T-Mobile Seen Adding Millions Of New Customers Each Year Despite Sluggish Economy

Core Viewpoint - T-Mobile US is set for leadership continuity with COO Srini Gopalan taking over as CEO on November 1, aiming to drive network and broadband growth in a competitive U.S. market [1][2] Leadership Transition - The appointment of Srini Gopalan as CEO is seen as a continuation of T-Mobile's strategy rather than a disruption, with former CEO Mike Sievert remaining as Vice Chairman for at least a year [2] - Most of T-Mobile's key executives have recently renewed their contracts, indicating stability within the leadership team [2] Executive Experience - Gopalan brings significant experience, having previously served as CEO of T-Mobile Germany and as group COO, which supports T-Mobile's strategy in fiber and broadband [3] Network and Marketing Edge - T-Mobile maintains a competitive advantage with a 35% performance lead on Apple's iPhone 17 due to its standalone 5G core and advanced transition [4] - Device innovation and AI integration are expected to enhance customer switching rates [4] Customer Growth and Engagement - T-Mobile has grown its customer base to over 130 million from 30 million since Sievert took over in 2020, with the T-Life platform enhancing customer engagement [5] - Early sales of the iPhone 17 have shown double-digit gains in pre-orders and activations [5] Spectrum Strategy and Broadband Growth - T-Mobile employs a disciplined spectrum strategy, enhancing its 600MHz and mid-band assets [6] - The company’s Home Internet service has reached 7.3 million users, with data usage increasing by over 25% [6] - Gopalan argues that mobile broadband is advancing faster than DOCSIS, positioning T-Mobile as the fastest-growing broadband provider in the nation [6] Partnerships and Market Position - Partnerships with companies like Starlink are helping T-Mobile close rural service gaps, while fiber partnerships reduce capital intensity [7] - T-Mobile captured 68% of net postpaid phone additions in Q2 2025, up from the previous year, adding 3.1 million postpaid phone customers in 2024 [7]