T-Mobile US

CEO Srini Gopalan presented a growth plan centered on standalone 5G, expanded broadband and broad AI deployment. T-Mobile reaffirmed guidance of 950,000–1.05 million postpaid net additions, cited an 85 bp year‑over‑year decline in churn and moved to flexible 36‑month device financing. Broadband targets were raised to 15 million fixed‑wireless customers by 2030 plus 3–4 million fiber customers, aiming to double the broadband business in four years. The company attributes $2.7 billion in value to AI initiatives, plans over $100 million in employee AI training and confirmed a planned CFO transition. » More on finance.yahoo.com

At the Citi conference, T-Mobile unveiled an expanded growth plan and expects mid-single-digit percent midterm growth in service revenues with a disproportionate rise in EBITDA and free cash flow. Chief Financial Officer Peter Osvaldik announced he will step down in mid-2025; Jessica Uhl will succeed him. The company reported market share gains in mobile and broadband, highlighted synergies from the UScellular acquisition of about $1.2 billion in the second year, and does not view satellite providers like Starlink as a direct threat. T-Mobile continues to focus on Fixed Wireless Access, selective fiber build investments, disciplined spectrum purchases, and sees AI applications as a long-term growth opportunity. » More on de.investing.com

Optimum Communications has signed a multi‑year agreement with T‑Mobile securing access to the 5G‑standalone network and expanded device compatibility. This enables Optimum to offer connectivity for smartphones, wearables, tablets and other devices; the company has already exceeded 700,000 mobile connections. The agreement includes improved roaming options, business customer solutions and extended network coverage in rural U.S. areas, and supports Optimum’s strategy to converge broadband and mobile services. » More on de.investing.com