T-Mobile US, Inc. (TMUS): Business Model Canvas

In der dynamischen Welt der Telekommunikation hat sich T-Mobile US, Inc. zu einer disruptiven Kraft entwickelt und die Mobilfunkdienste mit seinem innovativen Ansatz und seiner kundenorientierten Strategie revolutioniert. Durch die nahtlose Kombination modernster 5G-Technologie, wettbewerbsfähiger Preise und flexibler Mobilfunktarife hat sich T-Mobile von einem Außenseiter zu einem wichtigen Player auf dem Mobilfunkmarkt entwickelt. Diese umfassende Aufschlüsselung des Business Model Canvas enthüllt die komplizierten Mechanismen hinter dem bemerkenswerten Erfolg des Un-Carriers und bietet einen Insider-Einblick darüber, wie T-Mobile die drahtlose Konnektivität und das Kundenerlebnis im digitalen Zeitalter neu definiert hat.

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianz mit Sprint Corporation

Im April 2020 für 26,5 Milliarden US-Dollar fusioniert, wodurch ein gemeinsames Unternehmen mit insgesamt 142 Millionen Kunden im Jahr 2023 entstand.

Partnerschaften mit Geräteherstellern

Hersteller	Einzelheiten zur Partnerschaft	Marktanteil
Apfel	Exklusive iPhone-Verkäufe und -Aktionen	38 % der Smartphone-Verkäufe von T-Mobile
Samsung	Vertrieb und Marketing von Galaxy-Geräten	32 % der Smartphone-Verkäufe von T-Mobile
Google	Zusammenarbeit mit Pixel-Smartphones	7 % des Smartphone-Umsatzes von T-Mobile

Zusammenarbeit in der Netzwerkinfrastruktur

T-Mobile arbeitet mit:

• American Tower Corporation
• Crown Castle International
• SBA-Kommunikation

Großhandels-MVNO-Vereinbarungen

MVNO-Partner	Abonnentenzahl	Umsatzbeitrag
Metro von T-Mobile	21,5 Millionen Abonnenten	4,2 Milliarden US-Dollar Jahresumsatz
Mint Mobile	3,8 Millionen Abonnenten	680 Millionen US-Dollar Jahresumsatz

Unternehmenstechnologiepartnerschaften

Zu den wichtigsten Kooperationen bei IoT- und 5G-Lösungen gehören:

• Microsoft Azure für Cloud-Integration
• Cisco Systems für Unternehmensnetzwerke
• Ericsson für 5G-Infrastruktur
• Qualcomm für die Entwicklung der 5G-Technologie

Gesamteinnahmen aus der Partnerschaft: 8,6 Milliarden US-Dollar im Jahr 2023

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Hauptaktivitäten

Entwicklung der Mobilfunknetzinfrastruktur

T-Mobile investierte im Jahr 2022 11,2 Milliarden US-Dollar an Investitionen in die Netzwerkinfrastruktur. Das Unternehmen betreibt ein landesweites Netzwerk, das 326 Millionen Menschen auf einer Fläche von 1,5 Millionen Quadratmeilen abdeckt.

Netzwerkmetrik	Statistik 2023
Netzwerkabdeckungsbereich	1,5 Millionen Quadratmeilen
Bevölkerungsabdeckung	326 Millionen Menschen
5G-Abdeckung	285 Millionen Menschen

Bereitstellung von drahtlosen Telekommunikationsdiensten

T-Mobile bedient im dritten Quartal 2023 insgesamt 110,7 Millionen Kunden, davon 79,8 Millionen Postpaid-Telefonkunden.

• Gesamtzahl der Mobilfunkkunden: 110,7 Millionen
• Postpaid-Telefonkunden: 79,8 Millionen
• Prepaid-Kunden: 22,4 Millionen

Einzelhandel und Online-Geräteverkauf

T-Mobile betreibt 7.425 Einzelhandelsgeschäfte und generiert erhebliche Einnahmen aus Geräteverkäufen und Inzahlungnahmeprogrammen.

Einzelhandelskanal	Anzahl der Standorte
Firmeneigene Geschäfte	7,425
Autorisierte Einzelhändler	1,600+

Kundendienst und Support

T-Mobile beschäftigt über 75.000 Mitarbeiter, die sich auf den Kundenservice und den Support konzentrieren.

Netzwerkausbau und Einsatz der 5G-Technologie

T-Mobile hat seine Fusion mit Sprint im Jahr 2020 abgeschlossen und den Ausbau des 5G-Netzes beschleunigt, wodurch 285 Millionen Menschen mit 5G-Technologie versorgt werden.

