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Today's Top Stories
1. Analyst: A Sprint/MetroPCS merger more likely than one with T-Mobile
2. Clearwire CFO: WiMAX network to generate more revenue than expected
3. NPD: Smartphone shipments to cross 1B in 2016
4. AT&T looks to score CenturyTel's 700 MHz, AWS spectrum
5. CTIA mum after court throws out S.F. cell phone radiation ordinance Also Noted: GSMA
Spotlight On... Apple's iPhone 5: Complete coverage
Apple's Siri co-creator leaves; LG could announce U.S. Optimus G and much more...  Apple's iPhone 5: Complete coverage
Apple is expected to unveil its next iPhone, widely believed to be called the iPhone 5, at an event at the Yerba Buena Center for the Arts Theater in San Francisco on Sept. 12, starting at 10 a.m. A variety of media reports and leaked photos have suggested that the new device will have a larger, thinner screen, a new dock connector configuration, LTE support, and a polished metal backing instead of glass. Fierce will be reporting on the action as it happens. Check with us throughout the event for for the latest information about the iPhone 5 as soon as we get it. Complete Coverage
News From Across the Wireless Industry:
1. Google: Android device activations surpass 500M worldwide
2. Nokia vows updated UI, new apps for legacy Lumia smartphones
3. Report: Microsoft struggling to keep Windows Phone 8 release on schedule
| This week's sponsor is EXFO. | 
| Webinar: Carrier Ethernet woes? Here's an economical approach to improving operational efficiency and network visibility.
Wednesday, October 10, 11am ET / 8am PT / 3pm GMT
This webinar introduces a centralized Ethernet service activation and monitoring solution that enables network operators to deploy cost-effectively, accelerate time to revenue and boost operational efficiency, while optimizing subscriber experience. Register Today! |
| Sponsor: Qualcomm FierceLive! Webinars > The 1000x challenge; More Spectrum - How, how much and from where? - Tuesday, September 18th, 12pm ET / 9am PT
> Implementing Connected Solutions: M2M and the Connected Life - Wednesday, September 19, 11am ET / 8am PT
> Carrier Ethernet woes? Here's an economical approach to improving operational efficiency and network visibility - Wednesday, October 10, 11am ET / 8am PT / 3pm GMT
Events > Fixed & Mobile Telecom Mgmt Conference - Feb 10-14 - Orlando, FL
> Fierce Innovation Awards 2012 - An Operator- Reviewed Awards Program From the Publishers of FierceWireless, FierceTelecom, FierceCable
> BlackBerry? Jam Americas - September 25-27 - San Jose, California
> insideAR 2012 - Oct. 1-2 - Munich, Germany
> Cloud Communications Expo 2012 - October 2-5 - Austin, TX
> ITEXPO 2012 - October 2-5 - Austin, TX
> Super Wi-Fi Summit 2012 - October 3-5 - Austin, TX
> Mobility Tech Conference - October 3-5 - Austin, TX
> COMPTEL PLUS Fall 2012 Convention and EXPO - October 7-10, 2012 - Gaylord Texan, Dallas, Texas
> Futurecom 2012 - October 8-11, 2012 - Rio de Janeiro, Brazil
> Broadband World Forum 2012 - 16 - 18 October - RAI Exhibition & Convention Centre, Amsterdam
> Sprint Open Solutions Conference - October 24th and 25th - San Jose, CA
> 4G World 2012 - October 29- November 1 - Chicago, IL
> The Open Mobile Summit and Appcelerate 2012 - November 7-9 - San Francisco, CA
> 4G Latin America Conference & Expo 2012 - November 14-15, 2012 - Bogota, Colombia
Marketplace > The New Standard in 4G Telecom Enclosures
> Whitepaper: Online Video Publishing Buying Tips
> Whitepaper: How to Master the Art of Content Marketing
> Whitepaper: Leveraging Website Marketing: Top 10 Website Solution Capabilities
> Whitepaper: Improving Content Publishing Workflow Efficiency for Multi-Device Delivery
> Whitepaper: Case Study: 4G Operator Maximizes Revenue with Flexibile, and Discovery-driven Audit Capabilities
> EBook: Is VoLTE the Next Generation of Voice?
