T-Mobile US CEO and President Srini Gopalan laid out the carrier's growth strategy, network investments and capital-allocation priorities at the Goldman Sachs Communacopia + Technology Conference, pointing to standalone 5G, flexible device financing and premium-plan adoption as drivers of continued wireless growth. Gopalan said T-Mobile remains on track for 950,000 to 1.05 million postpaid account net additions this year, having reached 500,000 at the midpoint of the year, and cited an 85 basis point year-over-year decline in churn in the prior quarter. On broadband, T-Mobile raised its 2030 fixed-wireless customer target to 15 million from 12 million previously and expects 3 million to 4 million fiber customers, targeting a doubling of its broadband business over the next four years. Gopalan said AI is central to both operations and strategy, citing $2.7 billion in value from AI initiatives and more than $100 million in planned investment in the Magenta AI Institute, and he noted a performance-based multiyear $12,000 grant for all employees representing close to a $1 billion investment. He also discussed the planned CFO transition, saying Peter Osvaldik had intended to leave around mid-2026 before agreeing to remain through the CEO transition, with the timing later shifting toward summer 2027, and that Jessica was selected as incoming CFO.
T-Mobile US Inc$2.7B in AI value, $100M+ Magenta AI Institute investment, ~$1B employee grant, and planned CFO transition
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