5G-Netzwerkmetrik	Statistik 2023
5G-Bevölkerungsabdeckung	285 Millionen Menschen
5G-Mittelband-Spektrumsabdeckung	250 Millionen Menschen

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Schlüsselressourcen

Umfangreiches landesweites 5G-Wireless-Netzwerk

Im vierten Quartal 2023 betreibt T-Mobile ein 5G-Netzwerk, das 333 Millionen Menschen auf einer Fläche von 1,6 Millionen Quadratmeilen abdeckt. Die Netzwerkinfrastruktur umfasst:

Netzwerkmetrik	Spezifische Daten
Gesamtzahl der Mobilfunkstandorte	85,000+
5G-Abdeckung	90 % der US-Bevölkerung
Mittelband-5G-Abdeckung	294 Millionen Menschen

Spektrumlizenzen und Funkfrequenzen

T-Mobile verfügt über bedeutende Spektrumsressourcen:

• 600-MHz-Low-Band-Spektrum, das 99 % der Amerikaner abdeckt
• 2,5-GHz-Mittelbandspektrum aus der Sprint-Fusion
• Gesamtes eigenes Spektrum: bundesweit 214 MHz

Fortschrittliche Infrastruktur für Telekommunikationstechnologie

Technologie-Asset	Menge/Spezifikation
Rechenzentren	12 Haupteinrichtungen
Netzwerkinvestition (2023)	12,5 Milliarden US-Dollar
Glasfasernetzwerkmeilen	210.000 Meilen

Starke Markenbekanntheit und Kundenstamm

Kundenkennzahlen ab Q4 2023:

• Gesamtzahl der Mobilfunkkunden: 112,1 Millionen
• Postpaid-Telefonkunden: 77,2 Millionen
• Der Markenwert wird auf 15,2 Milliarden US-Dollar geschätzt

Qualifizierte Arbeitskräfte und technologisches Know-how

Belegschaftsmetrik	Datenpunkt
Gesamtzahl der Mitarbeiter	75,000+
F&E-Mitarbeiter	5,600
Jährliche Schulungsstunden	1,2 Millionen

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Wertversprechen

Unbegrenzte mobile Datentarife

T-Mobile bietet mehrere unbegrenzte Datentarifoptionen mit der folgenden Preisstruktur:

Planname	Monatspreis	Datenerlaubnis
Wesentliches	$60	Unbegrenzt
Magenta	$70	Unbegrenzt mit 5 GB Hotspot
Magenta Max	$85	Unbegrenzt mit 40 GB Hotspot

Wettbewerbsfähige Preisstrategien

Durchschnittlicher Umsatz pro Nutzer (ARPU) von T-Mobile im dritten Quartal 2023: 35,20 $

• Preis pro GB Daten: 5,50 $
• Durchschnittliche monatliche Kosten für den Familienplan: 120 $
• Kostengünstigster unbegrenzter Plan auf dem Markt

Erweiterte 5G-Netzwerkabdeckung

5G-Netzwerkstatistik Stand Januar 2024:

• 5G-Abdeckung: 333 Millionen Menschen
• 5G-Netzwerkgeschwindigkeit: durchschnittlich 400–600 Mbit/s
• 5G-Abdeckungsgebiet: 2,8 Millionen Quadratmeilen

Flexible Mobilfunktarife ohne Vertrag

Merkmale des flexiblen Plans:

Funktion	Details
Vertragsdauer	Kein fester Vertrag
Wechselkosten	0 $ Kündigungsgebühr
Planänderung	Monatliche Änderungen zulässig

Innovative kundenorientierte Serviceangebote

Service-Innovationskennzahlen:

• Kundenzufriedenheitswert: 81/100
• Jährliche Investitionen in den Kundenservice: 1,2 Milliarden US-Dollar
• Nutzerbasis mobiler Apps: 70 Millionen aktive Nutzer

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Kundenbeziehungen

Digitale Self-Service-Plattformen

T-Mobile bietet über seine Website und mobile App eine umfassende digitale Self-Service-Plattform mit den folgenden Schlüsselkennzahlen:

Plattformfunktion	Nutzungsstatistik
Online-Kontoverwaltung	87,3 Millionen aktive digitale Nutzer im vierten Quartal 2023
Rechnungszahlungstransaktionen	63 % der Kunden nutzen digitale Zahlungsmethoden für Rechnungen
Planänderungsanfragen	42 % der Planänderungen wurden über digitale Kanäle abgeschlossen

Kundensupport für mobile Apps

Die mobile App von T-Mobile bietet erweiterte Kundensupportfunktionen:

• App-Download-Metriken: 24,6 Millionen monatlich aktive Benutzer
• Lösungsrate des Kundensupports: 76 % der Probleme werden über die App gelöst
• Durchschnittliche Reaktionszeit: 7,2 Minuten für digitale Supportkanäle

Community-gesteuertes Engagement

Community-Plattform	Engagement-Statistiken
T-Mobile-Community-Foren	1,2 Millionen registrierte Community-Mitglieder
Benutzergenerierte Support-Interaktionen	387.000 monatliche Peer-to-Peer-Support-Interaktionen

Social-Media-Interaktionskanäle

Kennzahlen zum Social-Media-Engagement von T-Mobile:

• Twitter-Support-Name: 2,1 Millionen Follower
• Facebook-Kundenservice: 1,8 Millionen Follower
• Durchschnittliche Reaktionszeit in sozialen Medien: 3,5 Stunden

Personalisierte Kundenerlebnisprogramme

Personalisierungsfunktion	Implementierungsdetails
T-Mobile Tuesdays-Treueprogramm	18,7 Millionen aktive Teilnehmer
Personalisierte Planempfehlungen	67 % der Kunden erhalten maßgeschneiderte Planvorschläge
Genauigkeit der Kundensegmentierung	92 % Präzision im zielgerichteten Marketing

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Kanäle

Markeneinzelhandelsgeschäfte

Im vierten Quartal 2023 betreibt T-Mobile 7.287 Marken-Einzelhandelsgeschäfte in den Vereinigten Staaten.

