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As T-Mobile US migrates Sprint customers, the CEO sees a ‘fantastic tailwind’

T-Mobile US CEO: Driving 5G handset adoption is "strategically important...given the huge lead that we have in 5G" In the 18 months since T-Mobile US completed its merger with Sprint, the carrier has been rapidly deploying 5G using its own 600 MHz holdings as well...

Kagan: Comparing Verizon, T-Mobile, AT&T to MVNO wireless resellers

If you are trying to decide between buying wireless service directly from one of the big three carriers or an MVNO reseller, you need to know the difference. You need to understand what you are giving up if using a reseller to get a...

Kagan: Hacker says T-Mobile US wireless data security is awful

The hacker behind the T-Mobile hack told the Wall Street Journal their wireless data security is awful. That is a powerful statement, which painted a bullseye on the back of T-Mobile to hackers worldwide. Wireless users, whether business customers, families or individuals must be...

T-Mobile Puerto Rico 5G used by 75% of subscribers

T-Mobile first turned on 5G in Puerto Rico at the end of 2019 on the 600 MHz band, the first U.S. operator to do so According to reports by Weekly Journal, roughly 75% of T-Mobile Puerto Rico’s subscribers use its 5G service. The operator’s Vice...

Kagan: Wireless deal good for DISH, AT&T, but not for T-Mobile US

Congratulations to both Dish and AT&T on this new deal. And sorry to T-Mobile. Earlier this week there was a major announcement. Dish will be an MVNO reseller of the AT&T Mobility network. That’s great news for Dish and their investors because they can...

Kagan: Rural wireless next focus of Verizon, AT&T, T-Mobile US

Wireless carriers like Verizon Wireless, AT&T Mobility and T-Mobile have seen growth in urban areas and cities for many years. Rural America has not been the primary focus, but that is starting to change. Going forward it looks like all three carriers are starting...

The Sunday Brief: Verizon’s value creation strategy: More cable MVNO, more coverage, more products

Greetings from Davidson/ Lake Norman, NC, where Carolina heat and humidity have descended, causing daily afternoon storms like the one pictured nearby.  This week, we will focus the entire issue on Verizon, analyzing their recent tactics against the backdrop of a multi-year growth strategy. ...

Neville Ray: T-Mobile US can ‘sustain and maintain’ 5G lead

C-Band auction winnings not enough for AT&T, Verizon to catch T-Mobile on mid-band 5G Despite the more than $80 billion its competitors AT&T and Verizon dropped in the recently-wrapped C-Band auction, T-Mobile's pace of 2.5 GHz deployment, and sheer breadth of spectrum holdings, sets...

The Sunday Brief: The plight of the resurrected telco

Greetings from Hilton Head Island (SC),  Davidson/ Lake Norman (NC) and Omaha (NE).  Pictured is a long-time friend and former colleague, Christopher (“Topher”) Wren and I having a terrific conversation and dinner at Stokes in downtown Omaha.  Topher is currently the Senior Vice President...

T-Mobile reports ‘beat-and-raise’ Q1 as it executes ‘worst-to-first’ strategy

T-Mobile US this week report a strong first quarter marked by 1.2 million postpaid net subscriber additions and 773,000 postpaid adds. T-Mo reported total revenue of $19.8 billion with net income of $993 million. In what CEO Mike Sievert described as a "beat-and-raise quarter,"...

T-Mo US has fastest, most available 5G network, according to OpenSignal

T-Mobile users connected to 5G nearly one-third of the time, according to OpenSignal report Since the release of OpenSignal’s previous report in January, the availability of 5G under all three major U.S. carriers increased. T-Mobile US maintained its lead when it comes to 5G speed,...

The Sunday Brief: Q1 earnings preview—setting expectations

Tax Day greetings from the middle of Texas (the iconic Underwood’s Cafeteria sign is pictured – it’s definitely a Texas thing) and from Davidson/ Lake Norman.  Feels good to be on the road again.  This week, we will divide our time between first quarter earnings...

