T-Mobile US executives are making no secret of their desire to work with Dish Network and its chairman Charlie Ergen as Dish ponders how it will enter the wireless industry.
For months, financial analysts have been worried that T-Mobile US' surging subscriber growth would hinder its profitability. They're no longer quite so concerned.
T-Mobile US will continue to hunt for 700 MHz A Block spectrum but already has spectrum in that band covering 185 million POPs in 24 of the top 30 U.S. markets, according to CFO Braxton Carter.
T-Mobile US launched a new family plan for its Simple Choice customers that offers unlimited voice, texting and LTE data for two lines for $100 per month, undercutting offers from Verizon Wireless, AT&T Mobility and even Sprint.
T-Mobile US CFO Braxton Carter said he does not think that rival Sprint needs to fail in order for his company to succeed in the market, arguing that they are both training their sights on market leaders Verizon Wireless and AT&T Mobility.
T-Mobile US is almost done transitioning customers on its legacy plans to its more recent no-contract Simple Choice plans, and argues that customers who are being moved to the new plans are getting more benefits for basically the same price.
T-Mobile US eventually intends to deploy spectrum for LTE service in configurations that are larger than 20x20 MHz, according to CFO Braxton Carter. However, he did not provide a specific timeline for that effort.
A top T-Mobile US executive said that the carrier plans to make more "uncarrier" announcements throughout this year and next year in an effort to shake up the industry and maintain its momentum in the market. T-Mobile CFO Braxton Carter also said the operator sees low-band spectrum as "very important" to its future, and is very interested in the FCC's upcoming 600 MHz incentive auction of TV broadcaster spectrum.
T-Mobile US acquired the most new subscribers among Tier 1 carriers during the first quarter, partly on the back of the carrier's offer to pay up to $650 in Early Termination Fees to customers who switched to T-Mobile. But the offering clearly cut into T-Mobile's bottom line--the carrier said in a filing that its ETF offer cost it around $100 million in the first quarter.
T-Mobile US CEO John Legere has been unabashed and aggressive in getting the carrier back to growth, delivering 3.7 million net new subscribers from the second through fourth quarters of 2013. He also was paid to the tune of $29.2 million in 2013, making him the second highest paid wireless executive in 2013 after Sprint CEO Dan Hesse.