A new report from Wells Fargo analysts highlights just how important major U.S. metro markets are for wireless carriers. The report shows that AWS-3 spectrum license prices for the top three U.S. markets are 94 percent above the average prices in the auction.
Handing a victory to T-Mobile US and smaller carriers, the FCC agreed to provide guidance on what exactly constitutes a "commercially reasonable" data roaming agreement. The move represents a blow to AT&T Mobility and Verizon Wireless, which had urged against such action.
NEW YORK--BlackBerry formally unveiled its new Classic smartphone, an upgrade to its iconic Bold smartphone with a physical Qwerty keyboard and trackpad. The company also is partnering with AT&T Mobility and Verizon Wireless to release the Classic.
T-Mobile US' latest "uncarrier" move, to offer new and existing customers rollover data, could improve its business on the margins and boost its brand image, but it is unlikely to have a major impact or provoke a reaction from competitors, according to financial and industry analysts.
Verizon Wireless is partnering with wireless encryption firm Cellcrypt to create a new service called Voice Cypher that will offer enterprise and government users end-to-end encryption for voice calls on iOS, Android, or BlackBerry devices with a specialized application.
The FCC's AWS-3 spectrum auction is crawling along toward its conclusion, with total provisional winning bids now topping $43.7 billion. There are also signs that the auction will end shortly.
Investors last week dumped the stocks of Verizon Communications, AT&T, Sprint and T-Mobile US in a hurry amid growing concerns that the carriers' wireless pricing battles are unsustainable long term and that rising costs of spectrum will combine with the price war to drive down carriers' profitability.
Vodafone can't seem to get enough of the U.S. market--the company is going to dive back into the market next year by becoming an MVNO of T-Mobile US.
While both Verizon Wireless and AT&T Mobility have warned their shareholders to expect declining margins in the fourth quarter, analysts don't necessarily believe the wireless business is going to hell in a handbasket. FierceWireless ' Phil Goldstein takes a deep dive into the two giants' dichotomous message in this column.
The Wall Street financial analysts who watch the nation's carriers are in a bit of a tizzy this week because Verizon and AT&T, the two dominant players in the market, are warning of pressure on earnings and margins from promotions and higher subscriber growth in the fourth quarter. The analysts are worried because they think the competition from T-Mobile US and Sprint could get more intense. I think that'd be fine if that happens. If Verizon and AT&T lost profits and customers to Sprint and T-Mobile, I'd say that would be a grand development for the U.S. market and would be broadly beneficial for consumers.