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-   -   Big announcement coming soon from T-Mobile ; Project Black to shake things up? (https://talk.maemo.org/showthread.php?t=32554)

klinglerware 2009-10-12 16:24
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
If the $50 unlimited rumor is true, the implication is that T-mobile is willing to cannibalize the revenue stream coming from it's high-value power users in order to attract more lower-value consumers. To close the thought, that would further imply that the data hungry "power user" really isn't a big part of the T-mobile customer base to begin with.

Edit to add: It seems risky to offer unlimited data as part of this package from a financial point of view, especially since separate data plans can potentially add incremental margin (especially with regards to subscribers with the premium phones).

quipper8 2009-10-12 16:26
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by spinnukur (Post 344577)
Exactly, plus if the 4G is rolled out more extensively on both it'll make it easier to combine both networks, from my understanding.
well, after some research, I think it won't be so much buying Sprint as getting into some of Clear's spectrum and/or onto their network and doing some tower partnering so that t-mobile can pretty much flick the switch on nationwide 3g and also promise 4g in the next little while.

we'll see.

spinnukur 2009-10-12 16:58
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by klinglerware (Post 344592)
If the $50 unlimited rumor is true, the implication is that T-mobile is willing to cannibalize the revenue stream coming from it's high-value power users in order to attract more lower-value consumers. To close the thought, that would further imply that the data hungry "power user" really isn't a big part of the T-mobile customer base to begin with.

Edit to add: It seems risky to offer unlimited data as part of this package from a financial point of view, especially since separate data plans can potentially add incremental margin (especially with regards to subscribers with the premium phones).

We all keep saying unlimited data, but we have yet to know which data plan...If my memory serves me correctly T-Mobile has four plans--$9.99, $19.99, $34.99 smartphone, $34.99 Crackberry. So as far as we know the data plan if the $50 is true could be the $9.99 or $19.99 one with maybe the possibility of the smartphone or crackberry plan costing you an additional $15 to add ( still cheaper than other all-in-one plans still ).

SD69 2009-10-12 18:00
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by klinglerware (Post 344592)
If the $50 unlimited rumor is true, the implication is that T-mobile is willing to cannibalize the revenue stream coming from it's high-value power users in order to attract more lower-value consumers. To close the thought, that would further imply that the data hungry "power user" really isn't a big part of the T-mobile customer base to begin with.

Edit to add: It seems risky to offer unlimited data as part of this package from a financial point of view, especially since separate data plans can potentially add incremental margin (especially with regards to subscribers with the premium phones).
I agree with you - the $50 unlimited rumor doesn't make sense.

jsuggs 2009-10-12 18:36
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
I (personally) think it ($50 plan) is just so crazy it might work.

Customers are frustrated about the complexity of the plans, bills, etc. This simplifies the billing and their workers to sell something to potential customers that much easier "Your bill will be $50, period".

I think they will see a huge boost in subscribers, and while they may lose some of their margins on data plans, most likely even people who don't really use the data aspect will get on the plan because a) they understand it b) its probably about the same (or less) than what they were already paying.

If they can keep up with network capacity, it could be a huge payoff in the longrun.

somedude 2009-10-12 18:42
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
author=Darkjedi link=topic=11376.msg230400#msg230400 date=1255365578
Ok guys, I have it from a source, someone who is "in the know" and they say unofficially of course that NOT A SINGLE WEBSITE has guessed what project dark is. They laughed at the rate plan speculation. Can't say much more.
This is from the guy who runs Tmonews.com.

SD69 2009-10-12 18:50
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by jsuggs (Post 344702)
I (personally) think it ($50 plan) is just so crazy it might work.

Customers are frustrated about the complexity of the plans, bills, etc. This simplifies the billing and their workers to sell something to potential customers that much easier "Your bill will be $50, period".

I think they will see a huge boost in subscribers, and while they may lose some of their margins on data plans, most likely even people who don't really use the data aspect will get on the plan because a) they understand it b) its probably about the same (or less) than what they were already paying.

If they can keep up with network capacity, it could be a huge payoff in the longrun.
At $50 for voice and data, they would lose a lot of their margins. The only way this works is if the voice and data plan is actually a data only plan with VoIP explicitly permitted.

Laughing Man 2009-10-12 19:19
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
It could be data, that's run through TMobile servers (like their current web2go). Which isn't a real data plan that smartphones like the iPhone or n900 would use.

dannyo 2009-10-12 22:34
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by somedude (Post 344712)
This is from the guy who runs Tmonews.com.
If Project Dark does not involve the N900, I will be disappointed, because it will mean no N900 for a while. It's hard being a gadget lover without much disposable income...

mistermix 2009-10-12 22:51
Re: Big announcement coming soon from T-Mobile ; Project Black to shake things up?
 
Quote:
Originally Posted by somedude (Post 344712)
Ok guys, I have it from a source, someone who is "in the know" and they say unofficially of course that NOT A SINGLE WEBSITE has guessed what project dark is. They laughed at the rate plan speculation. Can't say much more.
There's always a good chance that it will be marketing b.s., of course.

If T-Mobile wants to go from 4th to 3rd, they need to cut prices. In the US, everyone who can afford a phone has a prepaid or postpaid cell phone. So, the conversion prospects are:

0. Current smartphone customers paying more than they'd like.

1. Current prepaid dumbphone customers on other carriers who want a smartphone but can't afford the data charges.

2. Current prepaid dumbphone customers looking to pay less for voice and text.

3. Current postpaid dumbphone customers looking to pay less for voice and text.

A $50/unlimited everything plan hits (0) and (1) for sure, possibly (2) if they can imagine a use for a smartphone, and maybe a few of (3). That's how T-Mob can grow their subscriber base quickly. Oprah isn't going to do it.

This seems bloody obvious to me, but never underestimate the ability of a management team to think that fancy marketing will trump basic economics.


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