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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 Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Leadership transition and strategic priorities
New CEO Srini Gopalan brings continuity, having served on the board for a decade and aligning with existing strategy.
Three main priorities: extend network leadership, elevate customer experience through digitalization, and drive broadband success.
Transition occurs during a period of strong performance and optimism for future growth.
Market dynamics and competitive environment
Q4 remains highly competitive with headline offers like four for $100, but most new customers opt for premium plans.
No major concerns about competitive threats or changes in the market, with momentum continuing.
Industry switching and upgrade rates are normalizing after a period of suppressed activity due to longer device financing terms.
Company is well-positioned to benefit from both high and low switching environments, maintaining the lowest post-paid phone churn.
Broadband and convergence strategy
Now the fifth largest ISP in the US, with nearly 9 million broadband customers and a target of 12 million by 2028.
Fixed wireless and fiber are seen as complementary, serving different customer segments based on data usage.
No significant impact seen from fiber/mobile convergence; bundling lowers churn but does not drive outsized mobile performance.
70% of fixed wireless growth comes from urban/suburban markets, with most share gains from cable providers.
Close network perception gap with competitors
FWA and fiber strategy for market share growth
T-Life's impact on future operating efficiency
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Next T-Mobile US earnings date
UBS Global Media and Communications Conference 20259 Dec, 2025
Next T-Mobile US earnings date
UBS Global Media and Communications Conference 20259 Dec, 2025
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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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