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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.

2026 Enterprise Connectivity Investment Analysis by Region — Fixed Connectivity

Paul Hughes — Sun, 08 Mar 2026 05:00:00 GMT

This IDC Tech Buyer Presentation takes a closer look at enterprises' fixed-line and wired connectivity investment expectations worldwide for 2026. The data in this presentation comes from IDC's 2025 Future Enterprise Connectivity Infrastructure and Services Survey, conducted among 758 respondents in 18 countries worldwide across IT and lines of business, all with connectivity budget and decision-making capabilities.

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.

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.

IDC Survey: Canadian Enterprise TV Market Update, 2025–2029

Praveen Datta — Thu, 05 Mar 2026 05:00:00 GMT

This IDC Survey examines results from IDC Canada's survey of over 360 Canadian businesses in July 2025, across all business sizes, to capture business sentiment on communications spending.

This IDC Survey provides an overview on the status of enterprise TV services in Canada. It addresses the current state of paid TV use by Canadian businesses by video type. It examines the current level of adoption of cable, IPTV, satellite, and OTT video by business size segments. It also provides a view of average spend per business on their subscription video services. In addition, it provides a forecast for subscribers of cable, IPTV, and satellite services as well as a revenue forecast for those three video services for Canadian businesses subscribing to video services.

This presentation should be used as an extension of IDC Canada's annual communications services forecast (see Canadian Communications Services Forecast, 2025–2029, IDC #CA52253325, June 2025).

There is a considerable volume of data from our surveys beyond what is provided in this presentation, and more detailed cross-tabs can also be provided. We encourage you to contact your IDC account representative if you have any specific questions about a market or segment of interest.

Apple Introduces $599 MacBook Neo, Expanding Its Reach Downward into the Entry-Level Notebook Market

Tom Mainelli — Wed, 04 Mar 2026 05:00:00 GMT

Apple has introduced the MacBook Neo, its first new Mac priced at $599 and $499 for education, marking a significant move into the sub-$600 notebook market. At a time when memory costs are rising across the PC ecosystem, Apple's aggressive pricing, modern design, and ecosystem strength position the MacBook Neo to reshape competition in both consumer and education segments.

2026 Enterprise Connectivity Investment Analysis by Region — Wireless/Mobile

Paul Hughes — Mon, 02 Mar 2026 05:00:00 GMT

This IDC Tech Buyer presentation takes a closer look at the wireless connectivity investment expectations by enterprises worldwide for 2026. Data in this presentation comes from IDC's 2025 Future Enterprise Connectivity Infrastructure and Services Survey, with 758 respondents from 18 countries worldwide across IT and line of business, all with connectivity budget and decision-making capabilities.

Emerging Trends in the U.S. Mobile Market for 2026

Pahul Singh, Jitesh Bhayani — Mon, 02 Mar 2026 05:00:00 GMT

This IDC Market Perspective highlights the key developments that are anticipated to influence the mobile services landscape in the United States throughout the year. The U.S. mobile market in 2026 is defined by intensified consolidation, fiber wireless convergence, and strategic partnerships, with the "Big Three" carriers expanding spectrum and rural coverage. Cable operators are entering enterprise mobility via MVNO deals, while satellite direct-to-device connectivity and network slicing are set to reshape service offerings. Telcos are leveraging AI infrastructure to drive new revenue streams, and providers must prioritize security, convergence, and advanced 5G capabilities to sustain growth and differentiate in a mature, competitive landscape.

"As consolidation and fiber wireless convergence reshape the U.S. mobile market, the key question for 2026 is whether innovation will thrive or stagnate as the 'Big Three' redefine competition, connectivity, and enterprise opportunities," says Pahul Preet Singh, senior research analyst, Mobile and IoT Communication Services, IDC.

IDC Survey: 2025 Enterprise Communications Services Survey — Enterprise Networking Trends

Courtney Munroe — Mon, 02 Mar 2026 05:00:00 GMT

The IDC Survey provides key trends on the current usage of enterprise wide area networking in the United States, Canada, and the United Kingdom as well as related priorities and challenges. AI-driven analytics, network performance, and security remain key enterprise priorities. Security risks, hybrid multicloud architectures, and skills gaps are pushing enterprises to rely more heavily on managed services.

5G Predictions/Trends for 2026 in Europe

Alejandro Cadenas — Fri, 27 Feb 2026 05:00:00 GMT

This IDC Market Perspective details trends about 5G and mobile network monetization across Europe that provide evidence of a sector approaching a structural inflection point by 2026. The analysis shows that technologies such as 5G standalone, private wireless, edge computing, open APIs, AI-native operations, eSIM and iSIM, RedCap, and non-terrestrial networks are no longer emerging in isolation but converging into a programmable, service-aware connectivity fabric. As this convergence accelerates, the economic model of the network shifts away from volume-based access toward outcome-driven monetization, where attributes such as latency, reliability, proximity, coverage continuity, and embedded intelligence become directly billable. In this environment, the mobile network evolves from static infrastructure into a platform, and competitive advantage increasingly depends on the ability to combine and commercialize capabilities coherently rather than deploy them independently.

Within this context, the key recommendations presented in this document are deliberately pragmatic. The European market has moved beyond experimentation, and the primary challenge for service providers and technology vendors is now execution at scale. Meaningful revenue growth will not be driven by a single breakthrough application but by the disciplined commercialization of complementary use cases, supported by partnerships designed for delivery, repeatability, and shared accountability. Operators and vendors are encouraged to focus on vertical-specific propositions, API-led programmability, and outcome-based commercial models that translate technical readiness into measurable enterprise value.

"The next wave of telecom growth will not be built on more bandwidth but on how precisely the network can be invoked, priced, and trusted," says Alejandro Cadenas, associate vice president of European Telco Mobility and IoT Research at IDC.