It isn't simply that AT&T and Verizon Wireless are substantially bigger than Sprint and T-Mobile USA, it is that recently the two bigger firms have accelerated away from the two smaller companies, in terms of subscriber growth. In the mobile business, market share has been directly related to profitability, not just gross revenue.Wednesday, March 9, 2011
U.S. Mobile Market Share Shifts Since 2006 Drive Consolidation Talk
Though no early deal likely is possible, in part because Sprint and T-Mobile USA do not appear to agree about the respective valuation of their firms, you can see why the discussions apparently are "on again," after having been rumored in the past.
It isn't simply that AT&T and Verizon Wireless are substantially bigger than Sprint and T-Mobile USA, it is that recently the two bigger firms have accelerated away from the two smaller companies, in terms of subscriber growth. In the mobile business, market share has been directly related to profitability, not just gross revenue.
It isn't simply that AT&T and Verizon Wireless are substantially bigger than Sprint and T-Mobile USA, it is that recently the two bigger firms have accelerated away from the two smaller companies, in terms of subscriber growth. In the mobile business, market share has been directly related to profitability, not just gross revenue.
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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