Verizon’s $100 Four-Line Plan and Free iPhone 17 Deals Pressure T-Mobile
Verizon launched a four-line plan for $100 per month and offered a free iPhone 17 or Galaxy S25 with new line additions, intensifying device-centric competition in Q4 2025. These promotions coincided with T-Mobile’s postpaid phone churn rising to 1.02% and net adds dropping to 962,000 versus analysts’ 981,330 forecast.
1. Verizon’s Aggressive Promotional Offers
Verizon rolled out a four-line plan for $100 per month and bundled free iPhone 17 or Galaxy S25 handsets with new line activations, aiming to capture price-sensitive consumers and generate headline growth through device-centric incentives.
2. Effects on T-Mobile’s Postpaid Metrics
In the fourth quarter of 2025, T-Mobile added 962,000 postpaid phone customers—below the 981,330 analyst consensus—and saw churn climb to 1.02%, a 13-basis-point increase quarter-on-quarter, as Verizon’s enhanced trade-in and subsidy deals attracted switchers.