T-Mobile earnings preview: Will we see the rise of the Uncarrier?
T-Mobile’s bigger competitors combined lost phone subscribers in Q1. That could translate into big growth for T-Mobile when it reports its earnings on Thursday.
It’s a mobile data world: In 2013 voice stopped being U.S. carriers’ main revenue driver
The fourth quarter was the turning point in which the U.S. mobile industry started making more money off of data than from voice.
Is 2013 the year mobile data becomes bigger than voice?
Despite the mobile industry’s focus on mobile data, voice has long been the primary revenue driver for carriers. That’s set to change this quarter.
Is the mobile messaging space ripe for consolidation?
We put the question to Rebtel CEO and over-the-top communications veteran Andreas Bernström. He had two big predictions: Google will acquire WhatsApp, and AT&T will acquire Twilio.
Facebook’s quest for a more efficient mobile internet starts in its own backyard
Facebook’s Internet.org wants to streamline the wireless industry, making mobile data available to billions of people. It’s a noble goal, but as Facebook acknowledges, it needs to start with its own notoriously data-hungry apps.
Mobile subscriber growth in the U.S. slows to a standstill
The mobile industry saw its slowest quarter of overall subscriber growth since the dawn of the cellular age. Without new customers to connect, carriers are stealing them from one another and looking toward M2M for future growth.
Survey: Despite initial missteps, mobile payments will boom in 2013
We’ve heard it before: So-and-so year will be the year of the mobile payments. A group of mobile industry experts, however, believes 2013 will be the real deal. Google and the carriers had their chance. Now it’s the banks’ turn.
Carrier data confirms it: Half of US now owns a smartphone
According to a new report from Chetan Sharma Consulting, the US has reached 50 percent smartphone penetration. The big operators may be leading the charge toward more sophisticated OS-driven devices, but smaller operators and the growing prepaid market is making a contribution as well.
The mobile operator’s dilemma (and opportunity): The fourth curve
Mobile operator profits have more than doubled in the last 10 years. But operators can’t rest on their laurels. As voice, texting, and data revenues fall over time, operators must step up to take up the role of becoming an over the top provider.
Memo to T-Mobile’s future CEO: Don’t change a thing
Philipp Humm is out at T-Mobile, and we don’t know why. Whatever the reason, the move is sudden, and T-Mobile finds itself looking for a new chief executive. We have some unsolicited advice for whomever that replacement will be: Don’t mess with Humm’s work.