T-Mobile reported their Q4 2016 results yesterday, and guess what?
Despite T-Mobiles significant aggression in driving down prices through flat rate plans and elimination of vendor lock-in contracts, they have essentially matched Verizon on revenue per account.
In addition, their network capital investments are starting to pay off...
Uh Oh!
This is story will get more exciting as all of the big carriers are slashing prices to match T-Mobile, who adjusts their plans according. For more on the margin compression race, see Verizon Unlimited, T-Mobile Upgrades, Sprint Drops Prices Through Floor: The Deadbeat Carriers are Beating Themselves To Death.
John Legere and his team are quite the effective management. Kudos go out to them for shaking up the business while increasing profitability at the same time.
B-annual ro higher subscribers (click here to subscribe) can email us or (or me directly - reggie AT boombustblog.com) to make requests for custom analysis and insight on these companies - or just bend my ear.