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pierredv : charter   1

Verizon and Charter: the Trump era heralds a wave of European-style cable–mobile consolidation - AnalysysMason Jan 207
"Seeing every Verizon move through the teleology of 5G misses the point; US mobile is shrinking and Verizon needs to spread its bets."

"In pursuing a mobile-first strategy, Verizon has progressively shrunk its wireline footprint. In the early part of last decade, the company was a proponent of FTTP, but found the capex burden intolerable, and of its 22% wireline coverage, only 15% has FiOS (FTTP) availability, with the rest on low-grade ADSL. Charter acquired the larger Time Warner Cable and the smaller Bright House Networks in 2015."

"Analysys Mason's view is that the USA is waking up to the same realities that hit Europe a few years ago: a mobile-first strategy no longer makes any 'industrial' sense, and the survival of mobile-only operators into the 5G era is in question. Market structure (with a geographical fragmentation of fixed but not mobile) has shielded the USA from this, as it has in other markets with a similar asymmetric structure such as Finland and Russia. While 5G-readiness is something to aspire to, the rationale for any merger is, from Verizon's point of view, much more immediate and banal: mobile revenue will come under increasing pressure; broadband/video has more growth potential than mobile; and fixed–wireless may not work."

"Analysys Mason forecasts rises in consumer wireline revenue and a decline in mobile revenue between now and 2021 in the USA."

"We believe that Verizon's interest in cable is at least in part motivated by the realisation that mmWave fixed–wireless (pre-standards 5G) is not the best way to address the great indoors."
AnalysysMason  Verizon  Charter  *  broadband  cable  mobile  cellular  LTE  Vodafone  mmWave 
february 2017 by pierredv

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