& 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
The more things change, the more they stay the same for Juniper's next-gen comms solutions, and that's a good thing.
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.
LRTV Custom TV
ZTE Pre5G & 5G Solutions

6|30|16   |   02:23   |   (0) comments


At 5G World London, ZTE demonstrated their Pre5G and 5G solutions, including their 128 antenna and two types of base stations.
LRTV Custom TV
Energy 2020: Technology Innovation to Fuel Power Efficiency

6|30|16   |   07:21   |   (0) comments


Managing energy costs and consumption as cable operators deploy new services requires new levels of innovation from technology partners. In this video, Dave Fellows, co-founder and CTO of Layer3 TV and chief scientist of the SCTE/ISBE Energy 2020 program, discusses such ambitious objectives as achieving a second 500% increase in efficiency in outside plant ...
LRTV Custom TV
Transitioning to Service Agile Networks

6|30|16   |     |   (0) comments


Packet optical networks are transitioning from proprietary converged systems to open disaggregated platforms. This video will describe the Fujitsu 1FINITY disaggregated platform, explore how 1FINITY interoperates with the Fujitsu FLASHWAVE platform and explain how 1FINITY is designed for software control, like with Fujitsu Virtuora NC.
Women in Comms Introduction Videos
Nokia's Advancement Plan: Bring Old Skills to New Roles

6|29|16   |   7:57   |   (1) comment


Nokia's Sandy Motley advises women to change their mindsets; get aggressive about advancing their careers; develop strong, diverse support networks; and always bring forth learned skills to take on new challenges and different roles.
Between the CEOs
CEO Chat: Cisco's Yvette Kanouff

6|28|16   |     |   (0) comments


In Silicon Valley, Steve Saunders sits down with Cisco's Yvette Kanouff for an exclusive in-depth interview.
LRTV Interviews
Comcast: Prepping Next-Gen Video Services

6|28|16   |     |   (0) comments


In this LRTV interview, Comcast's Elad Nafshi outlines where MSO stands with cloud DVR, OTT video, college and gigabit services.
LRTV Custom TV
Energy 2020: Creating Unique Standards for Cable's Unique Networks

6|28|16   |   09:30   |   (0) comments


Cable's unique network requirements require a specific set of standards for operators to increase power efficiency, according to Dan Cooper, vice president of critical infrastructure for Charter Communications and chair of the SCTE/ISBE Standards Program's Energy Management Subcommittee, and Ian Oliver, managing director of the Trenchant Group and a member of the ...
LRTV Custom TV
Masergy: 'Now Is the Time for NFV'

6|28|16   |     |   (0) comments


Hear Ray Watson, VP of Global Technology at Masergy, talk about the advantages that enterprises can leverage using Network Function Virtualization (NFV), and how Masergy takes a unique approach to solving customers' problems. For more information on Masergy, please visit www.masergy.com.
LRTV Custom TV
Masergy Leads the Charge With NFV Capabilities

6|28|16   |     |   (0) comments


Hear Tim Naramore, CTO at Masergy, talk about how focusing on solving specific customer challenges, providing self-service automation tools and being laser focused on the customer experience has enabled Masergy to be a leader in the NFV space. For more information on Masergy, please visit www.masergy.com.
LRTV Custom TV
Private Company of the Year - Affirmed Networks

6|27|16   |     |   (0) comments


At BCE 2016, Steve Saunders speaks to Hassan Ahmed about Affirmed's success.
LRTV Custom TV
Energy 2020: Growing Services, Not Consumption

6|24|16   |   07:18   |   (0) comments


Management of power requirements needs to be a key consideration as cable operators deploy new services, says Dan Cooper, vice president of critical infrastructure for Charter Communications and chair of the SCTE/ISBE Standards Program's Energy Management Subcommittee. In this video, Cooper discusses the importance of cable operators and technology partners ...
LRTV Huawei Video Resource Center
Huawei & TDC First to Launch DOCSIS 3.1 Trial in Europe

6|24|16   |     |   (0) comments


To meet the rising demands for high-speed broadband and to tackle fierce competition for 1.5 million household, TDC wanted to upgrade its network to use the latest technology. Using Huawei's DOCSIS 3.1 solution, TDC is now able to offer gigabit speeds to its customers.
Upcoming Live Events
September 13-14, 2016, The Curtis Hotel, Denver, CO
November 3, 2016, The Montcalm Marble Arch, London
November 30, 2016, The Westin Times Square, New York City
December 6-8, 2016,
May 16-17, 2017, Austin Convention Center, Austin, TX
All Upcoming Live Events
Infographics
A new survey conducted by Heavy Reading and TM Forum shows that CSPs around the world see the move to digital operations as a necessary part of their overall virtualization strategies.
Hot Topics
'Brexit' Vote Hits BT, Vodafone
Iain Morris, News Editor, 6/24/2016
Brexit: It's Hard to See an Upside
Ray Le Maistre, Editor-in-chief, 6/29/2016
Qualcomm Readies Lower-Band 5G Testbed
Dan Jones, Mobile Editor, 6/27/2016
Sigfox Said to Face Customer Backlash
Iain Morris, News Editor, 6/27/2016
Arista Could Face US Import Ban – Reports
Mitch Wagner, West Coast Bureau Chief, Light Reading, 6/23/2016
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
In Silicon Valley, Steve Saunders sits down with Cisco's Yvette Kanouff for an exclusive in-depth interview.
At the BCE 2016 show in Austin, ECI Telecom CEO Darryl Edwards tells Light Reading founder and CEO about the Elastic Network concept and the company's NFV and cybersecurity developments.
Animals with Phones
Live Digital Audio

Our world has evolved through innovation from the Industrial Revolution of the 1740s to the information age, and it is now entering the Fourth Industrial Revolution, driven by technology. Technology is driving a paradigm shift in the way digital solutions deliver a connected world, changing the way we live, communicate and provide solutions. It can have a powerful impact on how we tackle some of the world’s most pressing problems. In this radio show, Caroline Dowling, President of Communications Infrastructure & Enterprise Computing at Flex, will join Women in Comms Director Sarah Thomas to discuss the impact technology has on society and how it can be a game-changer across the globe; improving lives and creating a smarter world. Dowling, a Cork, Ireland, native and graduate of Harvard Business School's Advanced Management Program, will also discuss her experience managing an international team focused on innovation in an age of high-speed change.