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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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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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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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RIM Outrage Outage

Published on September 21, 2012 by in Wireless

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,

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iPhone 5 Launch date

Published on August 31, 2012 by in Wireless

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

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Disappearing Canadian Landlines

Disappearing Canadian Landlines   For the last 14 consecutive quarters, the telecoms companies of Canada have lost more subscribers than the cable companies have gained.   This had happened a few times in the past, but was put down to timing like moves in Quebec.  The real driver for telecoms landline losses was cable.  Not anymore. 

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