Ting’s Subscriber Base Acquired by DISH

News came out today that most of Ting’s assets, including Ting’s mobile customers, have been acquired by DISH:1

Effective August 1, 2020, most Ting Mobile customers across the U.S. became customers of DISH. These customers will continue to use their current phones and will enjoy the same rates and excellent customer experience. As with DISH’s recently acquired Boost customers, these Ting Mobile customers will have access to the new T-Mobile network.

Tucows, Ting’s original parent company, will retain ownership of Ting’s technology stack. Tucows plans to offer Mobile Service Enabler (MSE) solutions to help wireless carriers run their businesses. Here’s a bit of information I received from Tucows’ PR team:

Now, as a Mobile Services Enabler (MSE), Tucows is opening up its mobile platform and the foundation on which the MVNO Ting Mobile was built. The same platform that helped Ting Mobile create some of the happiest mobile customers and top Consumer Reports lists year over year. DISH is becoming Tucows’ first MSE customer—starting with Ting Mobile, and adding Boost Mobile’s estimated 9 million customers in the 2nd half of 2021.

The Verizon Network

So far, I haven’t seen Ting directly address the plans for the carrier’s Verizon-based service. An email from Ting’s PR team said there would be “no data migration, service interruption or billing changes.”

I expect customers on Ting’s Verizon-based service will not be forced to migrate immediately. I’m not sure what will happen in the long term.

Rethinking “Nationwide”

T-Mobile and AT&T started describing their 5G networks as nationwide once the networks covered over 200 million people. I’ve seen multiple people suggest that this is related to FCC rules. Allegedly, the FCC only allows networks to be described as nationwide when they cover over 200 million people. I’ve searched around, and I can’t find any FCC documents mentioning such a guideline.

As far as I can tell, the 200 million number comes from the National Advertising Division (NAD), a self-regulatory body for the advertising industry.1 Here’s an excerpt from a 2014 NAD publication:

NAD noted in its decision that it has applied a consistent standard for ‘coast to coast’ service for the past 10 years. In general, a wireless network can claim to be nationwide or coast to coast if the provider offers service in diverse regions of the country and the network covers at least 200 million people.

200 million people would make up about 60% of the U.S. population.2 I don’t think a network covering 60% of the U.S. population is nationwide in the common-sense meaning of the word. If networks with such lackluster coverage are advertised as nationwide, consumers will be misled.

The NAD should update its approach. The exact meaning of nationwide isn’t clear cut, but I think even a loose standard should be something like this:

Nationwide network: A network that covers at least 85% of the U.S. population and offers service in some parts of every state.

The NAD should probably frame its standard in terms of a percentage of the U.S. population covered (rather than a raw number of people covered). In 2004, 200 million people would have been almost 70% of the U.S. population.3 The NAD’s standard made more sense then. As the country’s population has grown, the NAD’s standard has become weaker.

AT&T’s 5G Coverage Now “Nationwide”

This morning, AT&T announced that its 5G network is now nationwide. By “nationwide,” I believe AT&T means that the service is estimated to cover over 200 million Americans. There are still plenty of parts of the country that are not covered by AT&T’s 5G service.

AT&T shared a few other noteworthy items in its announcement:

  • AT&T will add 5G support to the Unlimited Starter plan (the carriers’ most basic postpaid unlimited plan) at no extra charge on August 7.
  • Business customers on the Unlimited Web-Only plan will also get 5G support starting on August 7.
  • Cricket Wireless will begin offering 5G service on August 21.

On all of these plans, 5G service will only be available for subscribers with 5G-compatible devices.

5G Coming To Cricket Wireless

Today, AT&T came out with a press release stating that 5G service will be coming to Cricket Wireless. Here’s the relevant bit:

On Aug. 21, Cricket Wireless customers will be able to activate 5G service on the Samsung Galaxy S20+ 5G. More details soon!

As far as I can tell, Cricket has not yet updated its own web pages about 5G.

I expect Cricket subscribers will be able to access both AT&T’s sub-6 5G and AT&T’s ultra-fast millimeter wave 5G. While the S20+ will initially be the only 5G phone offered by Cricket, we should soon see the carrier offering more 5G-compatible devices. It may also be possible for Cricket customers to bring their own unlocked 5G phones to the service.

T-Mobile’s Misleading Claims About Its Four Unlimited Lines For $100 Deal

Yesterday, T-Mobile shared a press release announcing deals the company is about to launch. Starting July 24, T-Mobile will offer four lines on its Essentials plan for $25 per line each month. The Essentials plan is the most basic of T-Mobile’s postpaid unlimited plans.

Customers making use of T-Mobile’s deal on the Essentials plan will have the option to take advantage of a second promotion on the Samsung Galaxy A71 5G:1

If you need 5G phones too, for just $5 more per line, get four lines for $30 each per month, plus taxes and fees with autopay on T-Mobile Essentials PLUS four Samsung Galaxy A71 5G included with bill credits and eligible trade-in.

