T-Mobile US, Inc. (TMUs): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico das telecomunicações, a T-Mobile US, Inc. surgiu como uma força disruptiva, revolucionando os serviços móveis com sua abordagem inovadora e estratégia centrada no cliente. Ao misturar perfeitamente a tecnologia 5G de ponta, preços competitivos e planos móveis flexíveis, a T-Mobile se transformou de um oprimido para um grande participante no mercado sem fio. Essa divisão abrangente do modelo de negócios revela a intrincada mecânica por trás do notável sucesso da não transportadora, oferecendo a visão de um insider de como a T-Mobile redefiniu a conectividade sem fio e a experiência do cliente na era digital.

T -Mobile US, Inc. (TMUs) - Modelo de negócios: Parcerias -chave

Aliança Estratégica com Sprint Corporation

Fundido em abril de 2020 por US $ 26,5 bilhões, criando uma empresa combinada com 142 milhões de clientes totais a partir de 2023.

Parcerias do fabricante de dispositivos

Fabricante	Detalhes da parceria	Quota de mercado
Maçã	Vendas e promoções exclusivas para iPhone	38% das vendas de smartphones da T-Mobile
Samsung	Distribuição e marketing de dispositivos Galaxy	32% das vendas de smartphones da T-Mobile
Google	Colaboração de smartphone Pixel	7% das vendas de smartphones da T-Mobile

Colaboração de infraestrutura de rede

A T-Mobile faz parceria com:

• American Tower Corporation
• Crown Castle International
• Comunicações SBA

Acordos de MVNO no atacado

MVNO Parceiro	Contagem de assinantes	Contribuição da receita
Metro por T-Mobile	21,5 milhões de assinantes	Receita anual de US $ 4,2 bilhões
Mint Mobile	3,8 milhões de assinantes	Receita anual de US $ 680 milhões

Parcerias de tecnologia corporativa

As principais colaborações de solução IoT e 5G incluem:

• Microsoft Azure para integração em nuvem
• Sistemas Cisco para rede corporativa
• Ericsson para infraestrutura 5G
• Qualcomm para o desenvolvimento de tecnologia 5G

Impacto total da receita da parceria: US $ 8,6 bilhões em 2023

T -Mobile US, Inc. (TMUs) - Modelo de negócios: Atividades -chave

Desenvolvimento de infraestrutura de rede móvel

A T-Mobile investiu US $ 11,2 bilhões em despesas de capital em 2022 para infraestrutura de rede. A empresa opera uma rede nacional que cobre 326 milhões de pessoas em 1,5 milhão de milhas quadradas.

Métrica de rede	2023 Estatística
Área de cobertura da rede	1,5 milhão de milhas quadradas
Cobertura populacional	326 milhões de pessoas
Cobertura 5G	285 milhões de pessoas

Duneira de serviço de telecomunicações sem fio

A T-Mobile atende a 110,7 milhões de clientes totais a partir do terceiro trimestre de 2023, com 79,8 milhões de clientes de telefone pós-pago.

• Total de clientes sem fio: 110,7 milhões
• Clientes de telefone pós -pago: 79,8 milhões
• Clientes pré -pagos: 22,4 milhões

Vendas de varejo e de dispositivos on -line

A T-Mobile opera 7.425 lojas de varejo e gera receita significativa com os programas de vendas e troca de dispositivos.

Canal de varejo	Número de locais
Lojas de propriedade da empresa	7,425
Varejistas autorizados	1,600+

Atendimento ao cliente e suporte

A T-Mobile emprega mais de 75.000 funcionários dedicados às operações de atendimento e suporte ao cliente.

Expansão de rede e implantação de tecnologia 5G

A T-Mobile concluiu sua fusão com a Sprint em 2020 e acelerou a implantação da rede 5G, cobrindo 285 milhões de pessoas com tecnologia 5G.

