T-Mobile has said it will continue to explore M&A opportunities to expand its fiber network.
In the company's earnings call this week, Srini Gopalan, CEO of T-Mobile, outlined plans for the carrier to raise its fiber footprint across the US.
The telco is playing catch-up in this respect, with rivals AT&T and Verizon boasting much larger broadband bases.
However, as its two main rivals push on to acquire more fiber companies, T-Mobile has followed suit, notably sealing its acquisition of Lumos in April as part of a joint venture with EQT Infrastructure, along with its fiber JV acquisition of Metronet a few months later.
Through these partnerships, T-Mobile said it will reach 12 to 15 million households with fiber by the end of 2030. By the end of the decade, the carrier expects to hit between 3-4 million fiber subscribers.
It's not known what the current figure is, with T-Mobile not disclosing the figure.
FWA focus
The company instead lumps its fiber figures with its 5G FWA (Fixed Wireless Access) services, another area the carrier sees as a key opportunity. FWA is seen as one of 5G's biggest success stories.
Unlike fiber or cable, FWA delivers broadband Internet to a fixed location using radio signals. It’s often used in locations where it’s difficult to lay physical cable.
At present, the carrier has around 8.5 million FWA customers, a number that the company expects to reach 15 million by 2030.
In the final quarter of last year, T-Mobile added of 495,000 FWA 5G broadband customers, though this was a decrease from 506,000 adds the previous quarter, though up year-on-year.
"We expect just based on our current assets, to scale to 12 million to 15 million homes passed, and three to four million customers by 2030, which would leave us with a broadband business of 18 to 19 million customers largely built over a seven-year period," said Gopalan, who took over as CEO in November.
Rival carriers AT&T and Verizon have been clearer about their respective fiber targets, with the former aiming to reach 60 million locations by 2030. Gopalan, however, explained that T-Mobile isn't approaching the market in this way.
"So on fiber, our view on this has been clear. We see fiber as a real opportunity to create customer and equity value. We're not targeting a number, certainly not targeting a number of homes passed," he said. "So we're not kind of keen on how much fiber lies outside multiple buildings. We're keen on building a business that creates equity value and creates value for customers.
"Are we open to more assets? Yes. They need to be at the right price," said Gopalan when asked if T-Mobile will look to add to its fiber JV acquisitions.
6G could open up Edge AI opportunities
During the call, Gopalan also touched on 6G, the next generation of mobile technology, noting that it has the potential to drive "multiple possibilities" for the carrier.
"Our 5G superiority has driven a lot of the industry-leading growth. And we're not standing still. 6G opens up multiple possibilities for us. Whether that's AI, physical AI, Edge AI, and we're right there defining the standards of 6G," he said.
He added that the company sees potential for monetization at the Edge of the network in the future, though didn't specify further.
To support the carrier's AI and Edge ambitions, T-Mobile introduced a recorded message from Nvidia CEO Jensen Huang during the call.
According to Huang, "AI will be distributed at the Edge."
"Present at the location and understand the logic of the physical world. This is where AI RAN and 6G change everything. The radio network becomes a distributed AI. T-Mobile US has recognized this shift," he said.
Ending the year on a high
For the quarter, T-Mobile reported strong subscriber growth, adding 2.4 million postpaid net customers in Q4 2025 and 7.8 million for the full year.
The carrier also added 261,000 postpaid net account additions in Q4 2025 and 1.2 million in 2025. In total, T-Mobile's customer base increased to 142.4 million.
As for total services revenue, T-Mobile reported an increase of 10 percent year-on-year to $18.7 billion in Q4 2025 and eight percent YoY to $71.3bn for the full year.
Total net income for the quarter was $2.1bn, which dropped 29.5 percent YoY, though T-Mobile pointed out that this included the impact of severance and related costs associated with the 2025 workforce transformation and reinvestment initiative. Total net income for the year was $11bn.
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