Srinivasan Gopalan on industry disruption
From T-Mobile US Inc ($TMUS) Q4 2025 Earnings Call · · Castify Earnings Call
“As I look at the industry today I believe we're at another such point where we as an industry have gotten over focused on how free the newest phone is. And we've lost track of some of the incredible things that we bring to the customers in terms of value. And I'm not going to say a lot more about this right now. But we will change that. The Un-carrier will make another move which will take us much more towards the direction of where we create value.”
On , Srinivasan Gopalan, CEO, President & Director at T-Mobile US, spoke about industry disruption during T-Mobile US Inc ($TMUS) Q4 2025 Earnings Call on Castify Earnings Call.
About Srinivasan Gopalan
Srinivasan Gopalan, CEO, President, and Director of T-Mobile US, has recently discussed the company's performance and strategy during earnings calls for the third and fourth quarters of 2025. He stated that T-Mobile is "changing the industry with enormous amounts of innovation" and described the company as "the place customers come when they don't want to make trade-offs." Gopalan said the company expects its initiatives to deliver $1.3 billion in incremental savings in 2026 and $2.7 billion in 2027 relative to 2025, adding that "it's just the beginning of the journey." He also noted that T-Mobile is "not planning currently to sell any T-Mobile US shares in 2026" and that the company is looking at strategic alternatives to deepen its investment. Gopalan emphasized the company's focus on "widening differentiation" driven by "growing network leadership" and "digital transformation." He argued that "one out of every three AT&T and Verizon customers chose them at some point because they were the best network" and that these customers "are paying a premium for something that is simply no longer true," suggesting T-Mobile can "unlock" this opportunity. On technology, Gopalan described 6G as "the connective fabric for physical AI" and said the company is "focused on AI RAN." He also stated that T-Mobile plans to "increase our guidance for 26 and 27," reflecting "core strength in the underlying business."