T-Mobile to Acquire Sprint, Microsoft’s Earnings

T-Mobile is acquiring Sprint. The deal makes a lot of sense, particularly in the context of 5G — will regulators look forward or backward? Then, Microsoft continues to own the CIO relationship.

Pro-Neutrality, Anti-Title II

Any regulation, including those around net neutrality, should be put to a cost-benefit analysis. In this case regulation advocates come up short.

Daily Update: Fire Phone Follow-up, T-Mobile Test Drive, Adobe’s New Business Model Part 2

Good morning, I originally planned on avoiding yesterday’s Reuters piece about Apple’s smartwatch mainly because the idea of a 2.5” screen seems absurd (it is noteworthy that the piece included specifics about the manufacturer – Quanta Computer in Taiwan – and timing – production starting in July). Just before sending this update, though, the Wall […]

Subsidization and Saturation

Thanks to AT&T CEO Randall Stephenson, subsidies are once again in the news: AT&T’s top executive says the era of big subsidies for devices is coming to an end, as wireless operators can no longer afford to fund a constant smartphone upgrade cycle. Speaking at an investor conference in New York City on Tuesday, AT&T […]