Industry Voices – Lowenstein: The rest of 2018 will be much more interesting in wireless than the first half
From the standpoint of activity that impacts customers, the first half of 2018 was sort of meh. The focus was more on major industry M&A: the question of whether the AT&T-Time Warner deal would be approved, and of course the announcement of the T-Mobile/ Sprint deal. On the service provider side, the 2Q results were for the most part solid, as operators held the line on price. There were no blockbuster new product or service plan introductions, and no game-changing new phones. Charter launched its Spectrum Mobile MVNO service…and it looks very much like Comcast’s Xfinity Mobile. The second half of 2018 is going to be a lot more interesting.