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T-Mobile US, Inc. (TMUS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

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T-Mobile US, Inc. (TMUS) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 7:50 PM EST

Company Participants

Srinivasan Gopalan – CEO, President & Director

Conference Call Participants

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Benjamin Swinburne – Morgan Stanley, Research Division

Presentation

Benjamin Swinburne
Morgan Stanley, Research Division

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Okay. Hello, everybody. I’m Ben Swinburne, Morgan Stanley’s telecom and media analyst. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. Excited to welcome back to the conference, but for the first time up on stage the CEO of T-Mobile, Srini Gopalan. Srini, thank you so much for coming.

Srinivasan Gopalan
CEO, President & Director

Thanks for having me here, Ben. And before we get started, I’m supposed to draw our attention to that safe harbor statement, which I think has disappeared now. Yes.

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Benjamin Swinburne
Morgan Stanley, Research Division

There it is.

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Srinivasan Gopalan
CEO, President & Director

With that in mind, especially the forward-looking statements.

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Question-and-Answer Session

Benjamin Swinburne
Morgan Stanley, Research Division

All right, we’ll do that. So what I think we’re basically, what, just over 4 months into your tenure as CEO. Business is obviously performing well. Maybe talk a little bit about your strategic priorities for the company. What are you and the team really focused on right now at T-Mobile?

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Srinivasan Gopalan
CEO, President & Director

So look, where we are today, we’re a great business. And the foundation of that has been differentiation. And that’s most visible when you look at our NPS, right? Our NPS is 20%, 25% higher than anyone in the industry. And the source of that differentiation and the foundation we’re building on is the fact that we have the best network, which hasn’t always been true, but is today, the best value and the best experience. And that fundamentally is our differentiation. So when customers come to us, they don’t need to make a trade-off, right? They get all

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