T-Mobile Projects 10% EBITDA Growth as Charter’s Spectrum Launches WiFi 7 Backup Service
T-Mobile forecasts 2026 core adjusted EBITDA up 10% year-over-year with stable capital expenditure, driven by robust postpaid ARPU and broadband customer growth. Rival Charter's Spectrum unit lost 119,000 broadband subscribers in Q4 2025 and introduced Invincible Wi-Fi—a WiFi 7 service with 5G and battery backup—to stem cancellations.
1. T-Mobile Forecasts 10% EBITDA Growth for 2026
T-Mobile is guiding core adjusted EBITDA to rise 10% year-over-year in 2026 on stable capital expenditure, underpinned by strong postpaid ARPU increases and growth in broadband subscribers during Q4 2025. Management noted resilient top-line momentum despite cost and expense control challenges.
2. Spectrum Loses 119,000 Broadband Subscribers and Launches WiFi 7
Charter’s Spectrum unit reported a net loss of 119,000 internet customers in Q4 2025 after a $2 monthly rate hike on older plans. To win back churned users, Spectrum rolled out Invincible Wi-Fi, the industry’s first WiFi 7 service combining 5G cellular backup and up to eight hours of battery power for uninterrupted connectivity.
3. Competitive Implications for TMUS Fixed Wireless Internet
Spectrum’s new WiFi 7 offering with 5G and battery backup intensifies competition in key broadband markets. T-Mobile’s 5G home internet service may benefit by targeting consumers frustrated with traditional wired providers, leveraging its network coverage and flexible pricing to capture churned Spectrum customers.