& cplSiteName &
Comments
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
nasimson
nasimson
8/26/2015 | 12:28:29 PM
Disruption
Apple MVNO or ESIM makes perfect sense both for iphones and ipads. Apple will disrupt the telecom industry just as it disrupted the music, publishing and phone industries.
Sarah Thomas
Sarah Thomas
8/4/2015 | 2:05:33 PM
Re: Apple denies MVNO talk
I didn't think it bothered to publicly deny a lot of rumors or even acknowledge them. 
Mitch Wagner
Mitch Wagner
8/4/2015 | 2:02:56 PM
Re: Apple denies MVNO talk
Apple has a tendency to deny it's doing things until it does them. 
Sarah Thomas
Sarah Thomas
8/4/2015 | 11:53:10 AM
Apple denies MVNO talk
Apple has responded to the rumors, saying it has not discussed & is not planning an MVNO cellular service. Not sure if this rules out the data-only non-smartphone idea that Bluestein presented though.
Rahul_atri
Rahul_atri
8/4/2015 | 1:52:54 AM
Re: Here's a perspective
As said, for Apple this seems to be an attempt to be in the race. Being a closed box (software iOS), not as open as android OS / phones are, it comes natural to offer MVNO services rather than OTT applications. The smart decisions to switch operators with built in services is the new form contracts with e-Sims i guess.
Rahul_atri
Rahul_atri
8/4/2015 | 1:52:54 AM
Re: Here's a perspective
As said, for Apple this seems to be an attempt to be in the race. Being a closed box (software iOS), not as open as android OS / phones are, it comes natural to offer MVNO services rather than OTT applications. The smart decisions to switch operators with built in services is the new form contracts with e-Sims i guess.
Mitch Wagner
Mitch Wagner
8/3/2015 | 7:20:33 PM
Makes sense

An MVNO for Macs makes sense. Users carrying iPhones, iPads, and MacBook Airs in their briefcases wonder why only two of those devices have non-WiFi wireless connections. 

Sarah Thomas
Sarah Thomas
8/3/2015 | 4:15:47 PM
Re: Here's a perspective
Really interesting perspective. Thank you for sharing.

If spectrum is such a finite resource, the wireless operators are in big trouble too. That's why we've seen them rely on WiFi so much more than they have in the past (alongside small cells, refarming, auctions, 5G and everything else they're doing). More competition -- from Apple or anyone -- is good for consumers, but I'm not sure I see Apple views it as necessary to survive. WiFi can only go so far, so it's still in trouble if it's wholesaling cellular networks that are in trouble, as you say.
CEO&Chai78815
CEO&Chai78815
8/3/2015 | 4:08:14 PM
Here's a perspective
So here's what's changed since the last time such rumours hit the headlines: The 'do nothing' option (meaning staying out of the service provider business) is likely wearing thin. If it is true (as was recently suggested) that Verizon will run out of cellular capacity in a couple of years, then companies like Apple have real problem. Google's Project Fi is another indicator that the 'do nothing' won't work any more. In other words: If the regular service provider market cannot provide the amount of connectivity at the right price that Apple needs to sustain growth, then Apple will need to do something. 

The best best (as alluded to here) is to include Wi-Fi in the mix, as Republic, etc. are doing already. Look at the numbers: Ruckus Wireless just posted stellar Q2 results, while cellular vendors are doing - well - not much in terms of growth at all. High-quality Wi-Fi is going up everywhere including in public places. That's the network that Apple needs to tap into. It's growing both in footprint & performance - much faster than celluar, at af fraction of the deployment cost. BTW it will take another 6-8 years for anything along the lines of cellular 5G to emerge. Nobody will want to wait that long. 

Apple will very likely need to do something on the connectivity front fairly soon. One approach would be like that of Amazon - bundle connectivity with content/services. Microsoft will likely do the same with their new Wi-Fi service. 

 

 
Sarah Thomas
Sarah Thomas
8/3/2015 | 3:59:20 PM
Apple v Google
A lot of comparisons have been made between Apple and Google, which recently launched an MVNO, but the business drivers are very different. Google is all about extending its search business and lowering the cost of connectivity across the board, whereas Apple is sitting pretty when it comes to its partnerships with the wireless operators. Apple also doesn't have a big WiFi business like Google does. I think Bluestein's prediction for an Apple MVNO is the only one that makes sense.


Featured Video
Upcoming Live Events
September 17-19, 2019, Dallas, Texas
October 1-2, 2019, New Orleans, Louisiana
October 10, 2019, New York, New York
October 22, 2019, Los Angeles, CA
November 5, 2019, London, England
November 7, 2019, London, UK
November 14, 2019, Maritim Hotel, Berlin
December 3-5, 2019, Vienna, Austria
December 3, 2019, New York, New York
March 16-18, 2020, Embassy Suites, Denver, Colorado
May 18-20, 2020, Irving Convention Center, Dallas, TX
All Upcoming Live Events