T-Mobile US, Inc. (TMUS): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de las telecomunicaciones, T-Mobile US, Inc. se ha convertido en una fuerza disruptiva, revolucionando los servicios móviles con su enfoque innovador y estrategia centrada en el cliente. Al combinar sin problemas la tecnología 5G de vanguardia, los precios competitivos y los planes móviles flexibles, T-Mobile se ha transformado de un perdedor a un jugador importante en el mercado inalámbrico. Este desglose de lienzo de modelo de negocio completo revela la intrincada mecánica detrás del notable éxito de la Carrera, ofreciendo una visión interna de cómo T-Mobile ha redefinido la conectividad inalámbrica y la experiencia del cliente en la era digital.

T -Mobile US, Inc. (TMUS) - Modelo de negocios: asociaciones clave

Alianza estratégica con Sprint Corporation

Fusionó en abril de 2020 por $ 26.5 mil millones, creando una compañía combinada con 142 millones de clientes en total a partir de 2023.

Asociaciones del fabricante de dispositivos

Fabricante	Detalles de la asociación	Cuota de mercado
Manzana	Ventas y promociones exclusivas para iPhone	38% de las ventas de teléfonos inteligentes T-Mobile
Samsung	Distribución y marketing del dispositivo Galaxy	32% de las ventas de teléfonos inteligentes T-Mobile
Google	Colaboración de teléfonos inteligentes de píxeles	7% de las ventas de teléfonos inteligentes T-Mobile

Colaboración de infraestructura de red

T-Mobile se asocia con:

• American Tower Corporation
• Crown Castle International
• Comunicaciones de la SBA

Acuerdos de MVNO al por mayor

Socio de MVNO	Recuento de suscriptores	Contribución de ingresos
Metro de T-Mobile	21.5 millones de suscriptores	$ 4.2 mil millones de ingresos anuales
Móvil menta	3.8 millones de suscriptores	$ 680 millones de ingresos anuales

Asociaciones de tecnología empresarial

Las colaboraciones de solución de IoT y 5G incluyen:

• Microsoft Azure para integración en la nube
• Cisco Systems for Enterprise Networking
• Ericsson para infraestructura 5G
• Qualcomm para el desarrollo de tecnología 5G

Impacto de los ingresos de la asociación total: $ 8.6 mil millones en 2023

T -Mobile US, Inc. (TMU) - Modelo de negocio: actividades clave

Desarrollo de infraestructura de red móvil

T-Mobile invirtió $ 11.2 mil millones en gastos de capital en 2022 para infraestructura de red. La compañía opera una red nacional que cubre 326 millones de personas en 1,5 millones de millas cuadradas.

Métrico de red	2023 estadística
Área de cobertura de red	1.5 millones de millas cuadradas
Cobertura de la población	326 millones de personas
Cobertura 5G	285 millones de personas

Provisión del servicio de telecomunicaciones inalámbrico

T-Mobile atiende a 110.7 millones de clientes en total a partir del tercer trimestre de 2023, con 79.8 millones de clientes telefónicos pospago.

• Total de clientes inalámbricos: 110.7 millones
• Clientes de teléfono pospago: 79.8 millones
• Clientes prepagos: 22.4 millones

Venta de dispositivos minoristas y en línea

T-Mobile opera 7.425 tiendas minoristas y genera ingresos significativos de la venta de dispositivos y los programas de intercambio.

Canal minorista	Número de ubicaciones
Tiendas propiedad de la compañía	7,425
Minoristas autorizados	1,600+

Servicio al cliente y soporte

T-Mobile emplea a más de 75,000 empleados dedicados al servicio al cliente y las operaciones de soporte.

Expansión de la red y implementación de tecnología 5G

T-Mobile completó su fusión con Sprint en 2020 y ha acelerado la implementación de la red 5G, que cubre 285 millones de personas con tecnología 5G.