Bragging

At the beginning of its press release, T-Mobile brags about how unbelievable the upcoming deal will be:

Four lines for just $25/month each, an unheard of price point for unlimited postpaid.

T-Mobile brags again a bit later:

This price point with unlimited data has not been offered for everyone in postpaid wireless in, well, ever.

And then again:

This price point for unlimited postpaid is unheard of. As in, unlimited high speed data at this price has never been offered before for everyone in postpaid wireless in the history of ever.

Despite T-Mobile’s claims, this isn’t the first time we’ve seen postpaid unlimited plans at this price point. Sprint previously offered its Unlimited Kickstart plan for $25 per line.

Note how the caveat word “postpaid” shows up in each of T-Mobile’s boasts. Prepaid brands Visible and Cricket offer four lines for $100. Other prepaid carriers have offered similar deals in the past. Unlike T-Mobile, both Visible and Cricket include taxes in the $100 list price of their four-line plans.

No high-priority data

Postpaid plans tend to have features that prepaid plans do not. Notably, postpaid service is likely to come with high-priority data during congestion. While T-Mobile’s Essentials plan is postpaid, it does not include high-priority data.

T-Mobile’s statements are a bit disingenuous. It’s strange for the company to brag about how the upcoming deal will involve postpaid service while neglecting to mention that a major feature people associate with postpaid service is missing.

Confusing Names For LG’s New Budget Phone

LG recently launched a budget-friendly phone that several carriers are offering.

Aristo 5

The picture above comes from LG’s web page for the Aristo 5. However, LG is offering phones with nearly identical aesthetics and specs under at least six different names. The name varies depending on the carrier offering the phone.

I’ve seen similar phones launched under multiple brand names before, but I think LG’s new device sets a record for the number of names.

Don’t Take Ookla Too Seriously

Ookla recently published its Q2 report on the performance of U.S. wireless networks. As I’ve discussed before, I’m not a fan of Ookla’s methodology.1 Because of my qualms, I’m not going to bother summarizing Ookla’s latest results. However, I do want to draw attention to a part of the recent report.

Ookla’s competitive geographies filter

In the last year or two, Ookla has restricted its main analyses to only account for data from “competitive geographies.” Here’s how Ookla explains competitive geographies:

To meet the definition of ‘competitive’ in the U.S., a zip code must contain samples from at least three top national competitors…but no competitor can have more than 2/3 of the samples in that zip code.

The competitive geographies filter mitigates some of the problems with Ookla’s methodology but also introduces a bunch of new issues.

Availability

Ookla’s latest results for 4G availability illustrate the issues:

Ookla 4G availability scores

Sprint unambiguously has the smallest coverage profile of the four nationwide networks.2 The competitive geographies filter makes Ookla’s availability metric so meaningless that Sprint can nevertheless tie for the best availability.

Lots of regions only have coverage from Verizon. All those data points get thrown away because they come from non-competitive geographies. Other areas have coverage from only Verizon and AT&T. Again, those data points get thrown out because they’re not from competitive geographies. What’s the point of measuring availability while ignoring the areas where differences in network availability are most substantial?

Giving Ookla credit

Despite my criticisms, I want to give Ookla some credit. Many evaluators develop complicated, poorly thought-out metrics and only share those metrics when the results seem reasonable. I appreciate that Ookla didn’t hide its latest availability information because the results looked silly.

Google Fi After The T-Mobile & Sprint Merger

Google Fi brought a lot of innovations and customer-friendly features to the wireless market. I’d argue that Fi’s biggest innovations have been in network switching. Subscribers using “Designed for Fi” phones can automatically switch between coverage from T-Mobile, Sprint, and U.S. Cellular’s networks.

Losing Sprint

Fi’s network switching is about to become a lot less interesting. Sprint’s network will disappear. U.S. Cellular doesn’t have a nationwide network.

The darker shade in the map below shows where U.S. Cellular’s network is available:1

Map of licensed U.S. Cellular markets

U.S. Cellular’s network does not cover the majority of the U.S. Once Sprint’s network is gone, Google Fi will be a T-Mobile-based carrier in many places.2

T-Mobile’s network will get better as it integrates Sprint’s assets, so I don’t expect Fi to decrease substantially in quality. However, Fi may become a much less competitive option in comparison to other carriers. There are a lot of carriers that run over T-Mobile’s network. These carriers will also offer better performance as T-Mobile improves its network. Some carriers using T-Mobile’s network are priced much better than Fi. For example, Mint Mobile sells a plan with 8GB of data, unlimited minutes, and unlimited texts for as low as $20 per month. Fi would charge at least $70 per month for the same level of usage.3

I don’t mean to imply Fi will be left in the dust. The carrier offers high priority data, amazing international roaming options, and a user-friendly experience. Many low-cost, T-Mobile-based carriers don’t have those elements. Can Fi convince subscribers that Fi’s premium features justify the service’s price tag?

