T-Mobile Executive Sells Shares Worth 160 Billion Won, Unveils AI and Broadband Growth Strategy

T-Mobile US (NASDAQ: TMUS) raised its medium- and long-term growth outlook at its Q4 2025 earnings release and Capital Markets Day. At the same time, board member Raul Marcelo Claure sold 550,000 shares through Claure Mobile LLC at an average price of $217.57 per share, realizing approximately $119.7 million (around KRW 160 billion). After this transaction, Claure’s indirect holdings stand at roughly 890,000 shares, valued at about $193.9 million (KRW 260 billion) based on current market prices.

T-Mobile reported Q4 service revenue of approximately $18.7 billion, full-year growth of 8–10%, and adjusted free cash flow of about $18 billion (KRW 23 trillion). The company reiterated targets of 18–19 million broadband customers by 2030 and up to $20.5 billion in adjusted free cash flow by 2027. It also outlined a capital allocation plan of roughly $80 billion (KRW 100 trillion) through 2027 and announced it will accelerate its share repurchase program in Q1 2026.

Although Q4 net income and subscriber additions slightly missed some consensus estimates, T-Mobile’s stock ticked up on the back of raised 2026–27 earnings guidance and expanded buyback plans. The company is also rolling out new offerings that blend AI and streaming content benefits—such as real-time call translation built directly into its 5G network and family-focused “Better Value” rate plans—to strengthen customer lock-in and attract new subscribers.

Alongside Verizon and AT&T, T-Mobile is one of the “Big Three” US wireless carriers. Since acquiring Sprint, it has expanded its nationwide 5G network and invested heavily in fixed broadband to grow its subscriber base. Raul Claure, who leads the global investment firm Claure Group and serves on T-Mobile’s board, previously held roles as CEO of Sprint and COO of SoftBank.