TC2's David Rohde on Telecom

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Apparently feeling left out, Verizon adds an Administrative Expense Fee

Posted on by David Rohde

Were you under the impression that Verizon does not have a surcharge for the regulatory costs it incurs? Neither was I. They always charge extra for regulatory costs! And yet today Verizon added a regulatory-related “Administrative Expense Fee” of 0.45% … Continue reading


Data pooling plans gain momentum as data usage accelerates

Posted on by David Rohde

Is wireless data usage threatening to bust your budget? Keeping up with the accelerating changes in how carriers are pricing data usage can help with the accelerating costs. Data pooling plans, which made a tentative appearance last year, are becoming mainstream. … Continue reading


Softbank’s fight with Dish for Sprint runs far afield from the enterprise

Posted on by David Rohde

So it turns out that Sprint has at least two suitors. Softbank and Dish Network are now competing to take over majority to full control of Sprint. The Dish bid of about $25 billion outdoes Softbank’s bid of about $20 … Continue reading


Machine-to-machine: A whole new wireless pricing ballgame

Posted on by David Rohde

If you’d pay $50 a month for 5GB of monthly data, would you pay $8.99 a month for a mere 1MB – one-five-thousandth of the same amount of usage? Of course not. But that’s how the machine-to-machine (M2M) market is … Continue reading


CenturyLink cuts shareholder dividend as necessary transition accelerates

Posted on by David Rohde

Last year I asked, “Is the party over for the big independent ILEC?” These companies’ main business has always been serving “local” customers where the old RBOCs aren’t located (or interested). But it looked like they would have to start competing for … Continue reading


Data sharing plans already add usage … and devices

Posted on by David Rohde

Okay, so it’s a mass market data point rather than something specific to the enterprise. But in case you’re tempted to feel sorry for the carriers who may be forfeiting revenues by instituting data-sharing plans across mobile devices – well, … Continue reading


Nextel subscriber run-off hits hard as Sprint struggles to remake itself

Posted on by David Rohde

Every idea you’ve heard that preserves Sprint’s long-term relevance in the U.S. telecom marketplace has an asterisk so big that it might as well be flashing yellow even in boring, black-and-white newspaper copy. All of this was demonstrated in Sprint’s fourth-quarter … Continue reading


Top SBC vendor Acme Packet snapped up by … Oracle

Posted on by David Rohde

Who knew? Your new critical network infrastructure vendor may be not Cisco, not Juniper, not Avaya, but Oracle. Okay, it may take some steps to get there. At the start of this week, Oracle announced it was buying Acme Packet, … Continue reading