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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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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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Verizon Wireless Q2 2012 results

Verizon Wireless Q2 2012 results This last quarter Verizon Wireless really blew the lights out.  This shows what a combination of a good strategy and good execution can achieve.  If in any doubt as to who is winning in the market, look at the charts. Revenue Growth Retail Service Revenue grew 8.6% y/y to $15.2Bn

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FiOS speed success impact on Canadian Cable Companies?

Published on June 25, 2012 by in Bell, Rogers, TELUS, USA

Will the FiOS speed success impact Canadian cablecos?   Verizon launched new Quantum speeds With the new speeds, Verizon users will enjoy speeds true broadband download at 300Mbps.  At these rates, it will only take a couple of minutes to download an HD movie.  This currently takes about 30 minutes on average for the fastest

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iPad 3

Published on March 6, 2012 by in Bell, churn, Rogers, USA, Wireless

iPad3 Yesterday we read a really interesting article by Jameson Berkow iPad 3 has tablet owners wanting to upgrade in then FP TECH DESK.  The article points to a survey saying that 42% of current iPad 2 owners plan to upgrade once the device is released.  We think this is an incredible situation.  Gone are

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Unlimited wireless plans?

Published on March 5, 2012 by in Bell, Rogers, TELUS, USA, Wireless

Unlimited plans From a marketing perspective it is always very attractive to have unlimited, but delivering unlimited is always difficult when the resource itself if not unlimited. Have you ever heard of an unlimited gas plan or unlimited electricity?  We have not; in fact it looks like the only thing that we do not pay

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Wireless wholesale networks – can we make them work?

Wireless wholesale networks So far wholesale networks have not worked in the USA and as far as we can see in Europe, the winners in wholesale deals have been the MVNOs, not the wholesale providers which are usually the national provider turned national enemy with a regulator hell bent on creating competition by constraining the

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Wireless network quality myths

Wireless network quality myths: In the past companies like Verizon in the USA and Rogers in Canada built their brand and customer base on the back of superior networks, but shortly after Virgin Mobile launched the first MNVO on T-Mobile’s UK network, a third party customer satisfaction survey revealed some startling results:  Virgin was rated

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Lightsquared CEO quits – but why?

Published on February 29, 2012 by in USA, Wireless

LightSquared CEO quits In a letter to the board Sanjiv Ahuja has resigned as CEO of LightSquared.  We find it interesting that he gave no reason other than his contract had expired.   It seems he may continue to serve on the board.  Sanjiv is a smart guy and must have many options globally but we

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Mobile Commerce – e=mc2

e=mc2 ? Does this mean that e-Commerce is equal to m-Commerce squared?  For that to be true, mobile operators and banks had better starting getting their stuff together and provide something that just works, or else someone else will rewrite their equations. It seems that operators have not learned any lessons from past mistakes: When

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