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It is difficult to ignore Silicon Valley’s continu…

Published on July 7, 2014 by in Uncategorized

It is difficult to ignore Silicon Valley’s continued interest in crypto currencies. lnkd.in/dvUZUhd

 
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Bell wireless vs. Verizon wireless

Bell wireless vs. Verizon wireless Today Bell announced their results.  They were good, very good, so good we are really concerned for how bad the others may be, especially Rogers and definitely the new entrants who probably had a nasty quarter with no iPhone 5. Since Bell executives told investors that they are now a

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Q4 2012 AT&T vs. Verizon

Q4 2012 AT&T vs. Verizon   In isolation both companies had a good quarter despite their losses.  We find that the best way to understand the results are by comparing a number of key metrics across the two businesses: Net Adds AT&T added 780k net postpaid subscribers, which was 8.8% up y/y and significantly up

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T-Mobile USA to get iPhone?

Published on November 30, 2012 by in Wireless

Just days after we commented that it did not make sense that T-Mobile executives still had an iPhone fear, it appears that they might actually be getting the iPhone.  Well this is what Morgan Stanley analyst Nick Delfas and Merrill Lynch analyst Scott Craig seem to be claiming.  Good decision.  Finally a level playing field.

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Canadian Wireless Summary Q3 2012

Canadian Wireless Summary Q3 2012 We were waiting in the hope that Mobilicity and Public Mobile might release some numbers, but no joy on that front, so we will assume that they did not do as well as WIND. We think there are three stories that are playing out in the Canadian wireless market: Rogers

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Bell vs. Cablecos

Bell vs. Cablecos Bell has three cable company competitors in Videotron, Cogeco and Rogers.  Two of them have wireless now.  The battle is very interesting and ironically while the cable companies are winning the battle for the home phone, Bell is starting to win the battle for TV.  This is a very different landscape to

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iPhone Share in America

According to Kantar Worldpanel ComTech, the iphone has dominated sales in the USA.  In the last 5 weeks iOS share of smartphones sales was 48.1% compared with Android at 46.7%. That does not leave a lot of room for Blackberry and Windows based devices.  Please see the release here. I wonder how T-Mobile USA feels

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Battle for the West Continues

Battle for the West Continues   The battle for West Canadian telecoms market continues.  Like most other provinces there are only really two players.  In the past with the assistance of regulation, Shaw had the upper hand and there seemed to be no respite for TELUS who were under fire in every aspect of their

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Bell vs Rogers Q3 2012

Bell vs Rogers Q3 2012 Bell and Rogers had very different wireless results. Gross Adds Overall gross was down y/y for both companies, but this appears to be a strategic shift away from lower value prepaid subscribers.  Postpaid gross was marginally up for both Bell 373k ( y/y growth 0.1%) and Rogers 386k (y/y growth

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Wireless: Verizon vs. AT&T

Wireless: Verizon vs. AT&T Verizon wireless and AT&T wireless just posted very different Q3 2012 results.  Both companies pointed to many metrics to show improvements, but some of this is the overall market.  What matters to me is their relative performance over time.  Let’s explore some key comparisons before concluding who actually won the quarter:

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