Comment Re:Layers (Score 1) 101
Do MVNOs automatically get roaming on compatible carriers other than those they get wholesale agreements with? I have no idea how roaming works on the back end, but I would think that it would be something that AT&T could block if it wanted to (at least technically).
Even if it "just worked" from a handset usage perspective, there's still the question of the billing side of a roaming agreement. I think inside the US nobody thinks about roaming anymore because all the carriers have roaming agreements. To be competitive with carriers with a larger footprint, smaller carriers eat the roaming imbalance fees without upcharging their uses for roaming.
But would smaller carriers cover this imbalance for MVNOs or pass them on at cost or with some kind of added surcharge?
I still don't see how the economics of this works for Google or Apple. Both would have to be at least competitive on monthly subscriber rates compared to a direct consumer to carrier agreement, which at best would be break-even or a tiny loss. I can see Google eating a larger loss by monetizing the data analytics.