As expected, analysts at Wells Fargo Securities say all four nationwide U.S. wireless carriers ramped up capital spending in the second quarter after a dismal first quarter, and they expect AT&T and T-Mobile US to spend more in the third quarter than they did in the second quarter.
Sprint CTO John Saw said that Sprint's network densification, which will include thousands of new macro cell sites and tens of thousands of small cells, will not be "a traditional slow and expensive build."
Sprint CEO Marcelo Claure and T-Mobile US CEO John Legere either really don't like each other, or they are just putting on a convincing act. The two CEOs got into their latest brouhaha on Twitter following the publication of network testing firm RootMetrics' latest bi-annual report on the carriers' network performance. What's notable is that RootMetrics eventually jumped into the profanity-laced fray to defend itself.
Despite a flurry of promotions during the second quarter, the four Tier 1 carriers saw their lowest postpaid churn rates on average, according to analysts at Wells Fargo. That led to a sharp jump in net subscriber additions compared to the second quarter.
Verizon Wireless and Sprint are tussling over data roaming rules, with Sprint arguing that the FCC should not overlook the differences in spectrum holdings and the "head start" Verizon and AT&T got in building out their nationwide networks. Verizon maintains that Sprint's arguments are "tired" and designed to avoid building out its network.
Zayo continues to see new opportunities in its fiber-to-the-tower business, announcing that as of the end of June it sold services to over 800 macro tower and small cell sites that leverage previous anchor FTTT network builds already in place.
Verizon Wireless stayed slightly ahead of AT&T Mobility in terms of overall network performance, while Sprint maintained its lead over T-Mobile US in overall performance thanks to improvements in mobile data performance and speeds as well as call and texting reliability, according to network testing firm RootMetrics.
Sprint CEO Marcelo Claure said the carrier is going to move entirely to a device leasing model by the end of the year and do away with two-year contracts. The shift is part of an ongoing move in the U.S. wireless industry away from two-year contracts and subsidized smartphones, which was a hallmark of the industry for years.
América Móvil extended to many of its prepaid wireless customers its cross-border plan that lets Mexican subscribers use voice, SMS and data service in the United States as if they were in Mexico. The new offer comes after a series of escalating moves by T-Mobile US, AT&T Mobility and Sprint to offer cross-border services without roaming costs.
T-Mobile US CEO John Legere indicated that the carrier will work with its handset partners to include FM radio chipsets in its phones. The move comes weeks after AT&T Mobility indicated it plans to do the same for its Android-based smartphones that come out next year.