TC2's David Rohde on Telecom

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Moody’s downgrade reflects Sprint’s sinking morass of issues

Posted on by David Rohde

Three years ago I said that “For Sprint, now everything has to go right.” I’m not sure much of anything has gone right for Sprint since then. Yesterday Moody’s lowered Sprint’s credit rating to “B1 with a negative outlook.” Here’s … Continue reading


BT jumps back into wireless by leapfrogging its old wireless business

Posted on by David Rohde

A major global carrier having no play in wireless seems like an oxymoron at the dawn of 2015. And yet BT (known then as “British Telecom”) divested its wireless business in 2002 in an effort to pay down debt. Now … Continue reading


Cable makes its first apparent foray into Ethernet Everywhere

Posted on by David Rohde

Let’s say you compile a rigorous demand set of hundreds or thousands of U.S. network locations with all of their bandwidth requirements. Would you think of sending the spreadsheet to a cable company and expect a complete bid response back? Probably … Continue reading


Day-old wireless, half off: The meaning of Sprint’s gambit

Posted on by David Rohde

Great, so is Sprint going to take half off your company’s AT&T or Verizon bill? Just kidding. But you gotta admit that Sprint’s announcement that you can bring your own personal Verizon or AT&T bill to them and get the … Continue reading


Soaring price for spectrum adds to carrier investment needs

Posted on by David Rohde

Usually the nation’s wireline carriers have reason to look with envy at the wireless market and the overwhelming attention the four national wireless carriers get from customers and the media. But right about now perhaps every wireline carrier ought to … Continue reading


Memo to carriers: You can’t use network investment as a political football any more

Posted on by David Rohde

In 2011, AT&T found out that it couldn’t use promises to hire people as a wedge to eliminate a competitor through merger. The FCC rejected AT&T’s acquisition of T-Mobile even though AT&T was promising to hire 5,000 new employees if … Continue reading


Who else is prepared to spend the money to build out to you?

Posted on by David Rohde

I’ve made much of the fact that Level 3 is promising to adopt TW Telecom’s pace of 2,000 or more added on-net buildings per year now that their merger is complete. But part of the impact here is not just on … Continue reading


Threatening not to invest in the network is “so 2009″

Posted on by David Rohde

Score this one for Verizon vs. AT&T. Every carrier that counts was faced with a quick decision on Wednesday. They were all scheduled to have a senior executive speak at a Wells Fargo telecom and media investors’ conference in New … Continue reading