& cplSiteName &

T-Mobile CFO Eyes Dish, Growth Opportunities

Dan Jones
8/13/2014
50%
50%

T-Mobile's CFO sees more "inorganic growth" opportunities ahead for the carrier -- despite the collapse of the Sprint merger plans -- and noted Dish as a possible partner in a chat Wednesday.

T-Mobile US Inc. CFO J. Braxton Carter chatted about what happens next for T-Mobile during his session at the Oppenheimer 17th Annual Technology, Internet & Communications Conference. He was largely positive about the prospect of a closer relationship with US satellite TV provider Dish Network LLC (Nasdaq: DISH) when asked, noting how the companies' assets could align.

"I think he's a brilliant man," Carter said of Dish CEO Charlie Ergen, who has previously pursued similar wireless deals with Sprint Corp. (NYSE: S) and Clearwire LLC (Nasdaq: CLWR) that never made it to completion. (See Dish Throws in the Towel on Sprint Buy and Dish Cedes to Sprint's Clearwire Bid.)

The appeal of the Dish position is that the satellite provider holds 50MHz of spectrum in the US -- 40MHz in the AWS-4 band and 10MHz in the H-Band -- that is very close to the AWS spectrum that T-Mobile has been deploying its 4G LTE network in.

"We could certainly very rapidly deploy on his spectrum," Carter noted.

This would give the pair the opportunity to offer really large LTE channels for faster over-the-air services, possibly doubling up on the 2x20MHz LTE channels that T-Mobile can offer today. Although Carter noted that the operator will move beyond that by itself anyway, without offering much further detail.

Of course, that would mean striking a deal between the two and -- as Carter noted -- Ergen is a "tough negotiator." Still, he opined, it would be very difficult and expensive for Dish to deploy a wireless network on its own, and the provider is running out of time to strike a 4G deal with a partner.

Talking about the recent "out of right field" $15 billion bid from Iliad (Euronext: ILD), Carter described it as "inadequate" and "not interesting." T-Mobile management, he intimated, feels that the carrier is actually being "undervalued" anyway. (See T-Mobile Rejects Initial Iliad Bid – WSJ.)

However, he allowed that the bid "can develop into other people have that interest and other inorganic opportunities." (See Iliad's Bid for T-Mobile: This Ain't No Joke.)


Visit Light Reading's mobile channel for key developments from the wireless networking sector, including 4G, 5G, small cells, security, carrier WiFi, packet core and more.


In the long term, Carter is still clearly looking to a mega-merger to create an operator that can compete with the big two: "The formation of a third-scale national carrier certainly would increase competition," he said.

"The government clearly has a different view," Carter added. (See FCC Could Block Sprint/T-Mobile Spectrum JV.)

The CFO suggested that Sprint must now get the "network piece" together in order to become truly competitive in the marketplace again, noting the ambitions of SoftBank Mobile Corp. CEO Masayoshi Son to make the Sprint network the "best in the world."

"That's going to take years, the amount of densification needed," he stated, stressing that the network performance needs to be there for Sprint to compete.

"Could they get extremely aggressive [on pricing]? Yeah," Carter told his audience. "But what good is that if you just churn [subscribers] right out of the back door?"

"I think its going to take them a while and, in the meantime, we are fully ready for the competition," Carter added.

T-Mobile's CEO John Legere has predicted that the operator will take third place in the US market from Sprint by the end of the year. (See DT Wants Spectrum Favors; Legere Wants Sprint's Slot.)

— Dan Jones, Mobile Editor, Light Reading

(1)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
RitchBlasi
50%
50%
RitchBlasi,
User Rank: Light Sabre
8/14/2014 | 2:21:13 PM
T-Mo n Dish
Hey, anytime you can add more spectrum to your portfolio you go for it.  The lower the frequency the more valuable the spectrum -- and the more you can do with it.  T-Mo wants the spectrum and Dish wants a mobile play.  Sounds like a match made in heaven.

As far as T-Mo moving into third place, you can only drop prices to a certain level before there is an impact in the food chain.  These folks should be driven by margins and profit and if lowering prices takes these to new lows, then I can see how someone could say a company was undervalued.  Not an engineer, and not a financial guru, but I think I understand enough to be dangerous.  Look what happened to the long distance market when it truly commoditized - thank God for wireless! 
From The Founder
NFV's promises of automation and virtualization are intriguing, but what really excites service providers is the massive amount of money they could save.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
Women in Comms Introduction Videos
AT&T's Tech President Preps Workforce for the Future

7|26|17   |   5:47   |   (7) comments


AT&T is focused on the software-defined network of the future and is reskilling its workforce to get ready too, according to AT&T's President of Technology Development Melissa Arnoldi.
Women in Comms Introduction Videos
Cisco: Mentoring Critical to Attract & Retain Women

