Disruptive Strategy: ‘Uncarrier’ T-Mobile vs. AT&T, VZW, and Free.fr
£1,000.00 excl VAT
T-Mobile USA’s ‘uncarrier’ strategy has delivered significant net additions, but is it a good strategy – and is the disruption promised by Softbank CEO Masayoshi Son already underway? We compare it to Free Mobile’s disruptive approach in France, and the results of its competitors’ responses.
Format: PDF filePages: 20 pages Charts: 14 Author: STL research team Publication Date: June 2014
Table of Contents
- Executive Summary
- The US Market is Changing
- Where are the Customers Coming From?
- Free Mobile: A Warning from History?
- T-Mobile, the Expensive Disruptor
- Handset subsidy: it’s not going anywhere
- Summarising change in the US and French cellular markets
Table of Figures
- Figure 1: The US, a rich and high-spending market
- Figure 2: The duopolists hold a lead, but a new challenger arises…
- Figure 3: US carriers are pursuing diverse pricing strategies, faced with change
- Figure 4: Something went wrong at Sprint in mid-2012
- Figure 5: US subscriber net-adds by source
- Figure 6: The impact of disruption – prices fall across the board
- Figure 7: Free’s spectacular growth in subscribers – but who was losing out?
- Figure 8: The main force of Free Mobile’s disruption didn’t fall on the carriers
- Figure 9: Disruption in France primarily manifested itself in subscriber growth, falling ARPU, and the death of the MVNOs
- Figure 10: T-Mobile has so far extended $3bn of credit to its smartphone customers
- Figure 11: T-Mobile’s losses on device sales are large and increasing, driven by smartphone volumes
- Figure 12: Size and profitability still go together in US mobile – although this conceals a lot of change below the surface
- Figure 13: Fully-developed disruption, in France
- Figure 14: Quality beats quantity. Sprint repeatedly outspent VZW on its network
Technologies and industry terms referenced include: 2, cellular, competition, Disruption, free.fr, mobile, pricing, Sprint, Strategies, Strategy, T-Mobile, Telco, Telecom, wireless