T-Mobile Pairs FWA with Starlink

T-Mobile and Verizon are taking wildly different approaches to 5G: Verizon is going all-in, blanketing cities with ultrafast “mmWave” spectrum and snapping up fiber networks, while T-Mobile is picking its spots—using mmWave only where it pays off, like at the Kentucky Derby and upcoming PGA Championship, and building out fiber through joint ventures. The stakes are huge. When customer churn and spending collide, only one strategy will look smart: will it be Verizon’s big investment for headline speeds everywhere, or T-Mobile’s focus on profitable, targeted upgrades?

But here’s the catch. T-Mobile isn’t just demoing new tech—they’re quietly weaving mmWave into stadiums and private networks, while using Starlink satellites and smarter, faster disaster recovery to bolster resilience. Still, these upgrades are expensive, and unless they lock in enterprise sales and government contracts, the cost could outweigh the benefit. Meanwhile, T-Mobile just closed its UScellular deal, rolling out aggressive promos to win over 4 million new customers, and is launching a prepaid eSIM pass for travelers—moves designed to boost growth but which bring their own churn risks.

Behind it all, new CEO Srini Gopalan is changing what T-Mobile discloses, making it trickier to track core growth numbers. Featuring insights from T-Mobile’s Scott Jacka and reporting from RootMetrics and Recon.

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