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Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“launched free WiFi for loyalty program members in partnership with T-Mobile”
Southwest launched free in-flight WiFi in partnership with T-Mobile, extending T-Mobile's airline connectivity partnerships.
“With the addition of T-Mobile as a network partner for our business customers later in the year, we continue to have a capital-efficient mobile platform”
Comcast is adding T-Mobile as a network partner for its business mobile customers, a read-through on T-Mobile's wholesale MVNO wins.
“we'll launch an additional MVNO for business with T-Mobile in the next six months.”
Charter plans to launch a business MVNO on T-Mobile's network within six months, a new wholesale relationship for T-Mobile.
“we expanded our T-Mobile relationship through a multiyear reverse logistics agreement and opened a dedicated state-of-the-art logistics facility. Looking to 2026, we see additional opportunities to grow with T-Mobile.”
Assurant deepened its partnership with T-Mobile via a multiyear reverse-logistics deal and a new facility, with more growth expected in 2026; positive read-through on T-Mobile's device lifecycle spend.
“T-Mobile completing the transaction of U.S. Cellular.”
T-Mobile's acquisition of U.S. Cellular is a carrier-consolidation event affecting American Tower's U.S. leasing outlook.
“You have C-band that's sitting with T-Mobile that has not been deployed at all yet that, at some point, we would expect them to start to deploy.”
SBA notes T-Mobile has undeployed C-band spectrum that should drive future tower activity, though its recent leasing pace with SBA has slowed cyclically.
“SoftBank is also partnering with NVIDIA to transform the telecommunications network into a distributed AI network with NVIDIA AI Aerial and AI-RAN platform that can process both 5G RAN on AI on CUDA. We are launching the same in the US with T-Mobile.”
NVIDIA is launching its AI-RAN distributed network platform in the US with T-Mobile, extending its telecom AI partnership beyond SoftBank.
“If we see higher promotional activity in the fourth quarter given the changes at Verizon and T-Mobile”
An analyst frames T-Mobile as a wireless competitor whose leadership change could drive higher promotional intensity into Q4.
“we will be offering free WiFi sponsored by our partner, T-Mobile, for our Rapid Rewards members.”
Southwest is launching free in-flight WiFi sponsored by T-Mobile, a consumer-facing brand partnership for T-Mobile.
“We did not expect T-Mobile to buy UScellular”
American Tower flagged T-Mobile's acquisition of UScellular as a consolidation event affecting future churn assumptions in its U.S. leasing guidance.
“And both AT&T and T-Mobile are excellent companies”
Verizon's CEO calls competitors AT&T and T-Mobile excellent companies while framing the competitive wireless landscape.
“we're thrilled to have the new relationship with T-Mobile to be able to go after the Business Services side of things.”
Comcast added a new T-Mobile MVNO relationship to power mobile in its Business Services segment, a new wholesale read-through for T-Mobile.
“we have got both Nokia and Ericsson now being able to make full voice calls through the NVIDIA platforms.”
Ericsson is a RAN-vendor partner in T-Mobile's AI-RAN Innovation Center and has achieved full voice calls on NVIDIA platforms, a milestone read-through for Ericsson's AI-RAN roadmap.
“we have got both Nokia and Ericsson now being able to make full voice calls through the NVIDIA platforms.”
Nokia is a RAN-vendor partner in T-Mobile's AI-RAN Innovation Center and has achieved full voice calls on NVIDIA platforms, a milestone read-through for Nokia's AI-RAN roadmap.
“It was a world first when we worked with Starlink to create a functioning direct-to-cell service.”
T-Mobile's T-Satellite direct-to-cell service is built in partnership with Starlink, framed as a successful complementary offering.
“that's why we walked away from things like the EchoStar We fundamentally believed it was too expensive.”
T-Mobile declined to buy EchoStar spectrum on a build-versus-buy basis, judging it too expensive, a read-through on demand/valuation for EchoStar's spectrum assets.
“you might have seen Deutsche Telekom's announcement this morning given the strength of the business and their belief in where we're going as we've laid out for you today, they are not planning currently to sell any T-Mobile US, Inc. shares in 2026”
Majority owner Deutsche Telekom announced it will not sell T-Mobile shares in 2026 and is exploring ways to deepen its stake, signaling conviction in the business.
“AI that we've developed working really closely with OpenAI”
T-Mobile's Intent CX personalization AI was developed in close partnership with OpenAI, positioning OpenAI as its customer-experience AI partner.
“Financial services, we're working with Capital One.”
T-Mobile's new credit card (T-Mobile Visa) launched in November is a partnership with Capital One, giving Capital One access to T-Mobile's large account base.
“A year ago, T-Mobile US, Inc. and NVIDIA announced the opening of the AI RAN Innovation Center.”
T-Mobile is building AI-RAN infrastructure with NVIDIA, deploying NVIDIA's aerial AI-RAN compute in base stations, a demand read-through for NVIDIA in telecom edge/6G.
“You know, like can't make iPhones any freer than they are today.”
T-Mobile signals a strategic shift away from ever-deeper phone subsidies, arguing iPhone promos are maxed out; a read-through that carrier device-subsidy dynamics driving iPhone upgrades may moderate.
“you also get Netflix on us.”
T-Mobile bundles Netflix as an included perk on its plans, making it a content-distribution partner reaching T-Mobile's postpaid base.
“Our existing customers pay between 12-15% lower than AT&T and Verizon's.”
T-Mobile positions its existing-customer pricing as 12-15% below AT&T and Verizon, using both as the higher-priced competitive benchmark.
“One in two and a half thought Verizon was the best network.”
T-Mobile cites eroding consumer perception of Verizon as the best network (from one in 2.5 in 2020 toward T-Mobile's rising share), framing Verizon as the erstwhile network leader it has unseated.
| Analyst | Firm | Questions (Challenge)Percentage 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%) |
| Craig Moffett | MoffettNathanson | 6 (0%) |
| Peter Supino | Wolfe Research | 6 (17%) |
| Mike Rollins | Citigroup | 6 (0%) |
| Jon Chaplin | New Street Research | 5 (0%) |
| Dave Barden | New Street Research | 5 (0%) |
| Jim Schneider | Goldman Sachs | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage 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%) |
T-Mobile delivered 10% service revenue growth on a reported basis and 5% organically, as the Capital Markets Day halftime update raised multi-year targets across all financial metrics. FWA targets were raised to 15 million by 2030 from the prior 12 million by 2028, with total broadband targets of 18-19 million. Management guided 2026 at approximately $77 billion in service revenue representing 8% growth, EBITDA of $37-37.5 billion, and free cash flow of $18-18.7 billion, while AI and digital transformation initiatives targeted $2.7 billion in savings by 2027.
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 |