All Neville Ray articles
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Financial & Performance“Give the competition a chance”: T-Mobile US flaunts 5G dominance, dismisses inflation concerns
Positive set of figures from T‑Mobile US as operator surpasses customer gain estimates. NatCo more than keen to highlight 5G influence, claiming a ‘two‑year lead’ on rivals AT&T and Verizon. Cost of living crisis a “real opportunity” for T‑Mobile to “serve more people as the value leader”, says CEO ...
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Network & Infrastructure
T‑Mobile US plugs ‘5G‑as-a‑platform’
5G Forward package of initiatives aimed at helping developers of all sizes gain access and experiment on operator’s network. Unveils brand new 24,000‑square foot Tech Experience 5G Hub facility. New strategic partnerships with Disney and Red Bull to develop “new 5G‑powered experiences”.
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Network & Infrastructure
T-Mobile US flies above 5G turbulence in C-Band
Ray happily explains that C‑Band interference concerns raised by FAA and airlines do not impact TMUS. When NatCo’s C‑band licences come into use in late‑2023, Ray confident issues surrounding airline safety will have been resolved. Dispute causes mid‑band 5G take‑off delays for AT&T and Verizon.
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Network & Infrastructure
T‑Mobile US adds more mid‑band spectrum
NatCo acquires nearly 200 licences in FCC auction of 3.45GHz–3.55GHz airwaves. Ray not worried by growing mid‑band arsenal of AT&T and Verizon.
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Strategy & Change
Elsewhere in T-Mobile US: VoNR not yet ready
VoNR not yet ready; retail partnerships boost footprint; Google tie-up surfaces with new plan.
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Financial & Performance
T‑Mobile rides cyberattack storm
Operator’s Q3 numbers indicate few customers ditched its services in wake of high‑profile data breach in August. Competitor exploitation of Sprint integration challenges highlighted as bigger issue, albeit one T‑Mobile intends to make “short‑lived”. T‑Mobile highlights organisational and cultural changes in response to attack.
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Network & Infrastructure
Vodafone CEO disses DSS
Nick Read flags “performance degradation” when using DSS in blended environment of 4G and 5G. Not clear if all vendors equally guilty in Read’s eyes. Ericsson’s proprietary Ericsson Spectrum Sharing solution used in key Vodafone markets, including Germany and UK. Vendor emphatically denies there is any meaningful performance dip ...
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Network & Infrastructure
TMUS gets into fibre game with New York trial
Operator enters leasing arrangement in most populous US city. TMUS testing waters with T‑Mobile Fiber, as telco slowly and steadily ramps up in‑home internet service drive.
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Strategy & Change
Elsewhere in T-Mobile US: Ericsson’s AI integration success
T‑Mobile completes mop up of Shentel assets; Ericsson flags AI‑driven integration success.
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Products & Services
TMUS hits the 5G FWA trail
5G Home Internet service available to 30 million homes at launch. NatCo aims for more than seven million FWA subscribers within five years.
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People
T‑Mobile execs fill pockets after Sprint merger success
SEC filings show a bumper pay‑day for new CEO Sievert and CFO Osvaldik. Predecessors Legere and Carter picked up sizable severance packages.
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Network & Infrastructure
Sievert, Ray gloat after C‑Band auction
Execs claim AT&T and Verizon still playing 5G catch-up after “spending tens of billions of dollars they didn’t have”. NatCo’s Virtual Analyst Day emphasises much higher deployment costs facing rivals if aiming for “meaningful nationwide coverage” with newly-acquired 3.7GHz assets. Ray estimates TMUS’s cost per 5G GB could be ...
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Network & Infrastructure
Elsewhere in T-Mobile US: politics, security, and 5G
T‑Mobile US plugs 5G into racing drones .
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Network & Infrastructure
T-Mobile US goes Nordic (again) for 5G expansion
Longstanding partners Ericsson and Nokia sign “multi-billion-dollar agreements”. Operator makes concerted 5G push at 2.5GHz to complement 600MHz rollout. Nordic duo also tasked with providing “advanced technical capabilities”, including voice over NR, NR carrier aggregation, network slicing, and multi-user massive MIMO.
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Venturing & Investments
T-Mobile US sets up corporate VC fund for 5G
T-Mobile Ventures formed in collaboration with Touchdown Ventures. Targets “ early-to-mid-stage ” companies. Aims to develop “ breakthrough ” 5G products and services. Mojio and Circle already part of T-Mobile Ventures’ investment portfolio.
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Partnerships & Alliances
Amdocs, Microsoft join T‑Mobile in 5G Innovation Lab
Amdocs, Dell, VMware, and Microsoft added to the list of “ founding partners ”. Backers afforded visibility into startup tech.
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Network & Infrastructure
T-Mobile US ups 5G pace with tower deal
Deal agreed after exchange of words over pace of 5G network buildout. Agreement worth $17bn over 15 years.
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Network & Infrastructure
T-Mobile US flicks the switch on standalone 5G
Sole reliance on low-band 600MHz purportedly boosts 5G coverage by 30%. Cisco Systems, Nokia are core network suppliers. Market research firms find NatCo leader on 5G availability, but not so good on average downlink speeds. TMUS expands rollout of Sprint’s mid-band 2.5GHz spectrum to support 5G.
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Analysis
Elsewhere in TMUS: Uncarrier network failures and further bedding in
Politically untimely network failure riles FCC as TMUS seeks to bed in Sprint merger.
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Products & Services
TVision Home flickers into life; bundling bigger picture
TVision Home switched on in eight cities, with mobile app in pipeline. Preparations underway for FWA assault on home broadband market. NatCo’s ultimate aim is to become fully converged player in “5G era” . TMUS aspirations highly dependent on Sprint merger, however. ...
