T-Mobile Q4s, Vodafone, Telstra, Cloud: Telco 2.0 News Review
- US News: T-Mobile Q4s; AT&T vs Title II; VZW small cells; politicians vs. Comcast-TWC
- Networks: Pre-MWC buzzwords: radio cloud, SpiderCloud, OpenCloud, 5GWA
- Europe: VFUK: lop off some BT-EE spectrum; Numericable unbundling terms; OFCOM vs Eurocrats
- APAC: Indian, Indonesian data usage surges; Indian spectrum auction; new CEO at Telstra
- Brazil: TI plans for Brazil, Italian FTTH; Telefonica/GVT is a go; Telefonica M2M arrives in Brazil
- Privacy & Security: Let’s use SIMs to secure the Internet of Things. Oops.
- Cloud Computing: Apple’s new EU datacentres; MS turns back to third-party CDNs; Rackspace Q4s; Heroku
- Voice 2.0: WebRTC on AWS; Twilio looks towards an IPO
- Valley Roundup: Yahoo!’s pitch to developers: MONEY. And is Sony getting out of phones?
[Ed: We’ve just published a new report on valuing early stage digital businesses as part of our new ‘Transformation’ Stream. Plus if you’d like to meet us at the GSMA’s Mobile World Congress in Barcelona, next week let us know by emailing firstname.lastname@example.org - though we’ve only got a few slots left!]
T-Mobile Q4s; AT&T vs Title II; VZW small cells; politicians vs. Comcast-TWC
T-Mobile’s John Legere says the AWS-3 auction was a disaster for US consumers because AT&T and VZW got so much of the spectrum and DISH got away with using a “small business” credit. He wants a special 40MHz carveout in the next auction and a ban on non-operators buying spectrum.
The T-results, meanwhile, weren’t at all bad. The company was profitable to the tune of $101m in Q4 and $219m for the full year, and service revenue was up 17% annually. Q4 was a net-adds monster, with 2.1m net-adds taking them to over 55 million subs, about 800k shy of overtaking Sprint. ARPU was down $2.87 at $48.26. If you count in device instalments you can say it rose, but then, the example of VZW and AT&T’s Q4s was that those device instalments contribute heavily to revenue but precious little to margin. Everyone’s margins are being shredded - it’s a choice between protecting ARPU by slashing device pricing, or slashing ARPU and hoping to recoup on the gadgets.To share this article easily, please click: