TMUS · Earnings call · 2026Q3T · Full report

Broadband Customer Growth

T-Mobile US, Inc. · 2026-10-28 · Importance 38 · Surprise 24

T-Mobile said FWA momentum remained strong and that it was tracking ahead of pace toward 15 million customers by 2030. Management reported year-over-year and sequential growth in FWA ARPU, and said the company had industry-leading FWA net additions in Q3. T-Mobile described its 5G broadband as offering near-fiber-like download speeds and said it had the highest NPS of any broadband connectivity category, including fiber. Its fiber business had approximately 20% 12-month penetration, accelerating customer growth, and remained on track toward 3 million to 4 million customers by 2030.

Key facts

• T-Mobile said its 5G investment enabled a fallow-capacity business targeting 15 million FWA customers by the end of the decade.
• T-Mobile is tracking well ahead of the pace to reach 15 million 5G broadband customers by the end of the decade.
• T-Mobile's fiber business had approximately 20% 12-month penetration, with customer growth accelerating sequentially and year over year.
• T-Mobile said its 5G broadband customers have the highest NPS of any broadband connectivity category, including fiber.
• T-Mobile said it had industry-leading FWA net additions in Q3, while it does not disclose FWA line net additions.
• Q3 5G broadband ARPU grew year over year and sequentially.