As telecom investors everywhere should know by now, competition for subscribers is a constant battle. Recently, subscriber figures for the industry were released, which only help to reinforce two of the most important themes at work within the industry. The Fool's technology analyst breaks down these figures and what they mean for investors.

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Andrew Tonner has no positions in the stocks mentioned above. You can follow Andrew and all his writing on Twitter at @Andrew TonnerAustin Smith and The Motley Fool also have no positions in the stocks mentioned above. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.