MVNO Monday: a guide to the week’s virtual operator developments

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8 Aug 2022

While its 5G network rollout gathers pace, DISH Network continues to lose MVNO subscriptions. As of 30 June 2022 DISH reported a total of 7.867 million retail mobile subscriptions, down from 8.895 million one year earlier. During the second quarter DISH says it removed approximately 126,000 subscriptions from its total, representing customers who did not migrate off the former Sprint CDMA network prior to its shutdown by T-Mobile US. Service revenue totalled USD916 million for the three months ended 30 June, a decrease of USD137 million, or 13.0%, compared to the same period in 2021. Mobile ARPU was USD37.90 during the three months under review, down from USD39.10 in 2Q21. The company stated: ’We are currently in the process of integrating our Retail Wireless operations Boost Mobile, Ting Mobile, Republic Wireless and Gen Mobile and have made, and continue to make, targeted changes to our marketing, sales, and operations to further enhance our profitability.’

Sticking with the US, Altice USA has announced that its Optimum Mobile MVNO served approximately 231,000 mobile subscriptions as of 30 June 2022, after notching up 33,000 net additions in Q2 2022. The MVNO total is equivalent to 5.1% penetration of Altice USA’s residential customer base. Mobile revenues for 2Q22 were reported at USD26.440 million, up from USD20.664 million in the year-ago period.

Also in the US, the National Content & Technology Cooperative (NCTC) – which recently changed its name from the National Cable Television Cooperative to better reflect the priorities of its members – has announced that it is closing in on a set of partner agreements to deliver MVNO services to its 700 members. The NCTC expects members to be ready to launch bundled discount services by 4Q22. The press release quotes Jared Baumann, VP of Technology Innovation at NCTC, as saying: ‘Mobile is increasingly crucial to many of our members who are seeking more options to meet the unique needs of their customers. Like other benefits of NCTC membership, our new MVNO agreements will harness our collective buying power to drive value and ease of entry for members of all sizes.’

Over in Thailand, the board of the National Broadcasting and Telecommunications Commission (NBTC) has asked for a more comprehensive study of the controversial planned merger between True Corp and DTAC before it can make an informed decision on the proposed deal. Among other things, the watchdog says it wants to analyse measures for promoting MVNOs and to propose measures for revising regulations so that MVNO services offer higher competitiveness and represent an alternative option for consumers.

Finally, Argentinean MVNO imowi has enlisted Mitto, a provider of ‘omnichannel messaging services’, to help its users to ‘interact with their favourite brands on their favourite digital platforms’. The MVNO, which is backed by regional telecoms cooperative Camara de Cooperativas de Telecomunicaciones (Catel), launched in January 2022 over the Movistar network – more than four years after receiving its licence.

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