Though the iPhone 4S is already available via many carriers thanks to Apple’s enlarging strategy, this time also T-Mobile seems to stay out of the game. The magenta carrier has started working on restructuring its networks for a long time, and once it started this process, everybody was waiting for an official statement that should confirm those networks’ compatibility with the iPhone. The statement was made with no delay, and as the rumors stated the iPhone 5 would support all possible 3G and 4G networks, it gave those users a hope that T-Mobile would be offering the iPhone too. Unfortunately, we have found several reasons why this can’t happen… at least until 2013.
In an interesting research post New York analyst Craig Moffett of Sanford C. Bernstein wrote that T-Mobile USA could use parent company Deutsche Telekom’s agreement with Cupertino-based Apple in order to sell the iPhone starting next year. This is reasonable because Deutsche Telekom has invested $1 billion in the US to upgrade networks. So both T-Mobile and Deutsche Telekom will get a revenue growth. On the other hand, it’s questionable whether Apple will allow T-Mobile to sell its smartphone based on its agreement with Deutsche Telekom. But considering the strategy Apple uses in terms of offering the iPhone in the US, we can say this assumption is quite realistic.
On the whole, this is a turning moment for T-Mobile because the carrier lost 510,000 subscribers in Q1 of this year. A look at iPhone’s sales numbers sold at Verizon and AT&T for the same time period, it becomes clear where those subscribers found a “shelter.”