5G Métrica de rede	2023 Estatística
5G Cobertura populacional	285 milhões de pessoas
5G Cobertura de espectro de banda média	250 milhões de pessoas

T -Mobile US, Inc. (TMUs) - Modelo de negócios: Recursos -chave

Extensa rede sem fio 5G em todo o país

A partir do quarto trimestre de 2023, a T-Mobile opera uma rede 5G cobrindo 333 milhões de pessoas em 1,6 milhão de milhas quadradas. A infraestrutura de rede inclui:

Métrica de rede	Dados específicos
Sites celulares totais	85,000+
Cobertura 5G	90% da população dos EUA
Cobertura 5G de banda média	294 milhões de pessoas

Licenças de espectro e frequências de rádio

A T-Mobile possui ativos de espectro significativos:

• Espectro de baixa banda de 600 MHz, cobrindo 99% dos americanos
• Espectro de 2,5 GHz de banda média da Sprint
• Espectro de propriedade total: 214 MHz em todo o país

Infraestrutura de tecnologia de telecomunicações avançadas

Ativo de tecnologia	Quantidade/especificação
Data centers	12 instalações primárias
Investimento de rede (2023)	US $ 12,5 bilhões
Miles de rede de fibras	210.000 milhas

Forte reconhecimento de marca e base de clientes

Métricas de clientes a partir do quarto trimestre 2023:

• Total de clientes sem fio: 112,1 milhões
• Clientes de telefone pós -pago: 77,2 milhões
• Valor da marca estimado em US $ 15,2 bilhões

Força de trabalho qualificada e experiência tecnológica

Métrica da força de trabalho	Data Point
Total de funcionários	75,000+
Funcionários de P&D	5,600
Horário de treinamento anual	1,2 milhão

T -Mobile US, Inc. (TMUs) - Modelo de negócios: proposições de valor

Planos de dados móveis ilimitados

A T-Mobile oferece várias opções de plano de dados ilimitadas com a seguinte estrutura de preços:

Nome do plano	Preço mensal	Subsídio de dados
Itens essenciais	$60	Ilimitado
Magenta	$70	Ilimitado com 5 GB de hotspot
Magenta max	$85	Ilimitado com Hotspot de 40 GB

Estratégias de preços competitivos

Receita média da T-Mobile por usuário (ARPU) a partir do terceiro trimestre 2023: $ 35,20

• Preço por GB de dados: $ 5,50
• Custo médio mensal do plano familiar: US $ 120
• Plano ilimitado de menor custo no mercado

Cobertura avançada de rede 5G

5G Statistics de rede em janeiro de 2024:

• Cobertura 5G: 333 milhões de pessoas
• Velocidade da rede 5G: 400-600 Mbps Média
• Área de cobertura 5G: 2,8 milhões de milhas quadradas

Planos móveis flexíveis sem contrato

Características do plano flexível:

Recurso	Detalhes
Duração do contrato	Sem contrato fixo
Custo de troca	Taxa de rescisão de $ 0
Modificação do plano	Alterações mensais permitidas

Ofertas inovadoras de serviço centrado no cliente

Métricas de inovação de serviço:

• Pontuação de satisfação do cliente: 81/100
• Investimento anual de atendimento ao cliente: US $ 1,2 bilhão
• Mobile App User Base: 70 milhões de usuários ativos

T -Mobile US, Inc. (TMUs) - Modelo de negócios: relacionamentos com o cliente

Plataformas de autoatendimento digital

A T-Mobile oferece uma plataforma de autoatendimento digital abrangente por meio de seu site e aplicativo móvel com as seguintes métricas principais:

Recurso da plataforma	Estatísticas de uso
Gerenciamento de contas on -line	87,3 milhões de usuários digitais ativos a partir do quarto trimestre 2023
Transações de pagamento da conta	63% dos clientes usam métodos de pagamento de faturamento digital
Planeje solicitações de mudança	42% das modificações do plano concluídas através de canais digitais

Suporte ao cliente do aplicativo móvel

O aplicativo móvel da T-Mobile fornece recursos avançados de suporte ao cliente:

• Métricas de download de aplicativos: 24,6 milhões de usuários ativos mensais
• Taxa de resolução de suporte ao cliente: 76% dos problemas resolvidos através do aplicativo
• Tempo médio de resposta: 7,2 minutos para canais de suporte digital

Engajamento orientado à comunidade

Plataforma comunitária	Estatísticas de engajamento
Fóruns da Comunidade T-Mobile	1,2 milhão de membros da comunidade registrados
Interações de suporte geradas pelo usuário	387.000 interações mensais de suporte ponto a ponto

Canais de interação de mídia social

Métricas de engajamento de mídia social da T-Mobile:

• Twitter Support Handle: 2,1 milhões de seguidores
• Atendimento ao cliente do Facebook: 1,8 milhão de seguidores
• Tempo médio de resposta da mídia social: 3,5 horas

Programas personalizados de experiência do cliente

Recurso de personalização	Detalhes da implementação
Programa de fidelidade T-Mobile Terças-feiras	18,7 milhões de participantes ativos
Recomendações de plano personalizado	67% dos clientes recebem sugestões de plano personalizado
Precisão da segmentação do cliente	92% de precisão no marketing direcionado

T -Mobile US, Inc. (TMUs) - Modelo de Negócios: Canais

Lojas de varejo de marca

A partir do quarto trimestre de 2023, a T-Mobile opera 7.287 lojas de marca nos Estados Unidos.

Tipo de loja	Número de locais	Porcentagem de total
Lojas de propriedade da empresa	5,412	74.3%
Lojas de revendedores autorizados	1,875	25.7%

Plataforma online de comércio eletrônico

A plataforma on-line da T-Mobile gerou US $ 6,2 bilhões em receita de vendas digitais em 2023.

• Tráfego do site: 78,3 milhões de visitantes únicos mensais
• Taxa de conversão do site móvel: 3,7%
• Taxa de ativação online: 42% das novas ativações de smartphones

Varejistas autorizados de terceiros

A T-Mobile mantém parcerias com 1.875 locais de varejo autorizados de terceiros.

Categoria de varejista	Número de parceiros	Volume anual de vendas
Varejistas nacionais de eletrônicos	412	US $ 1,3 bilhão
Revendedores sem fio regionais	1,463	US $ 2,7 bilhões

Equipe de vendas diretas

A T-Mobile emprega 4.287 representantes de vendas diretas nos Estados Unidos.

• Equipe de vendas corporativa: 876 representantes
• Equipe de vendas para pequenas empresas: 1.542 representantes
• Equipe de vendas do consumidor: 1.869 representantes

Aplicativo móvel e site

As plataformas digitais da T-Mobile atendem 106,4 milhões de usuários ativos a partir do quarto trimestre 2023.

Plataforma	Usuários ativos mensais	Principais recursos
Aplicativo móvel	62,3 milhões	Pagamento da conta, gerenciamento de plano
Portal da Web	44,1 milhões	Serviços de conta, compras de dispositivos

T -Mobile US, Inc. (TMUs) - Modelo de negócios: segmentos de clientes

Usuários móveis de consumo

A partir do quarto trimestre de 2023, a T-Mobile tinha 112,1 milhões de clientes totais. Os usuários móveis do consumidor representam o maior segmento, com aproximadamente 75,6 milhões de clientes de telefone pós -pago.

Categoria de cliente	Número de clientes	Quota de mercado
Usuários de telefone pós -pago	75,6 milhões	34.2%
Usuários móveis pré -pagos	21,5 milhões	15.6%

Pequenas e médias empresas

A T-Mobile atende a aproximadamente 1,8 milhão de clientes pequenos e médios, gerando US $ 4,3 bilhões em receita do segmento de negócios em 2023.

• Receita média por empresa de negócios: US $ 2.389 anualmente
• Focado em oferecer planos móveis flexíveis
• Pacotes de soluções de negócios especializadas

Clientes corporativos e corporativos

O segmento corporativo da T-Mobile abrange mais de 500 empresas da Fortune 1000, com uma receita corporativa de US $ 6,7 bilhões em 2023.

Segmento corporativo	Receita	Número de clientes
Grandes clientes corporativos	US $ 6,7 bilhões	500 mais de empresas

Clientes móveis pré -pagos

O segmento pré-pago da T-Mobile inclui 21,5 milhões de clientes no metrô pela marca T-Mobile, gerando US $ 7,2 bilhões em receita pré-paga para 2023.

Jovem demográfico conhecedor de tecnologia

A T-Mobile tem como alvo de 18 a 34 faixa etária, com 42% de sua base de clientes caindo nesse grupo demográfico. Esse segmento representa aproximadamente 47,1 milhões de clientes.

