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T MOBILE US INC (TMUS)

Sector: Communication

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2026 Annual Meeting Analysis

T MOBILE US INC · Meeting: June 16, 2026

Policy v1.2high confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

13

Directors AGAINST

0

Say on Pay

FOR

Auditor

FOR

Director Elections

Election of Directors

13 FOR
✓ FOR
Marcelo Claure

Director since 2020; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold for strong positive absolute TSR); no overboarding, attendance, or independence flags identified.

✓ FOR
Thomas Dannenfeldt

Director since 2025 (less than 24 months); exempt from the TSR trigger under the new-director exemption; strong financial and telecom credentials support election.

✓ FOR
Srikant M. Datar

Director since 2013; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); serves as Audit Committee Chair and qualifies as an audit committee financial expert; no other flags identified.

✓ FOR
Srinivasan Gopalan

Director since 2025 and current CEO; exempt from the TSR trigger under the new-director exemption (less than 24 months tenure); relevant telecom and operational experience supports election.

✓ FOR
Timotheus Höttges

Director since 2013 and CEO of Deutsche Telekom; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); no overboarding, attendance, or other disqualifying flags identified.

✓ FOR
Christian P. Illek

Director since 2018; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); CFO of Deutsche Telekom with relevant telecom and finance expertise; no disqualifying flags identified.

✓ FOR
James J. Kavanaugh

Director since 2023; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); qualifies as an audit committee financial expert in his role as IBM CFO; no disqualifying flags identified.

✓ FOR
Raphael Kübler

Director since 2013; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); strong telecom and financial management experience; no disqualifying flags identified.

✓ FOR
Thorsten Langheim

Director since 2013; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); extensive M&A and telecom strategy experience; no disqualifying flags identified.

✓ FOR
Dominique Leroy

Director since 2020; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); over 30 years of telecom and consumer goods experience; no disqualifying flags identified.

✓ FOR
Letitia A. Long

Director since 2021; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); serves as the company's designated National Security Director with relevant cybersecurity and intelligence expertise; no disqualifying flags identified.

✓ FOR
G. Michael Sievert

Director since 2018 and current Vice Chairman; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold for strong positive absolute TSR); former CEO with deep company knowledge; no disqualifying flags identified.

✓ FOR
Teresa A. Taylor

Director since 2013 and Lead Independent Director; TSR peer group trigger does not apply (3-year gap of -24.5pp is below the 50pp threshold); strong telecom operational experience and serves as Audit Committee member; no disqualifying flags identified.

All 13 director nominees receive a FOR vote. The company's 3-year absolute TSR is +30%, placing it in the strong positive tier, which requires a 50pp gap versus the named peer group median to trigger a vote against. The actual 3-year gap is only -24.5pp, well below that threshold, so no TSR-based votes against are warranted. Two directors (Dannenfeldt and Gopalan) joined within the past 24 months and are exempt from the TSR trigger regardless. No overboarding, attendance below 75%, or other disqualifying flags were identified for any nominee.

Say on Pay

✓ FOR

CEO

G. Michael Sievert

Total Comp

$50,408,096

Prior Support

N/A

T-Mobile's pay structure is strongly performance-oriented, with approximately 92% of Named Executive Officer target compensation at risk through variable pay — well above the 50-60% threshold required by policy. The company's disclosed peer group comparison shows a 3-year TSR gap of -24.5pp versus the peer median, which does not trigger the pay-for-performance misalignment rule (the threshold for companies with strong positive absolute TSR is a gap exceeding 50pp). The compensation program uses multiple meaningful long-term metrics including relative total shareholder return over three years and multi-year free cash flow performance, supported by a robust SEC- and Nasdaq-compliant clawback policy, which together satisfy the policy's quality-of-incentive requirements.

Auditor Ratification

✓ FOR

Auditor

Deloitte & Touche LLP

Tenure

N/A

Audit Fees

$33,680,000

Non-Audit Fees

$1,126,000

Non-audit fees (audit-related fees of $615,000 plus tax fees of $250,000 plus all other fees of $261,000, totaling $1,126,000) represent approximately 3.3% of audit fees ($33,680,000), which is well below the 50% threshold that would trigger a vote against. Auditor tenure is not disclosed in the proxy, so the tenure trigger cannot fire per policy. Deloitte is a Big 4 firm appropriate for a company of T-Mobile's size and complexity, and no material financial restatements were identified.

Overall Assessment

This is a straightforward annual meeting ballot with three standard proposals and no stockholder proposals. All 13 director nominees receive a FOR vote because T-Mobile's 3-year TSR underperformance versus its named peer group (-24.5pp) is well below the 50pp threshold that would trigger votes against for a company with strong positive absolute returns; the auditor ratification passes cleanly with non-audit fees at only 3.3% of audit fees; and the Say on Pay vote is supported given the highly variable, performance-linked compensation structure and the absence of a meaningful pay-for-performance misalignment.

Filing date: April 27, 2026·Policy v1.2·high confidence

Compensation Peer Group

13 companies disclosed in 2026 proxy filing

TAT&T, Inc.
CHTRCharter Communications, Inc.
CSCOCisco Systems, Inc.
CMCSAComcast Corp.
INTCIntel Corp.
IBMInternational Business Machines Corp.
LBTYALiberty Global Ltd.
LUMNLumen Technologies, Inc.
MSFTMicrosoft Corp.
ORCLOracle Corp.
QCOMQUALCOMM Incorporated
DISThe Walt Disney Company
VZVerizon Communications Inc.