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A lock

Visible Will Lock Phones For 60 Days

On Friday, Verizon’s flanker brand Visible announced that it will lock phones customers purchase from its online store for sixty days. Phones will automatically unlock after sixty days of service with Visible.

The announcement mentioned an exemption to the rules for members of the military. While Visible suggests customers can make international calls while a phone is locked, rules around international roaming aren’t made explicit:

Locked devices will still work as normal on Visible, and will still be able to make calls internationally to Canada, Mexico, US Virgin Islands, and Puerto Rico. And for those serving in the military, Visible will be able to unlock devices before the 60 day period if you are being deployed outside of the Visible service area.
I’m inclined to think Visible’s locked phones won’t work by default with international carriers.

My take

The updates to Visible’s policy are reasonable. Without the policy change, Visible would be at higher risk of people taking advantage of promotions that incentivize new customers. Before Friday’s announcement, I think Visible only locked phones customers acquired through the carrier’s swap program.

Picture poorly representing the concept of identity theft

T-Mobile Admits Customers’ Personal Data Was Hacked

Today, T-Mobile shared another press release about its recent security breach. In today’s release, T-Mobile finally acknowledged that customers’ personal data was definitely compromised.

T-Mobile shared details about the scope of the breach:

Our preliminary analysis is that approximately 7.8 million current T-Mobile postpaid customer accounts’ information appears to be contained in the stolen files, as well as just over 40 million records of former or prospective customers who had previously applied for credit with T-Mobile.

While sensitive information was compromised, it looks like financial details, including credit card numbers, were safe:

We have no indication that the data contained in the stolen files included any customer financial information, credit card information, debit or other payment information…Some of the data accessed did include customers’ first and last names, date of birth, SSN, and driver’s license/ID information.

My biggest question now is whether T-Mobile has a good justification for keeping former customers’ SSNs on file.

A fence

US Mobile Adds Limits to Its Unlimited Plans

Last week, the MVNO US Mobile announced that it would no longer offer truly unlimited data on its unlimited plans. Going forward, the small fraction of US Mobile customers that use over 75GB of data in a month will experience limitations.

A US Mobile employee I interacted with on Reddit was hesitant to confirm exactly what the limitations will be. Stetson Doggett reported that a US Mobile rep said ultra-heavy data users will be throttled to max speeds of 1Mbps.

I’ve been regularly critical of wireless carriers selling “unlimited” plans with hidden limits. I think the trend towards “unlimited” plans may eventually lead to a wireless marketplace that’s more confusing and less consumer-friendly. That said, US Mobile’s limits aren’t bad. 75GB is a hell of a lot of data. Further, a 1Mbps throttle isn’t terrible. While service throttled to 128Kbps (sometimes called 2G speeds) can be almost unusable, you might still be able to surf the internet passably with 1Mbps. US Mobile also did a good job disclosing its new limits with a post on Reddit, an email to customers, and a new disclosure:


Screenshot from US Mobile's website reading "Customers using >75GB/mo on Super LTE (or >50GB/mo on GSM) may notice reduced speeds."


The disclosure is technically accurate, but I think it should be rephrased. “May notice reduced speeds” has become the industry-standard phrasing for situations where customers are deprioritized. With US Mobile, it looks like we’re dealing with throttling.1

No surprises

In the past, only network operators and flanker brands owned by the operators could offer truly unlimited data.

In March, US Mobile shared a blog post titled: We’re going all in! Uncapped, unthrottled, unlimited. The post made a fuss about the carrier’s launch of a truly unlimited plan. It’s full of phrases like these:

  • “Truly unlimited plans”
  • “All-in Limitless”
  • “Uncapped. Unthrottled.”
  • “Unlimited will be unlimited again”
  • “Shed this limitation”

In the end, I guess US Mobile succumbed to the economic forces that make truly unlimited plans impractical for MVNOs.

Image reading "system hacked"

Huge Data Breach At T-Mobile

Yesterday, Joseph Cox at Motherboard reported that a hacker was trying to sell stolen data from 100 million T-Mobile customers. The compromised information isn’t trivial:

The data includes social security numbers, phone numbers, names, physical addresses, unique IMEI numbers, and driver licenses information, the seller said. Motherboard has seen samples of the data, and confirmed they contained accurate information on T-Mobile customers.

The hacker allegedly downloaded all of the data locally before losing access to T-Mobile’s servers.

Today, T-Mobile issued an evasive press release and acknowledged that its systems were compromised (emphasis mine):

We have been working around the clock to investigate claims being made that T-Mobile data may have been illegally accessed…We have determined that unauthorized access to some T-Mobile data occurred, however we have not yet determined that there is any personal customer data involved. We are confident that the entry point used to gain access has been closed…Until we have completed this assessment we cannot confirm the reported number of records affected or the validity of statements made by others.

Bullshit. Customers’ personal data was compromised. T-Mobile knows it.

I won’t be surprised if this data breach ultimately ends up looking similar in magnitude to the infamous 2017 Equifax fiasco. T-Mobile’s stock closed today about 3% down from its closing price on Friday.1

Update:
Lawrence Abrams at BleepingComputer shared an article with additional information and rumors. Here’s one interesting bit:

The threat actor claims to have hacked into T-Mobile’s production, staging, and development servers two weeks ago, including an Oracle database server containing customer data…’Their entire IMEI history database going back to 2004 was stolen,’ the hacker told BleepingComputer.