* Post a classified ad: Click here.
* General ad info: Click here | Today's Top News 1. Analyst: A Sprint/MetroPCS merger more likely than one with T-Mobile
A deal between Sprint Nextel (NYSE:S) and flat-rate player MetroPCS (NYSE:PCS) makes much more sense than one between Sprint and No. 4 carrier T-Mobile USA, according to a Goldman Sachs analyst. In a research report, Goldman Sachs analyst Jason Armstrong noted that Sprint's rising stock price has increased speculation that the carrier will engage in some kind of M&A activity. He said a deal for a smaller, regional carrier would be much easier to pull off than a deal with T-Mobile, which he called "aspirational" rather than likely. He wrote Cricket provider Leap Wireless (NASDAQ:LEAP) could also be a potential Sprint target. A Sprint merger with MetroPCS or Leap would be less technically complicated than one with T-Mobile, since T-Mobile's network is based on GSM and HSPA+ technology and MetroPCS and Leap are CDMA carriers like Sprint. Still, the smaller carriers' AWS spectrum would need to be rationalized with Sprint's network. A deal for MetroPCS was reportedly close to being finalized earlier this year but was killed by Sprint's board; Sprint has never confirmed or discussed any of the reports about the MetroPCS deal. "A smaller prepaid-centric deal may be the more logical route for now if Sprint determines to pursue M&A," Armstrong wrote. Sprint declined to comment, according to Bloomberg. Sprint's stock has climbed 114 percent in 2012 and was trading at slightly over $5 per share this morning. The carrier has produced stronger subscriber results in recent quarters. Sprint has left the door open for consolidation. "We're certainly working very hard to compete with AT&T and Verizon," Sprint CEO Dan Hesse said in August. "The industry has to deal with the issue of the duopoly. The gap between the No. 2 and No. 3 players is enormous. We always have been and always will be open to further consolidation, as long as it isn't AT&T or Verizon Wireless." In a recent interview with FierceWireless, MetroPCS COO Tom Keys said that the time is ripe for some kind of industry consolidation. "It would probably be a better time to do it now than any other time you can think of in the recent past," he said. "Now, how, who, why, where and what--that's going to be up for debate. But at the end of the day, I think what you've seen with the AT&T/T-Mobile deal is that there's at least two companies that thought that consolidation was a good thing. So if you take that as a precursor, yes--[but] under the desire that we always a provide a good experience for the consumer and the consumer doesn't get harmed by having artificially higher rates because you have one less competitor." For more:
- see this Bloomberg article Special Report: Wireless carrier M&A: What are the top 5 most likely operator hookups to happen next? Related Articles:
Sprint's stock surge sparks M&A speculation
Sprint's mergers chief Keith Cowan to leave company next month
Sprint's Hesse defends iPhone deal, takes a whack at Verizon, AT&T
Sprint: Verizon and AT&T's shared data plans are more expensive
Sprint adds 1.5M iPhones in Q2, speeds up Nextel cell site shutdown
Report: Sprint board nixes MetroPCS acquisition at the last minute Read more about: Sprint, Mergers and Acquisitions
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| This week's sponsor is Qualcomm. |  | Webinar: The 1000x challenge; More Spectrum - How, how much and from where?
