As the merger moved positive, T-Mobile was banking on Sprint’s business expertise in complex services and its enterprise accounts as a jumping off point to tackle competitors AT&T and Verizon. In an analyst call, T-Mobile’s EVP for Business, Mike Katz stated that those competitors controlled 91% of the enterprise market.
The Next Big 5G-Powered Move: There are three components for this WFX business focused announcement. WFX (work from anywhere) as opposed to WFH (work from home) is a nod to the change in forced work due to the pandemic. The three components offer an opportunity to bundle a sale to those business or government entities who look to shift from an office workforce to a partial or fully remote one. While competitors may have the same piece parts, a bully baked and coherent portfolio offering helps the perception of corporate focus and credibility. There is also the unaddressed minor adoption approach - corporate or individual liable. Ideally, a corporate liable approach alleviates out of the pocket expenses and control for procurement managers and mostly employees.
- Enterprise Unlimited Plans - unlimited 4G and 5G data is no big deal in the consumer and small business world but in corporate and governments accounts, competitors' plans centered on pooled data plans. The clear benefit is not worrying and managing data thresholds for managers, employees and intangibly reduce overall internal OpEx.
- T-Mobile Home Office Internet - While many companies are ok with co-mingling an employee's internet, perhaps with a bolt-on VPN, the pandemic and pandemic era collaboration tools have, in some cases, taxed the up and downlink throughput of a consumer grade internet connection. T-Mobile claims this offering comes with enterprise grade SLAs where specific work-related data is prioritized. To be clear, this is a fixed wireless access offering with an included router. The big unknown for the subscriber will be T-Mobile's build out, LTE or 5G and what the associated up and downlink expectations may be.
- T-Mobile Collaborate - To round out the offering, a unfiied communications cloud -based platform play is in order. While UC is tablestakes in any enterprise portfolio, bundling it into WFX is a necessary holistic solution to address competitors’ similar offerings. With Dialpad (a TMobile Ventures investment), there should be some owner's economics and control in Dialpad's future refinements.