Geschäftstyp	Anzahl der Standorte	Prozentsatz der Gesamtsumme
Firmeneigene Geschäfte	5,412	74.3%
Autorisierte Händler	1,875	25.7%

Online-E-Commerce-Plattform

Die Online-Plattform von T-Mobile erwirtschaftete im Jahr 2023 einen digitalen Umsatz von 6,2 Milliarden US-Dollar.

• Website-Verkehr: 78,3 Millionen einzelne Besucher pro Monat
• Conversion-Rate mobiler Websites: 3,7 %
• Online-Aktivierungsrate: 42 % der neuen Smartphone-Aktivierungen

Autorisierte Drittanbieter

T-Mobile unterhält Partnerschaften mit 1.875 autorisierten Drittanbieter-Einzelhandelsstandorten.

Händlerkategorie	Anzahl der Partner	Jährliches Verkaufsvolumen
Nationale Elektronikhändler	412	1,3 Milliarden US-Dollar
Regionale Wireless-Händler	1,463	2,7 Milliarden US-Dollar

Direktvertriebsteam

T-Mobile beschäftigt 4.287 Direktvertriebsmitarbeiter in den Vereinigten Staaten.

• Unternehmensverkaufsteam: 876 Vertreter
• Verkaufsteam für Kleinunternehmen: 1.542 Vertreter
• Verbraucherverkaufsteam: 1.869 Vertreter

Mobile Anwendung und Website

Die digitalen Plattformen von T-Mobile bedienen im vierten Quartal 2023 106,4 Millionen aktive Nutzer.

Plattform	Monatlich aktive Benutzer	Hauptmerkmale
Mobile App	62,3 Millionen	Rechnungszahlung, Planverwaltung
Webportal	44,1 Millionen	Kontodienste, Gerätekäufe

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Kundensegmente

Verbrauchermobilnutzer

Im vierten Quartal 2023 hatte T-Mobile insgesamt 112,1 Millionen Kunden. Mit rund 75,6 Millionen Postpaid-Telefonkunden stellen private Mobilfunknutzer das größte Segment dar.

Kundenkategorie	Anzahl der Kunden	Marktanteil
Benutzer von Postpaid-Telefonen	75,6 Millionen	34.2%
Prepaid-Mobilfunknutzer	21,5 Millionen	15.6%

Kleine und mittlere Unternehmen

T-Mobile bedient rund 1,8 Millionen kleine und mittlere Geschäftskunden und erwirtschaftet im Jahr 2023 einen Geschäftssegmentumsatz von 4,3 Milliarden US-Dollar.

• Durchschnittlicher Umsatz pro Geschäftskunde: 2.389 $ jährlich
• Konzentriert sich auf das Angebot flexibler Mobilfunktarife
• Spezialisierte Business-Lösungspakete

Firmen- und Unternehmenskunden

Das Unternehmenssegment von T-Mobile umfasst über 500 Fortune-1000-Unternehmen mit einem Unternehmensumsatz von 6,7 Milliarden US-Dollar im Jahr 2023.

Unternehmenssegment	Einnahmen	Anzahl der Kunden
Große Firmenkunden	6,7 Milliarden US-Dollar	Über 500 Unternehmen

Prepaid-Mobilfunkkunden

Das Prepaid-Segment von T-Mobile umfasst 21,5 Millionen Kunden der Marke Metro by T-Mobile und generiert im Jahr 2023 einen Prepaid-Umsatz von 7,2 Milliarden US-Dollar.

Junge technikaffine Bevölkerungsgruppe

T-Mobile richtet sich an die Altersgruppe der 18- bis 34-Jährigen, wobei 42 % seines Kundenstamms dieser Altersgruppe angehören. Dieses Segment repräsentiert rund 47,1 Millionen Kunden.

• Primäre Altersspanne: 18–34 Jahre
• Prozentsatz des Kundenstamms: 42 %
• Konzentriert sich auf Digital-First-Kommunikationsstrategien

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Kostenstruktur

Wartung der Netzwerkinfrastruktur

Im Jahr 2023 gab T-Mobile 7,4 Milliarden US-Dollar für Netzwerkinfrastruktur und Investitionsausgaben aus. Zu den Netzwerkwartungskosten des Unternehmens gehören:

• Ausbau und Upgrades des 5G-Netzes
• Spektrumerfassung und -bereitstellung
• Wartung und Modernisierung von Mobilfunkmasten

Netzwerkkostenkategorie	Jährliche Ausgaben (2023)
Investitionen in die Netzwerkinfrastruktur	7,4 Milliarden US-Dollar
Spektrumlizenzierung	2,1 Milliarden US-Dollar
Turmwartung	1,3 Milliarden US-Dollar

