Jeff Kagan: Winners in Wireless Networks / by Neil Savage

In sports, there are always winners and losers. Same with business. Same with life. Maybe you've tasted the sweet, succulent success of being a winner before, but there's a pretty high chance you've choked on the bitterness of defeat, too. Don't really know where we're going with this opening. Thought we might have had an angle, but it sort of fizzled. Instead, let's just cut straight to RCR's article by Jeff Kagan. His opinions on the victors of the industry follow:

If we asked who the winners in wireless on the handset side eight years ago were, we would have said BlackBerry and Nokia. Today’s leaders are Apple iPhone and Google Android on phones like the Samsung Galaxy. The wireless world completely changed over the last few years. So what can we expect on the network side going forward?

Things change quickly on both the handset and network sides. Yesterday’s leaders are now struggling for survival. While Apple, Google and Samsung have roughly 90% market share, all the others squeeze into the last 10%. Today the next largest is Microsoft Nokia, which has only single-digit market share. BlackBerry has roughly 1% from what I hear.

Changes at the networks
With that kind of transformational change going on with handsets, let’s consider the networks.

Networks have gone through as much chaos and change, as well. Ten years ago the competitors were AT&T Mobility, Verizon Wireless, Sprint and T-Mobile US. They were all going through changes and challenges, but they were all competing well in the 2G, pre-app world.

Then, over the next few years, things started to change. AT&T Mobility and Verizon Wireless continued to grow to 3G then LTE, while Sprint and T-Mobile US didn’t. That meant two competitors were rapidly growing while the other two were not.

Now the wireless world is changing once again. Growth will come from new and different areas. AT&T Mobility and Verizon Wireless are still on the right track, but now it seems so are Sprint and T-Mobile US. What that means is all four are growing, but in different ways.

What’s important to remember is there is a split forming in the industry. Both AT&T Mobility and Verizon Wireless are on one side of this split. They offer a variety of wireless and wireline services. On the other side is Sprint and T-Mobile US, which are straight wireless plays.

So what changes can we expect going forward with wireless networks? Let’s take a closer look at these top four carriers.

Source: http://www.rcrwireless.com/20150528/opinio...