Financial Performance - T-Mobile exceeded expectations for both revenue and earnings [1] - The company raised its full-year customer and financial guidance [1] - T-Mobile achieved an all-time record Q2 for post-paid net additions and post-paid phone net additions [2] Strategic Initiatives & Partnerships - T-Mobile's guidance reflects the inclusion of Metronet [3] - T-Mobile has partnered with Comcast and Charter to provide wireless services to small and medium business customers starting in 2026 [4][5] - The partnership with cable companies is expected to be highly incremental [6] - T-Mobile's primary focus remains on the smallest businesses, where it already competes with cable [6] Customer Base & Churn - T-Mobile saw a healthy prepaid business, net of migration from prepaid to postpaid [7] - T-Mobile customers are the best paying in the industry, with the lowest post-paid bad debt as a percentage of total revenues among major competitors [8] Leadership & Succession - T-Mobile recruited Serini Gopalin as part of its long-term succession plan [9]
T-Mobile CEO Mike Sievert on reports he's stepping down: 'Nobody's made any decisions like that'