Jim Patterson looks at his top 10 events across the telecom space in 2015 Last week, we highlighted the following top five events (in no particular order): 1. FCC approves the Open Internet Order 2. Verizon buys AOL and launches …
Jim Patterson looks at his top 10 events across the telecom space in 2015 To aid in brevity, we have split the top 10 list into two groups of five (the second part will be published tomorrow). They are in …
Turning data into more money: How far can the carriers go? Outside of the purchase and deployment of new spectrum and networks, there is nothing more important in 2016 to both wireless and wireline providers than monetizing these assets. Two …
Is Sprint device leasing arrangement a competitive advantage? Last Friday, Sprint announced a new leasing structure, which could provide the company with a global competitive advantage. Here’re the highlights of the structure: 1. Customers lease the latest and greatest phones …
This week, we are focusing on the state of wireline connectivity through the lens of one of the largest U.S. providers, CenturyLink. We’ll also provide some initial thoughts on T-Mobile US’ inclusion of video streaming services in the majority of …
This week, we’ll explore Verizon Communications’ announcement that it might shed $10 billion worth of assets to further focus on wireless and media, and take a look at Sprint’s mixed earnings release. Verizon: no backbone? On Friday afternoon, Reuters reported that …
T-Mobile’s enlarged territory T-Mobile US announced earnings on Tuesday morning (full details here) and held a lengthy earnings call that covered all aspects of their operation. The bottom line is that T-Mobile US added 895,000 net new postpaid retail phone …
AT&T and Verizon: same core, different branches Many casual observers lump AT&T and Verizon Communications in the same category of “behemoth global telecommunications providers.” Without a doubt, their earnings show common roots, but their growth strategies are quickly diverging. Here’s …
This week, we’ll touch on the Federal Communications Commission’s special access investigation announcement; comment on AT&T’s public relations blunder with a quadruple-play customer (and equally embarrassing confession to the Los Angeles Times); and look at the beginning of the 600 …
This week, we’ll turn our attention to the world of smart devices and the companies that make and distribute them. Before we do, however, a quick note on the Federal Communications Commission’s first net neutrality test. CNS denied peering status by …
The remaining top Q3 events Last week, we covered five events/trends that will impact third-quarter, total year and 2016 results (these are in no particular order): 1. The announcement and launch of the Apple iPhone 6s and iPhone 6s Plus, …
This week, we will examine five of the top 10 developments for the third quarter and determine their short- and long-term effects on the telecommunications industry. These events are in no particular order and several of them have been suggested …
End of summer greetings from Charlotte and Dallas. This week we will cover comments from two wireless CEOs as well as update the latest iPhone 6S Apple ship dates. Apple orders: Thank you, China! In a couple of events related …
Because of upcoming nonstop travel over the next two months, I took a hall pass from this year’s CTIA Super Mobility show. There was plenty of news, however, from Verizon Wireless’ announcement of its “5G” strategy and establishment of 2016 …
A lot of journalistic ink was spilled last week as media pundits tried to explain the mood of investors. “Don’t panic” was the most common theme through all of the gyrations, which included a brief period on Monday when Apple …
AT&T pushes fiber future, Samsung overwhelmed with iPhone users AT&T recently held an analyst day to present a revised view of the company as a result of the DirecTV purchase (full deck and link to individual presentations can be found …
Last August, Sprint was in turmoil. The T-Mobile US merger continued to elicit a “no means no” response by the Federal Communications Commission. “Framily” results, while initially strong, were being impacted by a resurgent T-Mobile US. Something had to change, …
The telco mentality Last week we rounded out telecom and cable earnings. To no one’s surprise, cable is trouncing its competitors and quickly turning into the favored high-speed data provider for both small business and residential markets. Here are some …
T-Mobile US’ ‘to-do’ list Last week, the new No. 3 carrier, T-Mobile US, held its quarterly earnings session – it’s hard to classify it as an earnings call since there are as many “tweets” and e-mail questions from avid followers as …
Verizon: On Edge Verizon led off the earnings parade last week, and the headline was their anticipated growth rate (3%) compared to their previously stated growth rate (4%). The primary reason cited by Fran Shammo, Verizon’s CFO, was the Edge …
Wireless unlimited: Can it survive? How? One of the great debates over the past several months has been the sustainability of unlimited data. While both Sprint and T-Mobile US offer unlimited plans (although Sprint just eliminated their $50 iPhone offer …
AT&T CEO Randall Stephenson met with Mexican President Enrique Pena Nieto last Thursday and announced that the company would be investing approximately $3 billion to bring the new AT&T network up to global standards (full announcement here). Contained in the …
Defining unlimited; and T-Mobile US in the driver’s seat Last week, the Federal Communications Commission voted 3-2 to fine AT&T Mobility $100 million for allegedly misleading customers about unlimited data plans. Despite many news outlets calling this the first of …
Deciphering the top trends of any quarter is difficult, and the second quarter of 2015 is no exception. There’s a lot of “reading between the lines” to figure out what’s really going to move the needle. This week’s trends are …
Greetings from Chicago, Philadelphia (pictured – Bill Gravette from StepOne outside of Pat’s Steaks), New York City, St. Louis, Louisville and Dallas. Many thanks for everyone’s comments on last week’s Android World column. In keeping with the theme – we moved exclusively …
