Wireless Telecommunications

T-Mobile US, Inc. reported first quarter 2024 results, raising full-year guidance and delivering industry-leading customer growth, including taking a higher share of postpaid phone net additions year-over-year and matching its lowest ever Q1 postpaid phone churn. The company translated customer growth into industry-leading growth in service revenues and profitability while returning $4.3 billion to stockholders in the quarter.

Cable companies Charter and Comcast have been wooing subscribers to their mobile virtual network operator (MVNO) services. But they can’t convince all their internet customers to include wireless in their plans. The stumbling block seems to be inertia.

Are we witnessing the final days of the landline phone in the United States? It's possible. But in some regions and across key demographics, landlines persist. The question is: Who’s still “jumping on the horn”? To get to the bottom of this question, we analyzed trends in phone usage by adults aged 18 and over. Our analysis takes a closer look at the percentage of adults living in wireless-only (cell or mobile phone) households, those living with landline phones, and those without phones (phoneless). Key highlights of our analysis include:

Aldo Soledad relies on his phone's data plan to take care of his internet needs. When it comes to living without home internet, he isn't alone. Millions of Americans are without broadband, either because of a lack of access or because they can't afford it.

With the arrival of the peak smartphone era, users are upgrading their smartphones less frequently, and data growth is decelerating. To ensure effective spectrum management decisions, policy makers require a thorough understanding of prospective wireless broadband technologies, current trends and emerging issues. We identify three emerging issues necessary for successful telecommunication policy. Firstly, evidenced-based policy making needs to be able to measure effectively how much demand takes place where and how.

T-Mobile and EQT, a purpose-driven global investment organization, have entered into a joint venture (JV) with EQT’s Infrastructure VI fund (EQT) that will acquire fiber-to-the-home platform Lumos from EQT’s predecessor fund EQT Infrastructure III. The J

Comcast Corporation reported results for the quarter ended March 31, 2024. Highlights included: 

AT&T reported first-quarter results that highlighted consistent 5G and fiber customer additions and showcased profitable growth driven by increased Mobility service and broadband revenues. Revenues for the first quarter totaled $30.0 billion versus $30.1 billion in the year-ago quarter, down 0.4%. Mobility revenues were up 0.1% year over year, driven by service revenue growth of 3.3% from subscriber and postpaid ARPU growth, offset by lower equipment revenues due to lower sales volumes. Consumer wireline revenues were up 3.4% year over year, driven by growth in broadband revenues

T-Mobile introduced two new plans to tackle broadband pain points—1) Home Internet Plus, the all-in-one plan with expanded home Wi-Fi coverage and 24/7 support for smart devices, and 2) Away, the flexible Wi-Fi solution for travelers to stay connected nationwide on T-Mobile’s network. Home Internet Plus expands the Wi-Fi signal across the home and in hard-to-reach places, with up to 2,200 square feet of additional coverage.

Verizon reported first-quarter 2024 results with strong wireless service revenue, solid cash flow, adjusted EBITDA expansion and fixed wireless subscriber base growth. Highlights included: