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T-Mobile 4Q25 Earnings and Capital Markets Day: Consistently Strong Financial and Operational Results Sets Stage for Multi-Year Growth Strategy

Jason Leigh — Mon, 09 Mar 2026 04:00:00 GMT

On Wednesday, February 11^th, T-Mobile announced its 4Q25 earnings results and hosted its Capital Markets Day event in New York City. Total revenues reached $24.3 billion in 4Q25, up 11.3% YoY. For the full year, total revenues grew 8.5% YoY to $88.3 billion. Service revenues grew 10% YoY to $18.7 billion in the quarter, bringing the full year service revenues up 14% YoY to $71.3 million. Those results were driven by strong postpaid service revenues, which were up 14% YoY in the quarter ($15.4 billion) and 11% for the full year ($57.9 billion). Equipment revenues rebounded and grew 14.2% YoY for 4Q25 and were up 12.0% YoY in 2025.

Operationally, T-Mobile reported 2.4 million subscriber net adds, including 962,000 postpaid phone net adds. Those results brought the FY25 total subscriber net adds to 8.0 million, up from 6.3 million in FY24. Postpaid account net adds in the quarter were 261,000 which was flat compared to 263,000 reported in 4Q24.

Postpaid phone churn ticked up to 1.02% from 0.89% in 3Q25, while prepaid churn improved slightly QoQ to 2.76% from 2.77%

FWA customers surpassed the 8 million mark, coming in at 8.5 million for the quarter on 495,000 net adds. T-Fiber contributed roughly 63,000 net adds in the quarter. T-Mobile’s combined broadband business now sits at 9.4 million between both wired and wireless solutions.

T-Mobile paired the earnings announcement with its Capital Markets Day, providing what they deemed a “Halftime Check-In” on progress the company has made towards its 2027 targets announced in the previous Capital Markets Day back in 2024. Leadership provided updated guidance for 2026 and 2027, and subscriber / account guidance for 2026.

With the closing of its two fiber JV’s (Metronet and Lumos), T-Mobile is now projecting to have 18 – 19 million broadband subscribers by 2030. That includes an expected 3 – 4 million customers from its T-Fiber product with 12 – 15 million homes passed by the end of the decade. Previously, T-Mobile had indicated that it would have 12 million FWA subscribers by 2028, but is now targeting 15 million by 2030.

At the company’s 2024 CMD, T-Mobile had projected 2027 service revenues of $75 - $76 billion. The company is raising guidance on organic service revenues to $76.5 to $77.5 billion. With the addition of recent M&A deals, total service revenues are now expected to reach $80.5 to $81.5 billion. Core adjusted EBITDA by 2027 is expected to be in the $40 - $41 billion range, up from the $38 - $39 billion guidance offered at the 2024 CMD.

In 2026, T-Mobile is targeting ~10% postpaid service revenue growth and postpaid net account ads of 900K to 1.0M. The company indicated that postpaid ARPA growth between 2.5% - 3.0%.

Capex guidance is targeting $10 billion in 2026 and a range of $9 - $10 billion in 2027.

Western Europe Single-Function Printer Market Shares, 2025: Sizable Market with Some Growth Opportunities in Specific Subsegments

Mitri Roufka — Sun, 08 Mar 2026 05:00:00 GMT

This IDC presentation discusses the single-function printer market growth dynamics in Western Europe in 2025 versus 2024 and analyzes vendors' market share development in the inkjet and laser segments.

Demand for single-function printers remained very significant in Western Europe in 2025 as the market grew by 1.6% year on year, reaching 1.8 million shipped printers valued at $1 billion.

Aikido Introduces Continuous Autonomous Penetration Testing with Aikido Infinite

Katie Norton — Fri, 06 Mar 2026 05:00:00 GMT

Aikido Infinite extends Aikido's AI-driven penetration testing capability from on-demand assessments to a continuous, release-aligned model embedded in the software lifecycle. The launch reflects a broader inflection point in which AI agent capabilities are enabling application security functions that were previously constrained by the availability of human expertise.

MWC 2026: AI-Native Networks and Infrastructure Convergence

Matthew Eastwood — Fri, 06 Mar 2026 05:00:00 GMT

At Mobile World Congress 2026 in Barcelona, the industry highlighted a new phase in the evolution of digital infrastructure centered on AI-native networks, distributed edge computing, and the convergence of connectivity and cloud platforms. Vendor and operator announcements showcased AI-enabled radio access networks, telco AI cloud initiatives, 5G-Advanced deployments, early 6G ecosystem collaboration, expanded network APIs, and satellite-terrestrial integration. IDC notes that these developments reflect a broader structural shift: Telecommunications networks are evolving from connectivity platforms into distributed compute fabrics capable of supporting real-time AI inference and automation across broad application and data continuums. As AI adoption accelerates, the boundaries between telecom and datacenter infrastructure are increasingly blurring, reshaping how organizations design and deploy AI-enabled digital infrastructure.

