T-Mobile Us, Inc. (TMUS): Business Model Canvas [Jan-2025 Mis à jour]

Dans le monde dynamique des télécommunications, T-Mobile US, Inc. est devenu une force perturbatrice, révolutionnant les services mobiles avec son approche innovante et sa stratégie centrée sur le client. En mélangeant de manière transparente la technologie 5G de pointe, des prix compétitifs et des plans mobiles flexibles, T-Mobile est passé d'un outsider en un acteur majeur du marché sans fil. Cette ventilation complète de toiles du modèle commercial révèle les mécanismes complexes derrière le succès remarquable du CARRIER, offrant une vision d'un initié sur la façon dont T-Mobile a redéfini la connectivité sans fil et l'expérience client à l'ère numérique.

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: partenariats clés

Alliance stratégique avec Sprint Corporation

Fusionné en avril 2020 pour 26,5 milliards de dollars, créant une entreprise combinée avec 142 millions de clients au total en 2023.

Partenariats du fabricant d'appareils

Fabricant	Détails du partenariat	Part de marché
Pomme	Ventes et promotions exclusives de l'iPhone	38% des ventes de smartphones T-Mobile
Samsung	Distribution et marketing de l'appareil galaxie	32% des ventes de smartphones T-Mobile
Google	Collaboration de smartphone Pixel	7% des ventes de smartphones T-Mobile

Collaboration sur l'infrastructure du réseau

T-Mobile s'associe à:

• American Tower Corporation
• Crown Castle International
• Communications SBA

Accords MVNO en gros

Partenaire MVNO	Nombre d'abonné	Contribution des revenus
Metro par T-Mobile	21,5 millions d'abonnés	4,2 milliards de dollars de revenus annuels
Menthe mobile	3,8 millions d'abonnés	680 millions de dollars de revenus annuels

Partenariats technologiques d'entreprise

Les collaborations clés de la solution IoT et 5G comprennent:

• Microsoft Azure pour l'intégration du cloud
• Systèmes Cisco pour le réseautage d'entreprise
• Ericsson pour l'infrastructure 5G
• Qualcomm pour le développement de la technologie 5G

Impact total des revenus de la société de personnes: 8,6 milliards de dollars en 2023

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: Activités clés

Développement d'infrastructures de réseau mobile

T-Mobile a investi 11,2 milliards de dollars dans les dépenses en capital en 2022 pour l'infrastructure réseau. La société exploite un réseau national couvrant 326 millions de personnes sur 1,5 million de miles carrés.

Métrique du réseau	2023 statistiques
Zone de couverture du réseau	1,5 million de miles carrés
Couverture de la population	326 millions de personnes
Couverture 5G	285 millions de personnes

Provision de service de télécommunications sans fil

T-Mobile dessert 110,7 millions de clients au total au troisième trimestre 2023, avec 79,8 millions de clients téléphoniques postpayés.

• Total des clients sans fil: 110,7 millions
• Clients téléphoniques postpayés: 79,8 millions
• Clients prépayés: 22,4 millions

Ventes de vente au détail et en ligne

T-Mobile exploite 7 425 magasins de détail et génère des revenus importants des programmes de vente et de commerce d'appareils.

Canal de vente au détail	Nombre d'emplacements
Magasins appartenant à l'entreprise	7,425
Détaillants autorisés	1,600+

Service client et assistance

T-Mobile emploie plus de 75 000 employés dédiés au service client et aux opérations de soutien.

Expansion du réseau et déploiement de la technologie 5G

T-Mobile a terminé sa fusion avec Sprint en 2020 et a accéléré le déploiement du réseau 5G, couvrant 285 millions de personnes avec une technologie 5G.