Kagan: Thoughts on new T-Mobile Home Internet

Congratulations to T-Mobile for introducing their Home Internet service. There is a growing market for this service. How well does this service work? Based on what I hear so far, it sounds pretty interesting. T-Mobile says that they have a bigger list of cities...

T-Mobile ‘5G for all’ consumer push includes unlimited data, device trade ups, and home internet

Latest T-Mobile US "Un-carrier" event featured strong focus on 5G for rural America In terms of 5G creating long-term user value and service provider revenue, the high-level global focus is on enterprise enablement. 5G for consumers is an expected evolution--higher speeds, lower latency, faster downloads...

The Sunday Brief: Is T-Mobile a credible home internet provider?

April greetings from Davidson and Charlotte, NC where spring buds (and storms) are popping up all over.  This week we will analyze the events of the past two weeks with a particular focus on T-Mobile’s Home Internet Uncarrier announcement last Thursday.  Before diving into the...

Kagan: What T-Mobile shutting down TVision says about the future

T-Mobile is shutting down their TVision pay TV service. So, what does this mean for their future? They have been talking about entering and changing the pay TV space for years. They thought they would be successful in pay TV like they have become...

5G Open Innovation Lab includes edge, automation, IoT specialists

15 firms with Series A and B financing comprise class of Spring 2021 The 5G Open Innovation Lab, a Seattle-based "innovation ecosystem" backed by T-Mobile, Amdocs, Dell Technologies, Intel, Microsoft, NASA and VMware, announced last week the 15 companies joining the program for Spring...

The Sunday Brief: The elephant in the room (Analyst Day analysis, part two)

Greetings from Davidson/ Lake Norman where the 2-year-drought has ended! The editor has a question for all the TSB-reading technology innovators, implementers and investors: Why is it 2021 and we’re still having to do THIS with our TV’s? Picture-in-picture was an ‘80’s phenomenon. After...

The Sunday Brief: March Madness, or what we learned from wireless carrier analyst days

Mid-March greetings from Charlotte/ Lake Norman/ Davidson, where we prematurely celebrated National Poires Belle Helene Day (which is March 15).  Like many of you, the COVID-19 pandemic has broadened our culinary skills.  We are looking forward to enjoying this and other tasty desserts at our favorite...

T-Mobile looks to leverage 5G lead to grow enterprise market share

T-Mobile's enterprise goal is to be “top of mind for every CIO across America”  Verizon laid out its grand plan to deploy C Band spectrum at an investor event on Wednesday and, the following day, executives with T-Mobile US used the new competitive guidance to...

The Sunday Brief: The essential economy in 2021—uneven, unstable, unemployed, and underwater

A break in the clouds from the COVID stay-at-home: For our neighbors: homemade cheesecake. For us: homemade boerewors (traditional South African farmer’s sausage) and the Editor’s chakalaka. Silver Linings. After covering this week’s market news, briefly evaluating T-Mobile’s Work from Anywhere (WFX) announcement and discussing the latest batch...

The Sunday Brief: Earnings recap part #2—I’ve got a secret

Big Game greetings from Lake Norman/ Charlotte/ Davidson, NC.  Pictured (r-l) are Darius Warton,  Bob Guth (audophile and telecom legend), Gary Eason and yours truly.  Gary and Darius have started a business selling vinyl records and turntables – check out their selection at www.thetwistedvinyl.com.  We build...

T-Mobile US plans to cover 200 million with mid-band 5G by year-end

T-Mobile saw $1.3 billion in 2020 post-merger run rate synergies; guiding up to $3 billion in 2021 T-Mobile US this week touted 2020 as it's "best year ever" as CEO Mike Sievert put it, and laid out an ambitious plan to extend its mid-band 5G...

Samsung Galaxy S21 supports 5G carrier aggregation

Qualcomm Snapdragon 888 can aggregate T-Mobile's 600 MHz and 2.5 GHz 5G bands Samsung this week debuted its latest flagship, the Galaxy S21, with across-the-board feature advancements and, of course, support for non-standalone and standalone 5G both sub-6 GHz and millimeter wave. Of interest n...

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