T-Mobile Shares Drop: What’s Behind the Earnings-Related Market Concerns?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy T?
Source: Barron's
- T-Mobile Earnings Report: T-Mobile US reported weaker-than-expected earnings for the fourth quarter.
- Customer Sign-Ups: The company experienced fewer customer sign-ups than anticipated, contributing to the decline in stock value.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy T?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on T
Wall Street analysts forecast T stock price to fall
15 Analyst Rating
8 Buy
5 Hold
2 Sell
Moderate Buy
Current: 28.800
Low
20.00
Averages
28.27
High
33.00
Current: 28.800
Low
20.00
Averages
28.27
High
33.00
About T
AT&T Inc. is a holding company. The Company is a provider of telecommunications and technology services globally. The Company’s segments include Communications and Latin America. The Communications segment provides wireless and wireline telecom and broadband services to consumers located in the United States and businesses globally. The business units of the Communication segment include Mobility, Business Wireline, and Consumer Wireline. Mobility provides nationwide wireless service and equipment. Business Wireline provides advanced Ethernet-based fiber services, Internet Protocol (IP) Voice and managed professional services, as well as legacy voice and data services and related equipment, to business customers. Consumer Wireline provides broadband services, including fiber connections. Consumer Wireline provides legacy telephony voice communication services. The Latin America segment provides wireless services and equipment in Mexico.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
T-Mobile Launches Real-Time Translation Service to Combat Competition
- Increased Customer Churn: T-Mobile's latest earnings report reveals a postpaid phone churn rate of 1.02% in Q4 2025, up 0.13% from Q3, indicating accelerated customer losses amid fierce competition, which could negatively impact future revenues and market share.
- New Service Testing: T-Mobile is testing a real-time translation tool embedded in its wireless network, capable of translating conversations in over 50 languages across 215 countries, aimed at enhancing customer retention by eliminating language barriers and reducing churn.
- Intensified Market Competition: As T-Mobile faces aggressive promotions from Verizon and AT&T, its price hikes and plan changes may drive more consumers to seek alternatives, especially under economic pressures, with 90% of consumers open to considering lower-priced options.
- Leading Customer Satisfaction: Despite T-Mobile achieving the highest customer satisfaction score among traditional carriers at 631, it still falls short of mobile virtual network operators (MVNOs) that offer cheaper plans, which average a satisfaction score of 630, highlighting competitive pressures in pricing and service experience.
See More
SpaceX Plans 2026 IPO, Intensifying Competition
- IPO Valuation Impact: SpaceX is set to hold an IPO in 2026 with an expected valuation of $1.5 trillion, significantly enhancing its competitive edge, particularly against rivals like ULA and Rocket Lab, who will face increased pressure.
- Starlink User Growth: The Starlink business has surpassed 9.2 million paying customers and generates over $10 billion in annual revenue, indicating strong growth potential in the satellite internet market and solidifying its market leadership.
- DTC Satellite Expansion: SpaceX has launched 650 satellites for its direct-to-cell (DTC) service, covering 22 countries and becoming the largest 4G coverage provider globally, showcasing rapid expansion in the telecommunications sector.
- Infrastructure Competition: The number of Starlink
See More
SpaceX Plans IPO in 2026, Threatens Competitors
- IPO Plans: SpaceX is set to conduct an initial public offering (IPO) in 2026, with a projected valuation of $1.5 trillion, significantly enhancing its competitive edge in the space launch market, particularly against rivals like United Launch Alliance and Rocket Lab.
- Starlink DTC Growth: SpaceX's Starlink DTC business now covers over 12 million users across 22 countries, generating more than $10 billion in annual revenue, showcasing rapid expansion potential in the telecom sector, with a total addressable market projected at 400 million users.
- Infrastructure Competition: Starlink DTC is not only competing with AT&T and Verizon in wireless communications but is also expanding into internet backhaul services by activating 20 community gateways, which could reshape regulatory frameworks in the telecom industry.
- Market Impact: The impending IPO and rapid growth of Starlink DTC may exert significant pressure on AST SpaceMobile and its partners, especially as they have yet to launch beta services, indicating that SpaceX is swiftly establishing a dominant market position.
