& cplSiteName &

What's the Next Mega-Mobile Merger in the US?

Dan Jones
5/1/2013
50%
50%

Now that T-Mobile USA has succeeded in combining with MetroPCS, what could the next mega-mobile merger in the U.S. be? Well obviously, Sprint has to bring its three-way with SoftBank Mobile and Dish Network Corp. to a happy ending while completing the total take-over of Clearwire LLC next. That's no small order in itself! Verizon Communications Inc., meanwhile, could pay Vodafone Group plc tens of billions to have complete control of its wireless arm. What happens after that, however, is a little bit murkier. One long-term prospect is that Sprint could merge with T-Mobile. Sprint's CEO Dan Hesse didn't rule that out when asked about it in 2012. I don't see that happening any time soon, though. Sprint and T-Mobile each face their own separate network integration challenges ahead with their current or planned partners and those are always more tricky in practice than on paper. Adding another massive network to the mix could stall the whole process. It's even less likely that AT&T Inc. and Verizon Wireless could meld with either Sprint or T-Mobile. The failure of the proposed AT&T/T-Mobile merger in 2011 indicates that the government doesn't presently want to make the U.S. wireless scene any more of a duopoly than it already is. I certainly expect them to span up more small regional carriers though to lock up more 4G bandwidth. The hunt for spectrum is an un-ending process and the big two hold the whip-hand there. One outside possibility is that Google could get into the wireless service provider game. There has certainly been speculation on that in the past. I don't really see the point of Google buying a pure-play wireless carrier. They have got what they needed -- a platform for mobile search revenues -- through the ascendancy of the Android operating system in that area. I could see Google using its money trying to develop alternative high-speed wireless technologies such as white spaces in the future, much like the search giant is trying to push high-speed fiber in the U.S. Whether that's a build or buy situation is not obvious to me at this point. Perhaps you have some thoughts on what's coming next for mobile M&A in the USA? — Dan Jones, Site Editor, Light Reading Mobile

(9)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
brianm0122@gmail.com
50%
50%
brianm0122@gmail.com,
User Rank: Light Beer
6/4/2013 | 7:05:25 PM
re: What's the Next Mega-Mobile Merger in the US?
Everyone here sees the Dish/sprint/clearwire/sofbank as an either/or deal. It could be that Dish is happy with Clearwire, or even just a portion of it. They need some sort of infrastructure to base their network on, and it is possible that Sprint could scrape up a package of towers/spectrum/network from their Clear/sprint/Nextel networks. There is plenty of overlap between the networks in many parts of the country.

The Sprint and Nextel networks pretty much overlapped across the county. If Sprint took the Nextel network, tossed in some Clear/sprint spectrum, towers, Switches, data centers, etc, Dish, could have the start of a very comprehensive network. Add their own spectrum, and maybe some combination of Leap/US cellular/Cspire/others, they could cobble together very nearly nationwide. They are very well-funded, and Charlie Ergen thinks big. What do you think?
Asael Delgado
50%
50%
Asael Delgado,
User Rank: Light Beer
5/13/2013 | 4:19:19 PM
re: What's the Next Mega-Mobile Merger in the US?
PERFECT! I could not of said it better myself!
lanbrown
50%
50%
lanbrown,
User Rank: Light Sabre
5/11/2013 | 1:45:55 AM
re: What's the Next Mega-Mobile Merger in the US?
But the big players don't want "those" customers. You are talking low margin customers and those low margin customers would then have access to a much faster network. Their data usage would go up , making those slim margins even slimmer.

Sure the carriers would like the spectrum, but not at that cost. if the Leap/Cricket network is just congested in areas, your net spectrum add is a negative. When users are seeing dial-up speeds, the network is at 100%. if someone could buy Leap/Cricket and just shut the network down, then the spectrum makes sense. The next issue, Leap/Cricket and MetroPCS for the most part are using 5MHz channels whereas the big players are using 10MHz. That doesn't really help the big players unless that spectrum falls right next to what they currently have.

