Though Verizon had a big quarter for tablet connections, it actually lost feature phone and basic smartphone subscribers in Q1. Those customers are likely going to T-Mobile and arch-rival AT&T.
T-Mobile is now campaigning to end overage charges in all cases, eliminating its own fees on older plans. Overage fees aren’t inherently evil, but the way they’re implemented in the U.S. they might as well be.
There are two big barriers to wider LTE tablet adoption: the higher cost of a slate with 4G radios and the monthly data fees necessary to connect it. T-Mobile is eliminating both obstacles.
Since T-Mobile launched Un-carrier, the operators have all restructured their pricing, but monthly mobile bills aren’t falling. If we’re in a price war no carrier is suffering yet, but that could change as competition escalates.
The rest of the U.S. mobile industry is calling for the end of the phone subsidy and long-term service commitments, but Verizon is standing firm behind a model that has benefited it for a decade.
Adding 1 million customers in the second quarter, French ISP Iliad’s upstart wireless operator is still up-ending France’s mobile market. Though its momentum has slowed since its stellar 2.6 million-activation launch quarter, the company is still growing rapidly at the expense of France’s incumbents.