TMUS · Earnings call · 2026Q3T · Full report

Network Capacity and Reliability

T-Mobile US, Inc. · 2026-10-28 · Importance 57 · Surprise 64

Management said T-Mobile’s median network speeds were approximately 60% to 70% faster than those of its two largest competitors and cited an Opensignal global 5G coverage award. The company said its capacity plans already account for substantial future traffic growth, including increasing uplink demand from AI use and physical AI devices. T-Mobile reported a fivefold increase in traffic over the past five years of its 5G rollout, while speeds more than doubled. It identified radio uplink capacity in dense, busy sectors as an area to monitor and cited 5G Advanced uplink features and spectrum depth as ways to address that demand.

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