T-Mobile US CEO John Legere reiterated his willingness to work with satellite TV provider and spectrum powerhouse Dish Network in some fashion.
Sprint and T-Mobile US seemed cautiously optimistic that the FCC's new net neutrality rules won't harm them and will protect the open Internet, while Verizon and AT&T were dismayed and characterized the FCC's action as misguided.
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.
A coalition of public interest groups urged the FCC to adopt a spectrum reserve of at least 40 MHz for the 600 MHz incentive auction, one of several rule changes they are suggesting aimed at helping smaller carriers acquire spectrum. In a letter to FCC Chairman Tom Wheeler and his fellow commissioners, the groups said that the AWS-3 auction strengthened the position of AT&T and Verizon Wireless and that, now, smaller carriers need a leg up to compete. The groups also want the FCC to move quickly to free up the 3.5 GHz band for mobile broadband.
Dish Network wants to use its wireless spectrum to launch an innovative mobile video service, and is willing to partner with companies both in and out of the wireless industry to do so, according to Dish Chairman Charlie Ergen. The key to any teaming would be that Dish and its partner should be able to accomplish more together than they could apart, he said.
The FCC is set to vote on final net neutrality rules on Feb. 26, and T-Mobile US and the CTIA are urging the agency to give wireless carriers a great deal of flexibility in designing new service plans and business models.
Sprint and T-Mobile US are pushing the FCC to allow for joint bidding arrangements in the 600 MHz incentive auction, arguing that the agency should not issue a blanket prohibition against them for nationwide operators.
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.
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.