U.S. mobile and fixed network service providers are not the only firms struggling to grow top-line revenues right now. Nor might telcos and mobile service providers be unusual over the next several years, in that regard.
AT&T and Verizon Wireless probably have the best shot at growing revenues. Other telcos without mobile capabilities might be unable to grow revenues, top line.
That doesn't mean firms cannot grow. They can, and by acquiring other assets. For AT&T and Verizon Wireless, that almost has to come from offshore acquisitions. Not only will U.S. regulators not likely allow either firm to get much bigger, the telcos seem to be losing the battle with cable operators for high-speed access accounts which are the foundation for tomorrow's business.
Wednesday, May 8, 2013
Top-Line Revenue Growth Will be Challenging for U.S. Telcos
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
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