US Big 3 Carriers Ramp Up Promotions Amid Churn Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 21 2026
0mins
Source: Yahoo Finance
- Increased Promotions: The promotional activities among the Big 3 U.S. carriers—AT&T, Verizon, and T-Mobile—have intensified heading into Q2 2026, reflecting heightened competition in the postpaid market as many subscribers exit 36-month financing plans, reducing switching barriers.
- Consumer Value Index: Counterpoint Research's promotional index, scored from 0 to 100, quantifies consumer-facing value, with higher scores indicating increased competitiveness in both postpaid and prepaid segments, driving fierce competition among carriers.
- Enhanced Device Subsidies: The launch of Samsung's Galaxy S26 series has prompted carriers to boost subsidies to maintain competitive offers, with T-Mobile's promotion for the S26 Ultra achieving a top index score of 100, demonstrating a willingness to increase subsidies in response to higher device prices.
- Apple's Pricing Strategy: Apple launched the iPhone 17e at flat pricing year-over-year, with a $100 price cut for the 512GB variant; however, AT&T's unchanged offer led to a decline in its relative competitiveness, while Verizon and T-Mobile enhanced their market position through non-subsidy strategies.
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Analyst Views on TMUS
Wall Street analysts forecast TMUS stock price to rise
21 Analyst Rating
15 Buy
6 Hold
0 Sell
Moderate Buy
Current: 204.250
Low
220.00
Averages
265.42
High
310.00
Current: 204.250
Low
220.00
Averages
265.42
High
310.00
About TMUS
T-Mobile US, Inc. is a provider of wireless communications services, including voice, messaging and data, under its flagship brands, T-Mobile and Metro by T-Mobile, and Mint Mobile, in the United States, Puerto Rico and the United States Virgin Islands. It provides wireless communications services primarily using its 4G Long Term Evolution network and its 5G technology network. It also offers a selection of wireless devices, including handsets, tablets and other mobile communication devices, and accessories for sale, as well as financing through equipment installment plans. Its primary service plan offering is Go5G Plus, which includes unlimited talk, text and data on its network, 5G access at no extra cost, scam protection features and more. In addition to its wireless communications services, the Company also offers high speed Internet, which includes a fixed wireless product that utilizes the excess capacity of its nationwide 5G network. It also provides advertising solutions.
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.
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