This Week: Christmas Episode - A Spirited Discussion on Wireless Industry Economics with Peter Adderton and Ronan Dunne
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…
The skinny
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