I’ve been critical of selection bias issues inherent in Opensignal’s methodology. I continue to think there are serious selection bias issues with Opensignal’s latest 5G metrics. Still, I don’t think my qualms are significant enough to dismiss T-Mobile’s apparent lead in 5G speeds and 5G coverage. T-Mobile is killing it. Here’s another bit from today’s press release:
Early in its 5G rollout, T-Mobile relied on low-frequency spectrum around 600MHz. While this spectrum was great for coverage, it had lousy speed potential. In 2020, T-Mobile put a lot of effort into bragging about how it led the nation in 5G coverage. While the bragging was technically accurate, the whole thing was bullshit in practical terms. 5G delivered with T-Mobile’s low-frequency spectrum was often slower than a typical 4G connection.
Recently, T-Mobile started rolling out large-scale 5G deployments using mid-band spectrum. T-Mobile’s mid-band 5G now covers about a third of Americans. Mid-band 5G actually delivers speeds that are substantially better than consumers are used to with 4G.
Verizon is still crushing the competition in terms of coverage with ultra-fast, millimeter wave 5G. However, Verizon’s achievements with millimeter wave don’t have much value for consumers yet. Even Verizon’s millimeter wave coverage is lackluster, and practical applications for ultra-fast cellular speeds are rare.
While I think T-Mobile legitimately holds the top spot for 5G coverage and average 5G speeds, I also think Verizon will overtake T-Mobile as 5G rollouts reach more mature stages. In my view, the interesting thing to watch will be whether T-Mobile or AT&T ends up with the second-place spot in the 5G competition.1 T-Mobile’s spectrum holdings and financial position may give the network a significant edge over AT&T.