7|19|17   |   6:40   |   (1) comment


Liz Centoni, senior vice president and general manager of Cisco's Computing System Product Group, shares why mentoring in all its forms is important for women and what Cisco is doing that's made a difference for women in tech.
LRTV Custom TV
Gigabit LTE With Snapdragon 835

7|12|17   |     |   (1) comment


At an event in Wembley stadium, EE used its live network to demonstrate gigabit LTE using a Sony Xperia XZ Premium smartphone with a Qualcomm Snapdragon 835 chip.
LRTV Custom TV
Implementing Machine Intelligence With Guavus

7|12|17   |     |   (0) comments


Guavus unites big data and machine intelligence, enabling many of the the largest service providers in the world to save money and drive measureable revenue. Learn how applying Machine Intelligence substantially reduces operational costs and in many cases can eliminate subscriber impact, meaning a better subscriber experience and higher NPS.
LRTV Custom TV
Unlocking Customer Experience Insights With Machine Intelligence

7|12|17   |     |   (0) comments


When used to analyze operational data and to drive operational decisions, machine intelligence reduces the number of tasks which require human intervention. Guavus invested in Machine Intelligence early. Learn about the difference between Machine Learning and Machine Intelligence.
Women in Comms Introduction Videos
Verizon VP Talks Network, Career Planning

7|12|17   |   4:49   |   (0) comments


Heidi Hemmer, vice president of Technology, Strategy & Planning at Verizon, shares how bold bets and the future of tech define her career.
Telecom Innovators Video Showcase
Masergy's NFV Journey

7|11|17   |     |   (0) comments


Ray Watson, vice president of global technology at Masergy, discusses the advantages and challenges in entering the still-maturing NFV market for the past three years.
Telecom Innovators Video Showcase
Mavenir on RCS Cloud Platform & Multi-ID

7|10|17   |     |   (0) comments


Guillaume Le Mener, head of marketing and corporate development at Mavenir, discussed RCS and the recent launch of Multi-ID, which supports T-Mobile's DIGITS, the revolutionary new technology that breaks down the limitation of one number per phone and one phone per number.
LRTV Custom TV
ADTRAN Executive Outlines Trends in Next-Generation 10-Gigabit Cable Networks

7|10|17   |     |   (0) comments


Hossam Salib, VP of Cable and Wireless Strategy at ADTRAN, outlines key trends as MSOs begin to deploy next-generation Gigabit and 10-Gigabit cable networks. In the interview, Hossam outlines the advantages of a Fiber Deep architecture, FTTH options including EPON and RFoG, and the importance of SDN and NFV in building next-generation high-bandwidth cable networks.
LRTV Interviews
Global Capacity: Bandwidth Demand Driving Ethernet Growth

7|6|17   |   6:37   |   (0) comments


At Light Reading's Big Communications Event in Austin, Texas, Global Capacity's VP of Marketing Mary Stanhope talks about how the demand for bandwidth is changing the way service providers deliver broadband services.
LRTV Interviews
Colt's Services Chief on Digital Delivery

7|5|17   |   16:12   |   (0) comments


Rogier Bronsgeest, the chief customer experience officer (chief CEO!) at Colt, discusses the way in which the service provider interacts with its customers these days and his aggressive net promoter score (NPS) targets.
Women in Comms Introduction Videos
BT VP: Women Should Fill Security Talent Gap

7|5|17   |   6:00   |   (2) comments


By 2020 there will be six security jobs for every qualified worker, and Kate Kuehn, vice president of Security for BT in the Americas, says BT wants to encourage women to fill the shortage in jobs.
Upcoming Live Events
September 28, 2017, Denver, CO
October 18, 2017, Colorado Convention Center - Denver, CO
November 1, 2017, The Royal Garden Hotel
November 1, 2017, The Montcalm Marble Arch
November 2, 2017, 8 Northumberland Avenue, London, UK
November 30, 2017, The Westin Times Square
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
NFV, SDN, Big Data – It's All About Automation
Craig Matsumoto, Editor-in-Chief, Light Reading, 7/21/2017
AT&T's Tech President Preps Workforce for the Future
Kelsey Kusterer Ziser, Editor, 7/26/2017
The Hidden (Human) Cost of Automation
Steve Saunders, CEO and founder, Light Reading, 7/26/2017
What's a Little Throttling Between Friends?
Mari Silbey, Senior Editor, Cable/Video, 7/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
Following a recent board meeting, the New IP Agency (NIA) has a new strategy to help accelerate the adoption of NFV capabilities, explains the Agency's Founder and Secretary, Steve Saunders.
One of the nice bits of my job (other than the teeny tiny salary, obviously) is that I get to pick and choose who I interview for this slot on the Light Reading home ...
Animals with Phones
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.