Métrica de red 5G	2023 estadística
Cobertura de población 5G	285 millones de personas
Cobertura de espectro de banda media 5G	250 millones de personas

T -Mobile US, Inc. (TMU) - Modelo de negocio: recursos clave

Extensa red inalámbrica a nivel nacional 5G

A partir del cuarto trimestre de 2023, T-Mobile opera una red 5G que cubre 333 millones de personas en 1.6 millones de millas cuadradas. La infraestructura de la red incluye:

Métrico de red	Datos específicos
Sitios celulares totales	85,000+
Cobertura 5G	90% de la población estadounidense
Cobertura de 5 g de banda media	294 millones de personas

Licencias de espectro y frecuencias de radio

T-Mobile posee activos de espectro significativos:

• Espectro de banda baja de 600 MHz que cubre el 99% de los estadounidenses
• Espectro de banda media de 2.5 GHz de la fusión de sprint
• Spectrum de propiedad total: 214 MHz en todo el país

Infraestructura de tecnología de telecomunicaciones avanzada

Activo tecnológico	Cantidad/especificación
Centros de datos	12 instalaciones principales
Inversión en red (2023)	$ 12.5 mil millones
Millas de red de fibra	210,000 millas

Reconocimiento de marca fuerte y base de clientes

Métricas del cliente a partir del cuarto trimestre 2023:

• Total de clientes inalámbricos: 112.1 millones
• Clientes de teléfono pospago: 77.2 millones
• Valor de marca estimado en $ 15.2 mil millones

Fuerza laboral calificada y experiencia tecnológica

Métrica de la fuerza laboral	Punto de datos
Total de empleados	75,000+
Empleados de I + D	5,600
Horas de entrenamiento anuales	1.2 millones

T -Mobile US, Inc. (TMU) - Modelo de negocio: propuestas de valor

Planes de datos móviles ilimitados

T-Mobile ofrece múltiples opciones de plan de datos ilimitados con la siguiente estructura de precios:

Nombre del plan	Precio mensual	Subsidio de datos
Esencial	$60	Ilimitado
Magenta	$70	Ilimitado con un punto de acceso de 5 GB
Magenta max	$85	Ilimitado con punto de acceso de 40 GB

Estrategias de precios competitivos

Ingresos promedio de T-Mobile por usuario (ARPU) a partir del tercer trimestre de 2023: $ 35.20

• Precio por GB de datos: $ 5.50
• Costo promedio de plan familiar mensual: $ 120
• Plan ilimitado ilimitado de menor costo en el mercado

Cobertura de red 5G avanzada

Estadísticas de red 5G a partir de enero de 2024:

• Cobertura 5G: 333 millones de personas
• Velocidad de red 5G: promedio de 400-600 Mbps
• Área de cobertura de 5 g: 2.8 millones de millas cuadradas

Planes móviles flexibles sin contrato

Características del plan flexible:

Característica	Detalles
Longitud del contrato	Sin contrato fijo
Costo de cambio	Tarifa de terminación de $ 0
Modificación del plan	Se permiten cambios mensuales

Ofertas innovadoras de servicios centrados en el cliente

Métricas de innovación de servicios:

• Puntaje de satisfacción del cliente: 81/100
• Inversión anual de servicio al cliente: $ 1.2 mil millones
• Base de usuarios de aplicaciones móviles: 70 millones de usuarios activos

T -Mobile US, Inc. (TMUS) - Modelo de negocios: relaciones con los clientes

Plataformas de autoservicio digital

T-Mobile ofrece una plataforma de autoservicio digital integral a través de su sitio web y aplicación móvil con las siguientes métricas clave:

Característica de la plataforma	Estadísticas de uso
Administración de cuentas en línea	87.3 millones de usuarios digitales activos a partir del cuarto trimestre 2023
Transacciones de pago de facturas	El 63% de los clientes usan métodos de pago de facturas digitales
Planificar solicitudes de cambio	42% de las modificaciones del plan completadas a través de canales digitales

Atención al cliente de la aplicación móvil

La aplicación móvil de T-Mobile proporciona funciones avanzadas de atención al cliente:

• Métricas de descarga de la aplicación: 24.6 millones de usuarios activos mensuales
• Tasa de resolución de atención al cliente: 76% de los problemas resueltos a través de la aplicación
• Tiempo de respuesta promedio: 7.2 minutos para canales de soporte digital

Compromiso impulsado por la comunidad

Plataforma comunitaria	Estadísticas de compromiso
Foros de la comunidad de T-Mobile	1.2 millones de miembros de la comunidad registrados
Interacciones de soporte generadas por el usuario	387,000 interacciones mensuales de soporte entre pares