Tuesday, September 18th, 12pm ET / 9am PT In our quest for solutions to the 1000x mobile data challenge, the next stop is to explore options for more spectrum. Join us to understand where you can get more of it, at which bands and what innovative methods are needed to unlock it. Register Today! |
2. Clearwire CFO: WiMAX network to generate more revenue than expected
Clearwire's (NASDAQ:CLWR) WiMAX network may make money for the company longer than initially expected. Hope Cochran, Clearwire's CFO, said that the company is signing up wholesale customers for the WiMAX network, giving the WiMAX network a longer lifespan and more revenue than previously expected. Speaking today at the Bank of America Merrill Lynch 2012 Media, Communication and Entertainment conference, Cochran said that while these wholesale customers plan to transition to LTE, they will provide the WiMAX network with a "longer revenue tail than I anticipated." Cochran noted that partner Sprint Nextel (NYSE:S), which is Clearwire's largest wholesale customer, plans to transition to a usage-based model for the WiMAX network in 2014, and that having these additional wholesale partners will help with that transition. Just last week Clearwire signed a wholesale deal with EarthLink that will allow EarthLink to launch consumer-facing mobile WiMAX and LTE services in 2013. In addition, Clearwire has WiMAX wholesale deals with FreedomPop, Jolt Mobile, H2O Wireless and Voyager Mobile. Earlier this this year Clearwire signed a wholesale deal with Cricket provider Leap Wireless (NASDAQ:LEAP). However, Cricket plans to only use Clearwire's TD-LTE network when it launches in 2013. In late December, Sprint and Clearwire agreed to shift to a usage-based pricing model for WiMAX services in 2014. However Sprint will continue to have access to Clearwire's WiMAX network through at least 2015. Interestingly, Cochran was asked about whether Clearwire is working with Dish Network, which in 2011 paid $2.78 billion for S-band MSS spectrum. Dish has said it plans to use the spectrum to build an LTE Advanced network by 2016. Cochran said that everyone in the industry is curious about what Dish might do but declined to say whether Clearwire is directly working with the company. "We talk to everyone," Cochran said. "If we think we might have good ways to help him [Dish Chairman Charlie Ergen] and work with him, then we will reach out to him." For more:
- listen to the webcast here Related Articles:
EarthLink to offer in-home WiMAX, LTE service via Clearwire deal
Sprint, Clearwire ink agreements on $1.6B in funding, LTE
Sprint: Clearwire's LTE will 'pinpoint' high-traffic areas
Sprint no longer majority owner of Clearwire
Clearwire signs TD-LTE roaming pact with China Mobile Read more about: WiMAX, Clearwire
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3. NPD: Smartphone shipments to cross 1B in 2016
Annual smartphone shipments around the globe are expected to nearly double by 2016 to reach more than 1 billion, according to a new report from NPD DisplaySearch, a unit of research firm NPD Group. According to the report, smartphone shipments will total 567 million in 2012, up from slightly fewer than 500 million in 2011. By 2016 that figure is expected to cross 1 billion, driven overwhelmingly by consumers upgrading to newer smartphones. NPD predicts that Apple's (NASDAQ:AAPL) iPhone 5, expected to be unveiled today, will help spur smartphone sales for the remainder of 2012. Despite that, NPD downgraded its 2012 forecast of new smartphones purchases from 220-230 million to 177 million. Over the next several years, replacement smartphone sales are expected to increase as the share of new smartphone sales declines, NPD said. "The timing of mobile phone contracts can also impact the smartphone market," Hiroshi Hayase, vice president of small/medium displays for NPD DisplaySearch, said in a statement. "More service providers are likely to shorten mobile phone replacement cycles in an effort to boost sales." The NPD forecast is slightly more bullish than some other recent ones on smartphone growth from analyst firms. In February Forrester Research predicted that in 2016 there will be a cumulative one billion consumers using smartphones. In August IHS iSuppli forecasted that by 2016 there will be 700 million mid-range to high-end smartphone users, with hundreds of millions more low-end smartphone users. For more:
- see this release
Related Articles:
IHS: Smartphones to overtake feature phones in 2013, 2 years earlier than expected
Analysts: Samsung dominates Nokia, Apple in Q2 handset race
Samsung trounces Apple in Q2 with estimated 50M smartphone sales
Gartner: iOS growth stalls as consumers hold out for iPhone 5 Read more about: NPD DisplaySearch, Apple