Gerätebeschaffung und Inventarisierung

Die gerätebezogenen Kosten von T-Mobile beliefen sich im Jahr 2023 auf rund 12,5 Milliarden US-Dollar, darunter:

• Beschaffung von Smartphone- und Gerätebeständen
• Kauf von Geräten im Großhandel
• Gerätefinanzierungsprogramme

Gerätekostenkategorie	Jährliche Ausgaben (2023)
Beschaffung von Gerätebeständen	8,6 Milliarden US-Dollar
Gerätefinanzierungsprogramme	3,9 Milliarden US-Dollar

Marketing- und Werbekosten

Die Marketingausgaben von T-Mobile beliefen sich im Jahr 2023 auf 4,2 Milliarden US-Dollar, verteilt auf verschiedene Kanäle:

• Fernsehwerbung
• Digitales Marketing
• Sponsoring- und Werbekampagnen

Marketingkanal	Jährliche Ausgaben (2023)
Fernsehwerbung	1,8 Milliarden US-Dollar
Digitales Marketing	1,5 Milliarden US-Dollar
Sponsoring und Werbeaktionen	900 Millionen Dollar

Gehälter und Leistungen der Mitarbeiter

Die Gesamtvergütung der Mitarbeiter von T-Mobile belief sich im Jahr 2023 auf 5,6 Milliarden US-Dollar, darunter:

• Grundgehälter
• Leistungsprämien
• Gesundheits- und Altersvorsorgeleistungen

Vergütungskategorie	Jährliche Ausgaben (2023)
Grundgehälter	3,9 Milliarden US-Dollar
Leistungsprämien	800 Millionen Dollar
Leistungen und Versicherung	900 Millionen Dollar

Forschungs- und Entwicklungsinvestitionen

T-Mobile stellte im Jahr 2023 2,1 Milliarden US-Dollar für Forschung und Entwicklung bereit und konzentrierte sich dabei auf:

• Fortschritt der 5G-Technologie
• Netzwerkoptimierung
• Zukünftige Telekommunikationstechnologien

F&E-Schwerpunktbereich	Jährliche Investition (2023)
Entwicklung der 5G-Technologie	1,2 Milliarden US-Dollar
Netzwerkoptimierung	600 Millionen Dollar
Neue Technologien	300 Millionen Dollar

T-Mobile US, Inc. (TMUS) – Geschäftsmodell: Einnahmequellen

Abonnements für mobile Dienste

Nettozugänge bei Postpaid-Telefonen im 4. Quartal 2023: 1,1 Millionen Gesamtzahl der Postpaid-Telefonkunden: 87,4 Millionen Durchschnittlicher monatlicher Postpaid-Telefonumsatz pro Benutzer (ARPU): 41,27 $

Servicekategorie	Umsatz (2023)
Postpaid-Dienste	45,4 Milliarden US-Dollar
Prepaid-Dienste	8,2 Milliarden US-Dollar

Geräteverkauf und Ausrüstungsfinanzierung

Geräteumsatz im Jahr 2023: 18,3 Milliarden US-Dollar Forderungen aus der Gerätefinanzierung: 3,8 Milliarden US-Dollar

Einnahmen aus Prepaid-Mobilfunktarifen

• Gesamtzahl der Prepaid-Kunden: 22,4 Millionen
• Prepaid-Marken: Metro by T-Mobile, Boost Mobile
• Umsatz mit Prepaid-Diensten: 8,2 Milliarden US-Dollar im Jahr 2023

Dienstleistungsverträge für Unternehmen und Unternehmen

Umsatz im B2B-Segment: 5,6 Milliarden US-Dollar im Jahr 2023 Anzahl Unternehmenskunden: Über 2,5 Millionen

Roaming- und zusätzliche Servicegebühren

Servicetyp	Umsatzbeitrag
Roaming-Gebühren	1,2 Milliarden US-Dollar
Zusätzliche Dienstleistungen	2,4 Milliarden US-Dollar

Gesamtumsatz des Unternehmens für 2023: 81,4 Milliarden US-Dollar

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Value Propositions

You're looking at the core differentiators T-Mobile US, Inc. is using to win share in late 2025. It's all about leading on network quality while maintaining that aggressive, customer-first pricing stance. Honestly, the numbers from Q3 2025 show this strategy is working well for them.

Best 5G network performance and coverage

T-Mobile US, Inc. positions its network as the industry leader, especially in 5G. For the first half of 2025, Opensignal recognized them as the 5G Global Winner in 5G Coverage Experience and Global Leader in 5G Reliability. Furthermore, Ookla data for 1H 2025 named T-Mobile the Best Mobile Network in the U.S. You can see this reflected in the metrics.

