Peter Osvaldik on pricing strategy
From T-Mobile US Inc ($TMUS) Q1 2026 Earnings Call · · Castify Earnings Call
“The way we think about pricing power and pricing as a whole is ARPU growth, right? We don't We don't tend to fixate on one number. We We We love the fact that our back book is actually at a lower price than our front book. Simply put, that our existing customers pay less than you. That's rare in an annuity business, and it creates incredible dynamics, right? Because that means as you bring on customers, you're growing ARPU as well as volume. You're growing value as well as volume.”
On , Peter Osvaldik, Executive VP & CFO at T-Mobile Us Inc, spoke about pricing strategy during T-Mobile US Inc ($TMUS) Q1 2026 Earnings Call on Castify Earnings Call.
About Peter Osvaldik
Peter Osvaldik, as CFO of T-Mobile US, participated in the company's quarterly earnings calls from Q1 2025 through Q1 2026. During these calls, he discussed the company's financial performance and strategy. In Q2 2025, Osvaldik announced an agreement to divest T-Mobile's 800 MHz licenses to Grain Management for $2.9 billion in cash and all of Grain's 600 MHz licenses, and he raised the company's full-year guidance for core adjusted EBITDA to between $33.3 and $33.7 billion. In Q4 2025, he stated that T-Mobile was accelerating its Q1 share buybacks to $5 billion and noted that Deutsche Telekom was not planning to sell any T-Mobile US shares in 2026. In Q1 2026, Osvaldik said the company was not interested in pursuing cable acquisitions, describing its strategy as "attacking incumbents rather than becoming an incumbent." Osvaldik also addressed pricing and customer value on multiple calls. He stated that T-Mobile's existing customers pay between 12% and 15% less than AT&T and Verizon's customers, and that the company aims to protect its "best value" position. He said the company does not "fixate on one number" regarding pricing and that any pricing moves would be "more for more" changes that give customers additional benefits. On the topic of tariffs, he said in Q1 2025 that if tariffs were implemented, the customer would "wind up having to bear that cost," which could lead to a slowdown in upgrade rates.