[posting]63606546[/posting]T-Mobile boasts 2.5 GHz momentum right out of the gate
by Monica Alleven | May 11, 2020 5:41pm
The new T-Mobile just closed the merger with Sprint on April 1, and it’s already put its hard-fought 2.5 GHz spectrum to work in two markets. In fact, it teases that it might deploy at a pace that surprises the competition.
“We will deploy across thousands of sites this year, and I think that’s going to surprise our competition,” said T-Mobile President of Technology Neville Ray, speaking at a MoffettNathanson virtual investor conference on Monday. “They think this is going to take us kind of another two to three years to get some momentum and speed, and it won’t. We already have momentum.”
Ray explained that a lot of these 2.5 GHz radio and antenna deployments are at existing sites, so it’s not as if they have to start at ground zero. It was able to conduct a lot of leasing and permitting work prior to the close of the merger – at a risk, because it was possible its opposition might prevail. In the end, however, all that prior work paid off....
https://www.fiercewireless.com/5g/t-mobile-boasts-2-5-ghz-mo…
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Marek’s Take: Mobile operators shouldn’t underestimate their cable competitors
by Sue Marek | May 11, 2020 9:34am
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Comcast and Charter together added 505,000 postpaid customers in the quarter. AT&T added just 87,000 postpaid customers and Verizon lost 68,000 postpaid customers. T-Mobile was the big winner of the top three wireless operators with its 452,000 postpaid net adds. Sprint, meanwhile, lost 348,000 postpaid customers in the quarter (T-Mobile completed its acquisition of Sprint on April 1).
452,000
348,000
104.000
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Lowenstein believes that the cable operators will have even more options in a couple of years. When Dish, for example, launches its 5G network, it might offer a more favorable wholesale deal than what Verizon currently offers. Or when T-Mobile completes its integration of Sprint’s network, it might offer a more compelling deal to the cable companies.
For now, however, the cable companies seem content with their existing MVNO play that is focused on luring valuable postpaid customers away from the traditional big-three wireless operators. This strategy allows them time to fine-tune their long-term wireless strategy and look for ways to become less reliant upon their host operator ...
https://www.fiercewireless.com/operators/marek-s-take-mobile…
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"Perfect Storm" - Cord-Cutting Erupts In Pandemic As Pay-TV Crumbles
by Tyler Durden
Tue, 05/12/2020 - 05:30
https://www.zerohedge.com/personal-finance/perfect-storm-cor…