Just last week T-Mobile COO Jim Alling said that carrying the iPhone wasn’t going to be worth the financial hit, but there is speculation that Deutsche Telecom could announce T-Mobile will soon start carrying the iPhone regardless.
All rumors and speculation right now, but next week, DT could surprise folks that it thinks its American subsidiary needs to step up and offer the iPhone:
Now Merrill Lynch’s Scott Craig is out with a note reporting that “speculation is heightening” that Deutsche Telecom (DT) will announce a deal to bring the iPhone to its U.S. subsidiary at next week’s analysts day (12/6-7). It makes sense. The carrier recently beefed up its iPhone-compatible high-speed HSPA+ network in 10 metropolitan areas, allowing some of the 1.5 million T-Mobile customers already using unlocked iPhones to enjoy something better than GSM download speeds.
From: Fortune Tech
While this would help T-Mobile’s churn rate, and not require iPhone customers to find/buy unlocked phones, the real winner will be Apple:
Merrill Lynch’s Craig points out that cutting a deal with the fourth largest U.S. carrier would give Apple access to 98% of the U.S. post-paid market and 75% of the country’s total mobile subscribers.
“While this would be incrementally positive,” he writes, “any financial impact would be limited.” He estimates that a T-Mobile deal would add about 4 million iPhones to his current estimate of 179 million sold in calendar 2013, boosting Apple’s top line (revenue) by 1% and its bottom line (earnings per share) by 2%.
Sure, it’s not a financial coup, but it gives Apple almost all of the cell phone market to tap into, which certainly can’t hurt.
Would you switch (or stay) with T-Mobile if they offer the iPhone 5 (or a cheap 4S)?
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