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Jeff Baumgartner
Jeff Baumgartner
3/28/2019 | 6:32:12 PM
Re: Have to disagree
Both Charter & Comcast are still in the startup phase expense-wise with mobile, but the  rate at which they add customers will eventually play a role in how quickly they can put true scale into this and produce standalone economics. So if the growth rate slows that'll impact and extend that timing. 

But the bigger question is how much it will matter in the grand scheme at either MSO, since they are using mobile mostly to sell /bundle broadband , with Charter using mobile increasingly as a piece of the triple play while wireline voice is relegated to bolt-on status, and aren't really using mobile (for now) to take on the big carriers.

At the same time, the CBRS and WiFi offload potential is interesting if they end up having a a material effect on cutting down significant MVNO costs. 

JB 
Clifton K Morris
Clifton K Morris
3/28/2019 | 5:43:12 PM
Have to disagree
Often, new business development has unique challenges. In this situation, the business of Mobile Services is based on a 2-year upgrade cycle.

Many people I know arenít aware that Comcast or Charter even have a Verizon-based mobile product offering, and Charter just started offering services less than 12 months ago. To my knowledge, Cox and Altice havenít even executed on their Sprint MVNO offering yet. (I could be wrong with Cox and Altice though.)

Considering that Xfinity has added over a million customers says great things about customer adoption which is limited to their existing customer base. Also and by nature of each cable franchise/MSO having only partial of the US as a service area, each company also has to market the new product on a separate basis. They canít participate in national (often cheaper) media buys for advertising.

Wall Street has always preferred companies that are marketed on a national basis. However, the requisite requirements of being a Cable customer first a customer may have to wait a 2-year term. Then, thereís also T-Mobile who recently marketed 36-month contracts in exchange for a $40/month iPhone and plan over Christmas.

Not everyone is free to switch ISP providers, TV/Satellite providers, nor can everyone exit a carrier contract without a penalty.

With these requisite requirements to switching to the Cable MVNO business model, many people arenít able to sign up. To compare, the traditional wireless provider business model is to sign up anyone who can walk into a store and has a pulse.


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