TC2's David Rohde on Telecom

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SoftBank boss stands alone in the logic of his plan to fix Sprint

Posted on by David Rohde

There’s really no way to paper this over any longer. Sprint is in trouble. It’s not that the carrier doesn’t have considerable assets. It has over 55 million retail customers, reasonably ubiquitous coverage, and a boatload of spectrum. But at … Continue reading


Claure’s crack-up trumps Legere’s spectrum tantrum

Posted on by David Rohde

The U.S. telecom industry went completely bananas this week. By the end of the week, two carrier CEOs were cursing each other out in 4-letter words, one carrier’s Washington shop was calling out another’s “unmitigated gall,” one carrier released an … Continue reading


T-Mobile doesn’t get the extra spectrum goody it wanted, but all other options remain

Posted on by David Rohde

Maybe John Legere should have checked with SoftBank CEO Masayoshi Son – who last year was going to install Legere as head of a combined Sprint/T-Mobile if Mr. Son had sold that merger to regulators – before pressing the lobbying … Continue reading


T-Mobile may be shameless, but its moves from here are critical

Posted on by David Rohde

John Legere wants you to know that some serious stuff is about to go down in Washington, D.C. And he wants you to get really peeved about it. Of course he didn’t put it quite that way. For his exact … Continue reading


The telecom industry and the end of zero percent interest rates

Posted on by David Rohde

It’s not clear exactly when it’s going to happen, but the Federal Reserve is prepared to start lifting interest rates from the cellar. The five or more years that U.S. monetary policy-makers kept short-term interest rates at effectively zero offered … Continue reading


Sprint: Network step-up will happen, but not too soon to kill us

Posted on by David Rohde

You’ll be glad to know that Sprint has a new network-upgrade plan called the “Sprint Next-Generation Network.” It will “massively densify” Sprint’s national wireless footprint. Now tell me what you’re going to do with this information in your current wireless procurement. … Continue reading


Level 3 profits – yes, profits – must be matched by consistent enterprise bids

Posted on by David Rohde

Rub your eyes in disbelief, and then come back to this post and re-read the following First Quarter 2015 results of Level 3, once the financial basket case of the telecom industry: It made a no-baloney, no-asterisks net profit of $122 million. … Continue reading


Consumer broadband and the enterprise market: It’s all a matter of focus

Posted on by David Rohde

About a year and a half ago, I noted a newly arising double-edged sword for enterprises, particularly those with very granular networks like retail locations. The issue was – and still is – the potential peril and reward of consumer … Continue reading