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4. AT&T looks to score CenturyTel's 700 MHz, AWS spectrum
While AT&T Mobility (NYSE:T) awaits FCC approval of its purchase of 2.3 GHz WCS spectrum from NextWave Wireless and other companies, it is busy hunting for a variety of spectrum from CenturyTel. According to a recent FCC filing, AT&T is seeking agency approval for its purchase of 51 Lower 700 MHz Band B Block licenses, four Lower 700 MHz Band C Block licenses and six AWS licenses. AT&T said it wants the spectrum to boost capacity and spectral efficiency, especially for LTE services. The spectrum covers 54 Cellular Market Areas located in 14 states throughout the country. If the deals are approved, in 25 of the markets involved in the deal AT&T would hold a maximum of 55 MHz of spectrum below 1 GHz. Financial terms were not disclosed. Petitions to deny the deal are due Sept. 25; oppositions are due Oct. 5 and responses are due Oct. 15. The fresh deal comes as the FCC prepares to review its rules for how much spectrum a carrier should be able to hold. At its Sept. 28 meeting the FCC will vote on a notice of proposed rulemaking that will look at spectrum transfers between companies and will likely explore whether to treat lower-band spectrum differently than higher-band radio waves. The rules determine the FCC's so-called spectrum-screen, which it uses when reviewing spectrum transactions; if a carrier acquires too much spectrum and violates the screen, the deal is more closely scrutinized. Currently, the screen is different for each proposed transaction. In addition to its deals for the WCS spectrum, AT&T Mobility in recent months has sought approval for 700 MHz spectrum licenses from the likes of Cox Communications, Peoples Telephone Cooperative, 700 MHz L.L.C., and others. Further, AT&T may be a bidder for Verizon Wireless' (NYSE:VZ) 700 MHz Lower B Block spectrum. Verizon agreed to sell its Lower A and B Block spectrum if the FCC approved its $3.9 billion deal to buy nationwide AWS spectrum from a group of cable companies. The FCC approved that deal in August along with related spectrum deals with T-Mobile USA and Cricket provider Leap Wireless (NASDAQ:LEAP). For more:
- see this PhoneScoop article
- see this FCC filing Related Articles:
FCC may review how much spectrum carriers can hold
FCC approves Verizon's $3.9B AWS purchase, T-Mobile spectrum swap
Verizon's cable deal transforms AWS into a crucial LTE band
Verizon: 64 companies interested in our 700 MHz spectrum
Analysis: AT&T's WCS spectrum shopping spree won't catch it up to Verizon
AT&T to acquire NextWave--and its WCS spectrum--for $600M Read more about: 700 MHz, AT&T
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5. CTIA mum after court throws out S.F. cell phone radiation ordinance
A federal appeals court blocked San Francisco from enforcing an ordinance that would have required retailers to post signs and information warning customers of the potentially harmful effects of cell phone radiation. The court said that the city could not force retailers to distribute messages they disagree with. Meanwhile, the wireless industry's trade group stayed quiet in the wake of the ruling. The ordinance was supposed to go into effect in October 2011 but has been on hold due to court challenges from the CTIA.CTIA spokeswoman Amy Storey said the group did not have a comment. The original ordinance, believed to be the first of its kind in the nation, would have required retailers to give each customer buying a cell phone a fact sheet noting the World Health Organization had classified phones' radio-frequency emissions as a "possible carcinogen." Retailers would have also been required to post similar messages on large wall posters and on stickers attached to display ads. U.S. District Court Judge William Aslup ruled last fall that the ordinance went too far and ordered the city to change the fact sheet but said retailers could still be required to disclose undisputed facts about a "plausible public health threat." The wireless industry trade group said that even the narrowed ordinance still violates freedom of speech protections. However, in its ruling Monday the Ninth U.S. Circuit Court of Appeals in San Francisco blocked enforcement of the entire ordinance while the case continues. Now the city can ask the appeals court to review the case, it can go to the U.S. Supreme Court, or it can drop the issue. In August the Government Accountability Office urged the FCC to revise its 16-year-old cell phone radiation standards, adding another layer to the debate over the health effects of cell phone radiation. In a 46-page report, the GAO, which is the investigative arm of Congress, noted that the FCC's existing cell phone radiation limits are based on recommendations from federal and international health organizations that have since updated their standards based new research. For more:
