As of mid-2015, in my view, we have an upside down industry structure. In wireless, there is almost too much competition. Margins at Verizon Wireless and AT&T are shrinking. Sprint is unprofitable and continues to struggle. T-Mobile has been successful in taking share and setting the tone of the industry to take share, flirting with profitability from one quarter to the next.
There's a war going on out there in the wireless space and it's for switchers. Longtime industry veterans will note that the business of switching isn't new but lately has been more pronounced than in years past. Carriers know that pricing and network play dominant roles in the switching war. What are some of the arms that carriers employ and who are the arms dealers that fuel and benefit from the situation?
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T-Mobile US said it saw an increased number of requests for customer data from government agencies in 2014, and more requests than any of its wireless rivals.
Sony knows that smartphones are integral parts of modern life and connect to many other consumer electronics and other connected devices, and for that reason alone, it is not going to get out of the smartphone business, according to a senior company executive.
AT&T Mobility said the FCC should approve its purchase of 700 MHz spectrum from East Kentucky Network, which does business as Appalachian Wireless, and that T-Mobile US' petition to block the deal is groundless.
Samsung Electronics said it expects operating profit to drop in the second quarter, which would represent the seventh consecutive quarter of year-over-year declines in profit. The world's largest smartphone maker by volume likely underestimated how strong demand would be for its Galaxy S6 Edge smartphone, analysts said. Although Samsung has taken steps to shore up supply of the phone, it appears to have been too late to improve the company's second-quarter figures.
T-Mobile US is not giving up on its quest to get the FCC to expand the amount of spectrum set aside for smaller carriers to bid on in next year's incentive auction of 600 MHz broadcast TV spectrum. FCC Chairman Tom Wheeler has indicated he will vote to reject T-Mobile's petition on the matter, but the carrier continues to lobby the agency ahead of its July 16 vote on the auction rules.
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Up to 90 percent of those installing apps may drift away after three months unless those developing them have an engagement marketing strategy such as push notifications, according to Kakuna. The company aggregated and analyzed data from hundreds of clients across 16 industry verticals for its recently published report, which included interactions of more than 39 million customers collected between January and May of this year.
Comcast is mostly finished with the rollout of its new cloud DVR technology. A Comcast spokesperson said the company has launched the service in a majority of its markets, and expects to offer the service to 100 percent of its X1 footprint well before the end of the year.