Canales de interacción en las redes sociales

Métricas de compromiso de las redes sociales de T-Mobile:

• Mango de soporte de Twitter: 2.1 millones de seguidores
• Servicio al cliente de Facebook: 1.8 millones de seguidores
• Tiempo promedio de respuesta a las redes sociales: 3.5 horas

Programas personalizados de experiencia del cliente

Característica de personalización	Detalles de implementación
T-Mobile Martes Programa de fidelización	18.7 millones de participantes activos
Recomendaciones de plan personalizadas	El 67% de los clientes reciben sugerencias de plan a medida
Precisión de la segmentación del cliente	92% de precisión en el marketing dirigido

T -Mobile US, Inc. (TMUS) - Modelo de negocio: canales

Tiendas minoristas de marca

A partir del cuarto trimestre de 2023, T-Mobile opera 7,287 tiendas minoristas de marca en los Estados Unidos.

Tipo de tienda	Número de ubicaciones	Porcentaje de total
Tiendas propiedad de la compañía	5,412	74.3%
Tiendas de distribuidores autorizadas	1,875	25.7%

Plataforma de comercio electrónico en línea

La plataforma en línea de T-Mobile generó $ 6.2 mil millones en ingresos por ventas digitales en 2023.

• Tráfico del sitio web: 78.3 millones de visitantes únicos mensuales
• Tasa de conversión del sitio web móvil: 3.7%
• Tasa de activación en línea: 42% de las nuevas activaciones de teléfonos inteligentes

Minoristas autorizados de terceros

T-Mobile mantiene asociaciones con 1.875 ubicaciones minoristas autorizadas de terceros.

Categoría minorista	Número de socios	Volumen de ventas anual
Minoristas nacionales de electrónica	412	$ 1.3 mil millones
Distribuidores inalámbricos regionales	1,463	$ 2.7 mil millones

Equipo de ventas directas

T-Mobile emplea a 4,287 representantes de ventas directas en los Estados Unidos.

• Equipo de ventas empresarial: 876 representantes
• Equipo de ventas de pequeñas empresas: 1.542 representantes
• Equipo de ventas de consumo: 1.869 representantes

Aplicación móvil y sitio web

Las plataformas digitales de T-Mobile sirven a 106.4 millones de usuarios activos a partir del cuarto trimestre de 2023.

Plataforma	Usuarios activos mensuales	Características clave
Aplicación móvil	62.3 millones	Pago de facturas, gestión del plan
Portal web	44.1 millones	Servicios de cuentas, compras de dispositivos

T -Mobile US, Inc. (TMUS) - Modelo de negocio: segmentos de clientes

Usuarios móviles de consumo

A partir del cuarto trimestre de 2023, T-Mobile tenía 112.1 millones de clientes en total. Los usuarios móviles de consumo representan el segmento más grande, con aproximadamente 75.6 millones de clientes telefónicos pospago.

Categoría de clientes	Número de clientes	Cuota de mercado
Usuarios de teléfonos pospagos	75.6 millones	34.2%
Usuarios móviles prepagos	21.5 millones	15.6%

Empresas pequeñas y medianas empresas

T-Mobile atiende a aproximadamente 1,8 millones de clientes pequeños y medianos, generando $ 4.3 mil millones en ingresos del segmento de negocios en 2023.

• Ingresos promedio por cliente: $ 2,389 anualmente
• Enfocado en ofrecer planes móviles flexibles
• Paquetes de soluciones comerciales especializadas

Clientes corporativos y empresariales

El segmento empresarial de T-Mobile cubre más de 500 compañías Fortune 1000, con un ingreso empresarial de $ 6.7 mil millones en 2023.

Segmento empresarial	Ganancia	Número de clientes
Grandes clientes corporativos	$ 6.7 mil millones	Más de 500 empresas

Clientes móviles prepagos

El segmento prepago de T-Mobile incluye 21.5 millones de clientes bajo Metro por la marca T-Mobile, generando $ 7.2 mil millones en ingresos prepagos para 2023.

Jóvenes demográficos expertos en tecnología

T-Mobile se dirige al grupo de edad de 18 a 34 años, con el 42% de su base de clientes en este grupo demográfico. Este segmento representa aproximadamente 47.1 millones de clientes.

