New York, January 29, 2026, 14:57 EST — During regular session
- T-Mobile shares rose roughly 1% in afternoon trading amid a broader uptick in U.S. telecom stocks
- Investors will turn to Verizon’s Friday results for new insights on pricing and churn
- T-Mobile’s Feb. 11 earnings report and updated guidance will be the next key catalyst for TMUS
T-Mobile US shares gained 1.2%, hitting $188.46 in afternoon trading Thursday, bouncing back alongside other telecom stocks after a volatile week shaped by earnings reports. AT&T jumped 3.6%, while Verizon rose 1.4%.
Timing is key. Investors are zeroing in on wireless carriers, trying to figure out if promotions are actually attracting new customers or merely moving them between networks—and if churn is rising as consumers tighten their budgets.
T-Mobile announced it will release its fourth-quarter and full-year 2025 results on Feb. 11 in New York. CEO Srini Gopalan and his team are set to provide updated financial targets for 2026 and 2027 during the event. (T-Mobile)
Verizon, the biggest U.S. wireless carrier by subscriber count, kicks off earnings season. The company will release its fourth-quarter 2025 results on Friday, Jan. 30, followed by a webcast at 8:00 a.m. Eastern. (Verizon)
AT&T’s tone has dominated the telecom headlines this week. On Wednesday, the company projected 2026 profits that beat market forecasts, fueled by fiber network growth and spectrum acquisitions. Bundling services, the CEO said, is helping boost customer retention. John Stankey revealed the company aims “to reach over 40 million customer locations with our fiber services by the end of this year.” (Reuters)
Broader markets held steady. The Federal Reserve kept rates unchanged Wednesday, with Chair Jerome Powell calling the economic outlook “clearly improving.” Investors, however, remained cautious, watching oil prices and geopolitical tensions. (Reuters)
However, the downside remains clear. Heavy promotions on new devices and aggressive retention deals might boost subscriber numbers but at the cost of profits. Churn — the rate at which customers quit — can spike unexpectedly once price hikes hit their bills. (Barron’s)
T-Mobile’s investor checklist remains steady: tracking postpaid phone net adds, service revenue trends, and the tone management takes on pricing. But the Feb. 11 target update cranks up the pressure, casting a sharper spotlight on longer-term assumptions.
Traders keep an eye on free cash flow—the cash remaining after expenses and capital spending—since it drives buybacks and dividends and usually impacts telecom stocks more than one-time accounting items do.
Friday’s Verizon report is the next big catalyst, with the potential to shift the group’s tone. After that, focus moves swiftly to T-Mobile’s Feb. 11 earnings and capital markets day update.
