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May 19, 2008Embarq Sets the 1M Mark for MVNOs
Analysis of: Embarq CFO reiterates plans to shutter wireless MVNO | www.rcrnews.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Embarq’s wireless withdrawal reinforces that an MVNO has to exceed a one million subscriber base by the second year with a profitable mix of ARPU, churn, acquisition costs, and service margin.
May 14, 2008SK Telecom Buying VMUSA for Future U.S. Acquisitions
Analysis of: Virgin Mobile USA and Korea's SK in talks: source | www.reuters.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The on-and-off rumors about SK Telecom, Virgin Mobile USA and Helio could indicate future attempts to acquire the Boost subscribers from a Sprint break-up or to buy Leap and Metro PCS.
May 13, 2008RIM and AT&T Having a Bold Summer
Analysis of: RIM's new BlackBerry Bold targets business market | www.reuters.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
RIM’s announcement of the new Bold model for exclusive U.S. distribution to AT&T adds to the carrier’s potential with the new 3G iPhone to sell both enterprise and “prosumer” customers.
May 13, 2008The Many WiMAX Partners of Sprint Nextel
Analysis of: Tech Firms to Build WiMax Network in U.S. | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Sprint Nextel’s new Clearwire alliance questions the existing partnerships with Motorola, Nokia and Samsung for the network build out and WiMAX-capable devices.
May 12, 2008Ethnic Marketing and the MVNO Model
Analysis of: Apc Wireless Buys Latino Focused Mvno | www.cellular-news.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
APC Wireless’s acquisition of Movida combines ethnic marketing and the MVNO model to exploit the strong sense of community, but will face challenges in handset costs and service margins.
May 8, 2008iPhone Becoming Global with Non-Exclusive Contracts
Analysis of: Apple to begin selling 3G iPhone in late June? | www.appleinsider.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Beyond the rollout of a 3G version of the iPhone, Apple is altering the distribution model with the non-exclusive contracts of two carriers in Italy and the Vodafone contract for ten countries.
May 7, 2008Qwest Marketing a New Wireless Relationship
Analysis of: Qwest to Use Verizon for Wireless Services | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
In switching from reselling Sprint Nextel to Verizon Wireless, Qwest has accomplished three objectives: 1) Full line of mobile devices, 2) Major wireless branding, 2) Broadband data applications.
May 6, 2008Cable Winning the Competition for Broadband Access
Analysis of: Study: Online won’t replace traditional TV anytime soon | telephonyonline.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The Convergence Group’s two studies imply the strength of TV delivery over online video for advertising revenue, but also show the dominance of cable MSOs over telcos for broadband access.
May 5, 2008MediaFLO not a Revenue Flow for AT&T
Analysis of: AT&T goes with the FLO for mobile TV | www.theregister.co.uk
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
AT&T’s launch of MediaFLO mobile TV appears to more a ploy to drive retail store traffic and compete with Verizon than to launch a significant revenue-generating service.
May 2, 2008Unlimited Plans Cannibalizing Wireless Revenues of Major Carriers
Analysis of: Growing customer base boosts Verizon 1Q profit by 9.8 pct | ap.google.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Because the revenue results of AT&T and Verizon for the first quarter of 2008 showed only one month for the effect of unlimited voice plans, subsequent quarters could be different.
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