Also: are they getting into the hardware business again? Will the new CEO take them in new directions?
However with this new move into smartwatches and a new CEO there are always questions. Are they getting back into the hardware business or are they just showing the world what a Toq smartwatch with their technology can do?
I am not thinking anything is wrong there, but there is confusion so I am keeping my eyes open.
They want to be a leader in the smartphone sector. That's where the
They can be successful of course, but right now
I would not say there is any worry about
Then they struggled with the heavy wireless data demand of the iPhone, but have solved the problem and are doing very well these days. In fact they are winning award after award from companies like
After attending the AT&T Industry Analyst meeting in early December I can see the various different directions they are heading in. Example, video is growing rapidly. So much of their business is video today and that is growing.
This is a company that will likely remain a leader as the entire wireless space changes. Their image in the marketplace will continue to improve based on what I am seeing with these awards.
However things have been changing lately. Their CEO and COO have given separate speeches in the last few weeks discussing the growing demand of video and wireless data, and their struggle to keep up.
Video is growing on
Can they recover? Yes of course. "Will they?" is the more important question. I bet yes, but today they are still struggling. Expect to see a more of these kinds of
Sprint ($S)is currently transforming itself thanks to the Softbank acquisition. They have more spectrum than any wireless carrier and when they start rolling out high-speed services they can start to grow again.
Softbank and Sprint say we can expect to see them challenge and change the industry. The guess is in areas like cost and speed. We have seen nothing like that yet, but it's still early. The Softbank acquisition happened during the summer and they are in the early stages of upgrading the network now.
To add this mystery, Softbank is a Japanese company that wants to make a big impact in the
Sprint has struggled for years, but perhaps they are on the cusp of a recovery. It's too early to tell today, but that's the direction they want to head. So stay tuned.
T Mobile ($TMUS)is another wireless carrier like Sprint that is in the early stages of a recovery. They were struggling for survival over the last several years. About a year ago they brought in a new CEO,
T-Mobile has launched several major transformations from the iPhone, to going pre-paid to updating the network to faster speeds, and so on.
The T Mobile service is better today than it has been in years. They are winning new customers once again. They have seen growth during the last two quarters.
So while T Mobile seems like they are on the right track, it's still too early to say whether it will continue. I hope it does, but let's keep our eyes on it.
The word on the street today is Sprint and T-Mobile may merge. Will they? Who knows? The regulators said no to an AT&T T-Mobile merger. Will a Sprint T-Mobile merger be approved? Stay tuned.
(be sure to check back in for the last installment of