2026-01-14
This is a big win for @verizon waiving the requirement to unlock phones after 60 days. The press release cites the Tracfone acquisition but the order correctly identifies the 700 MHz auction where VZ got spectrum on the cheap because of this rule. https://docs.fcc.gov/...
Ars Technica
The US FCC waives a rule that forced Verizon to unlock phones 60 days after they are activated, which could make it harder for people to switch from Verizon
2025-04-03
No matter who will have to pay for the tariffs, it looks inevitable that the handset replacement cycle will get even longer.
CNBC
Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%
Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …
It will be interesting to see how the different carriers will respond to the increase in tariffs on mobile handsets. Those iPhones will get hundreds of dollars more expensive translating into billions in aggregate. iPhone 16/S25 on us might be a thing of the past or carriers will see a significant impact on their bottom line.
CNBC
Tech stocks fall after President Trump announced new global tariffs: Meta drops as much as ~8%, Amazon drops ~7%, Nvidia ~5%, Alphabet ~4%, and Microsoft ~3%
Apple slid more than 6% in late trading Wednesday and led a broader decline in tech stocks after President Donald Trump announced …
No matter who will have to pay for the tariffs, it looks inevitable that the handset replacement cycle will get even longer.
New York Times
Apple shares drop 7%+ after President Trump announced new tariffs, including 46% on Vietnam and 26% on India, where Apple has been moving production from China
The iPhone maker spent years trying to move production of some products out of China to avoid tariffs. But now that may not matter.
It will be interesting to see how the different carriers will respond to the increase in tariffs on mobile handsets. Those iPhones will get hundreds of dollars more expensive translating into billions in aggregate. iPhone 16/S25 on us might be a thing of the past or carriers will see a significant impact on their bottom line.
New York Times
Apple shares drop 7%+ after President Trump announced new tariffs, including 46% on Vietnam and 26% on India, where Apple has been moving production from China
The iPhone maker spent years trying to move production of some products out of China to avoid tariffs. But now that may not matter.
2025-01-13
.@TMobile is doubling down on advertising. I am looking forward to hearing the comprehensive strategy. @tmobile 's investments in this space ($600m this time) is too much for it to be just hobby or diversion https://www.t-mobile.com/...
Axios
T-Mobile agrees to acquire Vistar Media, which focuses on programmatic digital out of home advertising, for $600M in cash; the deal is expected to close in Q1
https://lnkd.in/... The deal is another boost to OOH's digital transformation … See also Mediagazer
2022-11-03
This shouldn't come as a surprise. 5G Modems are HARD. I wouldn't be surprised if Apple wouldn't need the entire contract period to get their modems ready. Look at how long it took Mediatek to be in the ballpark of what Qualcomm delivers https://twitter.com/...
Bloomberg
Qualcomm expects to provide modem chips for the “vast majority” of iPhones in 2023, retaining its current foothold after previously planning to supply ~20%
Qualcomm Inc. will continue to provide the modem chips for the “vast majority” of iPhones in 2023 …