C-suite shakeups underscore turbulence in US B2C telecom

Core Insights - The US consumer telecom services market is experiencing significant uncertainty, highlighted by multiple C-suite changes among major players during the Q3 2025 earnings cycle [1] Group 1: T-Mobile Developments - T-Mobile is the only major telecom player to announce C-suite changes while simultaneously reporting strong business performance in both mobile and home internet segments [2] - Srini Gopalan's promotion to CEO was announced shortly before T-Mobile's earnings call, and he emphasized the importance of digital transformation efforts moving forward [3] - The T-Life app, which has around 90 million installs, will continue to be a focus under Gopalan, with a notable increase in digital upgrades for new iPhone models [4] Group 2: Verizon's Challenges - Verizon's Q3 2025 earnings call marked the first under new CEO Dan Schulman, who replaced Hans Vestberg just weeks prior [6] - The call lacked operational details but included promises to overhaul Verizon's cost structure and customer experience while investing in growth and divesting from legacy services [7] - Reports indicate that Verizon is preparing for significant layoffs, with estimates suggesting over 13,000 job cuts starting November 20, 2025, as part of Schulman's directive for a leaner company [8]