See More
Robert Herjavec Reflects on Success and Wealth
- Hollow Wealth: Robert Herjavec reflects on the emptiness of wealth, noting that despite building companies worth tens of millions and spending nearly two decades on 'Shark Tank,' true fulfillment remains elusive.
- Impact of Immigrant Background: Arriving in Canada as an eight-year-old immigrant from Croatia, Herjavec did not perceive poverty until classmates labeled him as such, shaping his belief that poverty and abundance are learned mindsets rather than fixed identities.
- Comparison Struggles: An exchange with billionaire Mark Cuban made Herjavec realize that material upgrades do not equate to satisfaction, prompting him to reassess his motivations for success and the pressures of comparison.
- Rediscovering Joy: After personal challenges, including a painful divorce and depression, Herjavec emphasizes the importance of joy and purpose in life, stating that true success lies in inner fulfillment rather than material possessions.
See More
How Verizon, AT&T, and T-Mobile Are Outperforming the Market in 2026
Strong Performance of U.S. Telecom Giants: Verizon, AT&T, and T-Mobile have shown impressive returns in 2026, outperforming the S&P 500 index, with Verizon leading at 23%, followed by AT&T at 18% and T-Mobile at 6%.
Verizon's Earnings Report: Verizon reported significant earnings gains, with a 12% stock increase following its latest earnings report, which exceeded expectations in sales growth and earnings per share.
AT&T's Growth Strategy: AT&T's fiber-optic service continues to thrive, contributing to its revenue growth, with a notable increase in postpaid wireless subscribers and a strong dividend yield of 3.8%.
T-Mobile's Future Outlook: T-Mobile has announced optimistic projections for 2027, expecting substantial revenue growth and a solid increase in net additions, despite some short-term weaknesses in subscriber growth.
See More
Rep. Lisa McClain Invests in Humanoid Robotics Firm Apptronik
- Investment Activity: Rep. Lisa McClain recently disclosed her spouse's investment of $50,000 to $100,000 in Apptronik, highlighting her active engagement in private company investments, which reflects the close scrutiny of trading activities by Congress members.
- Funding Injection: Apptronik announced a $520 million Series A-X funding round, extending a previously oversubscribed $415 million round in 2025, bringing total commitments to over $935 million, which will be used to ramp up production of its Apollo humanoid robot.
- Market Competition: As Apptronik plans to expand its global deployment network and accelerate its time to market, it faces competition from Chinese humanoid robotics firms, underscoring its strategic significance in the rapidly evolving robotics market.
- Investment Returns: McClain achieved a 37% return on her investment portfolio in 2025, significantly outperforming the S&P 500's 16.6% gain, indicating her investment strategy is yielding strong results in the current market environment.
See More
T-Mobile Launches Real-Time Translation Service to Combat Competition
- Increased Customer Churn: T-Mobile's latest earnings report reveals a postpaid phone churn rate of 1.02% in Q4 2025, up 0.13% from Q3, indicating accelerated customer losses amid fierce competition, which could negatively impact future revenues and market share.
- New Service Testing: T-Mobile is testing a real-time translation tool embedded in its wireless network, capable of translating conversations in over 50 languages across 215 countries, aimed at enhancing customer retention by eliminating language barriers and reducing churn.
- Intensified Market Competition: As T-Mobile faces aggressive promotions from Verizon and AT&T, its price hikes and plan changes may drive more consumers to seek alternatives, especially under economic pressures, with 90% of consumers open to considering lower-priced options.
- Leading Customer Satisfaction: Despite T-Mobile achieving the highest customer satisfaction score among traditional carriers at 631, it still falls short of mobile virtual network operators (MVNOs) that offer cheaper plans, which average a satisfaction score of 630, highlighting competitive pressures in pricing and service experience.
See More
SpaceX Plans 2026 IPO, Intensifying Competition
- IPO Valuation Impact: SpaceX is set to hold an IPO in 2026 with an expected valuation of $1.5 trillion, significantly enhancing its competitive edge, particularly against rivals like ULA and Rocket Lab, who will face increased pressure.
