citing spectrum and infrastructure costs. SpaceX currently holds 76MHz of spectrum, far less than T-Mobile's 400MHz.
Over the past 7 days, AlphAI's AI scored 25 news stories mentioning TMUS (T-Mobile US, Inc.). Coverage has skewed bullish: 10 bullish, 7 neutral, and 8 bearish.
Recent TMUS coverage spans financial news, earnings and mergers & acquisitions.
In the last 30 days, TMUS insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($17K). The most active reporter was Drobac Daniel James, VP & Chief Accounting Officer, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The plan aims to retain customers but high churn may keep pressure on the stock.
Higher disclosed fees and modest churn increase may weigh on TMUS valuation.
The article is a competitive-read across risk signal for T-Mobile’s mobile market, but it does not disclose a new T-Mobile-specific action.
Possible loss of MVNO capacity and heightened competition from a satellite‑based carrier.
Positive short-term sentiment as customers gain flexibility; potential modest subscriber upgrades.
AlphAI scores every news story that mentions TMUS with an AI model for sentiment and relevance, and aggregates insider trades from T-Mobile US, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
T-Mobile launched a new Fiber 5 Gig internet plan priced at $90/month with a 10-year price guarantee, aiming to address customer losses. The company reported a 31% drop in new postpaid accounts and higher churn in Q3 2026, partly due to its UScellular acquisition. T-Mobile faces competition from Verizon and AT&T, which added 155,000 and 416,000 fiber customers respectively in Q3.
T-Mobile's Q3 2026 earnings show a 4.2% increase in postpaid ARPA to $155.73, partly due to higher fees and plan changes. However, churn rose to 1.09%, and a reader poll suggests customer dissatisfaction. The company's Un-Carrier promise of all-inclusive pricing is questioned as newer plans list fees separately, adding $263.52 annually for a four-line household.
SpaceX partners with Qualcomm for Starlink Mobile's 5G base stations, aiming for U.S. deployment by 2027. Deutsche Telekom CEO Tim Höttges acknowledges Starlink as a threat but estimates $200B needed for SpaceX to compete, citing spectrum and infrastructure costs. SpaceX currently holds 76MHz of spectrum, far less than T-Mobile's 400MHz.
AT&T and T-Mobile may remove Boost Mobile from their networks if SpaceX acquires it, according to Semafor. Boost, owned by EchoStar, leases capacity from both carriers. SpaceX has discussed buying Boost or accessing its network, requiring host carriers' consent. SpaceX aims to become a standalone wireless competitor, acquiring spectrum and seeking cell site agreements. Bloomberg reported SpaceX's plans, impacting shares of major carriers.
T-Mobile introduced 'T-Mix', a revamped unlimited data plan system. Customers can choose perks like Netflix, Apple TV, and discounts on phones. Plans start at $30/month for the basic tier, with higher tiers offering more perks and discounts. The company aims to provide customizable options for different needs and budgets.
Deutsche Telekom reported Q3 revenue of €31B (+7.5% YoY) and adjusted operating profit of €12.2B (+10% YoY), exceeding expectations. The company raised its full-year outlook, increased its dividend, and announced a €2B share buyback plan. Shares fell due to T-Mobile US weakness after SpaceX's spectrum license acquisition. Deutsche Telekom owns over 50% of T-Mobile US, valued at over €80B. A full merger with T-Mobile US is being considered, according to Handelsblatt.
Bank of America added T-Mobile (TMUS) and Regeneron (REGN) to its Value 10 portfolio for November, while leaving its Growth 10 list unchanged. The Value 10 portfolio is an equal-weighted quantitative model that filters S&P 500 stocks.
VICI Properties (VICI) reported Q2 FFO of $0.62, 7.0% revenue growth, and raised FY 2026 AFFO guidance to $2.705B. It authorized a $2B stock buyback. T-Mobile (TMUS) reported $3.22 EPS, 7.4% revenue growth, and $23.58B in revenue. TMUS pays a $4.68 dividend. Both companies are highlighted as income stocks for value investors.
T-Mobile reported strong Q3 earnings, raising guidance and expecting 1M postpaid accounts by 2026. CEO Srini Gopalan emphasizes customer focus and growth, expanding programs like Frontline Connect. The company is exploring new services, including home broadband and financial services. AT&T has sued T-Mobile over its 'Easy Switch' feature, alleging data scraping. Investors are concerned about competition from Starlink, but Gopalan welcomes it.
AT&T, Verizon, and T-Mobile formed a joint venture on October 1, 2026, to pool spectrum and expand satellite-to-phone coverage in rural areas. The venture aims to eliminate US dead zones and will be overseen by a board with representatives from all three companies. Paul Roth was named interim CEO. The companies' stocks fell after SpaceX's spectrum acquisitions, with T-Mobile down 13.3%, AT&T down 9.8%, and Verizon down 8.8% on October 9, 2026.