Metric	Value (1H 2025 or latest available)	Source Context
5G Availability Score	90.8%	Leading score for time connected to 5G signal (H1 2025)
Median Overall Download Speed	245.48 Mbps	Overall median download speed (H1 2025)
Median 5G Download Speed	299.36 Mbps	Median 5G download speed (H1 2025)
5G Availability (RootMetrics)	93.8%	Highest 5G availability (H1 2025)
Nationwide 5G Advanced Coverage	Live	First US network to offer nationwide 5G Advanced (April 2025)

The carrier was the only one to post median download speeds of at least 100 Mbps in every metropolitan market tested by Ookla in 1H 2025. They also reported that the iPhone 17 achieved median overall download speeds nearly 90% faster than one benchmark competitor on their network as of late 2025.

High-value, no-compromise mobile plans (Un-carrier ethos)

The Un-carrier ethos translates into new, simplified plans with long-term price protection. In April 2025, T-Mobile US, Inc. introduced the Experience More and Experience Beyond plans, both featuring a 5-year price guarantee on talk, text, and data. For new switchers, the value proposition includes up to $800 per line to help pay off competitor phones.

Here's a look at the structure of the new core offerings as of mid-2025:

• Experience More: Includes all Go5G Plus benefits, 60GB of high-speed hotspot data, and is priced $5 less per line than the previous tier.
• Experience Beyond: Includes Go5G Next benefits plus more data, offering over $200 in added value per line, every month.
• Essentials Family Plan: Four voice lines for just $100/month, plus taxes and fees.
• Price Lock: The price for talk, text, and data is guaranteed to stay the same for five whole years from sign-up.

To be fair, this focus on new value comes alongside price adjustments on older plans; for instance, starting April 2, 2025, T-Mobile US, Inc. added an extra $5 per line onto several legacy monthly plans.

Affordable, high-speed home internet via Fixed Wireless Access

T-Mobile US, Inc.'s 5G Fixed Wireless Access (FWA) is a major growth pillar. In Q3 2025, they added 506,000 5G FWA customers, bringing their total base to just under 8 million customers. This segment saw FWA grow by 22% year-over-year in that quarter. The service is marketed as fast, with median download speeds nearly 50% faster than its nearest rival as of Q3 2025.

Bundled mobile, FWA, and fiber services

The convergence of wireless and home broadband is a key value driver, as the company's 5G broadband ARPU and customer lifetime values are reported as very similar to the postpaid phone business. In Q3 2025, total broadband net customer additions hit 560,000, which included 506,000 5G broadband adds and 54,000 fiber net adds (plus 755,000 fiber customers acquired from Metronet). Management raised its full-year 2025 guidance for total postpaid net additions to between 7.2 million and 7.4 million. Postpaid ARPA (Average Revenue Per Account) growth for the full year 2025 is expected to be at least 3.5%, with the underlying growth, excluding M&A impacts, expected to be approximately 4%.

T-Mobile Tuesdays and included customer perks

The Un-carrier legacy continues with T-Mobile Tuesdays, which thanks customers weekly via the T-Life app. Based on the value offered in 2024, T-Mobile US, Inc. provided over $1,000 worth of freebies, giveaways, and perks. For example, in a June 2025 offering, perks included:

• A free large 7-Eleven Slurpee drink every month.
• $5 movie tickets through Atom Tickets.
• $0.25 off per gallon of Shell gas (up to 20 gallons) with Fuel Rewards Gold Status.
• 10% cash back at participating restaurants every Tuesday.

The new Experience plans also bundle significant streaming value; Experience Beyond includes Netflix Standard with ads ON US and Hulu ON US, while Apple TV is available for just $3/month. Also, watch and tablet lines on these plans are offered for just $5/month per line.

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Customer Relationships

You're looking at how T-Mobile US, Inc. manages its relationship with its massive customer base as of late 2025. It's a clear pivot toward digital self-service, heavily supported by AI, while still maintaining dedicated support for its enterprise clients. The goal is to make every interaction frictionless, moving away from the old, multi-step processes the industry was known for.

Automated and AI-driven customer service (IntentCX)

T-Mobile US, Inc. is leaning hard into its partnership with OpenAI to deploy IntentCX, an intent-driven AI-decisioning platform. This platform is trained on billions of data points from actual customer interactions, moving beyond simple rules-based systems. The system is designed for real-time correlation, comparing network and service data with inbound complaints to proactively take next steps for customers. This is a core part of the strategy to make the complicated simple.

• IntentCX is designed to deliver personalized service based on individual customer data.
• It aims for faster responses by managing thousands of conversations simultaneously.
• The platform connects to T-Mobile US, Inc.'s transaction and care systems for autonomous resolution.

Direct-to-consumer (D2C) model via digital channels

The D2C strategy is evident in the massive push toward digital transactions, which is also reflected in the company's strong customer acquisition numbers. For instance, T-Mobile US, Inc. recorded its best-ever total net postpaid customer additions at 2.3 million in the third quarter of 2025. Furthermore, the company is extending its digital reach into previously uncovered areas through its direct-to-cellular (DTC) service with Starlink. The commercial launch of this T-Satellite service happened in July 2025, covering a swathe of around 500,000 square miles beyond terrestrial coverage. The free trial for the beta service, which started in January 2025, saw 1.8 million people sign up by June 2025.

