ATLANTA-- AT&T Mobility's Ralph de la Vega says he isn't sweating the competition too much. De la Vega, CEO of AT&T's Mobile & Business Solutions Group, said the carrier takes what its competitors do seriously, including aggressive moves by T-Mobile US and Sprint, but is comfortable with its place in the industry and is confident it is ahead of other carriers on connected cars, homes and the Internet of Things.
T-Mobile US and AT&T Mobility are likely to be the winners in the first-quarter race to score new subscribers and hold onto existing ones, as churn becomes a key area of focus in the industry, according to a research report from analysts at investment bank Jefferies.
In an effort to lure more new customers and regain market share, Sprint said it will reimburse all of the costs for a customer to switch over, including their Early Termination Fees and any remaining payments on equipment installment plans, no matter what customers owe.
AT&T Mobility expects to add around 400,000 postpaid customers in the first quarter, which would be a weaker performance than the year-ago period and below analysts' expectations--but the carrier also expects to see its postpaid churn improve. Financial analysts predicted the company's improved churn figures would be offset by weaker wireless margins.
The two main disruptors in 2015 will be Sprint and T-Mobile, as they are specifically targeting AT&T and Verizon's postpaid bases. There may be shifts throughout the year and of course volatility is expected when the next iPhone version is introduced. For 2015 carrier competition remains healthy.
U.S. Cellular capped 2014 with a strong performance in the fourth quarter. The company managed to grow its postpaid customer base in 2014, the first time it has been able to do so since 2009.
The fourth-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, Sprint and T-Mobile US performed in the fourth quarter. 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. Special Report
T-Mobile US CEO John Legere essentially said that T-Mobile has already passed Sprint in terms of subscribers if inactive Sprint MVNO customers are taken out of Sprint's subscriber count.
T-Mobile US is open to working with Dish Network as the satellite TV company ponders its wireless options now that Dish is flush with even more spectrum following the AWS-3 auction, according to T-Mobile CEO John Legere.
T-Mobile US CEO John Legere has made one of his missions in 2015 to have his company pass Sprint in terms of total subscribers, to became the nation's No. 3 carrier. Sprint CEO Marcelo Claure indicated that if that happens, it won't be a big deal.