Will MVNOs get squeezed?

Low-cost carriers may get squeezed by T-Mobile. When Sprint goes offline, MVNOs will have fewer networks they can offer service over. The reduction in options may allow T-Mobile to increase the rates it charges carriers that use T-Mobile’s network.4 While low-cost carriers may have no option but to raise the prices charged to consumers, Fi may be better positioned. Fi is fairly expensive. It’s unlikely T-Mobile would charge Fi so much that Google would struggle to stay in the market.

Verizon’s 5G Mobile Hotspot & Tethering Policies

Verizon’s higher-end unlimited plans come with monthly allotments of full-speed 4G hotspot data.

  • Play More Unlimited – 15GB
  • Do More Unlimited – 15GB
  • Get More Unlimited – 30GB

Subscribers that burn through all of their full-speed 4G data can continue to use more hotspot data with a 4G connection throttled to a sluggish 600Kbps speed.

Verizon doesn’t prominently advertise it, but the company has separate policies for 5G hotspot data. Here’s a bit from a section of Verizon’s website that gives additional details about one of the carrier’s unlimited plans:1

Unlimited 5G Ultra Wideband Mobile Hotspot

An unlimited 5G Ultra Wideband mobile hotspot means your smartphone becomes an ultra-fast and reliable Wi-Fi connection for your other devices. Service available in select locations and requires a 5G capable device.

Yesterday, I was exploring my Verizon online account for the Play More Unlimited plan and found this:

Screenshot of Verizon account interface showing a 5G hotspot allotment

Verizon is currently allowing 50GB of full-speed 5G hotspot use each month on the Play More plan. After 50GB of use, speeds are throttled to 3Mbps. While 3Mbps isn’t a great speed for hotspot use, it’s still fast enough that most people could browse the internet and do work on a laptop without overwhelming frustration.

I’m guessing the Do More and Get More plans have the same 50GB allotment, but I’m not sure. It’s odd that Verizon’s 5G hotspot allotment on the Play More plan is so much larger than the regular (4G) allotment.

I wonder if the large allotment is a promotional thing. Will we see the allotment shrink as more subscribers get 5G-compatible phones?

Post publication update: As of January 1, 2021, Verizon appears to have dropped the data cap and throttle for Ultra Wideband hotspots.

Opensignal’s Report on U.S. 5G Performance – No Big Surprises

Earlier this week, Opensignal released a report on the performance of 5G networks in the United States. Opensignal’s report puts some numbers and data behind two things that were already clear:

  • T-Mobile is destroying the competition in terms of 5G coverage, but T-Mobile’s 5G isn’t very fast
  • Verizon’s 5G is outrageously fast, but the coverage profile is terrible.

Opensignal primarily collects its performance data by crowdsourcing data from tests that run in the background on regular people’s phones. It looks like the company restricted the data underlying this report to include tests run from 5G-compatible phones.

Speeds

Verizon destroyed the competition with an average 5G download speed of 495Mbps. The other major networks in the U.S. had 5G download speeds averaging around 50Mbps. Verizon’s dominance in download speeds is due to the company’s focus on rolling out millimeter wave 5G.

Coverage

Unlike Verizon, T-Mobile has focused on deploying sub-6 5G. This type of 5G is great for covering large areas, but less impressive for delivering high speeds. Unsurprisingly, T-Mobile dominated in terms of 5G availability. According to Opensignal’s data, T-Mobile subscribers were able to access 5G 22.5% of the time. Verizon did about fifty times worse with an availability score of 0.4%.

While 0.4% is low, it’s still a better availability score than I would have predicted for Verizon. I wonder if Opensignal’s crowdsourcing approach might lend Verizon’s availability scores a leg up. If living near a Verizon 5G deployment makes a Verizon customer more likely to purchase a 5G phone, selection bias can creep in and cause Opensignal to overestimate Verizon’s actual 5G availability.

Silly press releases

Following Opensignal’s release of its report, T-Mobile published a press release. The company bragged about the network’s excellent 5G coverage without mentioning that the network got demolished in the download speed results.

Verizon published its own press release bragging about ludicrous download speeds. Verizon’s awful 5G availability score was not mentioned.

Download Speed Experience – 5G Users

Opensignal’s report included a metric called Download Speed Experience – 5G Users. The results for this metric were calculated by looking at users with 5G-compatible phones and tracking their average download speed even at times where they did not have 5G connections. In some sense, this single metric does some accounting for both 5G speeds and 5G availability.

Verizon and AT&T tied for the top spot:
Results graph showing AT&T and Verizon tied for the top spot

The metric is interesting, but I don’t think it quite captures how users will feel about the quality of their download speed experiences. The marginal value of a 10Mbps boost in download speeds that moves a subscriber from 5Mbps to 15Mbps is much greater than the marginal value of a 10Mbps boost that moves a subscriber from 500Mbps to 510Mbps. Collapsing a distribution of download speeds into a single, average download speed masks this reality.