The success of this digital focus is quantifiable in transaction metrics:

Digital Metric	Value / Percentage (Late 2025)
iPhone Sales via T-Life App (September 2025)	75 per cent
Postpaid Phone Upgrades Enabled on T-Life	More than 66 per cent
iPhone Upgrades via Digital Channels (Q3 2025 Preorder)	Three-quarters
Target Time for Easy Switch Carrier Swap	15 minutes

Personalized, self-service options via the T-Life app

The T-Life app is the central hub for this self-service push, having surpassed 85 million app installs as of the third quarter of 2025. The company is working to retire legacy systems, with a goal to have 100 per cent of transactions running through T-Life by late 2026. This streamlining effort is designed to reduce complexity; for example, a service plan upgrade that used to be an approximately 36 step process is now intended to feel like a transaction you're doing in 2025. The app also functions as T-Mobile US, Inc.'s loyalty and rewards platform, where users earn points for actions like paying bills.

• T-Life app rating on the App Store was reported at 4.4 out of five.
• Key perks include bill credits ranging from $5 to $50.
• The T-Life app integrates with the IntentCX platform for self-service problem resolution.

Dedicated T-Mobile for Business account management

For its business segment, T-Mobile US, Inc. maintains dedicated account management, projecting this division to expand at a Compound Annual Growth Rate (CAGR) of 5.5% through 2029. The offerings are tiered to meet varying business needs, from small teams to large enterprises. For shared accounts, text usage reporting combines both your usage and the pooled usage. Here are some examples of the pricing structure for their Business Performance plans (based on 6 lines with AutoPay and 3rd line free):

Business Plan Tier	Approximate Monthly Cost Per Line
CoreMobile	$21/mo
ProMobile	$34/mo
SuperMobile	$42/mo

Finance: review the Q3 2025 impact of the $2.7 billion net income on the enterprise customer service budget by Monday.

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Channels

The distribution and sales channels for T-Mobile US, Inc. reflect a multi-pronged strategy spanning physical retail, digital platforms, and strategic infrastructure partnerships to reach its growing subscriber base.

Owned and operated T-Mobile retail stores

The physical footprint remains a core channel for direct customer interaction and sales. As of October 15, 2025, T-Mobile US, Inc. operated 6,095 stores across the United States. The company has shown a philosophy of favoring corporate-owned locations, with nearly half of its locations being corporate-operated, moving against the general trend of Tier 1 carriers relying more on dealer-operated stores.

The geographic concentration of these owned stores is significant in high-population states:

• The number of T-Mobile stores in California was 662, representing 11% of the total.
• Texas had 574 locations, accounting for 9% of the total.
• Florida housed 463 stores, making up 8% of the network.

This physical presence also serves as a key channel for T-Mobile Home Internet, which is sold at nearly 13,000 stores, including T-Mobile and Metro locations, plus third-party retailers like Sam's Club and Costco.

National retailers and third-party distributors

Sales through third-party channels are integrated, particularly for broadband products. The total reach for T-Mobile Home Internet sales across its own stores and national retailers like Sam's Club and Costco is nearly 13,000 stores. The recent acquisition of UScellular assets in 2025 also brings a network of stores into the T-Mobile US, Inc. ecosystem, though the disposition of those locations is an ongoing strategic consideration.

T-Mobile, Metro by T-Mobile, and Mint Mobile apps/websites

Digital channels are critical for customer acquisition and service management. T-Mobile US, Inc. has aggressively optimized its web performance, which directly impacts conversion metrics. By prioritizing Core Web Vitals, the company achieved specific performance improvements:

• Website complaints were reduced by 20%.
• The visit-to-order rate grew by 60%.
• The cart-to-order rate increased by 32%.

These digital efforts contribute to the overall customer base, which reached a record high of 139.9 million total customer connections as of the third quarter of 2025. The third quarter of 2025 saw 2.35 million total postpaid net customer additions, demonstrating the effectiveness of all combined channels.

Fixed Wireless Access (FWA) modems shipped directly to homes

Direct-to-home FWA modem shipments represent a major growth vector for T-Mobile US, Inc.'s broadband segment. As of the end of the third quarter of 2025, the company had approximately 7.955 million 5G broadband customers. The third quarter of 2025 alone saw 506,000 5G broadband net additions. The company raised its full-year 2025 guidance for total postpaid net customer additions to a range of 7.2 million to 7.4 million. The long-term ambition for this channel is a target of 12 million 5G FWA subscribers by 2028. Currently, T-Mobile US, Inc. has over 1 million potential customers on its fixed wireless waiting list, constrained by network capacity.

The scale of FWA modem deployment is significant, with global 5G FWA CPE shipments expected to reach 20.1 million in 2025 across the surveyed sample.

Fiber network infrastructure from joint ventures

T-Mobile US, Inc. is rapidly expanding its fiber reach through majority-owned joint ventures, which are treated as distinct channels for high-speed, fixed broadband service. The company acquired 755,000 fiber customers from Metronet and other acquisitions in Q3 2025, following the acquisition of 97,000 fiber customers from Lumos in Q2 2025.

