mobile operators
also referred to as: mobile operator
3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
Everything said about mobile operators, oldest first
Jan 2, 2019 negative
Evans: Network effects do not translate to building smartphone hardware
“In a funny sort of sense, it's like you could be too far up the stack to do this, just as you could be too far down the stack to do this. So just as it doesn't really make sense for a mobile operator or a handset maker to try and build a social network, it doe…”
Jan 2, 2019 bullish
Evans: Carrier transition to unbundled installment plans did not harm high-end smartphone sales
“And that didn't happen at all. Because actually it's still an installment, and people kind of knew that they were paying an installment for the phone anyway, and people actually still want to get those phones.”