Articles by Roger Entner
Dish, Sprint and T-Mobile hold very large amounts of high-band spectrum and have been using it to support lots of network and service innovations as a way to compete against AT&T and Verizon. So, why is there such a resurgence of commotion about the virtues of "low-band spectrum?"
After years of trying, Verizon Communications finally came to an agreement with Vodafone about resolving their joint-venture. Both will now focus on integrating their wireless and wireline assets. By going separate ways both companies try reach the same destination.
There is currently series of proposals going around in Washington around the value of high-frequency spectrum versus low-frequency spectrum. The discussion might be academically interesting, but are divorced from the real world. When we look at the text-book properties of spectrum it is clear that lower frequency spectrum has ideal propagation characteristics.
In the second quarter of 2013, the industry grew by 335,000 subscribers, which is the lowest subscriber-add number this millennium. A significant reason for the low growth is that approximately 1 million Lifeline connections had to be disconnected because the carriers were unable to verify eligibility. The industry make-up also changed considerably in Q2.
T-Mobile made three announcements today: 157 million LTE population coverage, the new Jump device program and family plans for non-contract customers. The general expectation was that T-Mobile would announce the 100 million LTE population coverage milestone by mid-year 2013. Instead, T-Mobile topped that by announcing 157 million population coverage, which came as a welcome surprise and shows how T-Mobile has executed over the last year.
A raging debate over the future of the U.S. wireless industry has taken center stage in Washington, and attracted the attention of the Europeans whose own wireless industry is imploding. The outcome of the debate will directly impact the U.S. economy, shape U.S. broadband technology and consumer trends for decades and could signal the U.S. government wants to play a much larger role in the marketplace.
The overwhelming theme during the first quarter of 2013 was the drama involving T-Mobile and MetroPCS in one merger and Sprint, Clearwire, Softbank, and Dish Network in another merger. After sweetening the deal and reducing the amount of debt the new entity would have to carry, T-Mobile was able to close the deal with MetroPCS. Regarding the second merger, we are still watching the saga unravel before our eyes.
Let's look at how the different constituents--Sprint shareholders, Sprint as the company, Sprint's customers, Sprint's competitors, and the regulator--are affected by Dish's bid for Sprint.
The handset replacement cycle stayed at 21.7 months in 2012, exactly the same as when I calculated it using the 2010 numbers. Nothing changed--so is this actually news?
The 700 MHz band is a mess created by the pursuit of a regulatory fantasy, aggravated by an artificial deadline provided by law, and compounded by the desire to please everyone and hurt nobody.