The structure and scale of these fiber JVs are detailed below:

Joint Venture Partner	Acquired Asset	T-Mobile US, Inc. Investment	Initial Homes Passed	Target Homes Passed
KKR	Metronet	$4.9 billion (50% stake)	Over 2 million homes/businesses	6.5 million by end of 2030
EQT	Lumos	$950 million initial + $500 million planned	475,000 homes	3.5 million by end of 2028

Additionally, T-Mobile US, Inc. quietly moved to acquire US Internet, which provides fiber in the Minnesota Twin Cities area, reaching an estimated 192,000 locations. The overall fiber footprint goal for T-Mobile US, Inc. is to reach 12 million to 15 million fiber homes passed by 2030.

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Customer Segments

You're looking at the core of T-Mobile US, Inc.'s growth engine as of late 2025. The company's strategy clearly targets multiple distinct groups, but the heavy lifting is coming from the premium wireless side and the rapidly expanding home internet segment. Honestly, the numbers coming out of Q3 2025 show they are executing on their postpaid promises.

High-value Postpaid Consumers

This segment is where T-Mobile US, Inc. is capturing the most lucrative share. They are seeing industry-leading growth here, which helps boost the overall Average Revenue Per Account (ARPA). For the full year 2025, management has raised its expectation for postpaid phone net customer additions to be around 3.3 million. That's a significant jump from earlier guidance.

Looking at the most recent quarter, Q3 2025, the performance was exceptional:

• Postpaid phone net customer additions hit 1.0 million, their best Q3 in over a decade.
• Total postpaid net customer additions for the quarter reached 2.3 million.
• Postpaid net account additions were 396 thousand, marking an all-time best for the company.
• Postpaid service revenues for Q3 2025 were $14.9 billion, growing 12% year-over-year.

The average postpaid ARPA, excluding the dilutive impacts from recent acquisitions, stood at $149.44 in Q3 2025. That's the value you want to see coming from your most loyal customers.

Price-sensitive Prepaid Consumers (Metro by T-Mobile, Mint Mobile)

While postpaid is the growth driver, the prepaid segment, which includes brands like Metro by T-Mobile and Mint Mobile, is still contributing positive net adds, though at a much smaller scale than postpaid. This group is definitely more sensitive to price, which shows up in the Average Revenue Per User (ARPU) figures.

Here's the recent snapshot for this segment:

• Prepaid net customer additions in Q3 2025 were 43 thousand lines.
• Prepaid churn in Q3 2025 improved slightly to 2.77%.
• The Prepaid ARPU for Q3 2025 was reported at $33.93.

The migration of customers from prepaid to postpaid plans is also a factor influencing the net adds here, so you have to look at the total picture.

Residential Broadband Users

T-Mobile US, Inc.'s Fixed Wireless Access (FWA) and fiber offerings are a major focus, positioning the company as a serious competitor in the home internet space. The growth here is robust, especially in 5G FWA.

By the end of Q3 2025, the numbers looked like this:

Metric	Q3 2025 Net Adds	End of Q3 2025 Base
Total Broadband Net Additions	560 thousand	Nearly 8.9 million total broadband subscribers
5G Broadband Net Additions	506 thousand	About 8.0 million 5G broadband customers
Fiber Net Additions	54 thousand	Guidance for full-year 2025 fiber net adds was raised to 130 thousand

The company is actively expanding its fiber footprint through joint ventures, aiming for a capital-light structure to pass 12-15 million homes with fiber.

Business and Government (T-Mobile for Business, T-Priority public safety)

Data on the exact size of the Business and Government segment remains less granular in the latest public reports compared to consumer wireless. However, the strategic intent is clear: T-Mobile for Business is working to close the gap with competitors.

What we know about the ambition for this segment is:

• The stated ambition was to double its enterprise market share from 10% to 20% by 2025.
• In Q1 2023, T-Mobile for Business reported one of its highest-ever phone net add quarters and the lowest business phone churn in its history.

You can expect this segment to be a key area for future detailed reporting as they continue to push for share gains.

Mobile Virtual Network Operators (MVNOs) and wholesale partners

This segment is undergoing a transition, largely due to the cycling out of certain wholesale agreements. While MVNOs are vital partners, their revenue contribution has been temporarily impacted by customer migration off the T-Mobile US, Inc. network.

The financial expectation for this channel in 2025 was specific:

• Wholesale revenue was expected to see 2025 as the low point for the year.
• This decline was attributed to TracFone and Dish offloading from T-Mobile US, Inc.'s network.

Management projected growth in wholesale revenue would resume after 2025.

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Cost Structure

The Cost Structure for T-Mobile US, Inc. is heavily weighted toward network investment and customer acquisition, reflecting its ongoing commitment to network superiority and market share growth, especially following the UScellular acquisition.

Capital Expenditures (CapEx) for 5G network expansion remains a dominant cost driver. The updated full-year cash CapEx guidance for 2025 is now approximately $10 billion, an increase of $500 million driven by the inclusion of UScellular assets. This spending funds continued 5G expansion, fiber rollout, and new technology deployments.

