Speaker:
I think my questions going to be directed toward Neville. Its going into the
process of streamlining the internet service providers. What are we going to be doing to play hardball with Comcast?
Neville Ray:
For what reason?
Speaker:
To be able to provide internet services to everybody.
Neville Ray:
Ah, right. You mean for our network or for general, for customers?
Speaker:
General customers.
Neville Ray:
Yeah, I
mean so, if you look at our 5G plans and what we want to go do, and the broadband story thats there, we can absolutely go and attack the cable guys, Comcast, the whole shooting match, very, very aggressively. And its not just one ISP
connectivity. When you think about what were going to do with bundling Layer3 and we go after the other major source of their revenue, their TV content. So, if theyre listening and watching what were doing, you see them moving into
wireless, right? So, they realize that sitting where they sit today is not a bad place. If youre a cable guy, you look out 10 years, youre very worried. So you have to start doing things because they know folks like us are going to put
an incredible entertainment mobility broadband package together. What we can do with the Sprint combination really, really allows us to do something very, very competitive in that space. And theres so many underserved places in the country
where theres no Comcast service, or whoever. Folks are struggling to get broadband connection. Were going to go clean up a bunch of that too.
John Legere:
So, big opportunity. I think one of the biggest, we should talk about this more, one of the biggest surprises in Washington and about our
story has been when people look and see us targeting very specifically
in-home
broadband. And people starting to deal with the question of if we can cover 90% of the country with greater than 100 megabits of
speed capability, what weve made very clear is, and were adding a tremendous amount of jobs in the plan, to enter that business and our plan in the planning period is to actually have 9.6 million
in-home
broadband customers, be the fourth biggest ISP in the country as a start, and 25% of those are expected to be in rural America. And so, thats places where people dont have coverage. This is
not only one of the, you know, the pieces that I think Washingtons been very interested in seeing because its a hyper
non-competitive
market.
You cant wake up now and say, we were only
kidding when an alternative comes.
And if you look at the cable industry right now, their only thing that theyre hanging onto are their broadband
subscribers. And I dont think the world has sorted out yet with this kind of capability that were going to create. This is going to replace that, and its fascinating, and from a standpoint of cost savings to Americans, if you can
all of a sudden give them a wireless service that stopped them from having to pay $80 a month.
So, this is a very exciting, and the answer is an emphatic
yes, I dont know if you want to add anything.
Mike Sievert:
You know that half of Americans, half, have one or less broadband choices, true
high-speed broadband choices at their home, either zero or one, I mean, thats crazy, thats the definition of uncompetitive. And for those one, most people arent happy with the company thats serving them. So talk about a, if
John says
un-carriers
a verb now, talk about a market thats ready and primed to be un-carriered, its the cable industry. And there something thats really unique in terms of our
capabilities in the new
T-Mobile.
We have some aspirations stand alone, but in standalone, we have to reserve most of our capacity for our wireless growth. By the way, one last thing on this. There is a lot of
potential for wireless itself, mobility to be a substitute for home broadband and thats a big opportunity for our company as well, particularly if theres an economic downturn. I mean, a lot of people arent going to be able to
afford all these subscriptions and I can bet you one thing, theyre going to keep their mobile subscription and only
T-Mobiles
network, not Verizons, not AT&Ts, will be capable of
taking onboard all of their homes needs if they go all mobile, and thats a big opportunity for us as well, home broadband substitution.
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