Overview:

Both Rakuten Mobile and Dish Wireless face stiff challenges in 2022. With its 4G network largely complete, Rakuten must now demonstrate that it has the right commercial strategy to compete against Japan’s big three operators and significantly ramp up subscriber additions. Meanwhile, Dish is facing the daunting challenge of launching commercial services in 27 US markets before its June 14 FCC deadline. 

This report provides a back-to-back review of Rakuten and Dish’s recent fourth quarter and full-year 2021 results and provides a detailed insight into the businesses and strategies of the two operators. The report also tracks the progress of Germany Internet company 1&1 Drillish as it prepares to roll-out its own open RAN network in Germany. 

Table of Contents: 

• Key Business Assumptions 
• Company Backgrounds 
  • Rakuten
  • Dish
  • Rakuten versus Dish
• Overview of Financial Results 
• Key Quarterly Data 
  • Network Coverage and Roll-Out 
  • Subscribers 
  • Services and Pricing 
• Key Points and Analysis 
  • Commercial Strategy Update 
  • Rakuten Subscribers and Revenues 
  • Capex Analysis 
  • Rakuten Symphony Update 
• 1&1 Drillish Deployment Plans 
• Dish’s Las Vegas Network 
• Dish Handsets 
• Private Network Opportunities 
• Viewpoint 

Number of Pages: 15 

Publishing Date: March 2022