- Starlink User Growth: The Starlink business has surpassed 9.2 million paying customers and generates over $10 billion in annual revenue, indicating strong growth potential in the satellite internet market and solidifying its market leadership.
- DTC Satellite Expansion: SpaceX has launched 650 satellites for its direct-to-cell (DTC) service, covering 22 countries and becoming the largest 4G coverage provider globally, showcasing rapid expansion in the telecommunications sector.
- Infrastructure Competition: The number of Starlink
See More
SpaceX Plans IPO in 2026, Threatens Competitors
- IPO Plans: SpaceX is set to conduct an initial public offering (IPO) in 2026, with a projected valuation of $1.5 trillion, significantly enhancing its competitive edge in the space launch market, particularly against rivals like United Launch Alliance and Rocket Lab.
- Starlink DTC Growth: SpaceX's Starlink DTC business now covers over 12 million users across 22 countries, generating more than $10 billion in annual revenue, showcasing rapid expansion potential in the telecom sector, with a total addressable market projected at 400 million users.
- Infrastructure Competition: Starlink DTC is not only competing with AT&T and Verizon in wireless communications but is also expanding into internet backhaul services by activating 20 community gateways, which could reshape regulatory frameworks in the telecom industry.
- Market Impact: The impending IPO and rapid growth of Starlink DTC may exert significant pressure on AST SpaceMobile and its partners, especially as they have yet to launch beta services, indicating that SpaceX is swiftly establishing a dominant market position.
See More
Robert Herjavec Reflects on Success and Wealth
- Hollow Wealth: Robert Herjavec reflects on the emptiness of wealth, noting that despite building companies worth tens of millions and spending nearly two decades on 'Shark Tank,' true fulfillment remains elusive.
- Impact of Immigrant Background: Arriving in Canada as an eight-year-old immigrant from Croatia, Herjavec did not perceive poverty until classmates labeled him as such, shaping his belief that poverty and abundance are learned mindsets rather than fixed identities.
- Comparison Struggles: An exchange with billionaire Mark Cuban made Herjavec realize that material upgrades do not equate to satisfaction, prompting him to reassess his motivations for success and the pressures of comparison.
- Rediscovering Joy: After personal challenges, including a painful divorce and depression, Herjavec emphasizes the importance of joy and purpose in life, stating that true success lies in inner fulfillment rather than material possessions.
See More
How Verizon, AT&T, and T-Mobile Are Outperforming the Market in 2026
Strong Performance of U.S. Telecom Giants: Verizon, AT&T, and T-Mobile have shown impressive returns in 2026, outperforming the S&P 500 index, with Verizon leading at 23%, followed by AT&T at 18% and T-Mobile at 6%.
Verizon's Earnings Report: Verizon reported significant earnings gains, with a 12% stock increase following its latest earnings report, which exceeded expectations in sales growth and earnings per share.
AT&T's Growth Strategy: AT&T's fiber-optic service continues to thrive, contributing to its revenue growth, with a notable increase in postpaid wireless subscribers and a strong dividend yield of 3.8%.
T-Mobile's Future Outlook: T-Mobile has announced optimistic projections for 2027, expecting substantial revenue growth and a solid increase in net additions, despite some short-term weaknesses in subscriber growth.
See More
Rep. Lisa McClain Invests in Humanoid Robotics Firm Apptronik
- Investment Activity: Rep. Lisa McClain recently disclosed her spouse's investment of $50,000 to $100,000 in Apptronik, highlighting her active engagement in private company investments, which reflects the close scrutiny of trading activities by Congress members.
- Funding Injection: Apptronik announced a $520 million Series A-X funding round, extending a previously oversubscribed $415 million round in 2025, bringing total commitments to over $935 million, which will be used to ramp up production of its Apollo humanoid robot.
- Market Competition: As Apptronik plans to expand its global deployment network and accelerate its time to market, it faces competition from Chinese humanoid robotics firms, underscoring its strategic significance in the rapidly evolving robotics market.
- Investment Returns: McClain achieved a 37% return on her investment portfolio in 2025, significantly outperforming the S&P 500's 16.6% gain, indicating her investment strategy is yielding strong results in the current market environment.
See More
