T‑Mobile USA, Inc. announced a new multi‑year agreement with Amdocs on February 3 2026 that extends their long‑standing partnership and broadens its scope to include managed services, software development, artificial‑intelligence innovation, and support for the ongoing UScellular integration.
The expanded deal gives Amdocs a central role in deploying its agentic operating system (aOS), a platform that embeds generative‑AI capabilities into telecom operations. Amdocs will also provide managed services that cover end‑to‑end network and customer‑experience functions, while jointly developing new software solutions that enable T‑Mobile to accelerate 5G rollout, optimize network performance, and deliver AI‑driven customer interactions.
T‑Mobile’s strategy is to use the partnership to meet a $1.2 billion annual run‑rate cost‑synergy target from the UScellular acquisition and to strengthen its competitive moat in the 5G market. By leveraging Amdocs’ AI expertise, T‑Mobile aims to reduce operational costs, shorten time‑to‑market for new features, and enhance customer engagement across its 5G Standalone network that now covers 99 % of the U.S. population.
From Amdocs’ perspective, the new agreement signals confidence in the long‑term relationship despite a forecasted revenue decline from T‑Mobile in fiscal 2026. Amdocs reported Q1 fiscal 2026 revenue of $1.16 billion, up 4.1 % YoY, with a non‑GAAP operating margin of 21.6 %. The company reiterated a 1‑5 % revenue growth outlook for the full year, citing continued investment in AI and managed‑services offerings. Anthony Goonetilleke, Group President of Technology at Amdocs, said, “We are proud to deepen our collaboration as T‑Mobile continues to transform its operations and customer experience, setting new standards in the industry.”
T‑Mobile’s Q4 2025 earnings are scheduled for release on February 4 2026, with analysts expecting a 17.9 % decline in EPS to $2.11 and revenue of $23.64 billion. The partnership is positioned to offset the anticipated earnings dip by accelerating digital initiatives that can drive future revenue growth and cost efficiencies, reinforcing T‑Mobile’s long‑term growth trajectory.
The expanded partnership underscores both companies’ commitment to AI‑driven transformation. For T‑Mobile, it provides a scalable technology platform that can accelerate 5G services and enhance customer experience. For Amdocs, it strengthens its position as a key technology partner for major telecom operators while expanding its AI portfolio. Together, the deal signals confidence in the evolving telecom landscape and the importance of digital innovation for sustaining competitive advantage.
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