Observed Signal · Apr 29, 2026 · Earnings Report · Source: Cord Cutters News · Impact: 4/5 · Sentiment: Positive
T-Mobile Adds 500k+ 5G Home Internet Customers in Q1 2026
T-Mobile reported strong Q1 2026 results, adding more than 500,000 net broadband customers driven by growth in its 5G Home Internet and fiber services. The carrier recorded 217,000 postpaid net account additions, service revenues of $18.8 billion and core adjusted EBITDA of $9.24 billion for the quarter; postpaid ARPA rose to $151.93. Management raised full-year guidance for postpaid net additions, core adjusted EBITDA and free cash flow. T-Mobile said its 5G Home Internet performance—backed by network enhancements, competitive pricing and straightforward setup—helped capture share from legacy cable providers while targeting roughly 15 million 5G broadband customers by 2030 and expanding fiber through joint ventures. Comcast and Charter’s Spectrum were reported to have lost internet customers during the same period.
This is a major carrier's quarterly financial and subscriber report showing large net broadband additions, revenue and EBITDA growth plus raised guidance — results that materially affect broadband market share, network investment trends, and competitive dynamics versus cable incumbents.
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Key Takeaways & Evidence Grounding
- T-Mobile added more than 500,000 net broadband customers in Q1 2026
- T-Mobile reported 217,000 postpaid net account additions in Q1 2026
- T-Mobile's service revenues were $18.8 billion and core adjusted EBITDA was $9.24 billion in Q1 2026
- T-Mobile repurchased $6 billion of shares in the quarter and raised full-year guidance
- T-Mobile targets approximately 15 million 5G broadband customers by 2030 and is investing in fiber joint ventures
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5G and Fiber Add 1M+ Broadband Customers in Q1 2026
In Q1 2026 U.S. broadband shifted toward 5G fixed wireless and fiber as providers using those technologies added over one million net customers while major cable operators lost subscribers. T-Mobile added more than 500,000 broadband customers across 5G home and fiber; AT&T recorded about 584,000 net additions (roughly 292,000 5G home and 292,000 fiber) and said its fiber passed more than 37 million locations; Verizon added 341,000 internet customers driven by fiber and fixed wireless. Comcast and Charter (Spectrum) together lost nearly 185,000 internet customers in the quarter (Comcast –65,000; Spectrum –120,000). The article frames this as a renewed wave of cord-cutting—“Cord Cutting 2.0”—with consumers prioritizing standalone internet (5G/fiber) over legacy cable bundles.
AT&T Adds 646,000 Internet Customers in Q2 2026
AT&T reported strong second-quarter 2026 results driven by home internet growth, adding 367,000 fiber customers and 279,000 5G Home Internet (AT&T Internet Air) subscribers for a total of 646,000 net additions across consumer and business advanced connectivity services. Advanced connectivity revenue rose to $23.5 billion (up 5.1% YoY) with operating income of $7.3 billion and EBITDA of $12.0 billion. AT&T passed an additional 1 million fiber locations during the quarter, bringing its total fiber passings to 38.6 million and targeting more than 40 million by the end of 2026 and 60 million by 2030. The company also added 432,000 postpaid phone subscribers; consolidated revenue was $31.6 billion, adjusted EPS $0.65, and free cash flow $4.7 billion. The company reiterated full-year 2026 guidance and plans for accelerated share repurchases.
US 5G Home Internet Surges as Cable Broadband Declines
A recent Cord Cutters News article and a survey of over 1,200 U.S. cord cutters report rapid adoption of 5G home internet, with more than 17% of respondents using 5G as their primary broadband. In Q1 2026, U.S. 5G home internet added roughly 620,000 subscribers, contributing to a multi-million cumulative base. Major wireless carriers — notably T‑Mobile, Verizon, and AT&T — recorded strong quarterly gains as consumers cite easy setup, competitive pricing (many plans under $60/month), and speeds often in the 200–400 Mbps range. The report links this growth to declines in cable internet subscribers and to investments in mid-band spectrum and small cell deployments that expanded coverage in suburban and rural areas.
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