T-Mobile(US:TMUS) CNBC Television·2025-09-22 14:53Leadership Transition - Mike Sievert will step down as CEO on November 1st, transitioning to Vice Chairman, with current COO, Shini Gopalan, taking over as CEO [1] - The transition is happening because Shini Gopalan is ready to lead, aligning with T-Mobile's practice of promoting successors during times of success [1] - Mike Sievert's role as Executive Vice Chair will focus on strategy and ensuring the "uncarrier" approach remains central to the company [1] Company Performance & Strategy - T-Mobile is experiencing all-time record growth, with the greatest Q2 and year of growth in its history [1] - T-Mobile's iPhone sales are at all-time record highs, with the biggest iPhone weekend, up double digits year-over-year [2][3] - T-Mobile aims to unleash the "uncarrier" strategy by leveraging its superior network and digital skills [1] - T-Mobile's digital skills, particularly with the T Life app (over 75 million downloads), are making switching easier for customers [5] Competitive Landscape - Wireless in the US is described as a "really good neighborhood," with customers getting more speed and data [9][10] - Industry cash flows are up strongly, around 50% over the last three years [10] - T-Mobile sees competition as beneficial, leading to more switching opportunities [9]