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Business Philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
T-Mobile US (TMUS) investor relations material
T-Mobile US UBS Global Media and Communications Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Global Media and Communications Conference 2025 summary9 Dec, 2025
Strategic priorities and outlook for 2026
Focused on extending network leadership, including advancements in 5G and preparation for 6G and AI-RAN technologies.
Emphasizing closing the perception gap to attract customers who still view competitors as network leaders.
Accelerating digital transformation and AI adoption to improve customer experience and operational efficiency.
Driving broadband growth through fixed wireless access (FWA) and fiber, with FWA customer base doubling in two years.
Organizational alignment with strategy, including leadership changes to support these priorities.
Subscriber growth and competitive positioning
Achieving strong subscriber growth by offering best value, best network, and best digital experience without trade-offs.
Guidance for 2025 and 2026 based on "jump ball" switching events and customer lifetime value (CLV), not industry net adds.
Competitive environment remains intense but consistent; focus remains on innovation and responsible growth.
Black Friday and holiday promotions align with historical trends, with full account switching driving value.
Financial performance and pricing power
Delivered 12% postpaid growth and 6% EBITDA growth last quarter; multi-year guidance targets 5% service revenue and 7% EBITDA growth.
Sustainable pricing power achieved through upselling, product attachment, and rate plan optimization.
ARPU and ARPA growth driven more by value creation than by price increases, supporting long-term sustainability.
How will 6G/AI-RAN impact FWA capacity?
How sustainable are ARPU/ARPA growth drivers?
When will digital/AI investments yield returns?
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Next T-Mobile US earnings date
Q4 20254 Feb, 2026
Next T-Mobile US earnings date
Q4 20254 Feb, 2026
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Frequently asked questions
Mobile services down to a T
T-Mobile is a telecommunications company that operates as a wireless network carrier. With a focus on providing wireless voice, messaging, and data services, T-Mobile serves both individual consumers and businesses. The company offers various mobile plans, aiming to deliver reliable and fast wireless connectivity to its customers. Through its extensive network infrastructure, T-Mobile enables mobile communication and internet access for individuals and organizations across the United States.
Crystal clear telecommunications
T-Mobile, founded in 1994, is a telecommunications company that has established itself as a significant player in the US market. The company originated as VoiceStream Wireless and went through various mergers and acquisitions before rebranding as T-Mobile. Since its inception, T-Mobile has focused on delivering wireless communication services to individuals and corporations. By offering competitive pricing plans and placing an emphasis on customer satisfaction, T-Mobile has become a popular choice amongst consumers. Other publicly traded telecommunications companies in direct competition with T-mobile include names like Verizon and AT&T.
Efficient mobile solutions
T-Mobile offers a wide array of mobile services and plans to meet the demands of the modern consumer. Their offerings include voice calling, messaging, and high-speed data connectivity. With nationwide coverage and a focus on reliable network performance, T-Mobile strives to enable seamless communication to its customers.
For businesses, T-Mobile provides comprehensive solutions designed to enhance productivity and connectivity. These solutions encompass business mobile plans, data plans, device management, and security services. T-Mobile aims to supply businesses of all sizes by offering solutions tailored to the organization's needs, along with dedicated customer support.
Connecting both businesses and private individuals
The company provides fixed wireless access, which enables customers to connect their homes or businesses to the internet using T-Mobile's wireless network. This eliminates the need for traditional wired connections and offers a solution for customers looking to access high-speed internet services. T-Mobile offers in-home broadband services, providing customers with reliable and high-speed internet connectivity. These broadband solutions utilizes T-Mobile's previously mentioned network infrastructure to deliver fast and reliable internet access to users across the entire US.
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