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Sprint Seeks to Shore Up Subscriber Base

July 29, 2009

Analysis of:Sprint Nextel-Virgin Mobile: What Does Sprint ‘Want to Be When It Grows Up?” | blogs.wsj.com

Sprint-Nextel's acquisition of Virgin Mobile goes beyond marketing or economics. Prepaid wireless customers are an increasing part of Sprint's wireless customer base and represent a crucial revenue stream while other Sprint initiatives come into fruition. Acquiring Virgin Mobile doubles the number of prepaid wireless customers Sprint, particularly in competing for unlimited plan customers.

This will Help Nokia expand in the US

June 22, 2009

Analysis of:Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Nokia Siemen's purchase of Nortel bolsters their overall plan to expand in the US, where they have less market share than elsewhere.  Purchasing Nortel gives them access to technology (CDMA) that is popular in the US but not elsewhere.  It also goes along with Nokia's increasing investment in LTE, another potentially important US technology.

Despite Difficulties T-Mobile/Sprint Merger May Be Worth It to Deutsche Telekom

May 1, 2009

Analysis of:Sprint, T-Mobile Heading for Imminent Tie-Up? | www.xchangemag.com

While Sprint's financial weakness may not be as bad as any other US carrier, Deutsch Telekom, T-Mobile's parent, is under intense financial pressure that may be leading them to focus more on the US market.  The best strategy for Deutsche Telekom to grow T-Mobile may be to merge; a strategy that certainly worked for Verizon taking over Alltel.  While the technical problems facing integration of the two carrier's networks may be the biggest hurdle to this merger, it offers T-Mobile an opportunity to offer new services and attract new customers and expand Deutsche Telekom into an ever important US market.

Products Drive Revenue But Need Investemnts in Infrastructure

April 16, 2009

Analysis of:AT&T Chief Presses to Keep iPhone, Deepen Wireless Push | online.wsj.com

While wireless customer growth is exceeding landline customer numbers, the US wireless market is reaching saturation and the market abroad can be difficult to penetrate.  The challenge for providers is to sell more to existing customers to increase revenue and AT&T's strategy of offering advanced handsets/services looks, at least in the short term, to be a smart model for the industry.  However, the industry needs to continue investment in infrastructure to support these products.

Smartphone device shipments will rise bringing revenue along for the ride

April 3, 2009

Analysis of:AT&T Releases New Line of Smartphones | www.wirelessweek.com

AT&T's move is one more indication that consumer demand for smartphones will continue to rise.  Smart handsets are a driver of overall revenues through additional service offerings to the consumer.  Nokia's next moves will be important to watch.

Service offerings are not necessarily the driver of slumping hardware sales

February 5, 2009

Analysis of:Goodbye, PC (and Mac). Hello, services. | money.cnn.com

While hardware sales are slumping, the shift of suppliers to offering services has been going on for at least a decade, driven by improvements in networks and continuing cost cutting by business.  The slowdown in hardware sales is impacted by service offerings but they may not be primary factor.  Lowered hardware revenues are most likely to be a result of the ongoing trend toward lower hardware costs.

Technology becomes increasingly important for US wireless providers

January 26, 2009

Analysis of:Sprint to lay off 8,000 by April | www.computerworld.com

Sprint's announcement of layoffs point to the troubles with the US wireless industry as a whole including increased competition for subscribers.  In order to increase revenue, wireless providers will have to continue to develop new strategies including some based on technology offered to the end consumer. Increased competition creates a problem for wireless service providers of how to increase revenues.  Sprint's own analysis reports that base subscriber revenues are flat, leaving revenue growth by increasing numbers of subscribers and/or charging for new services. As wireless providers seek to differentiate themselves in the marketplace, technology offered to consumers becomes vital.  The combination of 3G networks and high-end handsets offer the providers opportunities to sell advanced services such as video and other streaming applications.  While handsets alone won't save Sprint or anyone else, the experience of AT&T shows that attractive technology can drive subscriptions.

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