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.
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 a presentation that provides an in-depth look at how Verizon Wireless, AT&T Mobility, Sprint and T-Mobile US performed in the fourth quarter. FierceWireless has a complete look here.
Now that the fourth-quarter earnings season is coming to a close, FierceWireless, in partnership with Jackdaw Research, is taking a look at how the top wireless operators performed in terms of key metrics like churn and ARPU.
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 thinks the FCC's recently completed AWS-3 auction was a smashing financial success for the U.S. Treasury but a "disaster for American wireless consumers" because he said AT&T and Verizon Wireless won the lion's share of the spectrum (Dish Network's bidding partners also won a major chunk of AWS-3 spectrum). Legere wants to make sure that doesn't happen in the 600 MHz incentive auction.
Last week the largest U.S. wireless carriers agreed to let customers who have fulfilled their contracts unlock their phones and tablets and move to another carrier. Yet according to the consumer advocate who spurred the movement to change unlocking policies, Sprint and T-Mobile US in particular are not fully meeting their six commitments under the new policy.
Verizon is realigning its top management team by reassigning its Verizon Wireless chief Dan Mead to a new role as executive vice president and president of Strategic Initiatives with a focus on overseeing the sale of its wireline properties in California, Florida and Texas to Frontier Communications.
Verizon Wireless indicated that it thinks it has enough spectrum for the foreseeable future and is taking a "wait and see" approach to the FCC's 600 MHz incentive auction of broadcast TV spectrum. However, some analysts think that Verizon is playing coy as a way to get auction rules that it finds more favorable or to delay the auction.