Cable Could Sit Pretty From Wireline/Wireless 'Coopetition,' Macquarie Analyst Says
With wireline and wireless industry convergence leading to a "coopetition" industry framework, cable "has the most to win" due to its fiber assets, Wi-Fi and mobile virtual network operator agreements, said Macquarie Research analyst Amy Yong in a note to…
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investors Friday. Backhaul needs will grow with 5G rollout, meaning telcos could forge closer ties to operators like Charter Communications and Comcast for their fiber assets, she said. Meanwhile, the new Trump administration could see more mergers via "a fresh and business friendly DOJ-FCC team," she said, with likely scenarios including cable-wireless combinations such as Charter and Comcast or Charter and Altice uniting to buy T-Mobile or Sprint, a Dish Network/wireless or Dish/cable deal, or a wireless merger of T-Mobile and Sprint.