Maybe the answer is that the big players all put money into the hat to buy certain areas to get spectrum that suits them and whatever is leftover they sell?
DanJonesLRMobile
50%
50%
DanJonesLRMobile,
User Rank: Light Sabre
5/10/2013 | 3:03:50 PM
re: What's the Next Mega-Mobile Merger in the US?
Leap would make sense as additional spectrum for an existing network not as a standalone network.
lanbrown
50%
50%
lanbrown,
User Rank: Light Sabre
5/10/2013 | 5:19:53 AM
re: What's the Next Mega-Mobile Merger in the US?
Leap has the slowest network out there though. In some areas it could take an hour for a text message or data speeds were that of dial-up. So if someone bought them, what do they get? They get low paying customers and moving them to your network is just going allow them to use more of their unlimited data. I cannot see Verizon interested in them at all. Sprint/Dish/Clear/Soft will all be busy. If Dish doesn't get Sprint, then maybe they will be interested.
brianm0122@gmail.com
50%
50%
brianm0122@gmail.com,
User Rank: Light Beer
5/7/2013 | 9:25:12 PM
re: What's the Next Mega-Mobile Merger in the US?
I think Sprint fights off Dish for Clear, and DISH has to look around for another carrier to form a core of a nationwide network. U.S. Cellular, Cspire, leap are all candidates.
MordyK
50%
50%
MordyK,
User Rank: Light Sabre
5/7/2013 | 1:44:44 AM
re: What's the Next Mega-Mobile Merger in the US?
I think T-Mobile will attempt to take out Leap and US Cellular whose spectrum assets align with the MetroPCS assets and largely fill the hole in the MetroPCS national spectrum map puzzle. They pretty much have to wait until they swallow MetroPCS which will be a bit of a challenge but will also be a practice run for other CDMA carriers, something that Verizon has done a few times in the opposite direction..
Matthew Prendergast
50%
50%
Matthew Prendergast,
User Rank: Light Beer
5/6/2013 | 1:46:04 PM
re: What's the Next Mega-Mobile Merger in the US?
I see softbank and sprint merging just fine. Dish will be mad but will merge with T-mobile, since T-mobile loves advertising there T-mobile tv apps.If Dish and t-mobile do not merge then I think that would leave dish and google to join forces, forcing t-mobile to scoop up regional carriers or until centurylink comes to its senses and buys t-mobile and stops relying on verizon for wireless. There is an offshoot though that after vodafone sells its half to verizon, they will buy t-mobile just to compete in the US markets. Doubtful but possible.
Sarah Thomas
50%
50%
Sarah Thomas,
User Rank: Blogger
5/6/2013 | 1:40:12 PM
re: What's the Next Mega-Mobile Merger in the US?
What about Leap Wireless? It's going to have a real tough time competing, especially now that T-Mobile owns MetroPCS. It's a candidate for acquisition.
More Blogs from Jonestown
It's really hard to tell right now.
Doughnuts get the delivery drone treatment in Denver, because... of course they do.
The AT&T acquisition seems to suggest that Ma Bell will get deeper into fixed 5G services and more.
There's one important thing still up in the air about 5G.
From The Founder
Kicking off BCE 2017, Light Reading founder Steve Saunders lays blame for NFV's slow ramp-up and urges telecom to return to old-fashioned standards building and interoperability.
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
VeEX at ANGA COM

6|27|17   |     |   (0) comments


At ANGA COM 2017, Cyrille Morelle, president and CEO of VeEX, updates Alan Breznick with VeEX's new products and technology. This includes VeSion cloud-based platform for network monitoring, AT2500-3G advanced spectrum analyzer and MTTplus-900 WiFi Air Expert module. He also comments on DOCSIS 3.1 deployment and Remote PHY technology.
LRTV Custom TV
The Overall Objective Is to Win the Game

6|26|17   |     |   (0) comments


SCTE•ISBE's Chris Bastian discusses Energy 2020's success to date and the importance of a flexible approach that allows for changes in specific strategies in order to reach significant milestones.
LRTV Interviews
CenturyLink: Let's Get Past SD-WAN Hype

