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What would a Sprint-T-Mobile merger mean for Ting?

I don’t know.

But I’d hate to not acknowledge that this is a strong possibility and attempt to answer the question.

At the very best, it means a bigger, better carrier partner with more network (including both CDMA and GSM), more clout with manufacturers to get great devices sooner, more data and insight to help us understand the market and more backend functionality that we can pass along to our customers.

At the very worst, it means a change in attitude about wholesale (MVNOs, or front-end partners, like us). Although looking at these two organizations, that doesn’t seem likely.

As we’ve said, Sprint is enjoying tremendous growth in its wholesale unit. Sprint likes the margin they make on MVNOs. Sprint understands that a customer acquired by an MVNO is one that likely would have gone to Verizon or AT&T. Sprint regularly thanks us for our business and asks how they can help us do more.

T-Mobile is having a very similar experience with both innovative little partners like Solavei and Giv Mobile and retail giant partners like Walmart and Target. Wholesale fits perfectly with T-Mobile’s commitment to shake up the mobile industry and ultimately deliver greater value to customers.

A combined Sprint-T-Mobile would still be #3 behind Verizon and AT&T. There really isn’t any reason to believe that the new company wouldn’t still want us out there acquiring and saving customers for them.

But, again, back to my initial point, I don’t know. And many of you might have fresher, more objective perspectives than mine. So feel free to weigh in.

Meanwhile, I would like to take this opportunity to sincerely apologize for this.

 

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