- see this CNET article
- see this SF Chronicle article
- see this AP article
Related Articles:
GAO urges FCC to revise cell phone radiation guidelines
FCC may open review of cell phone radiation effects
Research into cancer and mobile phones has run its course for now
CTIA to appeal judge's ruling on San Francisco cell phone radiation ordinance
CTIA again tries to block San Francisco cell phone radiation ordinance Read more about: CTIA, San Francisco
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Also Noted | This week's sponsor is GSMA. | 
| Webinar: Implementing Connected Solutions: M2M and the Connected Life
Wednesday, September 19, 11am ET / 8am PT
Within the next decade, billions of new Connected Life and M2M devices will be connected to mobile networks, providing consumers and businesses. This webinar will provide a practical, in-depth look at how businesses today are realizing the opportunity presented by M2M and the Connected Life. Register Today! |
SPOTLIGHT ON... Apple's iPhone 5: Complete coverage  Apple (NASDAQ:AAPL) is expected to unveil its next iPhone, widely believed to be called the iPhone 5, at an event at the Yerba Buena Center for the Arts Theater in San Francisco starting at 10 a.m. local time. Stay tuned to our iPhone 5 special report page today and throughout the week--we'll update this page with all the latest information about the iPhone 5 as soon as we get it. Special report
Quick news from around the Web. @FierceWireless: RT@znh: If you need to bury a press release, I suggest sending it out around 1pm ET today. | Follow@FierceWireless > The co-creator of Apple's Siri has reportedly left the company. Article > Foxconn promised to investigate its labor practices following a new undercover report about working conditions in its factories. Article > LG could announce the U.S. release of its Optimus G next week. Article > Nokia Siemens Networks is scheduled to begin cutting jobs in Finland. Article > AT&T Mobility turned on its LTE network in more parts of New York. Article > Apple will reportedly later today unveil a new iPod touch. Article > Texas Instruments narrowed its expectations for its third-quarter profits and sales. Article > Mobixell Networks said it is deploying its Seamless Access multi-service platform for two unnamed "Tier 1" mobile operators in Europe. Release > Apple's search results point to a new LTE-capable iPhone 5 and iPod nano. Article Mobile Content News > Facebook co-founder and CEO Mark Zuckerberg said the company is working on a native social networking application for Google's Android to match its newly revamped app for Apple's iOS, admitting the company's previous reliance on HTML5-based mobile experiences was a serious tactical error. Article > Google has activated more than 500 million Android devices worldwide less than four years since launching the mobile operating system. Article > Microsoft reportedly is working overtime to keep its new Windows Phone 8 overhaul on schedule, collaborating closely with carriers to guarantee that devices running the new mobile operating system reach stores in advance of the holiday shopping season. Article And finally… Ting interviews its first LTE customer. Post > The 1000x challenge; More Spectrum - How, how much and from where? - Tuesday, September 18th, 12pm ET / 9am PT In our quest for solutions to the 1000x mobile data challenge, the next stop is to explore options for more spectrum. Join us to understand where you can get more of it, at which bands and what innovative methods are needed to unlock it. Register Today! > Implementing Connected Solutions: M2M and the Connected Life - Wednesday, September 19, 11am ET / 8am PT Within the next decade, billions of new Connected Life and M2M devices will be connected to mobile networks, providing consumers and businesses with an expanding array of applications, services and experiences. This webinar will provide a practical, in-depth look at how businesses today are realizing the opportunity presented by M2M and the Connected Life. Register Today! > Carrier Ethernet woes? Here's an economical approach to improving operational efficiency and network visibility - Wednesday, October 10, 11am ET / 8am PT / 3pm GMT This webinar introduces a centralized Ethernet service activation and monitoring solution that enables network operators to deploy cost-effectively, accelerate time to revenue and boost operational efficiency, while optimizing subscriber experience. Register Today!
