T-Mobile has lost its focus on the one thing that is important
From 2012-2020 T-Mobile was laser-focused on just one thing, but has since lost that focus.
T-Mobile loses its focus on the most important thing | Image by T-Mobile
What is the plan with T-Mobile? Who is CEO Srini Gopalan trying to appeal to? When former CEO John Legere masterfully took the carrier from dead last among the Big 4 US wireless firms and made it the most innovative and fastest-growing wireless provider in the US, he had a strategy: Attack your competitors and pick on their weak spots while putting your own customers first.
Those who followed T-Mobile closely back then could see Legere's brilliant strategy paying off with every quarterly report, every commercial, even with every hilarious holiday video, and every headline-making antic that Legere pulled off.
T-Mobile's customer service started to decline when Mike Sievert took over as CEO
The malaise that has set in at T-Mobile started during the Mike Sievert reign, and it has continued with Gopalan, who took over as CEO from Sievert on November 1, 2025. It has been a year and Gopalan's moves beg the question, just exactly who is T-Mobile looking to impress?
What has T-Mobile lost its focus on the most?
9 Votes
It surely isn't Wall Street that the carrier is trying to show off to. Since Gopalan became CEO nearly a year ago, T-Mobile's shares have declined 27%. During the same period, Verizon's shares have risen 5%, while AT&T's stock dropped 10%.

T-Mobile CEO Srini Gopalan. | Image by T-Mobile
You might think that T-Mobile had been missing earnings estimates from Wall Street analysts based on that huge year-over-year decline in the stock price. But for the first two quarters of 2026, T-Mobile beat earnings estimates although revenue for each quarter came in slightly below estimates
Gopalan hasn't done anything for T-Mobile subscribers except force 8 million customers to leave their 3G and 4G plans and sign up for a more expensive 5G plan that costs $6 more per month for each voice line and $3-$6 more per month for connected devices and home internet.
T-Mobile forces customers off of grandfathered lines to pay more for 5G
Customers are still upset about being forced to use the T-Life app for every purchase. The digital-first transition means stores are closing and CEO Gopalan said recently that he expects T-Mobile to operate fewer stores while it moves to building larger "Experience stores."
During the carrier's first-quarter earnings call, the executive said, "Over time, our mix shift will lead to fewer doors but more meaningful customer experiences." This is completely different from the strategy under Legere, which was to make T-Mobile accessible everywhere the competition was.
The pressure to perform has hurt T-Mobile's reps, who are forced to meet a list of certain monthly performance targets called metrics. This even includes forcing reps to get a certain number of customers to apply for the Capital One T-Mobile Visa credit card.
"Cramming" and "Slamming" become part of the T-Mobile vocabulary
A combined Deutsche Telekom-T-Mobile would be the highest-valued wireless carrier worldwide
DT wanted to do such a deal as a way to reduce the valuation gap between Deutsche Telekom and T-Mobile. DT currently trades at 13.83 times earnings (on a trailing basis). T-Mobile's trailing P/E ratio is 15.58. DT believes that its shares are undervalued, and combining with T-Mobile could unlock that value.
I'm not going to lie. I don't think T-Mobile has any idea who it is looking to impress. That is apparent, as the carrier has taken a proven consumer-first strategy and is in the process of dismantling it for no reason at all. Only the stock price can see through this bs and you can see which way the stock has been going for the past 18 months.
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