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U.K.'s First 4G Network Not Overrun With LTE Early Adopters — Just 201k Total 3G & 4G Postpaid Adds In Q4

Just 201k Total 3G & 4G Postpaid Adds In Q4 —  Being first to 4G may not be quite the advantage EE may have hoped.  The U.K.'s first 4G network was up and running at the end of October last year but EE, the joint venture combining …

TechCrunch Natasha Lomas

Context & Ripple Effects

EE’s 11-city 4G launch at the end of October made it the first U.K. operator to put LTE service into market. Its Q4 result combines 3G and 4G postpaid additions, so the figure measures early customer growth without isolating how much came from LTE.

First-order effects

  • EE gains 201,000 3G-and-4G postpaid additions in Q4, but cannot use the combined total alone as evidence of distinct 4G adoption.

Second-order effects

  • EE’s first-mover case rests less on having launched in 11 cities than on showing that customers are migrating specifically to LTE rather than joining on legacy service.

Third-order effects

  • If mixed-generation subscriber totals remain the headline measure, U.K. mobile competition will increasingly be judged on demonstrable technology migration, not simply who launches a new network first.

The trend: Early LTE competition is shifting from launch-time leadership to proof that a new network changes subscriber behavior.