Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of TMUS revenue | Skew |
|---|---|---|---|
| SBACSBA Communications Corp | 69.90% | 2.23% | 31× |
| CCICrown Castle Inc. | 35.00% | 1.69% | 21× |
| CCOICogent Communications Holdings, Inc. | 0.30% | <0.01% | 91× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We expect that our churn rate in our U.S. & Canada property segment will continue to be elevated through 2025 due to contractual lease cancellations and non-renewals by T-Mobile US, Inc. ("T-Mobile"), including legacy Sprint Corporation leases, pursuant to the terms of our master lease agreement with T-Mobile (the "T-Mobile MLA") entered into in September 2020.”
FILING10-K0001053507-25-000025cik 0001053507disclosed by AMT
“The service is delivered over a nationwide network with long-term evolution ("LTE") and 5G (where available) coverage through our network partners, including our infrastructure-based mobile virtual network operator ("MVNO") agreement with T-Mobile U.S., Inc. ("T-Mobile").”
FILING10-K0001702780-26-000013cik 0001702780disclosed by OPTU
“In September 2023, we entered into a License Purchase Agreement with Comcast Corporation and its affiliate, Comcast OTR1, LLC (together with Comcast Corporation, "Comcast") pursuant to which we will acquire spectrum in the 600 MHz band in exchange for total cash consideration of between $1.2 billion and $3.3 billion.”
FILING10-K0001283699-26-000010cik 0001283699
“Further, at closing, Array and T-Mobile entered into a Master License Agreement (MLA), pursuant to which, among other things, T-Mobile has agreed to license from Array space on towers owned by Array.”
FILING10-K0000821130-26-000012cik 0000821130disclosed by AD
“T-Mobile 35 % 38 % 38 %”
$1.5B relationship21× more of CCI’s book than TMUS’s
basisCCI fy2025 · closed 2025-12 $4.3BTMUS fy2025 · closed 2025-12 $88.3B
FILING10-K0001051470-25-000089
“Under the Commercial Agreement, the Company recorded revenue of $ 2.6 million, $ 14.7 million and $ 23.9 million during the years ended December 31, 2025, 2024 and 2023, respectively.”
FILING10-K0001104659-26-017968cik 0001158324disclosed by CCOI
“These mobile operators include T-Mobile, Verizon Wireless, and AT&T in the United States, Rogers and Telus in Canada, and various companies in other vertical markets.”
FILING10-K0001022652-26-000005cik 0001022652disclosed by INSG
“The remaining decrease of $5.6 million was primarily due to the previously disclosed T-Mobile backhaul revenue churn associated with the decommissioning of the former Sprint network.”
FILING10-K0000354963-26-000125cik 0000354963disclosed by SHEN
“We supply our products to major wireless carriers around the world, including AT&T, T-Mobile, Verizon, Telstra and Vodafone.”
FILING10-K0001736946-26-000031cik 0001736946disclosed by ARLO
“T-Mobile 69.9 % 71.5 % 80.1 %”
$2.0B relationship31× more of SBAC’s book than TMUS’s
basisSBAC fy2025 · closed 2025-12 $2.8BTMUS fy2025 · closed 2025-12 $88.3B
FILING10-K0001034054-25-000002
“At the closing of the T-Mobile transaction, Array and T-Mobile entered into a MLA, pursuant to which, among other things, T-Mobile will lease space on certain additional Array-owned towers for a minimum of 15 years and also commit to 15 year minimum extensions of existing leases for Array-owned towers.”
FILING10-K0001051512-26-000011cik 0001051512disclosed by TDS
“32 % of the Company's towers are leased or subleased or operated and managed under master leases, subleases, or other agreements with T-Mobile (including those which T-Mobile assumed in its merger with Sprint).”
FILING10-K0001051470-25-000089cik 0001051470disclosed by CCI
“As a mobile virtual network operator ("MVNO"), we depended on either T-Mobile or AT&T to provide us with network services under the amended Master Network Services Agreement (as amended, the "MNSA") and Network Services Agreement (as amended, the "NSA"), respectively.”
FILING10-K0001104659-26-021817cik 0001415404disclosed by ECHO
“We also have roaming agreements with each of the three US national wireless network carriers (AT&T, T-Mobile, and Verizon) along with several other wireless service providers.”
FILING10-K0001104659-26-028515cik 0000879585disclosed by ATNI
“On May 30, 2025, we entered into a License and Unit Purchase Agreement with NEWLEVEL IV, L.P. and NEWLEVEL, LLC, both of which are affiliates of Grain Management, LLC ("Grain"), pursuant to which we will sell our 800 MHz spectrum licenses in exchange for cash consideration of $2.9 billion and the receipt of Grain's 600 MHz spectrum licenses, which we are currently utilizing under lease agreements with Grain.”
FILING10-K0001283699-26-000010cik 0001283699
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T-Mobile US, Inc. has 12 disclosed suppliers and 3 disclosed customers. Each one is named in an SEC filing, either T-Mobile US, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
TMUS (T-Mobile US, Inc.) has 12 disclosed suppliers and 3 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: INSG −5.09%, in hardware.
T-Mobile US, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Radiotelephone Communications
Prev close 180.46 · gapped above the open, never looked back. High/low 183.73 at 9:45 am ET, 180.48 at 4:00 pm ET.