4 | Boost founder bucks waves, fights new MVNO battle (簡訳:創設者が波を押し上げ、新しいMVNOの戦いと戦う) | ----------- | |
FierceWireless: Wireless | 2020-09-22 00:30 | ????0? | |
Those were the days, and Adderton hasn’t forgot. But now, as in years past, he’s on a crusade to keep the MVNO business a competitive one. If that means being a thorn in the side of regulators when they consider Verizon’s proposed acquisition of Tracfone, so be it. Verizon recently announced plans to acquire Tracfone from Mexico-based América Móvil in a deal worth up to $6.9 billion.Other national carriers bought into the prepaid space in a big way years ago. AT&T closed its acquisition of Leap Wireless International and its Cricket brand in 2014. T-Mobile acquired MetroPCS about seven years ago; it’s now known as Metro by T-Mobile, and many dealers are not happy with changes afoot since T-Mobile’s merger with Sprint, which was widely known as an MVNO-friendly carrier.After Tracfone, the next largest MVNO is Consumer Cellular, which has about 3.75 million subscribers and specializes in the over 50 demographic. After that, H2O Wireless has about 1 million, “so there are no carriers out there similar in size to Tracfone,” Moore said. “True, there are 2.39M Xfinity Mobile subscribers and 1.69M Spectrum Mobile subscribers, but they compete in the postpaid space.”However, he believes the impact to competition at national retail will be severe. In all, Tracfone sells six brands at Walmart – Straight Talk, Walmart Family Mobile, Total Wireless, TracFone, Simple Mobile (Simple is not at all Walmarts), and Net10 Wireless – and Verizon prepaid is already sold there, he said. The only remaining prepaid competition at Walmart would be two AT&T brands – AT&T Prepaid and Cricket – and Boost Mobile. There would also be a decline of competition at Best Buy, where Boost is not sold and neither T-Mobile prepaid nor Metro by T-Mobile sells phones at Best Buy, he added.“The impact to competition in the multi-carrier dealer channel also would be severe, as Simple Mobile is the top brand in this channel, with other Tracfone brands – Total Wireless, GoSmart Mobile, PagePlus Wireless, Total Wireless, Net10 and Tracfone – also available,” Moore said. “That said, this would create an opportunity for independent prepaid MVNOs – such as H2O Wireless, Ultra Mobile, and Red Pocket Mobile – to gain share.” -- ???????? | |||
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