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.
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
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
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
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
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
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:
RIM Outrage Outage It is a strange time to have a RIM outage. Why some of us switched About this time last year, RIM had a significant outage, for some users it lasted up to five days. After more than a decade of carrying a Blackberry on my hip and at least 15 different blackberries,
iPhone 5 Launch date Today reports in the WSJ suggest that Sharp has fallen behind on the production of the iPhone 5 screens. http://on.wsj.com/R1aWVJ This will almost certainly impact the launch date and will impact iPhone 5 supplies. Does the date of the iPhone 5 launch matter to Canadian wireless carriers? We think so: Launch
RIM is not looking good. Not much more to say. Pretty sad. Note that RIM’s percentage is of top 11 handset OEMs. Together the top 11 account for 80% of overall market.