• Rango de edad primaria: 18-34 años
• Porcentaje de la base de clientes: 42%
• Centrado en las estrategias de comunicación digitales primero

T -Mobile US, Inc. (TMU) - Modelo de negocio: Estructura de costos

Mantenimiento de infraestructura de red

En 2023, T-Mobile gastó $ 7.4 mil millones en infraestructura de red y gastos de capital. Los costos de mantenimiento de la red de la compañía incluyen:

• Expansión y actualizaciones de la red 5G
• Adquisición y implementación del espectro
• Mantenimiento y actualizaciones de la torre de celdas

Categoría de costos de red	Gasto anual (2023)
Gastos de capital de infraestructura de red	$ 7.4 mil millones
Licencia de espectro	$ 2.1 mil millones
Mantenimiento de la torre	$ 1.3 mil millones

Adquisición e inventario de dispositivos

Los costos relacionados con el dispositivo de T-Mobile en 2023 totalizaron aproximadamente $ 12.5 mil millones, incluyendo:

• Adquisición de inventario de teléfonos inteligentes y de dispositivos
• Compras al por mayor de dispositivos
• Programas de financiación de dispositivos

Categoría de costos del dispositivo	Gasto anual (2023)
Adquisición de inventario de dispositivos	$ 8.6 mil millones
Programas de financiación de dispositivos	$ 3.9 mil millones

Gastos de marketing y publicidad

Los gastos de marketing de T-Mobile para 2023 alcanzaron $ 4.2 mil millones, distribuidos en varios canales:

• Publicidad televisiva
• Marketing digital
• Patrocinio y campañas promocionales

Canal de marketing	Gasto anual (2023)
Publicidad televisiva	$ 1.8 mil millones
Marketing digital	$ 1.5 mil millones
Patrocinios y promociones	$ 900 millones

Salarios y beneficios de los empleados

La compensación total de los empleados de T-Mobile por 2023 fue de $ 5.6 mil millones, que incluye:

• Salarios base
• Bonos de rendimiento
• Beneficios de atención médica y jubilación

Categoría de compensación	Gasto anual (2023)
Salarios base	$ 3.9 mil millones
Bonos de rendimiento	$ 800 millones
Beneficios y seguro	$ 900 millones

Inversiones de investigación y desarrollo

T-Mobile asignó $ 2.1 mil millones a la investigación y el desarrollo en 2023, centrándose en:

• 5G Avance de la tecnología
• Optimización de red
• Futuras tecnologías de telecomunicaciones

Área de enfoque de I + D	Inversión anual (2023)
Desarrollo de tecnología 5G	$ 1.2 mil millones
Optimización de red	$ 600 millones
Tecnologías emergentes	$ 300 millones

T -Mobile US, Inc. (TMUS) - Modelo de negocios: flujos de ingresos

Suscripciones de servicios móviles

Q4 2023 Total de adiciones de la red del teléfono pospago: 1.1 millones CLIENTES TOTALES POSTPAENT CLIENTES: 87.4 millones Ingresos telefónicos promedio mensuales pospago por usuario (ARPU): $ 41.27

Categoría de servicio	Ingresos (2023)
Servicios Postpago	$ 45.4 mil millones
Servicios prepagos	$ 8.2 mil millones

Ventas de dispositivos y financiamiento de equipos

Ingresos de equipos en 2023: $ 18.3 mil millones Cuentas por cobrar de financiamiento del dispositivo: $ 3.8 mil millones

Ingresos del plan móvil prepago

• Total de clientes prepagos: 22.4 millones
• Brandas prepagas: Metro de T-Mobile, Boost Mobile
• Ingresos del servicio prepago: $ 8.2 mil millones en 2023

Contratos de servicio empresarial y empresarial

Ingresos del segmento B2B: $ 5.6 mil millones en 2023 Número de clientes empresariales: más de 2.5 millones

Roaming y tarifas de servicio adicionales

Tipo de servicio	Contribución de ingresos
Tarifas de roaming	$ 1.2 mil millones
Servicios adicionales	$ 2.4 mil millones

Ingresos totales de la compañía para 2023: $ 81.4 mil millones

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.