TC2's David Rohde on Telecom
Tag: 4G Wireless
Nextel subscriber run-off hits hard as Sprint struggles to remake itself
February 8, 2013
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
AT&T earnings power: Better than any capital-raising strategy
October 26, 2012
Nobody, least of all a consultant to large businesses like myself, is going to begrudge the opportunity for a major U.S. corporation to make a lot of money. Financial reserves – in banking especially, but in all businesses – are … Continue reading
The beginning of the end of the independent Sprint
October 11, 2012
Sprint this morning has confirmed that it’s considering a sale of the company. That may not be quite the way it put it. Sprint says that Japanese giant SoftBank – a major mobile provider among many other businesses – is … Continue reading
T-Mobile swims in the other direction, gobbles up consumer wireless player
October 3, 2012
That thud you hear is the enterprise impact of today’s announced merger between T-Mobile USA and MetroPCS, which is very little. MetroPCS is largely a provider of calling plans to consumers of very modest means attracted to the no-subscription or … Continue reading
Sprint finally makes it to the LTE starting line
July 16, 2012
Sprint’s LTE network is finally on! Well, probably not where you or the bulk of your employees are. But an announcement today that Sprint’s 4G LTE has launched in 15 markets at least gets Sprint into the LTE game. With … Continue reading
Nextel shutdown illustrates how consumerization is beginning to dominate wireless
May 31, 2012
Earlier this week Sprint announced that it will shut down the Nextel iDen network as early as June 30, 2013. It’s hardly a panic-worthy development – Sprint has been telling major customers for a while that the shut-off would happen … Continue reading
Can broadband wireless kill off the T-1? A lot has to happen
May 25, 2012
The dream of substituting high-speed wireless for traditional, fixed-line dedicated access to enterprise wide area networks has surfaced at least twice in the recent past. A 2000-era CLEC called Winstar (not to be confused with today’s Windstream, an acquisitive combination … Continue reading
LTE on the iPad: A boon for the market leaders, and a challenge for you
March 24, 2012
We’re barely a week into the release of Apple’s new LTE-enabled iPad, and two trends predicted by TC2’s Ben Fox are already playing out. The Apple market juggernaut is accruing to the further benefit of the prospective U.S. telecom duopoly … Continue reading
- Merger-happy investors insinuate themselves at TW Telecom
- Of credits, surcharges, and the need to focus on unit rates
- SIP over MPLS? Check. Packaged LD pricing? Check. Concurrent call pooling? Well …
- Apparently feeling left out, Verizon adds an Administrative Expense Fee
- Data pooling plans gain momentum as data usage accelerates
- Softbank’s fight with Dish for Sprint runs far afield from the enterprise
- Getting a grasp on your telecom inventory – is it possible?
- Declining account support and the rise of the vendor “Program Management Office”
- Machine-to-machine: A whole new wireless pricing ballgame
- Transformation projects require their own timeline and approach