Mint Mobile Rumored To Be Considering Sale To Altice USA

An article published by the New York Posts relies on an unnamed source to suggest Mint Mobile is looking for a buyer. Mint allegedly hopes to sell for the better part of a billion dollars. Altice USA, the company behind Optimum Mobile, is rumored to be the most likely acquirer:

Mint is shopping itself and could sell for as much as $600 million to $800 million, according to a source with direct knowledge of the situation. Altice USA, which owns cable, phone, internet, and wireless services, is said to be the lead buyer, although it’s unclear whether it will end up closing a deal.

I believe the rumor is true. I’m not sure it’s good news for Mint customers. There’s a lot to like about Mint’s business model and price structure. Things often change significantly when a carrier is acquired. However, given Mint’s solid growth, it’s possible an acquirer would be content to let Mint continue on its current path.

Actor Ryan Reynolds will make a good chunk of change if a deal goes through. The source behind the New York Post article suggests Reynolds owns 20-25% of the business.

Abstract related to the idea of data

xFi Complete, Unlimited Data, And Wacky Pricing

Many internet service providers try to rent customers combination modem/routers for $10-$20 per month. I generally advise people who are slightly tech-savvy to save money by buying their own modems and routers. There’s an exception to my advice that applies to Xfinity Internet customers.

On many Xfinity plans, there’s a 1.2TB per month cap on data use.1 The options an Xfinity customer has for removing the cap depend on whether a customer is renting an xFi modem. Customers that don’t rent a modem have to pay an extra $30 per month for unlimited data. Customers that already rent an xFi modem for $14 per month can pay an extra $11 ($25 per month) for xFi Complete. With xFi Complete, customers get unlimited data by default.

Here’s a table from Xfinity’s page on Xfi Complete that describes various options:

Table showing attributes of plans with xFi Complete, xFi standard, and self-purchased equipment

While the large majority of Xfinity customers won’t exceed 1.2TB of data use, tech-savvy customers that own their own equipment likely use more data than the average customer. Oddly enough, renting a modem with xFi Complete is cheaper than buying your own equipment and upgrading to unlimited data.2

Rocket ship

Dish Plans To Launch Postpaid Cellular in 2022

Earlier this week, Mike Dano at Light Reading shared a scoop about Dish’s plans. Dano’s article has some good insights and a handful of interesting comments from Stephen Stokols, CEO of Dish’s Boost Mobile. While Dish technically already runs a postpaid service after its acquisition of Ting, Dish plans to launch a homegrown postpaid service in 2022.

It sounds like Dish hopes to leverage both AT&T and T-Mobile’s networks rather than moving to treat AT&T as an exclusive partner for offloading:

Stokols said the company doesn’t necessarily want to replace T-Mobile with AT&T.

‘The intent is to straddle the two. The intent is to have two networks. That’s not abnormal for an MVNO of our size,’ Stokols said. MVNOs like Red Pocket Mobile and TracFone manage a number of MVNO agreements that allow them to sign up customers to whichever wireless network operator is offering the best wholesale rates. Stokols said Dish would like to do the same.

A somewhat contradictory comment from Stokols appears later in Dano’s article. I’m inclined to dismiss it as posturing:

He [Stokols] said Dish is now reconsidering using T-Mobile’s network for its mobile services. ‘It’s hard to stay on a network that literally knows your wholesale cost and comes in with retail prices below it’.

Stokols characterized some of T-Mobile’s recent behavior as anticompetitive:

Stokols said T-Mobile’s new $25-per-month prepaid promotion highlights T-Mobile’s ‘anticompetitive tone’ and ‘aggressive, combative attitude’ toward Dish. He also said T-Mobile’s new offer comes in just below what T-Mobile charges Dish for wholesale access to the T-Mobile network.

I’m not sure whether “anticompetitive” or “hypercompetitive” is a better description of T-Mobile’s behavior.

Calendar with a date pinned

Sprint’s LTE Network Retirement Set For June 2022

Mike Dano of Light Reading recently reported that T-Mobile plans to shut down Sprint’s LTE network by June 30, 2022.

Ever since T-Mobile’s acquisition of Sprint, I’ve been wondering when Sprint’s LTE network would go offline entirely. I’m not convinced the June 30 date will stay in place. These sorts of deadlines tend to get pushed back. Often repeatedly.

As we get closer to the final days of Sprint’s LTE network, I expect we’ll gradually see the network lose power as T-Mobile repurposes Sprint’s assets for T-Mobile’s own network.

Power washing

Altice Mobile Rebranding To Optimum Mobile

In a press release today, Altice USA announced that Altice Mobile will rebrand as Optimum Mobile. The change is slotted to take place this Sunday, July 25.

It looks like the rebrand is part of a broader effort to consolidate Altice USA’s businesses under the Optimum name:

This transition represents the first step in the Company’s plan to align its brands under one national Optimum brand, representing a commitment to delivering a consistent and reliable connectivity experience to all customers.

While I’ve been critical of some of the marketing behind Altice Mobile, I expect Alice/Optimum Mobile’s subscriber base will continue to see significant growth.

5G Phone Idea

20% Of Verizon Customers Have 5G Devices

Today, Verizon shared a press release highlighting strong revenue numbers and a significant number of added lines in the second quarter of 2021. For me, the most interesting part of the press release was this line:

Consumer ended second-quarter 2021 with approximately 20 percent of wireless phone customers having 5G-capable devices.
I’d been wondering how much penetration 5G had in the U.S. market. Verizon is something of a premium carrier, so it probably has a higher proportion of customers on 5G-capable phones than the wider market. Based on Verizon’s statement, I’d guess at least 10% of U.S. consumers, probably closer to 15%, are now using 5G-capable phones.