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sarahthomas1011
50%
50%
sarahthomas1011,
User Rank: Light Beer
4/29/2015 | 2:09:17 PM
Re: I'll believe it when I see it.
Verizon's churn was 1.03% and T-Mobile's was 1.3%, so I'm not quite 50% higher. I also don't think they are competing solely on price, but the network is definitely the next battleground.
Pete_S4
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50%
Pete_S4,
User Rank: Light Beer
4/29/2015 | 12:28:32 PM
I'll believe it when I see it.
When you chase custimers solely on price, how ae you getting the money for massive massive network upgrades?  T-Mobile's churn rate is 50% higher than Verizon, new customers cost more money than retaining existing ones.  As their netwok loads up, they will need to go back into add carriers or sites; much less expand their coverage into the rural areas where they are the weakest.

T-Mobile is my recommendation for cost conscience consumers, but this is a lot of bravado for a company that tried to sell itself twice and had to drop its prices substantially to gain customers.
thebulk
50%
50%
thebulk,
User Rank: Light Sabre
4/29/2015 | 1:21:18 AM
Re: T-Mo & the IoT
@Mitch, I don't really know, it doesnt make much sense to me from a netwrok perspective, unless they are looking at it as a retail play then connected cars wouldnt really fit well but things like wearables and smart home sensors might. 
Mitch Wagner
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50%
Mitch Wagner,
User Rank: Lightning
4/28/2015 | 4:09:39 PM
Re: T-Mo & the IoT
Hard to believe we're close to saturation on the smartphone market, even inside the US and rest of the developed world. 

Of course when you look at the global market, we've only begun connecting people, even with feature phones. 
Mitch Wagner
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50%
Mitch Wagner,
User Rank: Lightning
4/28/2015 | 4:07:57 PM
Re: T-Mo & the IoT
thebulk - I was wondering the same thing. Why is T-Mobile bullish on those other IoT technologies but bearish on connected cars?
thebulk
50%
50%
thebulk,
User Rank: Light Sabre
4/28/2015 | 3:22:32 PM
Re: T-Mo & the IoT
I also think it is interesting that they are not super excited about connected cars, I would have thought that to be a very natural fit for providers. 
thebulk
50%
50%
thebulk,
User Rank: Light Sabre
4/28/2015 | 3:20:08 PM
Re: T-Mo & the IoT
It is interesting to see such low churn, and also how they want to go head to head with Verizons network. That might end up playing out in very interesting ways, I think the media fight is going to get dirty. 
sarahthomas1011
50%
50%
sarahthomas1011,
User Rank: Light Beer
4/28/2015 | 1:10:51 PM
T-Mo & the IoT
Sievert's comments on other non-smartphone devices were interesting (yes to IoT and wearables; no to connected cars). AT&T and Verizon make a big deal of IoT and new verticals, because that is where the growth is coming from for them -- and, Legere says, to distract from losing smartphone customers. 

That said, some analysts still see AT&T and Verizon as better positioned for future growth because of this focus. When smartphones reach saturation, IoT will be what matters most, even for T-Mobile.

TBR says, "Despite T-Mobile's current success, AT&T and Verizon are presently better positioned to sustain revenue growth in the long-term due to their higher focus on expanding into markets such as the Internet of Things (IoT) and video. TBR believes the Un-carrier for Business plans will allow the company to gain headway in the enterprise segment and will help the company compensate for its lack of wireline business services. Traction gained in the enterprise phone and tablet segments through Un-carrier for Business will position T-Mobile to introduce new enterprise IoT solutions that will help to drive device connections over the next five years. TBR also anticipates T-Mobile will launch new IoT services geared towards consumers in 2H15 such as a connected car offering."


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