T-Mobile US (TMUS) Deutsche Telekom Capital Markets Day summary

Strategic vision and business plan

• Aspires to outgrow all competitors annually by leveraging scale, technology, and customer-centric strategies, with a best-in-class team driving profitable growth across wireless, broadband, and new revenue streams.

• Focuses on extending network and technology leadership, especially in 5G, and using AI to deliver personalized customer experiences at scale.

• Demonstrated success in under-penetrated segments, rural markets, and enterprise, with 32% EBITDA growth from 2020-2023, four times the nearest competitor, and sustained industry-leading postpaid customer growth.

• Plans to double 5G home broadband customers to 12 million and maintain leadership in network performance, targeting 12-15 million fiber households passed by 2030.

• Emphasizes reinvesting financial gains into customer differentiation, network improvements, and ongoing investments in network, distribution, and brand.

Technology and AI transformation

• Maintains the best 5G spectrum and densest grid in the U.S., with advanced technologies like Standalone 5G core and Massive MIMO.

• AI-driven Customer-Driven Coverage and AI/ML models optimize network investments and real-time customer experience, reducing inbound contacts by 75% and increasing satisfaction.

• T-Life app centralizes digital engagement, aiming for 40 million active users in 2024 and 100% digital upgrades and activations.

• AI tools target a 75% reduction in human-to-human customer service interactions by preventing issues before they arise.

• AI is expected to drive significant future network traffic and enable new business models like AI-RAN for near-customer data processing.

Market growth and segment strategies

• Highest-value postpaid switching accounts have grown 8% since 2021, with durable growth in both rural and top 100 markets.

• Business segment growth is driven by moving from SIMs to solutions, including IoT, network slicing for first responders, and double-digit B2B service revenue growth since 2020.

• 5G home broadband speeds have tripled since launch, with usage up 10% and over 6 million customers plus a million on the waiting list.

• Fiber ambitions include passing 12-15 million homes by 2030, targeting 20%+ IRR through joint ventures and leveraging brand and customer base.

• Digital transformation enables new revenue opportunities and supports long-term market penetration.