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 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