Métrique du réseau 5G	2023 statistiques
Couverture de la population 5G	285 millions de personnes
Couverture du spectre intermédiaire 5G	250 millions de personnes

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: Ressources clés

Réseau sans fil 5G à l'échelle nationale

Au quatrième trimestre 2023, T-Mobile exploite un réseau 5G couvrant 333 millions de personnes sur 1,6 million de miles carrés. L'infrastructure réseau comprend:

Métrique du réseau	Données spécifiques
Sites cellulaires totaux	85,000+
Couverture 5G	90% de la population américaine
Couverture 5G du banque	294 millions de personnes

Licences de spectre et fréquences radio

T-Mobile détient des actifs de spectre significatifs:

• Spectre à faible bande 600 MHz couvrant 99% des Américains
• Spectre intermédiaire à 2,5 GHz de la fusion de sprint
• Spectre total de propriété: 214 MHz à l'échelle nationale

Infrastructure de technologie de télécommunications avancée

Atout technologique	Quantité / spécification
Centres de données	12 installations primaires
Investissement en réseau (2023)	12,5 milliards de dollars
Miles du réseau de fibres	210 000 miles

Solide reconnaissance de la marque et clientèle

Mesures des clients auprès du quatrième trimestre 2023:

• Total des clients sans fil: 112,1 millions
• Clients téléphoniques postpayés: 77,2 millions
• Valeur de la marque estimée à 15,2 milliards de dollars

L'expertise de main-d'œuvre qualifiée et technologique

Métrique de la main-d'œuvre	Point de données
Total des employés	75,000+
Employés de R&D	5,600
Heures de formation annuelles	1,2 million

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: propositions de valeur

Plans de données mobiles illimitées

T-Mobile propose plusieurs options de plan de données illimitées avec la structure de tarification suivante:

Nom de plan	Prix ​​mensuel	Allocation de données
Essentiel	$60	Illimité
Magenta	$70	Illimité avec un hotspot de 5 Go
Magenta max	$85	Illimité avec 40 Go de hotspot

Stratégies de tarification compétitives

Le chiffre d'affaires moyen de T-Mobile par utilisateur (ARPU) au T3 2023: 35,20 $

• Prix ​​par Go de données: 5,50 $
• Coût du plan familial mensuel moyen: 120 $
• Plan illimité le plus bas sur le marché

Couverture de réseau 5G avancée

Statistiques du réseau 5G en janvier 2024:

• Couverture 5G: 333 millions de personnes
• Vitesse du réseau 5G: 400-600 Mbps en moyenne
• Zone de couverture 5G: 2,8 millions de miles carrés

Plans mobiles flexibles sans contrat

Caractéristiques du plan flexible:

Fonctionnalité	Détails
Durée du contrat	Pas de contrat fixe
Coût de commutation	Frais de résiliation de 0 $
Modification du plan	Changements mensuels autorisés

Offres de services innovants centrés sur le client

Mesures d'innovation de service:

• Score de satisfaction du client: 81/100
• Investissement annuel du service à la clientèle: 1,2 milliard de dollars
• Base d'utilisateurs d'applications mobiles: 70 millions d'utilisateurs actifs

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: relations avec les clients

Plates-formes de libre-service numériques

T-Mobile propose une plate-forme numérique en libre-service complète via son site Web et son application mobile avec les mesures clés suivantes:

Fonctionnalité de plate-forme	Statistiques d'utilisation
Gestion de compte en ligne	87,3 millions d'utilisateurs numériques actifs au quatrième trimestre 2023
Transactions de paiement de facture	63% des clients utilisent des méthodes de paiement de factures numériques
Planifier les demandes de changement	42% des modifications du plan achevées via les canaux numériques

Support client de l'application mobile

L'application mobile de T-Mobile offre des fonctionnalités avancées de support client:

• Téléchargement d'applications Métriques: 24,6 millions d'utilisateurs actifs mensuels
• Taux de résolution du support client: 76% des problèmes résolus via l'application
• Temps de réponse moyen: 7,2 minutes pour les canaux de support numériques

Engagement axé sur la communauté

Plate-forme communautaire	Statistiques d'engagement
Forums communautaires T-Mobile	1,2 million de membres de la communauté enregistrés
Interactions de support générées par les utilisateurs	387 000 interactions mensuelles de support entre pairs

