The Effect of T-Mobile's 600MHz Leases with Dish October 8, 2020 15:39
Last month we presented some initial analysis of T-Mobile's agreement to lease 200 - 600MHz licenses from Dish. Now that we have released our October 2020 Mobile Carrier - Spectrum Ownership Analysis Tool reflecting all of the September 2020 transactions, we can compare the 600MHz results between the October 2020 and September 2020 versions.
Our October 2020 - Spectrum Ownership Analysis Tool reports that T-Mobile controls 12,593,033,060 MHzPOPs in the 600MHz band, an increase of 982,154,940 MHzPOPs over the number of MHzPOPs that T-Mobile held in September.
In the Spectrum Grid sequence below, You can see the effect of two transactions that were both filed in September. First, Charter's lease of Comcast's A block spectrum is seen in the top image (October 2020) and T-Mobile's lease of Dish's D block spectrum can be seen to increase their New York channel size to 15MHz. The lower image represents each carrier's spectrum held for September 2020.
PEA Market Analysis:
In comparing the PEA Market Analysis outputs below, you can see the increase in T-Mobile's 600MHz spectrum in New York, Miami, Detroit, Orlando, and Cleveland.