On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.
00:00 Episode intro
00:27 MVNOs vs. their host carriers
04:42 Segmentation as a powerful market force
07:42 Wholesale vs. retail
12:31 A lack of choices in the U.S.
14:30 Is price the key concern?
16:54 Why consumers actually change carriers
18:42 Networks depend on MNO pricing
20:44 Verizon, Visible, and subscriber growth
24:23 MVNO strategy must differ
26:20 Upselling lower-income customers
27:40 Cable's free line strategy as a model
28:51 Is Total relevant or not?
31:10 Price vs. value
31:57 The current landscape is unsustainable
33:36 Which metrics matter?
35:52 MVNO branding is falling short
39:45 Business models should be customer-centric
41:23 Episode wrap-up
Tags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value