Canaux d'interaction des médias sociaux

Les mesures d'engagement des médias sociaux de T-Mobile:

• Poignée de support Twitter: 2,1 millions d'abonnés
• Service client Facebook: 1,8 million d'abonnés
• Temps de réponse moyen des médias sociaux: 3,5 heures

Programmes d'expérience client personnalisés

Fonction de personnalisation	Détails de la mise en œuvre
Programme de fidélité T-Mobile les mardis	18,7 millions de participants actifs
Recommandations de plan personnalisés	67% des clients reçoivent des suggestions de plan sur mesure
Précision de la segmentation du client	92% de précision dans le marketing ciblé

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: canaux

Magasins de vente au détail de marque

Au quatrième trimestre 2023, T-Mobile exploite 7 287 magasins de détail de marque aux États-Unis.

Type de magasin	Nombre d'emplacements	Pourcentage du total
Magasins appartenant à l'entreprise	5,412	74.3%
Magasins de concessionnaires autorisés	1,875	25.7%

Plateforme de commerce électronique en ligne

La plate-forme en ligne de T-Mobile a généré 6,2 milliards de dollars de revenus de ventes numériques en 2023.

• Trafic de site Web: 78,3 millions de visiteurs uniques mensuels
• Taux de conversion du site Web mobile: 3,7%
• Taux d'activation en ligne: 42% des nouvelles activations de smartphones

Détaillants tiers autorisés

T-Mobile maintient des partenariats avec 1 875 emplacements de vente au détail de tiers autorisés.

Catégorie des détaillants	Nombre de partenaires	Volume des ventes annuelles
Détaillants nationaux d'électronique	412	1,3 milliard de dollars
Concessionnaires sans fil régionaux	1,463	2,7 milliards de dollars

Équipe de vente directe

T-Mobile emploie 4 287 représentants des ventes directes aux États-Unis.

• Équipe de vente d'entreprise: 876 représentants
• Équipe de vente des petites entreprises: 1 542 représentants
• Équipe des ventes de consommateurs: 1 869 représentants

Application mobile et site Web

Les plates-formes numériques de T-Mobile desservent 106,4 millions d'utilisateurs actifs au quatrième trimestre 2023.

Plate-forme	Utilisateurs actifs mensuels	Caractéristiques clés
Application mobile	62,3 millions	Paiement de facture, gestion du plan
Portail Web	44,1 millions	Services de compte, achats d'appareils

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: segments de clientèle

Utilisateurs mobiles grand public

Au quatrième trimestre 2023, T-Mobile comptait 112,1 millions de clients au total. Les utilisateurs de mobiles grand public représentent le plus grand segment, avec environ 75,6 millions de clients téléphoniques postpayés.

Catégorie client	Nombre de clients	Part de marché
Utilisateurs de téléphone postpaid	75,6 millions	34.2%
Utilisateurs mobiles prépayés	21,5 millions	15.6%

Petites et moyennes entreprises commerciales

T-Mobile dessert environ 1,8 million de petits et moyens clients commerciaux, générant 4,3 milliards de dollars de revenus de segments d'entreprise en 2023.

• Revenus moyen par client Business Client: 2 389 $ par an
• Axé sur l'offre de plans mobiles flexibles
• Packages spécialisés de solutions commerciales

Clients d'entreprise et d'entreprise

Le segment d'entreprise de T-Mobile couvre plus de 500 sociétés Fortune 1000, avec un chiffre d'affaires d'entreprise de 6,7 milliards de dollars en 2023.

Segment d'entreprise	Revenu	Nombre de clients
GRANDES clients d'entreprise	6,7 milliards de dollars	Plus de 500 entreprises

Clients mobiles prépayés

Le segment prépayé de T-Mobile comprend 21,5 millions de clients sous Metro par T-Mobile Brand, générant 7,2 milliards de dollars de revenus prépayés pour 2023.

Jeune démographie technophile de la technologie

T-Mobile cible 18 à 34 groupes d'âge, avec 42% de sa clientèle tombant dans ce groupe démographique. Ce segment représente environ 47,1 millions de clients.

