5G Factor: CSPs Flashing 5G Prowess

In this episode of The 5G Factor, our series that focuses on all things 5G, the IoT, and the ecosystem as a whole, Ron Westfall is joined by colleague and fellow analyst Todd R. Weiss for a look at the top 5G developments and what's going on that caught their eye.

Their conversation focused on:

AT&T Delivers Solid Q3 2023. AT&T delivered strong results in the third quarter of 2023 with solid 5G and fiber subscriber growth. The company also posted healthy year-over-year (YoY) increases in service and broadband revenues, driving higher profitability. Key highlights include AT&T reporting revenues of $30.4 billion, up 1% YoY. This increase primarily reflects higher Mobility, Mexico, and Consumer Wireline revenues, partly offset by lower Business Wireline revenues. Notably, AT&T's mid-band 5G spectrum now covers more than 190 million people, on track to reach 200 million people or more with mid-band 5G by year-end. They analyze why they see AT&T establishing the foundation for durable, long-term growth due to key factors such as delivering 468,000 postpaid phone net adds with continued strong ARPU growth and historically low levels of churn. Plus, AT&T's mobility service revenues were up 3.7%, achieving the company's best-ever Mobility operating income.

Vodafone and Snam Expand Collaboration. Vodafone, specifically Vodafone Italia, is expanding its collaboration with Snam, Europe's leader in natural gas. The duo is working to develop the first hybrid 5G mobile private network (MPN) in the natural gas sector, bringing more reliable and secure connectivity to 23 of Snam's plants. According to Vodafone, the hybrid infrastructure will improve 4G and 5G coverage within the facilities, but also for the local population via the surrounding public network. We examine how the alliance is combining the benefits of public 5G and private 5G that seek to guarantee high levels of performance, availability and reliability and shows that Vodafone's 5G network infrastructure is essential to delivering the ultra-broadband, low latency, security, and the ability to collect an exceptional amount of data across the Snam energy network footprint.

T-Mobile Sustains 5G Pacesetting in Q3 2023. T-Mobile reported third quarter (Q3) 2023 results, raising 2023 guidance again. Service revenue of $15.9 billion grew 4% year-over-year (YoY), including Postpaid service revenue of $12.3 billion, which grew 6% YoY. In Q3 2023, T-Mobile delivered breakthrough postpaid account and customer net additions as well as record low postpaid phone churn, which provided the basis for the company to claim industry-leading service revenue and postpaid service revenue. They discuss how they expect T-Mobile to attain its latest raise in 2023 guidance as the company is consistently outperforming its key rivals across the topmost mobile network service categories, consisting of financial, technical, and customer attraction and retention milestones, and why it is the 5G service provider pacesetter by executing relentlessly on its portfolio development objectives and market vision.