T-Mobile Highlights Q4 Earnings, Raises Long-Term Targets

Telecom giant touts network leadership, customer experience, and broadband growth in updated outlook

Published on Feb. 14, 2026

Got story updates? Submit your updates here. ›

T-Mobile US used its year-end earnings call and Capital Markets Day update to highlight continued outperformance in growth, profitability and cash generation, alongside an updated multi-year outlook. Executives framed the strategy around widening differentiation in network, value and customer experience, arguing this combination is expanding the company's addressable opportunities across consumer wireless, business, broadband and newer initiatives.

Why it matters

T-Mobile's strong performance and ambitious targets underscore its emergence as a formidable competitor in the highly competitive US wireless market, challenging long-standing industry leaders AT&T and Verizon. The company's focus on network quality, customer experience and diversification into new business lines could reshape the telecom landscape in the coming years.

The details

Key highlights from the update include T-Mobile's focus on 'customer-driven coverage' using AI and data to prioritize network investment, median download speeds roughly double competitors, and a shift in customer perception with more 'network switchers' seeing T-Mobile as having the best network. On pricing and value, the company said existing customers pay 12-15% less than AT&T and Verizon, with new customers seeing a 20-30% gap. Customer experience initiatives include a 50% reduction in calls through tools like the T-Life app, which now has over 100 million downloads.

  • T-Mobile provided a 'halftime check-in' against its September 2024 targets during the Q4 2025 earnings call and Capital Markets Day update.

The players

T-Mobile US

A national wireless carrier that provides mobile voice, messaging and data services to consumers, businesses and wholesale customers across the United States, Puerto Rico and the U.S. Virgin Islands.

Srini Gopalan

CEO of T-Mobile US.

Peter Osvaldik

CFO of T-Mobile US.

Got photos? Submit your photos here. ›

What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.