Virgin Mobile USA: Still room in the youth market

Dow Jones Newswires is running an interview with Virgin Mobile USA CEO Dan Schulman on the competitive landscape of the MVNO sector, which reads like a summary of our FierceWireless interview with Schulman from last week [1]. Schulman said, "There's quite a bit of space in the youth market... it's a huge market place with penetration yet to happen." Another good quote: "A lot of the new entrants coming have seen some of the success we've had, and have dipped their toes in the water," Schulman said. "When they dive in, they'll find it's much colder [2], and there are a lot of sharks in the deep end." In our interview Schulman says "I truly believe a giant shakeout is ahead. I think you may have only two or three MVNOs that are of any significance out the market."

Lots of good insights into MVNOs below:
- see our FierceWireless interview [1] with Dan Schulman
- take a look at Dow's summary piece [3]