T · News · 20260817N

Competition and New Entrants

AT&T INC. · 2026-08-17 · Importance 17 · Surprise 24

An analyst downgraded T-Mobile to Peer Perform, citing increasing competitive pressure from AT&T, Verizon, cable companies and Starlink. The commentary points to enhanced competitor offers as a challenge to T-Mobile’s growth and investor expectations, indicating a more promotional U.S. wireless market. Starlink’s satellite connectivity was identified as an emerging competitive threat, although T-Mobile’s CEO emphasized the company’s existing Starlink partnership.

Key facts

• A Wolfe Research analyst, Peter Supino, downgraded T-Mobile citing increasing competitive pressures from AT&T among other competitors. source
• An analyst downgraded T-Mobile due to increasing competitive pressure from AT&T and Verizon. source