Quantexa at 10: Building the AI-Ready Enterprise on a Contextual Fabric

Megha Kumar — Fri, 06 Mar 2026 05:00:00 GMT

Decision intelligence vendor Quantexa hosted its annual conference QuanCon2026 on March 3 in London, United Kingdom. It marked the vendor's 10th anniversary and brought together customers and partners to reflect on a decade of growth and outline the company's vision and role in the AI era. Earlier in the day, Quantexa hosted an analyst session focused on business performance, product innovation, partner ecosystem evolution, and customer outcomes.

Cisco Live EMEA 2026: Embedding AI into All Aspects of UC&C Without Compromising on Security or Digital Resilience

Graham Fruin — Thu, 05 Mar 2026 05:00:00 GMT

Cisco (NASDAQ: CSCO) held its annual EMEA event, Cisco Live, in Amsterdam, Netherlands, from February 10 to 12, 2026.

Cisco highlighted its advances in AI within its UC&C offerings, emphasizing security, digital resilience, and data sovereignty for European businesses. Cisco’s advances support hybrid and on-premises UC&C solutions, address local regulatory needs, and enhance meeting experiences. New mobile devices will target frontline workers, while interoperability across communications, AI integrations, and automation tools positions Cisco as a key player in Europe’s evolving collaboration landscape.

Entrust Advances Full-Stack PQC Readiness with Cryptographic Security Platform Expansion

Heather West, PhD — Thu, 05 Mar 2026 05:00:00 GMT

This IDC Market Note examines Entrust's February 2026 Analyst Forum announcements related to post-quantum cryptography (PQC) and cryptographic modernization. It explores the evolution of the company's Cryptographic Security Platform and its integration of hardware security modules, PKI, certificate life-cycle management, discovery, and compliance governance to support enterprise quantum preparedness. The document also places these developments in the context of growing enterprise urgency around crypto-agility, regulatory pressure, shorter certificate life cycles, and long-term quantum risk planning. As organizations shift from quantum awareness to structured migration strategies, platform-based approaches to cryptographic governance are emerging as a key area of market focus.

IDC Middle East, Türkiye, and Africa Directions 2026: Cloud Predictions and Trends for the Agent Economy

Harish Dunakhe, Manish Ranjan, Jebin George — Thu, 05 Mar 2026 05:00:00 GMT

This IDC Market Presentation explores how AI, digital sovereignty, and app modernization are redefining cloud strategies in the META region. This presentation was presented at IDC Middle East, Türkiye, and Africa Directions 2026 as part of the Cloud track. It analyzes which workloads, industries, and countries will fuel the next wave of public cloud growth, and how hyperscaler buildout and sovereign cloud models will reshape competitive dynamics. Grounded in IDC survey insights and forecasts through 2029, it delivers actionable guidance to cloud providers on where to double down, how to differentiate, and how to convert AI-driven cloud momentum into lasting business value.

U.S. Printer and MFP Page Volume Forecast, 2026-2029

Geoffrey Wilbur — Thu, 05 Mar 2026 05:00:00 GMT

This IDC presentation provides the forecast for the U.S. printer and MFP page volume market. It provides an in-depth look at the U.S. installed base and page volume forecasts for the inkjet and laser MFP segments. The installed base, average monthly page volumes, and total annual page volumes are forecast for 2026–2029. This presentation includes both office and production pages.

"Page volume resumed its steady, low-single-digit decline in 2025 as the adoption of paperless processes continues to exert downward pressure on print volume. Still, printing remains a critical part of the work process, and the combined printer/MFP market remains massive as it is still expected to generate nearly 900 billion pages of output annually in the United States by 2029." — Geoffrey Wilbur, research manager, Imaging, Printing, and Document Solutions, IDC

Worldwide Mobile Phone, Tablet, and PC Processor Market Shares, 3Q25

Phil Solis — Thu, 05 Mar 2026 05:00:00 GMT

This IDC Pivot Table data allows for comparison of the performance of the mobile phone application processor, media tablet application processor, and PC microprocessor markets and a view of processor vendors across all primary client devices.

The following data is provided quarterly starting from 1Q16:

Market size in units
Vendor shares in units
Market size in revenue
Vendor shares in revenue

Segments include:

Discrete application processor — mobile phone
Integrated baseband processor — mobile phone
Tablet application processor -- media tablets (non-PC)
PC microprocessor — desktop PC
PC microprocessor — mobile PC