http://www.dslreports.com/shownews/TMobile-Sprint-Lose-039-Per-Subscriber-Per-Month-135730
"In 2015 so far, Verizon and AT&T have earned roughly $17/subscription/month while T-Mobile and Sprint have collectively lost $0.39 on every subscription/month," wireless industry analysts Chetan Sharma states in his
latest dissection of wireless industry profits. T-Mobile and Sprint offer promos and work to expand their smaller network footprints, while offering users unlimited data. AT&T and Verizon, in contrast, have "optimized their business on margins."
Granted these efforts are working for T-Mobile, who continues to add more postpaid phone subscribers per quarter than any of the other three major carriers. Most of T-Mobile's new subscribers continue to come courtesy of AT&T. Both AT&T and Verizon meanwhile have focused on connected cars (which help drive users past their usage allotments).
As for T-Mobile and Sprint, any hopes for a major merger or acquisition to help the two companies out (say by a cable company or Dish) isn't likely, argued Sharma.
"Given that the spectrum auction is coming up and the U.S. presidential cycle in 2016, the window of any major M&A in the service provider segment is almost closed and we might be looking at 2017 and beyond for any major transactions," he said.
"This means, T-Mobile and Sprint who were hoping for some form of a transaction by now will have to keep on competing and outdueling rivals for the next few quarters."
That's good news for us, and less so for the carriers.