• Faixa de idade primária: 18-34 anos
• Porcentagem de base de clientes: 42%
• Focado em estratégias de comunicação digital primeiro

T -Mobile US, Inc. (TMUs) - Modelo de negócios: estrutura de custos

Manutenção de infraestrutura de rede

Em 2023, a T-Mobile gastou US $ 7,4 bilhões em infraestrutura de rede e despesas de capital. Os custos de manutenção de rede da empresa incluem:

• 5G Expansão e atualizações de rede
• Aquisição e implantação de espectro
• Manutenção e atualizações da torre de células

Categoria de custo de rede	Despesas anuais (2023)
Despesas de capital de infraestrutura de rede	US $ 7,4 bilhões
Licenciamento de espectro	US $ 2,1 bilhões
Manutenção da torre	US $ 1,3 bilhão

Aquisição e inventário de dispositivos

Os custos relacionados a dispositivos da T-Mobile em 2023 totalizaram aproximadamente US $ 12,5 bilhões, incluindo:

• Compras de inventário de smartphone e dispositivo
• Compras de dispositivos por atacado
• Programas de financiamento de dispositivos

Categoria de custo do dispositivo	Despesas anuais (2023)
Compras de inventário de dispositivos	US $ 8,6 bilhões
Programas de financiamento de dispositivos	US $ 3,9 bilhões

Despesas de marketing e publicidade

As despesas de marketing da T-Mobile em 2023 atingiram US $ 4,2 bilhões, distribuídos em vários canais:

• Publicidade na televisão
• Marketing digital
• Patrocínio e campanhas promocionais

Canal de marketing	Despesas anuais (2023)
Publicidade na televisão	US $ 1,8 bilhão
Marketing digital	US $ 1,5 bilhão
Patrocínios e promoções	US $ 900 milhões

Salários e benefícios dos funcionários

A compensação total dos funcionários da T-Mobile em 2023 foi de US $ 5,6 bilhões, incluindo:

• Salários da base
• Bônus de desempenho
• Benefícios de saúde e aposentadoria

Categoria de compensação	Despesas anuais (2023)
Salários da base	US $ 3,9 bilhões
Bônus de desempenho	US $ 800 milhões
Benefícios e seguro	US $ 900 milhões

Investimentos de pesquisa e desenvolvimento

A T-Mobile alocou US $ 2,1 bilhões à pesquisa e desenvolvimento em 2023, com foco em:

• Avanço da tecnologia 5G
• Otimização de rede
• Futuras tecnologias de telecomunicações

Área de foco em P&D	Investimento anual (2023)
Desenvolvimento de tecnologia 5G	US $ 1,2 bilhão
Otimização de rede	US $ 600 milhões
Tecnologias emergentes	US $ 300 milhões

T -Mobile US, Inc. (TMUs) - Modelo de negócios: fluxos de receita

Assinaturas de serviço móvel

Q4 2023 Total de adições de rede telefônica pós -paga: 1,1 milhão Total de clientes de telefone pós -pago: 87,4 milhões Receita telefônica média pós -paga mensal por usuário (ARPU): US $ 41,27

Categoria de serviço	Receita (2023)
Serviços pós -pagos	US $ 45,4 bilhões
Serviços pré -pagos	US $ 8,2 bilhões

Financiamento de vendas e equipamentos de dispositivos

Receitas de equipamentos em 2023: US $ 18,3 bilhões Financiamento de dispositivos Recebíveis: US $ 3,8 bilhões

Receitas de plano móvel pré -pago

• Total de clientes pré -pagos: 22,4 milhões
• Marcas pré-pagas: Metro por T-Mobile, Boost Mobile
• Receitas de serviço pré -pago: US $ 8,2 bilhões em 2023

Contratos de serviços empresariais e de negócios

Receitas de segmento B2B: US $ 5,6 bilhões em 2023 Número de clientes corporativos: mais de 2,5 milhões

Roaming e taxas de serviço adicionais

Tipo de serviço	Contribuição da receita
Taxas de roaming	US $ 1,2 bilhão
Serviços adicionais	US $ 2,4 bilhões

Receita total da empresa para 2023: US $ 81,4 bilhões

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.