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From TMUS earnings calls
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08:30
Feb 11 ◎
Srini Gopalan President and Chief Executive Officer, T-Mobile US, Inc. TMUS Q4 FY25 call
T-Mobile bundles Apple TV+ in its premium plans, leveraging content to differentiate its value proposition.
AAPL
HIGH
08:00
Oct 23 ◎
Srini Gopalan Chief Operating Officer & Incoming CEO, T-Mobile US, Inc. TMUS Q3 FY25 call
T-Mobile’s iPhone upgrade digital adoption hit 75%, driven by Intent CX AI partnership with OpenAI — indicating AI is already materially affecting customer acquisition costs. — Higher digital adoption reduces store traffic and labor costs, while improving customer experience, potentially causing a structural advantage in subscriber acquisition cost (SAC) versus competitors.
AAPL
HIGH

About AAPL Analyst Coverage

Buzzberg tracks AAPL (Apple Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Srini Gopalan.