Verizon Wireless and T-Mobile US dominated network spending during the second quarter and boosted tower companies' sales and cell site activity. However, AT&T and Sprint are poised to increase their spending in the second half of the year and into 2016, according to analysts and tower company executives.
Verizon Wireless' new pricing plans, in addition to doing away with subsidized smartphones and contracts, will likely boost profitability for the carrier, according to financial analysts.
The second-quarter earnings season is coming to a close, so now it's time to see how the nation's top wireless carriers stacked up against each other in terms of key metrics. Jackdaw Research analyst Jan Dawson has assembled these slides that provide an in-depth look at how Verizon Wireless, AT&T Mobility, T-Mobile US and Sprint performed in the second quarter of 2015. Dawson's research covers relatively standard metrics including revenue growth and net adds, but also includes deep dives into prepaid vs. postpaid performance, subscriber acquisitions vs. losses, and more.
Boingo Wireless' CEO said the company has received "pretty amazing, pretty awesome" interest in Wi-Fi offloading and wholesaling following the announcement of the company's Wi-Fi agreement with Sprint. "The level of interest I think largely is a result of the Sprint announcement, was pretty amazing, pretty awesome after last quarter," said David Hagan, Boingo's CEO, during the company's quarterly conference call, according to a Seeking Alpha transcript of the event.
AT&T appears to be poised to join Sprint and T-Mobile in supporting Apple's Wi-Fi calling service. As VentureBeat noted, the fifth beta of Apple's forthcoming iOS 9 operating system offers Wi-Fi calling from AT&T. T-Mobile last year began supporting Apple's Wi-Fi calling service, and Sprint joined T-Mobile in April to support the service via a software update.
Verizon Wireless is shaking up its shared data plan pricing, cutting both prices and access line charges for devices while eliminating some data tiers. The carrier said that its new rate plan structure will be simpler and appeal to the vast majority of its customers.
Sprint today unveiled its new "Open World" international roaming service that makes unlimited calling and texting to Canada, Mexico and other Latin American countries free for its U.S.-based customers. The offering also gives Sprint customers free calls and texts and 1 GB of high-speed data when they are traveling in those countries.
Sprint parent SoftBank considered selling Sprint at one point but is resolutely backing the carrier now, according to SoftBank CEO and Sprint Chairman Masayoshi Son. Meanwhile, financial analysts are divided around how much the leasing arrangements for handsets and network gear Sprint and SoftBank are creating will help Sprint.
Former Sprint CEO Dan Hesse told FierceWireless that he regrets causing so much disruption to Sprint customers when the company embarked on its Network Vision network modernization initiative.
Former Sprint CEO Dan Hesse, who stepped down from the top management spot after a planned merger between Sprint and T-Mobile US did not go through, said that consolidation in the U.S. wireless industry will continue.