The first-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 first quarter of 2015.
T-Mobile US' "#NeverSettleforVerizon" Twitter advertising campaign appeared to run into some troubles after a significant number of Twitter users lashed out at T-Mobile and defended Verizon Wireless in reaction to the ad. Seemingly in response to the situation, T-Mobile appears to have withdrawn its ad on Twitter.
T-Mobile US has leased its spectrum to other carriers in an effort to expand its LTE network. However, it's unclear how extensive those efforts have been or how T-Mobile's work with other carriers compares to similar programs from Verizon Wireless and Sprint.
Despite falling overall U.S. tablet sales, the nation's Tier 1 wireless carriers continued to add cellular-connected tablets to their networks at an impressive clip in the first quarter. Analysts note that carriers have been heavily promoting and discounting tablets, which generate additional revenue streams for carriers while carrying lower subsidy costs.
While incumbent telcos and some competitors have shied away from providing dark fiber for wireless backhaul, a Zayo executive sees interest and adoption of dark fiber continuing to ramp.
Verizon Communications' $4.4 billion acquisition of AOL, which a top Verizon executive has said is mostly about AOL's advertising technology, is raising new concerns that customers' privacy will be exploited in Verizon's push to create more targeted ads.
Verizon Communications' $4.4 billion purchase of AOL will mean the telecommunications giant is no longer just competing directly against the likes of AT&T. The deal is all about advertising technology, or ad-tech, and with it Verizon will now be competing against Google, Facebook and others in the digital ad market, especially in video. If Verizon can develop content for its OTT venture, it now has the tools to make money off of that using AOL.
Verizon Communications' $4.4 billion acquisition of AOL and its advertising technology could improve the carrier's forthcoming mobile-first, over-the-top video business, but it is a risky bet in a still-developing market, according to financial analysts. The analysts see some potential benefits to the deal--but lots of reasons to doubt that it will materially improve Verizon's overall position in the market, especially in wireless.
AOL's advertising platform was the primary target behind Verizon Communications' $4.4 billion purchase of AOL today--but the company's bigger aspirations are to deliver a mobile-first video experience targeted at millennials.
The FCC is moving forward with the basic framework it proposed for the incentive auction of 600 MHz broadcast TV spectrum that was released in June 2014 with a few minor technical changes. However, there are still major issues the commission needs to address, including how much spectrum will be set aside for smaller carriers to bid on.