C-suite shakeups underscore turbulence in US B2C telecom

The US user telecom services marketplace has go a topsy-turvy space, with nary shortage of barometers signalling uncertainty, with 1 specified indicator the precocious illustration C-suite turnovers announced successful the weeks surrounding the Q3 2025 net cycle.

No little than 4 antithetic nationwide players announced large moves atop their organisations.

Of the 4 large nationwide US telecom players announcing C-suite changes, lone T-Mobile made specified a determination portion besides doing gangbusters concern crossed some mobile and location internet, taking stock successful some segments.

While the authoritative announcement of Srini Gopalan’s promotion to CEO spot lone deed the wires a period anterior to T-Mobile’s October 23rd net call, Gopalan appeared connected the erstwhile fewer net presentations, allowing US investors the accidental to get utilized to a caller voice. This clip out, Gopalan underscored that immoderate of his known prerogatives volition summation prominence successful the quarters ahead, with T-Mobile’s integer translation efforts main connected that list.

The operator’s accent connected the T-Life app – presently sitting astir 90 cardinal installs to day – is simply a fastener to proceed nether Gopalan’s watch. During his opening remarks, Gopalan noted that 3 retired of each 4 upgrades during its preorder model for the iPhone 17 models were digital, with the institution anticipating “an expanding fig of [its] acquisitions” to marque that determination digitally going forward.

In fact, the institution made its adjacent large measurement connected that beforehand w/c 16 November, revealing its ‘Easy Upgrade’ inaugural to let rivals’ subscribers to power to T-Mobile without a store visit. Moreover, the AI-assisted mechanics successful T-Life should let switchers to wrapper up the process successful 15 minutes – arsenic opposed to what could beryllium an hours-long store visit.

Verizon’s Q3 2025 net report, held connected October 29, 2025, marked Dan Schulman’s archetypal telephone arsenic the telco’s caller CEO aft his hasty replacement of Hans Vestberg 3 weeks earlier.

Consequently, the telephone was: (1) abbreviated connected operational details, with much on that enactment promised for its full-year reporting successful January 2026; (2) agelong connected promises to overhaul Verizon’s outgo structure, go-to-market, and lawsuit acquisition portion investing successful maturation opportunities and divesting from bequest offerings; and (3) flush with acknowledgment that the institution has been treading h2o successful bread-and-butter work areas for excessively long.

Any clip a caller CEO comes successful promising a leaner outfit, layoffs are connected the horizon. Reporting from aggregate outlets past week suggested Verizon’s largest-ever culling was imminent; this week, a leaked interior memo from Schulman enactment the layoff full implicit 13,000, with cuts starting November 20, 2025. Verizon won’t beryllium unsocial successful that regard, but Schulman’s directive could mean that its cuts spell the deepest.