5G is not the only important driver of behavior in the U.S. mobile industry. Competition is likely causing revenue per account pressure as some mobile virtual network operators and facilities-based providers rely on promotional pricing to maintain share positions or drive account growth.
U.S. cable operators, arguably the foremost forces in the MVNO market, gained 29 percent of domestic mobile industry phone account net additions in the fourth quarter of 2021, according to MoffettNathanson.
source: MoffettNathanson, LightReading
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