• Tranche d'âge primaire: 18-34 ans
• Pourcentage de la clientèle: 42%
• Axé sur les stratégies de communication numérique d'abord

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: Structure des coûts

Maintenance d'infrastructure réseau

En 2023, T-Mobile a dépensé 7,4 milliards de dollars en infrastructure réseau et en dépenses en capital. Les coûts de maintenance du réseau de l'entreprise comprennent:

• Extension et mises à niveau du réseau 5G
• Acquisition et déploiement du spectre
• Entretien et améliorations de la tour cellulaire

Catégorie de coûts de réseau	Dépenses annuelles (2023)
Dépenses en capital des infrastructures de réseau	7,4 milliards de dollars
Licence de spectre	2,1 milliards de dollars
Entretien de la tour	1,3 milliard de dollars

Acquisition et inventaire des appareils

Les coûts liés aux appareils de T-Mobile en 2023 ont totalisé environ 12,5 milliards de dollars, notamment:

• Achat d'inventaire des smartphones et des appareils
• Achats des appareils en gros
• Programmes de financement des appareils

Catégorie de coût de l'appareil	Dépenses annuelles (2023)
Approvisionnement des stocks de périphériques	8,6 milliards de dollars
Programmes de financement des appareils	3,9 milliards de dollars

Dépenses de marketing et de publicité

Les dépenses de marketing de T-Mobile pour 2023 ont atteint 4,2 milliards de dollars, distribué sur divers canaux:

• Publicité télévisée
• Marketing numérique
• Parrainage et campagnes promotionnelles

Canal de marketing	Dépenses annuelles (2023)
Publicité télévisée	1,8 milliard de dollars
Marketing numérique	1,5 milliard de dollars
Parrainages et promotions	900 millions de dollars

Salaires et avantages sociaux des employés

La rémunération totale des employés de T-Mobile pour 2023 était de 5,6 milliards de dollars, notamment:

• Salaires de base
• Bonus de performance
• Prestations de santé et de retraite

Catégorie de compensation	Dépenses annuelles (2023)
Salaires de base	3,9 milliards de dollars
Bonus de performance	800 millions de dollars
Avantages et assurance	900 millions de dollars

Investissements de recherche et développement

T-Mobile a alloué 2,1 milliards de dollars à la recherche et au développement en 2023, en se concentrant sur:

• Avancement technologique 5G
• Optimisation du réseau
• Futures technologies de télécommunications

Zone de focus R&D	Investissement annuel (2023)
Développement technologique 5G	1,2 milliard de dollars
Optimisation du réseau	600 millions de dollars
Technologies émergentes	300 millions de dollars

T-Mobile Us, Inc. (TMUS) - Modèle d'entreprise: Strots de revenus

Abonnements de services mobiles

Q4 2023 Addition nettes du téléphone postpayé total: 1,1 million Clients téléphoniques postpayés totaux: 87,4 millions Revenu du téléphone postpayé mensuel moyen par utilisateur (ARPU): 41,27 $

Catégorie de service	Revenus (2023)
Services postpayés	45,4 milliards de dollars
Services prépayés	8,2 milliards de dollars

Ventes de dispositifs et financement d'équipement

Revenus d'équipement en 2023: 18,3 milliards de dollars Créiteurs de financement des appareils: 3,8 milliards de dollars

Revenus de plan mobile prépayé

• Clients totaux prépayés: 22,4 millions
• Marques prépayées: Metro par T-Mobile, boost mobile
• Revenus de service prépayé: 8,2 milliards de dollars en 2023

Contrats de services aux entreprises et aux entreprises

Revenus du segment B2B: 5,6 milliards de dollars en 2023 Nombre de clients d'entreprise: plus de 2,5 millions

Frais d'itinérance et de service supplémentaires

Type de service	Contribution des revenus
Frais d'itinérance	1,2 milliard de dollars
Services supplémentaires	2,4 milliards de dollars

Revenus totaux de l'entreprise pour 2023: 81,4 milliards de dollars

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.