Where did the 2.1 million net wireless customers that T-Mobile US added in the fourth quarter come from? According to T-Mobile CMO Mike Sievert, those customers were lured away from AT&T Mobility and Verizon Wireless. And T-Mobile plans to do more of the same in 2015.
LAS VEGAS--Unlicensed spectrum finally seems to be getting some love from the cellular industry. The demand for licensed spectrum appears to have renewed industry interest in unlicensed radio waves. Highlighting this recent interest in unlicensed spectrum are T-Mobile US and Ericsson, which this week announced they plan to trial "License Assisted Access" technology in the 5 GHz band sometime this year.
T-Mobile is relatively well positioned in the battle for network capacity, according to a recent investor note from analysts at Macquarie Capital. Citing a recent meeting with T-Mobile CTO Neville Ray, the firm wrote that "T-Mo has several years of additional capacity on existing spectrum and current growth rates." The firm also raised its expectations for T-Mobile's fourth quarter performance from 939,000 postpaid net adds to fully 1.2 million postpaid net adds.
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 added 760,000 branded net customers in the month of August, which was its best month ever in terms of postpaid net adds, according to CEO John Legere. The brash and outspoken T-Mobile chief said that while the company is open to a deal with another player to gain more scale, it has a great deal of momentum already.
T-Mobile US said it has launched Voice over LTE in the Seattle area for customers using three devices, the LG Electronics G Flex and Samsung Electronics Galaxy Note 3 and Galaxy Light. The announcement comes just ahead of AT&T Mobility's own VoLTE launch, scheduled for Friday in a handful of markets on one phone.
T-Mobile US continued its surging momentum in the first quarter, recording its best ever quarter in terms of branded postpaid subscriber additions largely on the back of the offering the carrier launched in January to pay off the Early Termination Fees of customers who switched over from other carriers.
T-Mobile US is taking on Verizon Wireless in terms of advertising and an LTE network expansion, arguing that Verizon's ads on network coverage are misleading. The carrier is making that claim in connection with a major LTE network coverage push of its own.
T-Mobile US said it will upgrade its 2G EDGE network to LTE almost completely by the middle of 2015 as part of a wider effort to expand its LTE coverage footprint. However, it's unclear exactly how many T-Mobile subscribers will be upgraded from 2G EDGE to LTE, and what the effort will cost.
T-Mobile US' decision to raise pricing by $10 per month on its unlimited smartphone data plans was needed to monetize increasing data traffic and get back a return on improving its network, according to T-Mobile CFO Braxton Carter.