| > Fixed & Mobile Telecom Mgmt Conference - Feb 10-14 - Orlando, FL Are you interested in mobility management, global implementations, fixed & mobile business analytics, industry trends and other hot topics? Would you like to discuss your challenges with peers and experts? If so, AOTMP 2013 Conference is the place for you! Register today! > Fierce Innovation Awards 2012 - An Operator- Reviewed Awards Program From the Publishers of FierceWireless, FierceTelecom, FierceCable This program is designed to recognize the innovative companies and products that are defining the future of the broadband communications industry. Submissions will be judged based on effective application of and performance in networks, innovative approach, and contribution to revenue & profitability. Submit your application today! > BlackBerry? Jam Americas - September 25-27 - San Jose, California Mobile developers can benefit from valuable content at this showcase for the upcoming BlackBerry® 10 platform. Get Native, Web & Android development support, discover amazing UI and start building outstanding BlackBerry 10 apps. Register today at www.blackberryjamconference.com/americas. > insideAR 2012 - Oct. 1-2 - Munich, Germany insideAR is an annual gathering of business and technology professionals dedicated to advancing the field of Augmented Reality(AR) in the automotive, chipset, branding and marketing applications. Featuring speakers from VW, LEGO, NVIDIA, and more, insideAR will be the year's defining AR event. Join us > Cloud Communications Expo 2012 - October 2-5 - Austin, TX Your questions about cloud solutions answered in a collaborative, interactive setting. Businesses seeking to integrate and leverage cloud-based applications, process enhancement techniques, and network-based communications gather to learn and deliberate about the options available. Register today. > ITEXPO 2012 - October 2-5 - Austin, TX The world's largest communications & tech event - discover more new insights, new products and networking to keep you and your company ahead of the curve. Join industry powerhouses for a week of business-building and researching today’s most powerful communications solutions. Register today. > Super Wi-Fi Summit 2012 - October 3-5 - Austin, TX Get to Super Wi-Fi Summit and hear how the use of White Spaces and spectrum sharing can lead to increased broadband efficiencies and the opportunity for new services. Hear from every major player in the White Spaces sector and understand this exciting opportunity. Register today. > Mobility Tech Conference - October 3-5 - Austin, TX Spend three productive days with peers exploring the "BYOD" consumer world and its increasing population of mobile broadband users. Focus on how carriers, service providers, equipment manufacturers, vendors, and others, will meet unprecedented demand for mobile broadband services. Register now. > COMPTEL PLUS Fall 2012 Convention and EXPO - October 7-10, 2012 - Gaylord Texan, Dallas, Texas COMPTEL PLUS Fall 2012 Convention and EXPO, October 7-10, 2012, Gaylord Texan, Dallas, Texas > Futurecom 2012 - October 8-11, 2012 - Rio de Janeiro, Brazil If you're interested in Brazil and Latin America, this is a must go! The largest Telecom event in Latin America: 14000 attendees, 43 countries, 20000sqm exhibition, International Keynotes, 250+ speakers. Most worldwide ICT companies exhibit at Futurecom, as well as all Brazilian Operators. Register now. > Broadband World Forum 2012 - 16 - 18 October - RAI Exhibition & Convention Centre, Amsterdam Don't miss the world's largest broadband event featuring 400+ speakers and 200+ exhibitors plus introducing 4 brand new focus summits for 2012, no other event provides more learning and networking opportunities! Register for your free exhibition pass here and download the brochure here > Sprint Open Solutions Conference - October 24th and 25th - San Jose, CA The conference is October 24 & 25 in San Jose, CA. Key sessions include: mobile commerce, mobile advertising, mobile security, cloud services, M2M solutions and a venture capital perspective on the mobile ecosystem. http://developer.sprint.com/OSC2012. > 4G World 2012 - October 29- November 1 - Chicago, IL 4G World 2012 focuses on the most challenging issues and obstacles facing mobile broadband operators as they try to manage the cost of unbridled traffic growth and exploit opportunities to capture sufficient revenues and generate a return on their 4G infrastructure investments. FierceMobileContent and FierceWireless Customers Save $300. Enter Priority Code 4GW12FIERCE to get your discount Learn more. > The Open Mobile Summit and Appcelerate 2012 - November 7-9 - San Francisco, CA Meet mobile and Internet world-leaders at The Open Mobile Summit. Identify the next growth markets in mobile Internet, commerce, media, cloud, big data, 4G and beyond. Plus, meet the leaders of the mobile app economy at Appcelerate – November 9th. “The is THE event in mobile right now”. Registration is now open – book now and save $500 (Ends September 21) > 4G Latin America Conference & Expo 2012 - November 14-15, 2012 - Bogota, Colombia This is THE place to gain access to the “Movers & Shakers” within the Latin American 4G ecosystem, from industry thought leaders and operators to applications developers, press and analysts. 4G Latin America’s unique program attracts more than 400 high-level attendees, over 50 percent of whom are executives and senior leaders. Register Today!
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