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Business philosophy3 Oct 2024
Irwin Jacobs & Andrew Viterbi: Qualcomm's Pioneering Founders
In 1985, Irwin Jacobs and Andrew Viterbi co-founded Qualcomm, a leading company in telecommunications and semiconductor innovation.
T-Mobile US
T-Mobile US (TMUS) investor relations material
T-Mobile US MoffettNathanson's 2026 Media, Internet & Communications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.MoffettNathanson's 2026 Media, Internet & Communications Conference summary13 May, 2026
Corporate governance and strategic focus
Any hypothetical transaction involving Deutsche Telekom would require approval by a majority of disinterested shareholders, as confirmed by legal counsel and independent directors.
Current focus remains on business growth and differentiation rather than speculative corporate activity.
Market segmentation and growth drivers
Growth is strong across urban, rural, and smaller markets, with particular acceleration in top 100 urban markets where network quality is now a key driver.
The highest ever share of new accounts in Q1 cited network quality as the main reason for switching.
Growth is seen across all demographics and geographies, with value, experience, and network quality as core motivators.
Rural and business opportunities
Rural market share is at 24% and growing, supported by targeted network investments and a customer-driven coverage model.
Business segment is in early stages, with double-digit revenue growth expected, driven by solving real business problems and innovative solutions like SuperBroadband.
Clarify DT transaction governance
Is FWA a durable wireline alternative?
How will physical AI drive network demand?
Governance for hypothetical DT transactions
Fallow capacity model for FWA monetization
MVNO outlook for LEO satellite operators
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Latest events from T-Mobile US
- Q1 revenue up 11% to $23.1B, EBITDA up 12%, net income down 15% amid acquisitions and restructuring.TMUS
Q1 202629 Apr 2026 - Record growth, strong governance, and ESG focus headline this year's proxy proposals.TMUSProxy filing27 Apr 2026
- Virtual meeting to vote on directors, auditor, and executive pay set for June 16, 2026.TMUSProxy filing27 Apr 2026
- Widening differentiation, digital transformation, and disciplined growth drive future opportunities.TMUSMorgan Stanley Technology, Media & Telecom Conference 20265 Mar 2026
- Record customer and revenue growth, best network quality, and raised multi-year guidance.TMUSQ4 202511 Feb 2026
- Record Q2 growth, higher guidance, and industry-leading 5G network performance.TMUSQ2 20242 Feb 2026
- Targets 12M 5G broadband customers, $18–$19B free cash flow, and AI-driven growth by 2027.TMUSCMD 202420 Jan 2026
- Targets robust growth and shareholder returns through 5G, AI, and digital-first strategies.TMUSDeutsche Telekom Capital Markets Day19 Jan 2026
- Record postpaid growth and 43% net income jump drove raised 2024 guidance and strong returns.TMUSQ3 202419 Jan 2026
Next T-Mobile US earnings date
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May, 2026
T-Mobile US
Next T-Mobile US earnings date
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference18 May, 2026
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