Some analysts believe the T-Mobile US merger with Sprint will be blocked. Others believe the merger will be approved. But skepticism is higher than might have been expected at this point in the process. Either way, more shuffling of assets is likely to happen.
Neither T-Mobile US nor Sprint has the scale to compete long term in a U.S. market that virtually requires contestants owning both fixed and mobile assets. And though it is possible that a major application provider could emerge as a buyer or investor, the most-likely combinations involve cable companies and any of the smaller or would-be mobile providers.
Altice USA could be interested in merging with either T-Mobile or Sprint, as might Comcast and Charter Communications. Dish has held talks to acquire Sprint and merge with T-Mobile in the past, so that is another possible combination.
Dish faces a clock that is winding down, and would have to find some way to get its network built before the Federal Communications Commission takes away its mobile spectrum licenses.
No comments:
Post a Comment