Carillon Eagle Fund Cites Network Competition for T-Mobile Lag
Carillon Tower Advisers reported that T-Mobile US performance lagged due to investor concerns over emerging terrestrial and satellite network competitors.
The Carillon Eagle Growth & Income Fund reported that T-Mobile US, Inc. lagged in performance during the second quarter of 2026. In an investor letter released by Carillon Tower Advisers, the fund attributed this decline to investor concerns regarding a competitor building its own terrestrial mobile network within the United States.
The fund noted that advancements in low Earth orbit (LEO) satellite technology, combined with complementary terrestrial systems, could enable lower-cost connectivity for mobile devices, presenting a significant competitive threat. These factors contributed to a volatile period for the wireless provider.
As of July 27, 2026, T-Mobile US shares closed at $177.21. While the company saw a 5.65% return over the most recent month, its stock experienced a 24.39% loss over the preceding 52 weeks.
Keep reading in the app
The full story and every source, free in the app.
Coming soonGoogle Play