Winners, Losers Starting to Emerge as Wireless Moves to 5G, Macquarie Says
As the wireless industry moves to 5G, winners and losers are starting to emerge from among carriers, Macquarie Capital wrote investors Friday. “In the US, AT&T and Sprint have solid spectrum assets but diversification is needed,” the firm said. “If…
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Sprint and T-Mobile unite, the NewCo would have 300MHz+ of low/mid/high-band spectrum." The "biggest change that 5G brings is the use of a diverse set of assets including high-band spectrum aka mmWave (30-300GHz), fiber, and Wi-Fi; this has shifted the value of spectrum,” analyst firm said.