6|23|17   |   04:02   |   (0) comments


Technology becomes a "shiny object" unless it's properly focused on solving business needs for enterprise customers, says Bill Grubbs, network solutions architect for CenturyLink. He explains to Light Reading why SD-WAN deployments have to be tailored to specific needs – and more.
Women in Comms Introduction Videos
Infinera's Sales Director Paints Tech's Big Picture

6|21|17   |   4:14   |   (1) comment


Shannon Williams, Infinera's director of sales, shares how she achieves work's many balancing acts -- between her role and the broader company, today and tomorrow's tech and more.
LRTV Custom TV
SD-WAN Innovation & Trends

6|20|17   |     |   (0) comments


Versa CEO Kelly Ahuja discusses with Carol Wilson the current status and trends in the SD-WAN market, Versa's innovation around building a software platform with broad contextualization, and the advantages that startups can bring to the SD-WAN market.
LRTV Interviews
Ovum's Dario Talmesio on 5G in Europe

6|20|17   |   02:16   |   (0) comments


At 5G World 2017, Dario Talmesio, principal analyst and practice leader on Ovum's fixed and mobile telecoms European team, explains the emerging trends amongst European operators as they prepare for 5G.
LRTV Custom TV
Putting Power on a Pedestal

6|19|17   |     |   (0) comments


ARRIS's John Ulm says a major accomplishment of SCTE•ISBE's Energy 2020 program is increased focus on power cost and consumption, including inclusion of energy requirements in operators' RFPs and RFIs.
LRTV Custom TV
Gigabit Access: The Last-Mile Pipe for All Future Services

6|19|17   |     |   (0) comments


A Gigabit access platform being deployed today must be able to deliver all types of services to an increasing number of devices. A non-blocking architecture is necessary to support the ever-increasing growth in bandwidth demand. The Huawei Gigabit access solution is based on a distributed design that is fully scalable to deliver a unprecedented performance.
LRTV Custom TV
Key Factors to Successfully Deploy an SD-WAN Service

6|19|17   |     |   (0) comments


As service providers transition their SD-WAN solution from trials and limited deployments into production at large scale, there are important considerations to successfully operationalize these solutions and realize their full potential, without adding complexity, introducing uncertainty or disrupting current business operations. Sunil Khandekar, CEO and Founder ...
LRTV Custom TV
IoT Solutions: Rational Exuberance

6|19|17   |     |   (0) comments


IoT solutions are morphing from hype into viable business opportunities. Huawei has the platform and ecosystem support to help carriers successfully address new business opportunities in the IoT space.
LRTV Custom TV
Realizing ICN as a Network Slice for Mobile Data Distribution

6|19|17   |     |   (1) comment


Network slicing in 5G allows the potential introduction of new network architectures such as Information-centric Networks (ICN) as a slice, managed over a shared pool of compute, storage and bandwidth resource. Services over an ICN slice can benefit from many architectural features such as Name Based Networking, Security, Multicasting, Multi-homing, Mobility, ...
LRTV Interviews
Ovum's Mike Roberts on 5G Uptake

6|19|17   |   04:08   |   (0) comments


Mike Roberts, research director for Ovum's service provider markets group, explains why he has boosted his 5G subscriptions forecast.
Upcoming Live Events
October 18, 2017, Colorado Convention Center - Denver, CO
November 1, 2017, The Montcalm Marble Arch
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
No Imagination: UK Chip Biz Goes Up for Sale
Iain Morris, News Editor, 6/22/2017
Does AT&T Deserve Time Warner?
Mari Silbey, Senior Editor, Cable/Video, 6/23/2017
Netflix's Lesson in Culture Expectation Settings
Sarah Thomas, Director, Women in Comms, 6/21/2017
Kalanick Steps Down as Uber CEO
Sarah Thomas, Director, Women in Comms, 6/21/2017
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.