[ad_1] Bloomberg I recently mentioned that AT & T He was interested in buying consumer fibers for more than $ 5.5 billion. Collecting wireless services and fiber, known as rapprochement, helps companies retain customers - or decrease the mixture - and gives them more leverage. Spreading fiber is expensive, but given that it reduces and increases the Clv, the investment easily pays for itself. AT & T and Verizon Get distributed advantages such as 400+ PT phone profit within the close markets, and Verizon Noting that his cut phone cut in half when rapprochement. The paid -paid -paid phone will add 1,500 dollars+ of the value of the wireless customer (ClV) easily just 1000 dollars for the cost of building the house on FTTH [fiber to the home] The issue of work, which is already positive as a stand -alone condition. TD Cowen, March 2025 After that, there is an issue if there is any real benefit to collect wireless and extract services. T-MobileThe CEO of Mike Siever has previously said that the company also has a lower beater as it has fiber competitors. Some competitors talk about things like, we invest in fibers because we have more stocks and more success as we have fibers. Then we went and looked at it and said, well, this is interesting. When two main competitors have fiber, T-Mobile has made more success, as they have fibers. Mike Severt, T-Mobile CEO, December 2024 Instead of spending billions on expensive fibers, the company [T-Mobile] It can focus on [mobile] The network, the pricing of superior mobile devices, and the capital return for years to come. TD Cowen, March 2025 The risk of T-Mobile is that if the rapprochement is real, the loss of Lumen homes puts them away. In this case, getting charter houses will jump them to a driving position, albeit with the lower hfc cable homes. TD Cowen, March 2025
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T-Mobile may be left behind as AT&T builds its internet kingdom
It may be T-Mobile The dominant player in the fixed wireless arrival market (FWA), but has no network of organic fibers. Internet fiber is superior to FWA in terms of speed, which explains the reason T-MobileHe wants to buy Metronet and Lumos fiber companies. AT & T, on the other hand, runs the largest America The fiber network is preparing to increase its mark With acquisition. This represents a lost opportunity for T-Mobile.T-Mobile Fiber services provide partnerships with optical fiber network owners and planned acquisitions to help them reach 15 million families.
If everything is planning, AT & T Ultimately, a kingdom with 55 million homes can be acquired VerizonExpect 40 million homes of fiber and T-Mobile15 million locations of fiber.AT & TThe Lumen deal is nothing more than just rumors at the present time, and there is a possibility T-Mobile and Verizon I will try to outperform the company.
Moreover, an increasing number of customers became fond of FWA services, so it may not have come T-Mobile To panic so far.
However, "if the rapprochement is real T-Mobile Far from behind. The company itself may start to a leadership position by buying the charter, but the Charter network relies on the lower fiber technology (HFC) that is slower and less capable of fiber. However, the charter has more than 30 million customers, therefore T-Mobile You will benefit a lot by getting it.
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| Genre | News & Magazines |
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| Update | March 28, 2025 |
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