Network operating and maintenance expenses are embedded within the total operating costs. For the twelve months ending September 30, 2025, T-Mobile US reported total operating expenses of $66.718 billion. The integration of UScellular is expected to yield annual run-rate cost synergies of approximately $1.2 billion, which includes about $950 million in operating expense savings.

Sales and marketing costs for customer acquisition reflect the competitive environment. The latest twelve months (LTM) Selling and Marketing Expense, peaking in September 2025, was reported at $3.539 billion. This cost supports the aggressive postpaid net customer addition targets.

Depreciation and Amortization (D&A) of network assets is a significant non-cash charge. Full-year 2024 D&A was approximately $12.92 billion. For the fourth quarter of 2025 alone, D&A expense is anticipated to be approximately $3.7 billion, reflecting the impact of recent acquisitions and asset acceleration initiatives. The UScellular acquisition alone contributed an estimated $175 million in D&A expense in the third quarter of 2025.

Integration costs for UScellular acquisition are substantial one-time expenses. The total estimated one-time cost to achieve integration and realize synergies remains at approximately $2.6 billion. For the fourth quarter of 2025, costs to achieve, primarily merger-related costs for UScellular, are expected to be approximately $300 million.

Here's a breakdown of the key cost components and related figures:

Cost Component	2025 Financial Data Point	Amount/Value
Total Operating Expenses (12 Months Ended Sep 30, 2025)	Total Operating Expenses	$66.718 billion
Capital Expenditures (Updated Full Year Cash Capex)	Cash CapEx Guidance	$10 billion
Sales & Marketing Expense (LTM as of Sep 2025)	Selling and Marketing Expense Peak	$3.539 billion
UScellular Integration Costs (Total to Achieve)	Total One-Time Integration Cost	$2.6 billion
Depreciation & Amortization (Q4 2025 Projection)	Projected Q4 D&A Expense	$3.7 billion

The cost structure also involves specific synergy-related savings that offset operating expenses:

• Annual run-rate cost synergies from UScellular: $1.2 billion total.
• Portion of synergies allocated to Capital Expenditure reduction: Approximately $250 million.
• Portion of synergies allocated to Operating Expense reduction: Approximately $950 million.

Furthermore, accelerated integration timelines resulted in non-cash costs in Q3 2025 related to technology transformation, totaling approximately $350 million, which included accelerated depreciation.

T-Mobile US, Inc. (TMUS) - Canvas Business Model: Revenue Streams

The revenue streams for T-Mobile US, Inc. are heavily anchored in recurring service fees, supplemented by device sales and growing broadband offerings.

Postpaid Service Revenue is the primary driver, showing significant momentum. For the third quarter of 2025, this segment generated $14.9 billion, marking a 12% year-over-year increase. Total service revenues for Q3 2025 reached $18.2 billion, which was a 9% year-over-year growth. This quality of revenue growth suggests customers are choosing higher-value plans, as evidenced by the expected full-year postpaid Average Revenue Per Account (ARPA) growth of at least 3.5%.

The following table details the key revenue components for T-Mobile US, Inc. based on the third quarter of 2025 results:

Revenue Component	Q3 2025 Amount	Year-over-Year Change
Total Revenues	$21.957 billion	3.9% or 9%
Total Service Revenues	$18.2 billion	9%
Postpaid Service Revenues	$14.9 billion	12%
Equipment Revenues	$3.5 billion	8%

Equipment Revenue, derived from device sales and accessories, contributed $3.5 billion in Q3 2025, growing 8% year-over-year. This growth was supported by strong interest in new devices, including the AI-powered iPhone series.

Fixed Wireless Access (FWA) and Fiber Broadband subscriptions represent a significant growth vector. T-Mobile US, Inc. added 560 thousand total broadband net customers in Q3 2025. Within that, 5G broadband net additions were 506 thousand. The total number of broadband subscribers reached nearly 8.9 million by the end of the quarter, a 48 percent increase from the prior year. The company maintains a long-term target of 12 million FWA customers by 2028. Fiber expansion is also advancing through joint ventures, with an investment of $4.6 billion in Metronet and $932 million in Lumos during the quarter.

Prepaid Service Revenue, which includes the Metro by T-Mobile brand, contributes to the overall customer base, though specific Q3 2025 revenue figures for this segment aren't detailed separately from total service revenue. The company reported a postpaid phone net addition of 1.0 million in Q3 2025. The prepaid churn rate for the quarter was 2.77%.

Wholesale and other services revenue is currently undergoing a transition. Management indicated that wholesale revenue was expected to decline in 2025 due to TracFone and Dish offloading from the network, with growth anticipated thereafter. Beyond core telecom services, T-Mobile US, Inc. expanded into adjacent areas through acquisitions, completing the Vistar Media acquisition for $617 million and the Blis acquisition for $174 million in Q3 2025.

• Total postpaid net customer additions in Q3 2025 were 2.3 million.
• Postpaid phone net additions for Q3 2025 were 1.0 million.
• Postpaid phone churn for Q3 2025 was 0.89%.
• The company repurchased $2.5 billion in common stock during Q3 2025.