On the Christmas episode, analysts Don Kellogg and Roger Entner are joined by Peter Adderton, founder of Boost and MobileX, and Ronan Dunne, former CEO of Verizon’s Consumer Group and O2, for a spirited discussion on MNOs, MVNOs, and the current state of the wireless industry.00:00 Episode intro00:27 MVNOs vs. their host carriers04:42 Segmentation as a powerful market force07:42 Wholesale vs. retail12:31 A lack of choices in the U.S.14:30 Is price the key concern?16:54 Why consumers actually change carriers18:42 Networks depend on MNO pricing20:44 Verizon, Visible, and subscriber growth24:23 MVNO strategy must differ26:20 Upselling lower-income customers27:40 Cable's free line strategy as a model28:51 Is Total relevant or not?31:10 Price vs. value31:57 The current landscape is unsustainable33:36 Which metrics matter?35:52 MVNO branding is falling short39:45 Business models should be customer-centric41:23 Episode wrap-upTags: telecom, telecommunications, wireless, prepaid, postpaid, cellular phone, Don Kellogg, Roger Entner, Peter Adderton, Ronan Dunne, Christmas, MobileX, O2, Verizon, Boost, MVNO, MNO, carriers, Visible, cable, Comcast, Charter, Europe, Straight Talk, FWA, Mint, pricing, T-Mobile, giffgaff, data, network, Consumer Cellular, TracFone, ARPU, churn, Total, net adds, KPIs, value

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