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
